Free Retail CRM Spreadsheet Template
Manage wholesale, pop-up, and retail partnership leads by business account, assortment need, source, stage, owner, follow-up, and order potential.
Do this with AI
Make this retail CRM fit your partnership pipeline.
Open the workbook and ask Griddy to adapt lead types, assortment fields, stages, owners, follow-up dates, or order-potential review.
What is in this workbook?
This workbook has three sheets: Retail Partnership Dashboard, Wholesale and Partnership Leads, and Setup. Retail Partnership Dashboard is the quick-review surface, Wholesale and Partnership Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Wholesale and Partnership Leads for business account or partner, assortment or channel need, source, stage, owner, next action, follow-up date, and estimated value; use Setup for stage definitions, qualification rules, review cadence, and safety boundaries. Wholesale and Partnership Leads totals all listed estimated value in H17. Retail Partnership Dashboard calculates open lead count and open estimated value from rows whose stage is not one of that workbook's terminal stages, while its action queue follows the workbook's follow-up rules. Stage validation and attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Retail Partnership Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use business account and assortment context only. Do not enter shopper identities, loyalty profiles, payment credentials, or confidential purchase-order documents. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this retail CRM fit your partnership pipeline.
Open the workbook and ask Griddy to adapt lead types, assortment fields, stages, owners, follow-up dates, or order-potential review.
