mga sheet
5
Lead tracking plus review
Marketing Excel template
I-download ang Campaign Performance talaan template for libreng.
Consultation
If you want campaigns, Resultas, next steps, and evaluation in one place, we can shape the Excel and web versions around that flow. We can also keep the workbook lean enough for day-to-day sales and marketing use.
We can adjust the columns to match your follow-up daloy ng trabaho.
A libreng Excel template that keeps campaign Resultas, touchpoints, next actions, and evaluation in one workbook. The same pahina also shows the matching daloy ng sistema.
libreng download
Lead list
Follow-up
Scoring
Focus
Pipeline clarity
Keep follow-up visible
input
Easy to adapt
Works for mixed teams too
Example inputs
See the lead status at a glance
Keeping the lead name, source, last touch, next action, and score together makes follow-up much easier to pamahalaan.
Lead
Prospect A
Source
Web inquiry
Last touch
2026-04-07
Next action
Call back tomorrow
libreng download
Review the Excel version first
Isang libreng Excel template na mas madaling ayusin ang campaign Resultas, touchpoints, next actions, and evaluation in one workbook. Use the download first, then paghambing the web-based daloy ng trabaho on the same pahina.
file
Campaign Performance talaan template.xlsx
File name：marketing_operations_campaign_performance_log_template_en.xlsx
mga sheet
5 sheets
Use case
Campaign Resultas, touchpoints, next actions
Keep lead mga detalye, source, and owner assignments in one place.
Track follow-up timing and outcomes without jumping between mga file.
A practical bridge from spreadsheet-based tracking to a sistema-ready pipeline.
Start with the core assumptions first.
How to use it
How campaign performance stays organized in Excel
A short follow-up flow that keeps campaigns moving instead of slipping away.
Step 1
Lead capture
Capture the lead source, owner, and basic makipag-ugnayan mga detalye as soon as a lead comes in.
Step 2
Lead evaluation
Score the lead so the team can see which opportunities deserve attention first.
Step 3
Follow-up plano
Set the next action and due date so follow-up stays visible.
Step 4
Pipeline review
Review the pipeline every week and keep the next response step in the same workbook.