Deal Tracker

Milestone tracking for multiple deals is managed by logging target dates, actual dates, statuses, and notes per deal. This streamlines the deal lifecycle from initial engagement through to close, providing comprehensive pipeline visibility.

You can generate a weekly deal review summary that captures status updates, developments, upcoming milestones, blockers, and action items. This provides a structured overview to prepare for weekly team meetings and maintain pipeline visibility.

Maintaining a deal pipeline from pre-mandate to close requires tracking deal stages, milestones, and action items sequentially. This provides a structured overview of the deal lifecycle and streamlines book of business management.

The deal tracker outputs an Excel workbook for pipeline visibility. It includes a pipeline overview, per-deal milestone trackers, an action item master list, and a weekly review summary to maintain your book of business.

Yes, managing deal stages and milestones requires data entry to populate the pipeline view, target dates, statuses, and action item owners. This manual input is required to maintain the structured overview and track the deal lifecycle effectively.

Designed for investment banking professionals managing multiple deals, the tracker maintains a running list of action items across all deals with assigned owners, due dates, and priorities. This supports simultaneous deal lifecycle management.