Creating an Excel Spreadsheet for Tracking
Budget: $10 – $30 CAD
I am looking to create an Excel Spreadsheet to track future prospects. I have highlighted the details that needs to be in the excel sheet.
- broken down into different months
- categorized into Q1, Q2, A3, Q4
- a column for "names" of the patients who booked a discovery call
- a column for the date they booked a call with us
- a column for the date of their discovery call
- 3 columns of where the client found us (1) Google Search (2) Doctor Referral (3) Social Media. These numbers to be auto populated so we can see a running total
- a column if they showed up to the discovery call
- a column if they signed up for our program
- a column for notes
- colour coordinated for each month
I have attached a screenshot of an example that I liked. I liked how the picture is colour coordinated and very easy to read.
- broken down into different months
- categorized into Q1, Q2, A3, Q4
- a column for "names" of the patients who booked a discovery call
- a column for the date they booked a call with us
- a column for the date of their discovery call
- 3 columns of where the client found us (1) Google Search (2) Doctor Referral (3) Social Media. These numbers to be auto populated so we can see a running total
- a column if they showed up to the discovery call
- a column if they signed up for our program
- a column for notes
- colour coordinated for each month
I have attached a screenshot of an example that I liked. I liked how the picture is colour coordinated and very easy to read.