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.
SHIPPING
We are proud to offer international shipping services that currently operate in over 200 countries and islands world wide. Nothing means more to us than bringing our customers great value and service. We will continue to grow to meet the needs of all our customers, delivering a service beyond all expectation anywhere in the world.
Do you ship worldwide?
Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.
What about customs?
We are not responsible for any custom fees once the items have been shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.
How long does shipping take?
Shipping time varies by location. These are our estimates:| Location | *Estimated Shipping Time |
|---|---|
| United States | 5-20 Business days |
| Canada, Europe | 5-20 Business days |
| Australia, New Zealand | 5-20 Business days |
| Central & South America | 5-25 Business days |
| Asia | 5-20 Business days |
| Africa | 5-25 Business days |
Do you provide tracking information?
Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.
My tracking says “no information available at the moment”.
For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.
Will my items be sent in one package?
For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.
If you have any other questions, please contact us and we will do our best to help you out.
RETURNS
Order cancellation
All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.
Refunds
Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:
- If you did not receive the product within the guaranteed time (45 days not including 1-3 day processing) you can request a refund or a reshipment.
- If you received the wrong item you can request a refund or a reshipment.
- If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.
We do not issue the refund if:
- Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
- Your order did not arrive due to exceptional circumstances outside the control of boldofferszone.shop (i.e. not cleared by customs, delayed by a natural disaster).
- Other exceptional circumstances outside the control of boldofferszone.shop.
*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message on Contact Us page
If you are approved for a refund, then your refund will be processed, and a credit will automatically be applied to your credit card or original method of payment, within 14 days.
Exchanges
If for any reason you would like to exchange your product, perhaps for a different size in clothing, you must contact us first and we will guide you through the steps.
Please do not send your purchase back to us unless we authorise you to do so.
Order cancellation
All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.
Refunds
Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:
- If you did not receive the product within the guaranteed time( 45 days not including 2-5 day processing) you can request a refund or a reshipment.
- If you received the wrong item you can request a refund or a reshipment.
- If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.
We do not issue the refund if:
- Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
- Your order did not arrive due to exceptional circumstances outside the control of boldofferszone.shop (i.e. not cleared by customs, delayed by a natural disaster).
- Other exceptional circumstances outside the control of https://boldofferszone.shop
*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message on Contact Us page
If you are approved for a refund, then your refund will be processed, and a credit will automatically be applied to your credit card or original method of payment, within 14 days.
Exchanges
If for any reason you would like to exchange your product, perhaps for a different size in clothing. You must contact us first and we will guide you through the steps.
Please do not send your purchase back to us unless we authorise you to do so.
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