Product Description
Ready to take control of your deals and sales pipeline? Tracking Success: A Practical Guide to Building Your Deal Tracking Spreadsheet is your step-by-step digital download designed to help you build, manage, and optimize your own deal tracking spreadsheet. Whether you’re a startup founder, freelancer, or sales professional, this guide shows you exactly how to build a deal tracking spreadsheet that actually works. No fluff—just practical strategies and clear examples you can put into action right away.
What’s Inside
- Why Deal Tracking Matters and how it impacts growth
- What is a Deal Tracking Spreadsheet? explained simply
- Benefits for Sales, Startups, and Freelancers
- Case Study: How a startup scaled with spreadsheets
- Choosing the right tool: Excel, Google Sheets, or AI-powered platforms
- Structuring your spreadsheet with must-have columns
- Common mistakes beginners make (and how to avoid them)
- Design, layout, and formatting tips for clarity
- Automating tasks with formulas & conditional formatting
- How to use AI to categorize, predict, and summarize deals
- When to transition from spreadsheet to CRM
- Action steps to keep improving your system
Benefits You’ll Gain
- Clarity and organization in your sales pipeline
- Time-saving with smart spreadsheet automation
- Scalable processes for startups and freelancers
- Confidence in knowing exactly where your deals stand
- A practical framework that grows with your business
Why Choose This Guide?
Unlike generic templates, this digital guide doesn’t just hand you a spreadsheet—it teaches you how to build a deal tracking spreadsheet from scratch, tailored to your unique business. With real-world examples, beginner-friendly explanations, and even AI-driven insights, you’ll gain a system that’s powerful, flexible, and built for long-term success.
Take the Next Step
Your deals deserve more than sticky notes or scattered emails. Download Tracking Success: A Practical Guide to Building Your Deal Tracking Spreadsheet today and create a reliable, professional system that keeps you on top of every opportunity. It’s time to organize, optimize, and grow—starting now.
How much does shipping cost?
We are glad to bring our customers great value and service. That’s why we provide fast shipping from our Fulfillment Center in California by UPS and USPS.
What countries are you delivering to?
As of now, we’re delivering to the United States only.
How can I track my parcel?
Once your parcel has left our Fulfillment Center, you will receive an email with a tracking number to monitor your parcel movements.
Can you ship my order to a business address?
Yes, you can write your business address in your order details if it’s more convenient to you.
Can you ship my order to a PO Box address?
Yes, you can select delivery to a PO Box if it’s more convenient to you.
Can you ship my order to APO or FPO military addresses?
Yes, we ship anywhere in the United States, and to all US territories and military APO/FPO addresses.
What happens to my parcel if it is delivered while I’m not there?
Depending on the destination and the package size, your parcel will be left in your mailbox or on your porch, or it may be left with a neighbour.
Can I cancel my order?
All orders can be canceled until they are shipped. If your order has been paid and you need to change or cancel it, please contact us within 12 hours of placing it.
Can I get a refund if something is wrong with my order?
Within 14 days of receiving the parcel, you can ask us for:
- A full refund if you don’t receive your order
- A full refund if your order does not arrive within the guaranteed time (1-3 business days not including 1 business day processing time)
- A full or partial refund if the item is not as described
Full refunds are not available under the following circumstances:
- Your order does not arrive due to factors within your control (e.g. providing the wrong shipping address)
- Your order does not arrive due to exceptional circumstances outside our control (e.g. not cleared by customs, delayed by a natural disaster).
All our products are backed with a 14-day money back guarantee. Just send us a message on the Contact Us page and we will refund the purchase price.
Can I return an item for an exchange instead of a refund?
Yes, you can! Kindly Contact Us form to discuss the details with us.
Can I return my purchase?
All our products are backed with a 14-day money back guarantee. Just contact us and we will refund the purchase price.
If you are not satisfied with your purchase, you can return it for a replacement or refund. No questions asked! You only should return it at your expense.
Please contact us first and we will guide you through the steps. We are always ready to give you the best solutions!
Please do not send your purchase back to us unless we authorize you to do so.
Are there any items I can’t return?
Hygiene and our customers’ safety is our top priority, which is why there are specific types of products that can’t be returned such as:
- Face and body products if opened, used, or have a broken protective seal
- Underwear if the hygiene seal is not intact or any labels have been broken
- Swimwear if the hygiene seal is not intact or any labels have been broken
- Pierced jewellery if the seal has been tampered with or is broken
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