Enquiry-to-Booking Tracker

Keep genuine enquiries visible from first contact to booking. Track source, service, quote, stage, response dates, next action, booked value and lost reason in one place. The dashboard calculates conversion, booked value, open enquiries, overdue follow-ups and average first-response time. A lost-reasons review helps the owner improve based on repeated evidence rather than one disappointing enquiry. Includes a printable, write-in PDF companion with plain-English instructions and space to work through the same decision by hand. Download contains both the Excel workbook and PDF in a ZIP file. Use Excel on a laptop for full formulas; compatible spreadsheet apps on Android and iOS can open the workbook, though some features may vary. The PDF can be printed or viewed on any device. Business planning aid only; seek relevant legal, financial or tax advice where needed.