Concept demo

Pipeline command center

A sample build for service businesses that need one place to track incoming leads, pipeline movement, follow-up status, and sales visibility without juggling multiple messy sheets.

Google Sheets workflow Apps Script automation Sales visibility

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42 Open deals

18 Follow-ups today

System focus Lead visibility, owner accountability, clean follow-up reminders, and faster sales handoffs.

What it solves

Manual sales tracking creates blind spots.

When leads live in DMs, spreadsheets, and personal follow-up notes, nobody has a clean view of pipeline health. This concept demo centralizes everything into one operational dashboard.

1 view for deals, owners, stages, and next actions

0 guesswork when checking overdue follow-ups and stalled leads

What is included

Built like an internal command center.

Lead board Stage tracking, ownership, source tagging, and next-step visibility in one sheet.
Follow-up triggers Automatic reminders for stale opportunities and unfinished actions.
Weekly summary view Fast reporting for wins, stuck leads, pipeline movement, and source performance.

Workflow

How the system runs

1. Capture leads

New inquiries drop into the sheet from forms, outreach, or manual entry with a clean status structure.

2. Assign and move

Each lead gets an owner, a deal stage, and a next action so nothing disappears into “follow up later.”

3. Trigger reminders

Apps Script can flag overdue leads, push reminders, or prep a daily list for action.

4. Review performance

Managers see live pipeline health without rebuilding reports by hand every week.

Want this for your business?

Let's build your version of it.

This concept demo can be adapted into a real sales system around your actual workflow, team, and tools.

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