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Deal Tracker

Track deal milestones, deadlines, and action items with stage-based pipeline visibility.

1|Updated May 16, 2026
Search Tags:#milestones#pipeline management#action items#investment banking#deal tracking#weekly reporting#deadline monitoring
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill deal-tracker-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Tracker
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/investment-banking/skills/deal-tracker
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill deal-tracker-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill eliminates the chaos of tracking multiple deals at once by giving you a single, up-to-date pipeline view with clear milestones, deadlines, and action items.

Core Features & Use Cases

  • Multi-deal pipeline tracking: Maintains an active deal list across stages (Pre-mandate through Close) so you can see status at a glance.
  • Milestones and risk visibility: Records target vs. actual dates with On Track / At Risk / Delayed / Complete status to surface early warning.
  • Weekly deal review outputs: Produces per-deal weekly summaries plus a pipeline-level rollup for team meetings, forecasting, and follow-ups.
  • Use case: When preparing a weekly investment banking review, it helps you compile each active mandate’s latest updates, next two-week milestones, blockers, and the action items owners need to complete.

Quick Start

Use the Deal Tracker to create an Excel workbook that captures pipeline overview, per-deal milestone trackers, an action item master list, and a weekly review summary for the next deal review cycle.

Frequently Asked Questions about Deal Tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track multiple live deals and monitor milestone deadlines in an investment banking pipeline?▼

Deal tracking maintains milestone, deadline, and action-item records with stage-based pipeline visibility. It produces structured outputs including a pipeline overview by stage, per-deal milestone tables, and a weekly summary with upcoming deadlines and overdue items.

What is the best way to prepare a weekly deal review for active mandates?▼

Weekly deal reviews compile each active mandate’s latest updates, next two-week milestones, blockers, and action item owners. The tracking process produces per-deal weekly summaries plus a pipeline-level rollup for team meetings and forecasting.

How does pipeline management surface early warnings for deals that are slipping?▼

Pipeline management records target versus actual dates with On Track, At Risk, Delayed, or Complete status. This stage-based visibility surfaces early warnings for deals slipping, allowing you to monitor where intervention is needed before deadlines pass.

Can I use this deal tracking system to create an Excel workbook for recurring reporting?▼

Yes, you can create an Excel workbook that captures a pipeline overview, per-deal milestone trackers, an action item master list, and a weekly review summary for the next deal review cycle.

Does this deal tracker maintain a pipeline view across all stages from pre-mandate to close?▼

Yes, the deal tracker maintains an active deal list across stages from Pre-mandate through Close. This multi-deal pipeline tracking gives you status at a glance and ensures every live deal remains on time and visible.

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