The sales tracker that's
better than a spreadsheet.
Track every sale, log activity in seconds, and share clean reports — without building a tracker from a template or configuring a CRM.
Stop hunting for the perfect sales tracker template.
If you're searching for a sales tracking spreadsheet or an activity log template, you don't want a template — you want the tracking to already work.
Want one anyway? Take ours free — a real .xlsx with weighted forecasting built in, no email required.
Templates break.
A sales tracker spreadsheet works until someone sorts a column, overwrites a formula, or saves their own copy. Then nobody trusts the numbers.
Dealboard is already structured.
Stages, amounts, owners, close dates, and reports are built in. You're not designing a tracker — you're just tracking sales.
Updates stay attached.
Notes, files, and next steps live on each sale — not scattered across cell comments, tabs, and email threads.
Works with
Everything a sales tracker should do.
Every sale on one board.
Each deal is a card: company, amount, owner, stage, and next step. Drag it forward as the sale moves. Everyone sees the same thing, live.
Log activity in seconds — no discipline required.
Click a sale, type a note, hit Enter. Or dictate it. Timestamped, saved, and attached to the deal — the activity log keeps itself.
Sales reports without the formula wrestling.
Deals won, proposals sent, and progress against goals — charted automatically. Export as an image or CSV and drop it straight into your update.
Track sales from your phone, right after the meeting.
Pull up the deal, dictate a quick note, and save the update while the conversation is still fresh. Works in the browser — nothing to install.
Dealboard vs. a spreadsheet template vs. a CRM.
The honest comparison for a small team tracking sales.
 | A spreadsheet template | A full CRM | |
|---|---|---|---|
| Getting started | First sale tracked in under a minute | Find a template, then fix it for your team | Configure the system first |
| Keeping it accurate | Structure is built in — nothing to break | One bad sort or overwrite and it's wrong | Depends on everyone filling in every field |
| Sales activity log | Notes timestamped and attached to each sale | Cell comments and a 'notes' column | Buried across records and tabs |
| Reporting | Deals won and pipeline charts, ready to share | Build and maintain the formulas yourself | Requires dashboards or admin work |
| On your phone | Quick notes right after meetings | Awkward | Usually heavier than needed |
| Price for a small team | Free to start — unlimited teammates | Free, plus everyone's time | Per-seat pricing adds up fast |
Dealboard is not built for large sales organizations that need custom objects, territory management, complex automations, and a dedicated CRM admin. It is built for small teams that want a clear, consistent way to track sales.
Know where every sale stands.
Owner, amount, stage, notes, files, and next steps stay attached to the sale — so anyone on the team can open a deal and know exactly what's happening and what's next.
Free to start. Free for your whole team.
Track up to 30 active deals free, with unlimited teammates — no per-seat pricing on the Free plan. Upgrade to Plus for unlimited dealboards and active deals at $29/user/month.
Your sales tracker is ready.
No template required.
Start free with one dealboard and up to 30 active deals.
No credit card required.