Business Development Tracker Template

streamline your business development efforts and work more efficiently.

attendance tracker template

Pick a Template

Choose a template from our pool of ready-to-use templates.

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Customize It

Add your action items, reorder based on priority and create a tailored plan to fit your needs.

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Execute Your Plan

Assign team members to each action item and monitor your plan's progress at every stage.

Tutorials

Take your business to the next level

If your business depends on a continual stream of new contracts or sales, then sooner rather than later you’ll find yourself with multiple leads, potential leads, proposals, and bids to track. The business development tracker template provides you with the tools to track everything from potential leads all the way through to successful, and those unsuccessful bids. There’ll be no more juggling multiple files or having an opportunity fall through the cracks. With the flexibility you require for your organization's unique needs, this template will change the way you manage the potentiality of your business.

Business Development Tracker Template

What are the benefits of using this template?

Export/Import

Export this template to Excel with just one click; Also, Import your Excel spreadsheet easily - turn it into a beautiful monday.com board in just a few steps.

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Collate

Bring together every piece of information from the person assigned to manage a particular lead, through contact details and the date of the last contact to the stage at which you currently stand and what the next action should be.

Articles

Connect

Link bid or specification documents, your internal research, team notes, in fact, anything connected to the lead can be added to the template and accessed at any time without leaving the template window and no more clicking back and forth between your document drive, your calendar, your address book, and your to-do list.

Tutorials