Deal Tracker
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Deal-tracker is a Claude skill that tracks multiple live deals with milestones, deadlines, action items, and a pipeline view.
About
This Claude skill tracks multiple live deals with milestones, deadlines, action items, and status updates. A deal team uses it to maintain a pipeline view, surface upcoming or overdue items, and prepare for weekly deal reviews. It outputs an Excel workbook with a pipeline overview, per-deal milestone tabs, and an action-item master list.
- Tracks multiple live deals with milestones, deadlines, and action items
- Maintains a pipeline view by stage from pre-mandate through close
- Generates weekly deal-review summaries for team meetings
Deal Tracker by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
deal-tracker capabilities & compatibility
- Capabilities
- deal screening · deal sourcing · dd checklist
- Works with
- excel · slack
- Use cases
- project management · planning
- Pricing
- Free
What deal-tracker says it does
Track multiple live deals with milestones, deadlines, action items, and status updates.
Update the tracker weekly at minimum — stale trackers are worse than no tracker
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Track a book of live deals with milestones and action items and generate weekly deal-review summaries.
Who is it for?
Managing a book of business, tracking process milestones, and preparing weekly deal reviews
Skip if: Sourcing new deals or one-off deal screening
When should I use this skill?
The user is managing live deals, tracking milestones, or preparing a weekly deal review
What you get
An Excel deal tracker with a pipeline overview, milestone tabs, and a weekly review summary.
- deal pipeline overview
- per-deal milestone tracker
- action-item master list
By the numbers
- 17 milestone rows tracked
- 9-stage deal pipeline
Files
Deal Tracker
Workflow
Step 1: Deal Setup
For each deal, capture:
- Deal name / code name: Project [Name]
- Client: Seller or buyer name
- Deal type: Sell-side, buy-side, financing, restructuring
- Role: Lead advisor, co-advisor, fairness opinion
- Deal size: Expected enterprise value
- Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
- Team: MD, VP, Associate, Analyst assigned
- Key dates: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close
Step 2: Milestone Tracking
Track key milestones per deal:
| Milestone | Target Date | Actual Date | Status | Notes |
|---|---|---|---|---|
| Engagement letter signed | ||||
| CIM / teaser drafted | ||||
| Buyer list approved | ||||
| Teaser distributed | ||||
| NDA execution | ||||
| CIM distributed | ||||
| IOI deadline | ||||
| IOIs received / reviewed | ||||
| Shortlist selected | ||||
| Management meetings | ||||
| Data room opened | ||||
| Final bid deadline | ||||
| Bids received / reviewed | ||||
| Exclusivity granted | ||||
| Confirmatory diligence | ||||
| Purchase agreement signed | ||||
| Regulatory approval | ||||
| Close |
Status: On Track / At Risk / Delayed / Complete
Step 3: Action Items
Maintain a running action item list across all deals:
| Action | Deal | Owner | Due Date | Priority | Status |
|---|---|---|---|---|---|
| P0/P1/P2 | Open/Done/Blocked |
Step 4: Weekly Deal Review
Generate a summary for weekly team meetings:
For each active deal: 1. One-line status update 2. Key developments this week 3. Upcoming milestones (next 2 weeks) 4. Blockers or risks 5. Action items for next week
Pipeline summary:
- Total active deals by stage
- Deals at risk (missed milestones, stalled processes)
- New mandates / pitches in pipeline
- Expected closings this quarter
Step 5: Output
- Excel workbook with:
- Pipeline overview (all deals, one row each)
- Per-deal milestone tracker tabs
- Action item master list
- Weekly review summary
- Optional: Markdown summary for email/Slack distribution
Important Notes
- Update the tracker weekly at minimum — stale trackers are worse than no tracker
- Flag deals where milestones are slipping — early warning prevents surprises
- Action items without owners and due dates don't get done — be specific
- The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
- Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
- Archive closed/dead deals separately — keep the active view clean
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How often should the tracker be updated?
Weekly at minimum, since stale trackers are worse than no tracker.
What does it output?
An Excel workbook with a pipeline overview, per-deal milestone tracker tabs, an action-item master list, and a weekly review summary.