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Deal Tracker

Track live deals and generate Excel pipeline overviews with milestone tabs.

17|4|Updated Mar 11, 2026
Search Tags:#pipeline#action items#weekly review#milestone tracking#investment banking#deal management#deal tracker
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill deal-tracker-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Deal Tracker
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/investment-banking/skills/deal-tracker
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill deal-tracker-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Deal Tracker centralizes the management of multiple live transactions by capturing deal details, milestones, deadlines, action items, and status updates so teams can prevent missed deadlines and surface at-risk deals before they escalate.

Core Features & Use Cases

  • Deal setup: Capture deal name, client, deal type, role, deal size, stage, assigned team, and all key dates.
  • Milestone tracking: Maintain per-deal milestone tables (target vs actual dates) and status flags (On Track / At Risk / Delayed / Complete).
  • Action item management: Master list of actions across deals with owners, due dates, priorities, and status to drive accountability.
  • Weekly review outputs: Generate concise one-line status updates, recent developments, upcoming milestones, blockers, and next-week action items for each active deal.
  • Real-world use: Investment banking teams use this to prepare weekly deal review decks, track IOI and final bid deadlines, and produce an Excel workbook for forecasting and pipeline reviews.

Quick Start

Use the deal tracker to generate an Excel pipeline overview with per-deal milestone tabs and a weekly review summary for all active mandates.

Frequently Asked Questions about Deal Tracker

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

FAQPage Schema
How do I track investment banking deal milestones and upcoming deadlines in one place?▼

Weekly deal reviews require structured summaries of status updates, recent developments, blockers, and next-week action items for each active mandate. This Skill generates concise weekly review outputs and an Excel workbook for pipeline tracking and close forecasting.

Can I generate an Excel pipeline overview with per-deal milestone tabs for sell-side and buy-side transactions?▼

Yes, this Skill works for sell-side, buy-side, financing, and restructuring transactions. It captures deal type, client, role, deal size, and stage to manage multiple live mandates for weekly reviews and pipeline tracking.

What's the best way to manage action items across multiple live deals to drive team accountability?▼

Deal status tracking categorizes milestones as On Track, At Risk, Delayed, or Complete based on target versus actual dates. This mechanism surfaces at-risk deals early so teams can address blockers before deadlines are missed.

How do I prepare a weekly deal review deck for active investment banking mandates?▼

You can generate an Excel workbook with a pipeline overview, per-deal milestone tabs, and an action item master list. This format supports weekly pipeline reviews, close forecasting, and deadline tracking across all active mandates.

Does this deal tracker surface at-risk deals and overdue deadlines automatically?▼

This Skill requires no external dependencies or components. You need to input deal details including deal name, client, type, role, size, stage, assigned team, and key dates to begin tracking milestones and generating pipeline outputs.

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