Overview Developed a dynamic, automated sales

Overview Developed a dynamic, automated sales pipeline tracking system designed to eliminate "visibility leaks" and prevent stalled accounts from slipping through the cracks.

The Problem The client was utilizing static spreadsheet trackers where outdated deals blended into the background. Management had no immediate visibility into which accounts were neglected, leading to preventable revenue losses and manual auditing overhead.

The Solution & Features

Real-Time Timeline Automation: Implemented dynamic tracking formulas (=TODAY() - D2) that instantly calculate exact days since the last contact without requiring manual data upkeep.

Proactive Visual Triggers: Engineered conditional formatting rules that automatically flag critical accounts in red the moment contact lapses past 14 days.

Instant Management Visibility: Turned a chaotic, flat dataset into a high-signal dashboard, allowing leadership to instantly prioritize at-risk deals at a single glance.

Tools Used

Google Sheets / Excel

Conditional Formatting Logic

Workflow Automation Formula Engineering