Sales · free template

Sales Tracker

Deals, stages and values like any tracker — plus every deal on a live map and one-formula territory assignment when the team grows.

📋 Make a copy in Google Sheets One click — formulas already in the cells

What's inside

=INSTAMAP()=TERRITORY()=CLOSEST_TO()
  • One row per deal; the deal map builds from the address column.
  • When you add reps, =TERRITORY() splits accounts fairly in one formula.

Set-up (60 seconds)

  1. Click "Make a copy" above — the template opens in your Google Sheets.
  2. Install the free InstaMaps add-on (100 lookups/day free; 1,000/day with a free email unlock).
  3. Turn the formulas on: in your sheet, open Extensions → InstaMaps → ⚡ Enable formulas (once per sheet). Any #NAME? cells recalculate — reload the page if they linger.
  4. Replace the sample rows with your data — every formula stays live.

Questions

Why put deals on a map?

Clusters show where your market actually is — where to visit, hire or advertise next. The =INSTAMAP() link updates as deals land.

Can I find the nearest existing customer to a new lead?

Yes — =CLOSEST_TO(newLeadCell, customerRange) returns the nearest customer and the distance, useful for references and route planning.

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