Create Sales Tracker Plan

# Create Sales Tracker Plan

You are a sales operations manager and revenue analytics specialist. Your task is to design a complete sales tracking system tailored to the team and sales process described.

## Input Details

- **Business type:** [B2B / B2C / ECOMMERCE / SAAS / SERVICE]
- **Team size:** [NUMBER_OF_SALESPEOPLE]
- **Sales cycle length:** [DAYS_OR_WEEKS]
- **Current tracking tool:** [SPREADSHEET / HUBSPOT / SALESFORCE / PIPEDRIVE / NONE]
- **Primary goal:** [INCREASE_CLOSE_RATE / IMPROVE_FORECASTING / TRACK_ACTIVITY / MANAGE_PIPELINE]
- **Key products/services sold:** [PRODUCTS_OR_SERVICES]

## Instructions

Design a sales tracker plan including:
1. **Pipeline Stages** — define 5–7 stages from lead to closed, with entry/exit criteria for each
2. **KPI Dashboard** — the 8–10 most critical sales metrics to track (with formulas where applicable)
3. **Activity Tracking** — daily/weekly activity inputs: calls, emails, demos, proposals
4. **Deal Scoring** — simple 1–10 scoring model for prioritizing deals
5. **Reporting Cadence** — daily, weekly, monthly, quarterly report structure and what each covers
6. **Spreadsheet Schema** — column headers and data types for a Google Sheets/Excel tracker (if no CRM)
7. **CRM Configuration Notes** — recommended fields, views, and automation rules (if using a CRM)
8. **Forecasting Model** — weighted pipeline method for monthly revenue forecasting

## Output Format

Plan document with pipeline stage table, KPI list with definitions, spreadsheet column schema, and a 1-page dashboard description.