Track every deal, forecast with confidence and see who and what is really winning
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Most sales teams know roughly what's 'in the pipeline' – but not what it's really worth, when it will land, which deals have gone quiet or which marketing actually pays for itself. This tracker turns a simple list of deals and a log of calls, emails and meetings into a weighted forecast, win rates, a conversion funnel, a stale-deal list, a ranked rep leaderboard against target and a return-on-investment table for every lead source. Everything updates the moment you change a deal.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The main register – one row per deal, with automatic status, weighting, health and data checks. What you do: add and update deals here.
Step 2
Log of every call, email, meeting, demo or proposal against a deal. What you do: add a line for every customer touch.
Step 3
Open pipeline by stage, deals closed in the period and the stage conversion funnel. What you do: nothing to enter.
Step 4
Best case, commit and weighted forecast for the next 12 months, and won vs target for the last 12. What you do: nothing to enter.
Who it is for
Quick start
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We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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