A free sales pipeline tracker that tells you who to call today

Nearly every sales pipeline template tracks the deal. Name, company, value, stage. All useful, all backward-looking, and none of it tells you what to do when you sit down on Monday.

This one has a Next step and a Due date on every row, and the row turns pink when that date arrives. The National Association of Home Builders reckons contractors lose somewhere between 40 and 60 percent of bids purely because nobody followed up. Not because the price was wrong. Because the second call never happened.

One column fixes most of that, and it costs nothing to add.

Honestly, it might not. Plenty of people run an entire book of business from one spreadsheet and never need anything else. If that is you, take the sheet and go, with our blessing.

It gives out for three reasons, and none of them is fixable with a better spreadsheet.

You cannot really use it on a phone. Which is where you are standing when the call ends and the details are still fresh. By the time you are back at a desk you are writing down what you remember, not what happened.

It cannot tap you on the shoulder. The pink row only helps if you happen to open the file. A follow-up you forgot is invisible until you go looking for it.

It breaks with two people. The moment somebody else needs to work from it, you get overwritten cells, a second copy named final-v3, and two versions of the truth.

That is the point where a simple CRM earns its keep. Chumley is one screen, deals are cards you move as they move, and tapping a card to call or text logs it for you. $14 per user a month, flat.