How to build a sales tracker in minutes (no spreadsheets)

If your sales team still tracks deals in a shared spreadsheet, you already know the pain: someone overwrites a row, follow-ups get forgotten, and no one can tell you this month's pipeline at a glance.

Here is how to replace all of that in SmartB Studio — in about the time it takes to have a coffee.

Step 1: Describe what you need

Open the AI builder and type what you want in plain language:

Build a sales enquiry tracker. Each enquiry has a customer name,
contact number, product interest, status (New, Contacted, Quoted,
Won, Lost), expected value and a follow-up date.

SmartB Studio creates the module, the form and the table for you. No columns to configure by hand.

Step 2: Add the follow-up reminders

Nobody should lose a deal because they forgot to call back. Ask for it:

Remind the assigned salesperson one day before the follow-up date.

That is it — the reminder is wired in.

Step 3: See your pipeline

Now ask for the view your manager actually wants:

• Total pipeline value by status
• Deals closing this month
• Win rate by salesperson

Each of these becomes a live dashboard tile. When your team updates an enquiry, the numbers update too.

Common questions

How long does it take to build a sales enquiry tracker?

About as long as it takes to have a coffee. You open the AI builder and describe what you want in plain language — each enquiry has a customer name, contact number, product interest, status, expected value and a follow-up date — and SmartB Studio creates the module, the form and the table for you. There are no columns to configure by hand, so a sales team can have a working enquiry-to-close tracker in a single afternoon.

Can it remind salespeople about their follow-ups?

Yes, and you ask for it the same way you asked for the tracker: "remind the assigned salesperson one day before the follow-up date". The reminder is wired in from there, with nothing to configure. That is the part that matters most day to day, because deals are more often lost to a call nobody made than to a competitor, and a shared spreadsheet cannot nudge anyone.

What reporting do I get without building anything?

Ask for the view your manager actually wants — total pipeline value by status, deals closing this month, win rate by salesperson — and each becomes a live dashboard tile. When your team updates an enquiry, the numbers update with it, so there is no end-of-month scramble to tidy a sheet before anyone can answer where the pipeline stands. You can add further fields or automations later by asking.

Why this beats a spreadsheet

• One source of truth — no more conflicting copies.
• Nothing gets forgotten — reminders handle the follow-ups.
• Instant reporting — no end-of-month scramble to tidy the sheet.
• Grows with you — add fields or automations any time by just asking.

Want to try it on your own process? Talk to us — your first module takes minutes, not months.

Related: how to describe a process so AI can build it and the one workflow start.