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SaleTrackerPro

A performance-driven CRM that turns scattered sales activity into a structured commercial picture. Built for organisations that need pipeline visibility, accountability and board-ready reporting in one place.

Sales Pipeline: drag deals through stages
  1. 1Six pipeline stagesEvery value rolled up live
  2. 2A deal on the boardDrag to move it through the cycle
  3. 3Deal movedEvery move logged
Fig. 1Drag deals through six pipeline stages. Every move logged, every value rolled up live.
  • 6pipeline stages
  • Real-timeforecasting
  • Per-repcommission

What it does

Built for commercial teams that need structure

  • S1

    Pipeline visibility

    Single source of truth across opportunities, stages and owners. Drag to move deals through the cycle.

  • S2

    Targets & activity tracking

    Assign performance targets to staff. Auto-match logged activities to call, revenue and profit goals.

  • S3

    Product & client catalogue

    Set prices, costs and commission. Track margin per product. Manage every client relationship in one place.

  • S4

    Consultant utilisation

    Track availability, billable hours and utilisation in real time. Manage daily rates, costs and gross profit per consultant.

  • S5

    Commercial reporting

    Board-ready views: revenue, win rate, average deal size, sales rep performance, pipeline analysis.

  • S6

    Governance & audit

    Audit logs, role-based access, holiday calendars and configurable commission types, built for organisations that need control.

SaleTrackerPro dashboard with revenue, gross profit, active deals, win rate, revenue forecast, commission leaderboard, new clients and recent deals
  1. 1Revenue, gross profit, active deals, win rateBoard-ready commercial views
  2. 2Revenue forecastReal-time forecasting
  3. 3Commission leaderboardPer-rep commission
  4. 4Recent dealsLatest pipeline activity
Fig. 2The dashboard: revenue, forecast, commission and pipeline activity for the selected period.

Deal-level detail

Every deal carries the data the business needs to forecast.

Value, days, stage, commission type, client, contact, product, owner and expected close: all structured, all reportable. No more sales notes scattered across spreadsheets.

  1. 1Value and days
  2. 2Stage
  3. 3Commission type
  4. 4Client, contact and product
  5. 5Owner and expected close
Edit deal: structured deal record
Fig. 3Edit deal: a structured deal record.
Case study · Commercial performanceRestoring pipeline visibility and revenue controlA services organisation had the activity. It didn't have the visibility. We changed that.See the case study

SaleTrackerPro

From scattered activity to a structured commercial picture.

Pipeline visibility, accountability and board-ready reporting in one place.

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