AQUAffection Sales Tracker

AQUAffection

Sales Tracker — sign in with your work email

First time here? Set your password

Sales Tracker

Synced

New app icon. The home-screen tile has been updated to the AQUA logo. Your phone keeps the old icon until you re-add the app: remove this shortcut from your home screen, then open the site in your browser and “Add to Home Screen” again to get the new tile.

⚠ 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

Loading…

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

Add Client

Client / company name *

Stage

Deal owner

Notes

Contacts

Site projects

All project value, SLA, shared savings, service fees, PODs and training are captured on a site project. Add one here (or after saving, from the client) to record a project.

Add contact

Use a saved contact (optional)

Client

Site (optional)

Name *

Title / role

Email(s)

Phone

Add site project

Client

Site / project name *

Location

Stage

Site type

Project

Total project value (R, excl. VAT)

Project type

SLA value (R, excl. VAT)

SLA basis

SLA term (months)

Project value ex SLA (calculated)

Every project should carry an SLA — please capture the SLA value and term above.

Other revenue

Shared savings (R/mo, excl. VAT)

Service fee (R/mo, excl. VAT)

PODs revenue (R, excl. VAT)

PODs basis

Training revenue (R, once-off)

WULA revenue (R, once-off)

What are we working on?

Tick every work stream this project involves. They show as chips under the site when you expand the client in the pipeline.

Advisory — Once Off (R, excl. VAT)

Advisory — Monthly (R/mo, excl. VAT)

Consulting (R, excl. VAT)

Consulting EPCM (R, excl. VAT)

Auditing (R, 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

Engagement

Type

Date

Engaged by

Client contact(s) engaged

AQUAffection employees included

Notes

Assign next step

Client

What needs to happen next? *

Assign to * (tick one or more)

Other email(s) — optional, comma-separated

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)

Schedule sales meeting

Meeting title *

Client (optional)

Date *

Location / link

Start time *

End time *

Attendees (they get a calendar invite)

Notes / agenda (optional)

Meeting feedback

Meeting

How did it go? Outcome & next steps

Tip: if there's an action to follow up, use “Assign next step” on the client afterwards.

Your account

Signed in as

—

Change your password

Current password

New password

Confirm new password

User accounts

Loading…

Reset clears a password so the person sets a new one next login.

Sign-in activity

Loading…

🔴 = a new IP for that account (flagged, and emailed to you). Home/mobile networks change IPs, so occasional flags for a known person are normal.

Confidentiality agreement

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)

Closed next steps

Project delivery

Project dates

Project start date

Construction start date

Commissioning date

Project end date

High-level scope of services

Tick each item as it's completed and set the date it was completed (or scheduled) by.

SLA & reporting

SLA start date

First performance report date

Client

Engagement calendar

Purple = upcoming meeting · Grey = past meeting · Teal = aQco meeting · Solid cyan = upcoming engagement · Light cyan = past engagement · Orange = 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

Loading…

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