AI Mayak
Start

Client funnel

Sheet · Spreadsheets and calculators Free Checked: October 2026

Clients by stage from first contact to payment, with conversion rates, revenue and average sale worked out for you.

What it is

Each new contact is a row. When a client passes a stage (replied, had a call, got a proposal, paid), put a 1 in the matching column, and the bottom block counts the stages, conversion percentages, revenue and average sale. Paste it into cell A1 of a blank Google Sheets spreadsheet. A pivot table on the "Source" column shows which channel brings in clients. If other people can see the sheet, or you upload it to an AI tool, write "Client A" or an internal number instead of names.

  • Sales
  • Google Sheets
  • Clients

Text to copy

Sheet
Client	Source	First contact	Replied	Call	Proposal	Paid	Amount paid	Next step	Next step date
Client A	Referral	2026-10-01	1	1	1	1	4000	Deliver phase one	2026-10-20
Client B	Cold email	2026-10-02	1	1	1			Waiting on reply to proposal	2026-10-09
Client C	Social media	2026-10-03	1	1				Send proposal	2026-10-08
Client D	Cold email	2026-10-03	1					Schedule a call	2026-10-07
Client E	Cold email	2026-10-04						Follow-up	2026-10-09
Client F	Website	2026-10-05	1	1	1	1	2500	Request a review	2026-10-30
Client G	Cold email	2026-10-06						Send last email	2026-10-13
Client H	Social media	2026-10-07	1					Send work samples	2026-10-08













Stage	Count	Moved on from previous stage, %
First contact	=COUNTA(A2:A21)	
Replied	=SUM(D2:D21)	=IFERROR(ROUND(B25/B24*100))
Call	=SUM(E2:E21)	=IFERROR(ROUND(B26/B25*100))
Proposal	=SUM(F2:F21)	=IFERROR(ROUND(B27/B26*100))
Paid	=SUM(G2:G21)	=IFERROR(ROUND(B28/B27*100))
First contact to paid, %	=IFERROR(ROUND(B28/B24*100))	
Revenue	=SUM(H2:H21)	
Average sale	=IFERROR(ROUND(B30/B28))	
Tip: put a 1 when a client passes a stage. There's room for 20 clients; if you need more, insert rows inside the list, not below it, so the totals pick them up.

Professions it helps

More in Spreadsheets and calculators

Checked: October 2026