Instructions
Guidance to get started, replace the examples and identify the input cells.
Home
Free Excel template
A clear next step for every proposal.
See what you have sent, what is still open and who needs a follow-up. A simple workbook to organise proposals and prepare your next contact.
Download the free Excel template.xlsx file · Workbook in Portuguese · No sign-up
- Track up to 100 proposals
- See follow-up dates and next actions
- Summarise open and accepted proposals
Inside the workbook
Proposals
Client, service, value excluding VAT, status, next contact date and next action. Formulas are protected against accidental changes.
Summary
Indicators calculated from your entries and an overview of overdue contacts, contacts due today and those without a date.
See what needs your attention.
Filter by status or identify proposals that need a follow-up. After contacting the client, update the date or status.
Open the full screenshot Try the examples. Then add your own data.
- Download the workbook and open it in Microsoft Excel.
- Read the Instruções sheet and try the eight fictional examples.
- Clear only the example input data in columns B to K, then start adding your proposals.
JG Eficiência Digital
Need a tracker adapted to your business?
Describe what you need to track by message or email. I can assess an Excel adaptation or a custom solution. The initial assessment is free and non-binding; development is quoted separately.