CRM-Style Lead Tracker
Summary of What I Did
- Data validation to ensure correct data formats (e.g., dates)
- Dropdown for Stages and Owner to standardize entries
- ARRAYFORMULA for automatic numbering of Lead ID
- Conditional formatting to flag negotiations and closed deals, and past dues on follow-up
- Wrapping text to make the entries readable
- Protected ranges to safeguard formulas while keeping data entry frictionless
- Clean currency formatting throughout for readability
- Use of Filter to allow easy searching and filtering of the data
- Creating Dashboard to see the actual picture of tracking easily
- Use of SUMIFS, SUMIF, COUNTIFS, COUNTIF, IF, and IFERROR formulas for better results on the dashboard

