deal-tracker
anthropics930 installs
Keep live deals and their deadlines in one workbook.
What it does
Creates a deal-tracking workbook with a pipeline overview, milestones, action items, and weekly review summaries.
When to use it
Use when managing a book of business, tracking process milestones, or preparing weekly deal reviews.
How to use it
Give it deal details, team assignments, and key dates; it returns an Excel workbook for tracking deals and weekly reviews.
What you provide
- deal names and clients
- deal stages
- assigned team members
- key dates
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