Lead Details
Pipeline Tracking
Follow-Up System

Note: The template is built in Google Sheets. Works on desktop and mobile. Make a copy and customize columns to match your property.
No. Anyone can access the calculator for FREE and without the need to have an Event Temple account. You can access the tool by filling out the form on this page.
Fill out the access request form above. You will receive an email with your download link within minutes. After accessing the tracker spreadsheet, make a copy of it and customize it for your needs.
Hotel sales managers, catering directors, and DOS teams who need a better way to track group and event leads. Works for independent hotels, boutique properties, and small chains. If you are currently using sticky notes, scattered spreadsheets, or your memory to track leads, this template is for you.
Yes. Once you make a copy, you can add, remove, or rename any column to match how your property works. Add your own event types, status stages, or tracking fields.
This template helps you get organized almost instantly and before getting a software. Think of it as a structured starting point. When you are ready for automation, proposal generation, and PMS integration, that is when a specialized sales and catering software can take you to the next level.
No. This is a standalone spreadsheet. You will manually enter leads and update statuses. For automatic lead capture and system integrations, you would need dedicated software such as Event Temple.
Yes. Google Sheets works on any device. You can update lead status from your phone between site visits or calls.
There is no limit. Google Sheets handles thousands of rows. However, if you are tracking several active leads at a time, dedicated software will save you significant time.