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Customer Retention Tracker
Track all client accounts for retention with NPS scores satisfaction open issues at-risk flags and renewal status
What's included in this Sales Tracking template
- Ready-to-use Customer Retention Tracker in Excel (.xlsx format)
- Professional formatting with sample data included
- Organised layout for Sales Tracking workflows
- Compatible with Microsoft Excel 2016+ and Google Sheets
- 📌 More Info tab with helpful links included
👥 Who is this template for?
This template is designed for sales managers and business development teams who need to track leads, deals and pipeline revenue in Excel — without the need for expensive specialist software.
👨💼 About This Template
The Customer Retention Tracker is part of our Sales & Marketing collection. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.