How to Build a Sales Tracker in Google Sheets Guide

Below are three levels of operating a sales tracker in Google Sheets: from fully manual, to no-code automation, to using an AI computer agent like Simular to run the workflow end-to-end.### 1. Manual ways to run a sales tracker in Google Sheets**Method 1: Build a basic pipeline sheet from scratch**1. Go to https://docs.google.com/spreadsheets and click **Blank** (see Google’s guide: https://support.google.com/docs/answer/46973?hl=en).2. In row 1, add headers: `Created date`, `Owner`, `Company`, `Contact`, `Email`, `Deal name`, `Stage`, `Amount`, `Close date`, `Source`, `Notes`.3. Format the header row: bold, freeze row 1 (**View → Freeze → 1 row**).4. Turn it into a filterable table: select all data and click **Data → Create a filter**.5. Define your stages (e.g., Lead, Qualified, Demo, Proposal, Won, Lost) and use **Data → Data validation** to make `Stage` a dropdown.6. Add simple formulas, e.g. forecasted revenue: in a new column `Weighted amount`, use `=IF(Stage="Won",Amount,Amount*0.4)` or your own weights.7. Use **Insert → Chart** to create a pipeline bar chart or monthly revenue line chart.**Method 2: Use a free template and customize it**1. In Sheets, go to **File → New → From template gallery** and browse sales or CRM templates, or import a template from a source like HubSpot’s free sales trackers.2. Adjust columns to match your process: rename stages, add `Industry` or `Product line` columns.3. Update existing formulas instead of rewriting them; study them to understand how SUMIF, COUNTIF, and FILTER are used (see formula help: https://support.google.com/docs/answer/3094219?hl=en).4. Share with your team via **Share** in the top-right and set permissions (edit, comment, view) as needed (https://support.google.com/docs/answer/2494822?hl=en).**Method 3: Weekly sales review ritual**1. Block 30–60 minutes every Friday.2. Filter by `Owner` so each rep sees only their deals.3. Sort `Close date` ascending and scan for overdue deals; update `Stage` and `Notes` live.4. Insert a new sheet called `Weekly summary` and use `=SUMIF()` or `=QUERY()` to pull totals for `Won` deals this week.5. Use **File → Version history → Name current version** to snapshot each week’s numbers (https://support.google.com/docs/answer/190843?hl=en).**Method 4: Manual lead import from CSV**1. Export leads from your CRM or ad platform as CSV.2. In Sheets, click **File → Import → Upload** and choose your CSV.3. Select **Insert new sheet(s)** so raw data stays separate.4. Use `=ARRAYFORMULA()` or `=VLOOKUP()` from your main tracker sheet to pull in fields you care about.Pros (manual): complete control, no extra tools, great for small teams. Cons: time-consuming, error-prone, updates depend on human discipline.### 2. No-code methods to automate your sales trackerHere you keep Google Sheets as the source of truth but reduce manual entry using no-code automation platforms.**Method 5: Auto-log new leads from forms**1. Create a Google Form for lead capture and link responses to your tracker (https://support.google.com/docs/answer/2917686?hl=en).2. Map form questions to your tracker columns (e.g., `Email`, `Company`, `Budget`).3. In the response sheet, use formulas to clean data (TRIM, PROPER) and then `=ARRAYFORMULA()` to feed your main tracker sheet.4. Now every form submission instantly appears in the sales tracker without manual copy-paste.**Method 6: Connect your CRM or ads via no-code tools**1. Use platforms like Zapier, Make, or n8n to watch events: “New deal created” or “New lead from Facebook Ads.”2. In your automation, add an action: **Create spreadsheet row** in Google Sheets and map CRM fields to columns.3. Use a separate `Raw_imports` sheet as the landing zone; in your main tracker, reference it with `=FILTER(Raw_imports!A:Z, Raw_imports!Stage<>"")`.4. Set up another automation that updates rows when deals move stages or close, using a stable `Deal ID` column as the key.**Method 7: Email-to-Sheets logging**1. Use Gmail filters and labels to route “New lead” emails.2. With a no-code tool, trigger on new labeled emails and parse key data from subject/body (company, contact, interest).3. Append that data as a new row in your tracker sheet.Pros (no-code): less data entry, faster updates, good for small–mid teams. Cons: integrations can break, logic lives across tools, still limited to simple rules.### 3. Scaled, AI-agent automation with SimularSimular Pro is a highly capable AI computer agent platform that can operate your whole desktop, browser, and cloud environment like a power user. Instead of wiring dozens of point integrations, you let an agent literally work through your sales workflows, with transparent, inspectable steps (https://www.simular.ai/simular-pro).**Method 8: Agent-driven enrichment and logging**1. Configure a Simular AI agent that can: open your CRM, read recent leads, and navigate to your Google Sheets sales tracker.2. Give it a clear goal in natural language: “Every hour, check for new or updated deals in the CRM, enrich them with website data, and update the Google Sheets tracker accordingly.”3. The agent will: - Log into your CRM like a human. - Search for new/changed deals since last run. - Open Google Sheets, filter by `Deal ID`, and either update the row or create a new one.4. Because Simular’s execution is transparent, you can inspect each click and keystroke, then tweak steps before running at scale.**Method 9: Agent-managed weekly forecasting and reporting**1. Create a dedicated “Forecast” sheet that aggregates pipeline by stage, owner, and month.2. Train a Simular agent with a workflow: open the tracker, refresh all filter views, recalculate key ranges, update charts, then export a PDF and email it to stakeholders.3. Schedule it before your Monday pipeline meeting. The agent runs thousands of UI steps consistently, even across multiple files and accounts.**Pros of AI-agent automation:**- Handles complex, multi-app workflows (CRM → browser → Google Sheets → email) without brittle APIs.- Production-grade reliability for workflows with thousands of actions.- You delegate “clicking and typing” at scale instead of hiring more ops headcount.**Cons:**- Requires upfront design of the workflow and guardrails.- Best suited once your sales process and tracker structure are relatively stable.For official Google Sheets help on creation, formatting, and collaboration, see Google’s documentation hub: https://support.google.com/docs/topic/9054603. For learning how Simular agents work across desktop, browser, and cloud, explore https://www.simular.ai/simular-pro and the company overview at https://www.simular.ai/about.