Slack templates
Sales deal tracking

Sales deal tracking

A lightweight, collaborative way to share deals progress with the entire team.

Get template

Template features:

Deal tracker
Deal won notification

Tags:

Frequently asked questions

A sales tracker typically includes deal name, stage, value, close date, assigned rep, and next steps. You can also add fields like priority, channel, or notes to match your team’s process.

Track sales performance by logging deal activity, monitoring pipeline stages, and measuring KPIs like win rate, sales cycle length, and quota attainment. Regular reviews ensure the data stays current and useful.

A sales tracker is a simple tool for managing opportunities and metrics. A CRM includes automation, reporting, and integrations designed to scale with larger teams and more complex workflows.

Yes. With Slack workflows, you can set up notifications for new deals, stalled opportunities, or closed wins. This keeps updates visible in real time without extra effort.