Aquaffection Sales Tracker

AQUAffection

Sales Tracker — team access

Sales Tracker

Synced

⚠ Email notifications are not configured yet, so assignees won't be emailed. Next steps are still tracked. See the README to switch on email.

⚠ Needs attention

Scheduled feedback sessions due, overdue next steps (2+ days), no contact 30+ days, never-engaged clients, and won clients due a 3-month follow-up

Next steps — responsible person

Pipeline — ranked by closeness to closing

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All amounts exclude VAT · Shared team workspace · live for everyone with the passcode · Aquaffection (Pty) Ltd

Add Client

Client / company name *

Stage

Deal owner

Project value (R, excl. VAT)

SLA value (R, excl. VAT)

Shared savings (R, excl. VAT)

Service fee (R/mo, excl. VAT)

Next step (short note)

Notes

Contacts

Add contact

Client

Name *

Title / role

Email

Phone

Add site project

Client

Site / project name *

Location

Stage

Project value (R, excl. VAT)

SLA value (R, excl. VAT)

Shared savings (R, excl. VAT)

Service fee (R/mo, excl. VAT)

Next step (short note)

Log engagement

Client

Type

Date

Engaged by *

Move stage to (optional)

Client contact(s) engaged

Aquaffection employees included

Mark the open next step(s) for this client as done

Notes

Assign a next step (optional)

What needs to happen next?

Assign to

Their email

Note for them

Target date

Engagement

Type

Date

Engaged by

Client contact(s) engaged

Aquaffection employees included

Notes

Assign next step

Client

What needs to happen next? *

Who is responsible?

Their email *

Note (optional)

Target date (optional)

They'll get an email with what to do. If not actioned in 2 days, the client is listed for follow-up.

Schedule feedback meeting

Client

Meeting date

…or after a period from today

What's it about (optional)

Complete next step

Step being completed

Change client stage

Client

Completion note

Hand off the next step (optional)

What needs to happen next?

Assign to

Their email

Note for them

Target date (optional)

Client

Engagement calendar

Cyan = engagement · Orange = scheduled feedback. Click to open.

Contact directory

Interactions

Within the selected report period

Reports — interactions

From To

Sales cycle & interactions to win (won deals, all-time)

Engagements per month — total (last 12 months)

Engagements per month — by client (last 12 months)

Interactions by person

Interactions by client

A person is credited for engagements they led or were included in

Activity log

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Who signed in and used the tool — most recent first

Breakdown

Team members

Names + emails fill the pickers and let assignees be notified.

Name

Email