Over 150.000 insurance professionals and consumers come to the Insurance Forum every month. Click here to register for FREE


Go Back   Insurance Forums > Insurance Agents and Brokers Forum > Insurance Technology Forum

Reply to LeadTracker Spreadsheet     
Old 12-22-2016, 10:18 PM   #1
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet LeadTracker Spreadsheet
Insurance Forums Sponsored Advertorial




Click Here if you're looking for Commission Tracker




Some of you that know me know that for the past few years I've been cold canvassing for my prospects. Some of us actually like it and at my age it's good exercise. But lately I've started ordering TM leads. Because I'm little anal about statistics and also because I simply like to mess around with spreadsheets, I made LeadTracker for my own use. And just like with the original Commission Tracker one thing lead to another and LeadTracker developed into something that I think is worth sharing. So without further adieu I present LeadTracker. As always, I appreciate your comments and suggestions.

IMPORTANT: The spreadsheet has Macros programed into it. When downloading you will need to select "Enable Editing" and then "Enable Content" in order to activate the Macros. Also, make sure you save the spreadsheet as a "Excel Macro-Enabled Workbook". If you save it as a normal Excel file some features won't work.


Features:
- Can be used for any type of lead (TM, DM, Avatar)
- Supports up to 10 lead providers
- Supports 30 lead orders (if requested, this may be increased in a future version, hopefully to cover a full year)
- Track success rate of contacting, appointments, and sales (with percentages)
- Track success rate of leads called vs leads door knocked
- Track success rate of leads using domestic telemarketers vs. foreign
- Track the days between your first received lead to the last lead contacted
- Track the number of times each Provider has been ordered from with "running total" success stats
- Track sales commissions vs cost of lead on a per lead order basis
- Keep the stats on new lead orders separate (keeps the totals and percentages more constant).
- Totals page showing all above stats on a YTD basis



Version 3.0 < < < Download Here!

Changes in this Version

- Added an Average sale per Lead Order stat.
- Minor cosmetic improvements


Setup Instructions:
- Find and read all the comments within the cells that have a RED corner. Hover your mouse over that cell to read the comments.
- After getting familiar with the spreadsheet delete the sample data, then input your own lead provider names. Only the white sections are edible.....I mean editable.

Note: If you don't want to see all the extra Zeros or the grid lines on the Totals page goto the options settings in Excel to remove them (see screenshot).

If you don't have Excel you can try using the free MS Office clone called OpenOffice.
Keep in mind some things may not work or look right by using OpenOffice.




PREVIOUS VERSIONS


Version 2.8
- On the Totals page: Added a row to track the AVERAGE profit of all the Lead orders from a particular provider.
- Added a "quick glance" column to keep track of Lead Order payments.

Version 2.6
- Added a column to keep track of how long it takes the lead provider to fulfill your order.

Version 2.5
- Added a column to track how long it takes a Lead Provider to finish filling your order
- Enhanced the sub-grouping of columns for better clarification

Version 2.1
- Added a checkbox to use after the final disposition of all the leads for an order has been determined.
- Added a Notes section. Scroll to the right to see it.

Version 2.0
- Added two TEMP columns which creates the ability to keep new lead orders separate from preceding orders.
- Added more instructional notes.
- Added a self populating dropdown menu to keep track of the provider that is listed under the Temp columns.
- Added "quick clear" buttons for each of the Provider columns.

Version 1.5
- Fixed issue of stats being duplicated on the Totals page when a Provider has been removed from the Setup page.
- Fixed a NULL error on the Total's YTD column
- Added a total orders row on the Totals page
- Added a notes area on the Totals page
- Added method to track if the telemarketers are Domestic or Foreign (Not needed for DM's)

Version 1.2
- Added helpful comments
- Rearranged a couple of columns to increase logic flow

Version 1.0
- Initial public offering
Attached Images
File Type: jpg ExcelOptions.jpg (49.2 KB, 51 views)
File Type: jpg LTScreenshot1.jpg (30.7 KB, 12 views)
File Type: jpg LTScreenshot2.jpg (65.4 KB, 12 views)
------------------------------------

Last edited by Jerard; 04-02-2017 at 07:50 PM.
  Reply With Quote to LeadTracker Spreadsheet
Old 12-25-2016, 09:19 AM   #2
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 1.2 Uploaded 12/25/16 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 12-28-2016, 04:43 PM   #3
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 1.5 Uploaded 12/28/16 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 12-30-2016, 12:27 AM   #4
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 2.0 Uploaded 12/30/16 - See post #1 for details.

This should be the last upgrade for awhile, at least until next year.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 01-07-2017, 06:47 PM   #5
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 2.1 Uploaded 1/7/17 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 01-21-2017, 10:24 AM   #6
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 2.5 Uploaded 1/12/17 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 02-02-2017, 08:26 PM   #7
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 2.6 Uploaded 2/5/17 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 02-21-2017, 07:59 AM   #8
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 2.8 Uploaded 2/21/17 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Old 03-20-2017, 11:41 AM   #9
Guru
Jerard on LeadTracker Spreadsheet
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
Jerard is a member of 1000 posts VIP club
LeadTracker Spreadsheet Re: LeadTracker Spreadsheet Jerard is the thread starter for: LeadTracker Spreadsheet

Version 3.0 Uploaded 3/20/17 - See post #1 for details.
------------------------------------
  Reply With Quote to LeadTracker Spreadsheet
Reply to LeadTracker Spreadsheet 

  Insurance Agent Forum > Insurance Forums > Insurance Agents and Brokers Forum > Insurance Technology Forum




Similar Threads with LeadTracker Spreadsheet
Thread Thread Starter Forum Replies Last Post
Renewal Spreadsheet!!!!! TDFnCali Senior Insurance Forum 19 01-14-2016 03:26 PM
Quote Comparison Spreadsheet Golddoor General Insurance Agent Discussions 37 07-04-2014 11:46 AM
Spreadsheet Cheats (The Competition Desk Series) Brokers Alliance Life Insurance Forum 0 08-20-2012 01:33 AM
Group Health Premium Spreadsheet CR in STL General Insurance Agent Discussions 3 03-16-2010 09:52 AM
Anyone Have a Good Leads/Sales Spreadsheet to Share? IndyAgentIDTMY Insurance Leads 9 04-11-2009 10:58 PM



All times are GMT -5. The time now is 04:56 AM.

Forum enabled with vBulletin®
Copyright ©2000 - 2017, vBulletin Solutions, Inc.


Join the Forum - It's FREE

Share This Page



Weekly Poll

Where do we go from here? POLL
Nothing - No ACA fixes - status quo
29.82 %
HHS Rulings and band aid bills
17.54 %
Hail Mary repeal and/or replace bill
17.54 %
A bipartisan bill to fix ACA
35.09 %

Voters: 57. This poll is closed