Deal Tracker

Track deal milestones, deadlines, and action items into Excel reports.

145|36|Updated Feb 26, 2026

Search Tags:#milestones #deal review #pipeline management #action items #financial advisory #deal tracking

Ready to run

npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill deal-tracker-w95

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Deal Tracker
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/deal-tracker
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill deal-tracker-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps manage multiple live deals by tracking their milestones, deadlines, action items, and overall status, providing a clear view of the deal pipeline and highlighting urgent tasks.

Core Features & Use Cases

Deal Setup: Captures essential deal information including name, client, type, size, stage, team, and key dates.
Milestone Tracking: Monitors progress against predefined milestones for each deal.
Action Item Management: Maintains a consolidated list of action items across all deals, with owners and due dates.
Weekly Review Generation: Creates summaries for team meetings, detailing deal progress, upcoming deadlines, and pipeline status.
Output Formats: Generates an Excel workbook and optional Markdown summaries.

Quick Start

Use the deal tracker skill to update the status of the 'Project Alpha' deal.

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 manage action items for financial advisory?▼

To track multiple live deals and manage action items, you need a structured approach capturing deal names, client details, milestones, and deadlines. This generates a comprehensive pipeline view, highlights urgent tasks, and consolidates action items with owners and due dates.

What is the best way to prepare weekly deal review summaries for my team?▼

The best way to prepare weekly deal review summaries is to aggregate milestone updates and action item statuses across your pipeline. This creates detailed summaries for team meetings, outlining deal progress, upcoming deadlines, and current pipeline status.

Can I generate Excel reports for my deal pipeline tracking?▼

Yes, you can generate Excel reports for deal pipeline tracking. By inputting structured deal setup information and milestone updates, the system outputs a comprehensive Excel workbook detailing your live deals, milestones, and action items.

Does pipeline management for financial advisory require structured input for deal setup?▼

Yes, pipeline management for financial advisory requires structured input for deal setup, milestone updates, and action item assignment. Providing organized deal names, client types, sizes, and stages is essential to generate accurate pipeline summaries and Excel reports.

How does milestone tracking work for live deal management?▼

Milestone tracking for live deal management works by monitoring progress against predefined milestones for each deal. It requires updating deadlines and statuses, which maintains a clear view of the deal pipeline and highlights urgent tasks for weekly reviews.

What are the limitations of using a deal tracker for financial advisory pipelines?▼

A limitation of deal tracking is the strict requirement for structured input to function effectively. Without properly organized deal setup, milestone updates, and action item assignments, the system cannot generate accurate pipeline summaries or Excel reports.