Sales teams often waste hours manually updating activity reports. Our free Salesforce sales activities dashboard template connects to your CRM and updates Prioritizing the right leads is costing your sales team time and revenue. Our free Salesforce Lead Scoring template gives you instant visibility into your hottest prospects with live data that refreshes automatically.
What is a Lead Scoring Report?
A lead scoring report is a data-driven system that assigns numerical values to leads based on their likelihood to convert. It helps sales teams prioritize their outreach efforts by focusing on prospects with the highest conversion potential.
Lead scoring transforms the guesswork of lead prioritization into a science. By analyzing behaviors, demographics, and engagement patterns, this systematic approach ranks leads from cold to hot. When connected to Salesforce data, a lead scoring report becomes a dynamic dashboard that continuously evaluates your pipeline, ensuring sales teams always know which prospects deserve immediate attention.
Benefits of using Salesforce Lead Scoring Template
See your hottest leads at a glance. The template categorizes leads as Hot, Warm, or Cold based on comprehensive scoring criteria, allowing your team to focus on prospects most likely to convert.
Make decisions with real-time data. Unlike static reports, this template pulls live Salesforce data that updates automatically, ensuring your team always works with the most current information.
Segment leads with precision. Analyze leads by job title, industry, geography, and company size to identify patterns and refine your targeting strategy.
Increase conversion rates. By focusing efforts on high-scoring leads, sales teams can significantly improve their conversion efficiency and reduce time wasted on unqualified prospects.Track performance over time. Monitor how lead scores evolve and correlate with actual conversions to continuously improve your scoring model and sales approach.
Metrics Tracked in the Report
🔢 Lead Scoring & Temperature Metrics
- Overall Lead Score: A numeric score (0–100) that evaluates each lead’s quality
- Lead Temperature: Categorized as Hot (Score 80–100), Warm (Score 51–79), or Cold (Score 0–50)
- Average Lead Score: The mean score across all leads in the system
📈 Lead Volume & Conversion Metrics
- Total Lead Count: Total number of leads in the system
- Lead Count by Converted vs. Not Converted: Segments leads by whether they’ve converted into customers
- Converted (Boolean): Whether a lead has converted: TRUE or FALSE
🧠 Segmentation Metrics
Each category breaks down leads by volume and lead temperature (Cold/Warm/Hot):
- Lead Count by Lead Temperature: Pie chart showing the % of Hot, Warm, and Cold leads
- Lead Count by Job Title: Bar chart segmented by role (e.g., CEO, Manager)
- Lead Count by Industry: Industries like Healthcare, Energy, Finance, etc.
- Lead Count by Country: Geographic distribution of leads
- Lead Count by Number of Employees: Company size segmentation
📋 Lead Detail Table Metrics
- Full Name
- Lead Source (e.g., Web, Partner Referral, Trade Show)
- Title
- Industry
- Employees (Company size)
- Country
- Converted status
- Overall Lead Score
- Lead Temperature
More Metrics to Track and Analyze in Google Sheets
Expand your lead scoring analysis with additional Salesforce metrics using Coefficient:
- Sales Pipeline: Track how scored leads progress through your sales stages
- Lead Source Performance: Identify which sources generate the highest-scoring leads
- Opportunity by Rep: Correlate lead scores with rep performance
- Closed Won vs. Closed Lost: Analyze conversion patterns against lead scores
- Sales Forecast: Project future conversions based on current lead scores
- Customer Lifetime Value: Connect lead scores to long-term customer value
- Accounts by Industry: Compare lead scoring effectiveness across industries
- Campaign Performance: Measure how marketing initiatives impact lead quality
You can also pull data from custom Salesforce objects to create a truly personalized lead scoring system tailored to your specific business needs.
How to Get Started with the Salesforce Lead Scoring Template
Getting started with our free template is simple:
- Install Coefficient: Add Coefficient to your Google Sheets from the Google Workspace Marketplace
- Connect Salesforce: Link your Salesforce account with just a few clicks
- Import the Template: Access our pre-built Lead Scoring template
- Customize if Needed: Adjust scoring criteria to match your specific business requirements
- Set Refresh Schedule: Configure automatic data updates to keep your lead scores current
Start prioritizing your hottest leads today with our free Salesforce Lead Scoring template. Get started now.
Related Resources
- Salesforce SOQL: Write Queries & Import Data with GPT in Sheets
- How to Create a Sales Commission Calculator
- How to Export Data from Salesforce into Excel
- Forecast Categories in Salesforce: Complete Guide
- Integrating Salesforce Data into Google Sheets (Sales Pipeline Tracker)
- How to Export Data from Salesforce
