Trackers allow users to keep track of a variety of activities. Rather than using manual external tracking procedures (Excel spreadsheets, email, etc.), Trackers enable users to create and monitor needed processes within the project itself.

Go to the Tracker tab in Outreach article for an Outreach Tracker.
 

In addition to basic functionality Pipeline Trackers have additional features. Go to the Pipeline section for more details.

Some example use cases include: 
 

• Personal or group checklists
• Request lists
• Task trackers
• Pipeline tracking

To begin creating and using trackers, navigate to the Trackers tab. From here you can:
 

Save views Copy a tracker Manage columns Create items within a tracker Link to documents and findings from within a tracker list item Export Filtering and grouping Import a tracker

Index sync Member permissions Project to project copy Recycle and delete trackers Search Changes Use formula columns Use keyboard shortcuts

 

Pipeline trackers have additional features:
 

• Tear Sheets
• Activities
• Tasks
• Links to contacts
• Launch Projects

 

Import a Tracker

  1   In the Trackers tab, click Create New Tracker in the left drawer navigation menu.

  2   Choose Import Tracker. Only .xls and .xlxs spreadsheet file types are supported by the import tool.

  3   Select your Excel document and click Open.

  4   Select the tabs you wish to import. A Tracker must have a minimum of four columns to import.

  5  Click Continue To Review.

  6  Review the column types. If there are errors, click Review Columns and follow prompts to resolve them. Access the video above (starting at 0:59) for a demonstration of error resolution.

  7  Once everything is formatted properly, click Save and Close.

   
       

Create items within a tracker

Once a tracker is created, it's time to create list items within the tracker. This can be done manually, or by copying and pasting from an existing Excel. 

From within the Trackers tab:

To manually populate a tracker list item:

  1   Select the desired tracker from the left drawer navigation menu.

  2   Optionally, click  Add Row. An item row appears.

  3   Within the new row, click or tab into the desired fields; depending upon the field, information can be typed or selected via the available drop-down menu or calendar. Information entered or selected saves automatically.


To populate a tracker by copying/pasting from an Excel:

  1   Select the desired tracker from the left drawer navigation menu. 

  2   Optionally, click Add Row. An item row appears. By default, the item expects you to enter information manually. Click out of the new row to prepare it for receiving pasted information.

  3   Copy a row or group of rows from your external spreadsheet. Note that fields on your spreadsheet should match and be in the same order as those in the tracker.

  4   To insert data from Excel into a new row, click on the row and use the 'Ctrl + v' key commands. Any errors will be displayed in red in the row, and you can click the Fix Errors button above the tracker grid to resolve them. Once all errors are resolved, the error handling field will disappear.

To delete rows, check the corresponding boxes and click the trash bin icon, then choose Delete Rows. To add new rows, right-click on the row above or below where you want to insert the row and select either Insert Row Above or Insert Row Below. You can also delete a single row by right-clicking on it.


 

Link to documents and findings from within a tracker list item

You may link tracker items to documents and findings if you have included the 'Links to Index' and 'Links to Findings' column fields in your tracker.

From within the tracker item row:

To link to documents from within a tracker list item:

  1    Hover your cursor in the 'Links to Index' field and double-click. 

  2   In the 'Select Files' pane, navigate to the files you'd like to link to and select them via checkbox. You may link to as many files as you like. 

  3   Click Done.


To link to findings from within a tracker list item:

  1    Hover your cursor in the 'Links To Findings' field and double-click.

  2   In the 'Link Finding(s)' pane, navigate to the findings you'd like to link to and select them via a checkbox. You may link to as many files as you like. 

  3   Click Done.

Filtering and grouping

There are three methods to filter and two methods to group.

 

  1   Select the Filter or Group button in the top menu.

  2   Select the column to filter or group by.

OR

  1   Hover your cursor over a column (filtering only).

  2   Select the filter icon.

  3   Choose the operator and value.

 

OR

  1   Right-click on the column.

  2   Choose Filter By (column name) or Group By (column name).

  3   If filtering, choose the operator and value. 

 

All three options have the ability to add more filters/groupings, clear one filter/ grouping by selecting the red X, or to clear all filters/groupings.

Recycle and delete trackers

If a tracker is recycled, it no longer appears in the trackers drop-down list on the main Trackers page. However, it can still be accessed within the Recycle Bin area, and restored or deleted entirely.

To recycle a tracker:

  1   You can either click the 3 dots next to a tracker in the left drawer navigation menu and select Recycle, or you can click into a tracker from the left drawer navigation menu, click More Actions from the top menu, and select Recycle.

  2   Select Delete Tracker.

  3   Click Yes.


To restore a tracker:

  1   Click Recycle Bin at the bottom of the left drawer navigation menu.

  2   Select a tracker.

  3   Click Restore Tracker.


Tracker deletions are done from within the recycle bin. To delete a tracker:


  1   Click Recycle Bin at the bottom of the left drawer navigation menu.

  2   Select a tracker.

  3   Click Delete Tracker.

  4   Click Delete to confirm.

Items deleted from the recycle bin cannot be recovered.

Export

You can export trackers at any time. Information is exported in an .xlsx file and maintains any filters in place at the time of export.

To export a single tracker click Manage Tracker or select the 3-dot menu next to the tracker name in the left drawer, and choose Export.

To export multiple trackers from within the Tracker tab click Export All Trackers in the bottom left of the left drawer navigation menu.

Note: A tracker export will fail if there is a period in your tracker's title.

Member Permissions

Admins are allowed to define user access to trackers in one of two ways. Trackers can be designated as:

• Public - All users can see and interact with public trackers; this is the default setting
• Restricted - Restricts visibility to chosen individuals and/or Teams

To restrict member permissions to a main tracker:

  1   Select Manage Tracker in the top menu or the 3-dot options menu next to the tracker name in the left drawer.

  2   Choose Tracker Permissions.

  3   Toggle on Restrict Access.

  4   Select the cog icon.

  5   Choose users or teams to restrict.

 

To restrict member permissions to a saved view:

  1   Select the caret next to the main tracker in the left drawer to expand all saved views.

  2   Select the 3-dot options menu next to the saved view.

  3   Choose Permission View.

  4   Toggle on Restrict Access.

  5   Select the cog icon.

  6   Choose users or teams to restrict.

 

To revert the tracker back to public status, move the Restricted toggle back to Public. A confirmation appears. Click Yes, make Public.

Permissions can also be set on individual tracker rows, rather than the entire listing. To set permissions on an individual row, scroll to the 'Permissions' column, double-click the padlock icon in the row you wish to set permissions on, and follow steps #3-6 above.

• If the 'Permissions' column head has been relabeled you can identify this column type by the cells containing a lock icon and the term of either 'Public' or 'Restricted'
• If the column is not already present in the tracker it can be added by clicking Edit Tracker and adding the column. (Navigate to the Permissions column, provide the column with a label and click Save)
• If the column is listed as greyed out in the 'Edit Tracker' list, but not visible within the tracker check 'Columns' as it is likely not enabled in the visible set of columns.

Once user access (public/restricted) has been established, further control of tracker interactions can be implemented by admins in the Permissions tab, by setting View, Edit, or Manage permissions in Feature Access.



To apply permissions by role:

  1   Click Permissions.

  2   Select the Feature Access tab.

  3   Select desired roles via checkbox in the 'Pick Roles to Review' right sidebar.

  4   In the left sidebar, scroll down to the 'Trackers' section.

  5   Select the desired tracker attributes for each role.

  6   Click Save at the top of the center panel to save changes.


See the table below to determine View, Edit, and Manage capabilities:

Copy a tracker

Copying a tracker is a quick way to create a new tracker that houses the same attributes as an existing tracker from the current project or from another project (you must be an admin on both projects). Copying a tracker duplicates tracker columns, their arrangement, and content (optional).

To duplicate a tracker:

  1   From within the desired tracker list, click Create New Tracker from the left drawer navigation menu. 

  2   Click Copy Tracker from a Project and hit Enter.

  3   Choose the project you wish to copy a tracker from (this can include the current project).

  4   If desired, edit existing column titles, rearrange or hide columns.

  5   Click Done.

Project to project copy

Admins can copy trackers from another project into their current project, provided they are admins on both projects.

Copied trackers contain all information from the original tracker, with the exception of items within trackers that are specific to the source project, including:

• Permissions (which roles can manage, edit, or view trackers); copied trackers are public until permissions are applied
• Links to documents
• Links to findings
• Filters/groupings
• Saved views

To copy a tracker from one project to another, or to duplicate a tracker including content:

  1   Click Settings.

  2   In the left navigation pane, choose Copy from a Project.

  3   Click into the 'Add data from' field to display a list of projects containing trackers that can be copied into the current project.

  4   Select the checkbox associated with the desired tracker.

  5   Click Begin Copy.

  6   If the disclaimer is acceptable, select I understand, copy.

Index sync

Quickly and automatically build a fileroom from an existing tracker, with each folder linked to the corresponding tracker entry.

  1   Select Manage Tracker in the top menu or select the 3-dot options menu beside the tracker name in the left drawer.

  2   Click Create Linked Fileroom.

  3   Choose whether to link the tracker to the index or sandbox (if applicable).

  4   Change the fileroom name (if applicable).

  5   Use the dropdown menu to determine from available options which tracker column will be used to provide index number data, or select Auto Generate.

  6   Use the dropdown menu to determine from available options which tracker column will be used to provide folder names, or select Auto Generate.
 

The column types available to select from to use as both Index Numbers and Folder Titles include:

• Request number
• Requested Item
• Short Text

  7   Click Create Fileroom.
 

A fileroom has now been created in the Documents tab, with a completed folder structure matching and linked to the tracker entry structure.

If new folders are added to your Index after initial syncing, add them by clicking Add Row > Link Folder and select the new folder(s) > Link.
If new rows are added, folders can be created by clicking Link to Fileroom.

Double-click a folder in the Index Link column to access the folder in the Documents tab.

Or, in the Documents column, click the file icon. The number beside the icon indicates the number of files stored in the folder, including those within subfolders. Opening folders in this manner allows direct access to viewing without needing to exit the tracker and access the Documents tab (just click the file icon to open the document viewer).

You can also Upload Files from this window. Click Upload to begin.

Saved views

Admins can save different versions of the same tracker, for assignment to individual users or teams. In this way, a particular tracker view can be narrowed to contain only those elements relevant to that individual or Team.

Users require the proper member permissions to view some columns in a saved view, including: 

• Permissions

• Date

• Modified date

• Created date

Two ways to create a new saved view in a tracker:
 

  1   Filter or hide a column, and select Save as New View at the top.

  2   In the modal that opens you can name the view, restrict it to users or teams, and filter/hide columns.

 

OR

 

  1   Select Manage Tracker from the top-right or select the 3-dot options menu beside the tracker name in the left drawer.

  2   Choose Create View.

  3   In the modal that opens you can name the view, restrict it to users or teams, and filter/hide columns. 

The new view has now been created and assigned, and displays for permissioned users in the Trackers tab.

Search

To find information contained within trackers, use the global search field located to the upper right on any page within your project.

  1   Enter your search term.

  2   In Search Results, select the Trackers tab.

  3   To be brought to a returned match:

• Select the check box associated with the desired match.

In the right pane, select Open in Tracker.
 

 

Changes

Admins can access this tab on the right sidebar of a tracker grid to view an audit log of updates made to the tracker, by whom, and when. The list can be filtered by user, column, or date, and displays:

 

• Cell value changes
• Column additions and deletions
• Row inserts
• Row deletions
• File links added
• Findings links added (Acquire projects only)

 

Use formula columns

Formulas are a column type that allows tracker users to create calculation formulas using data in existing currency and numeric columns.

 

To create a formula column within a tracker,

  1   In the area you'd like your formula column, hover next to any column head to expose the options menu (3 dots) and choose 'Insert Left' or 'Insert Right' according to preference. The 'Add Column' window opens.

  2   Choose Formula.

  3   Click into the 'Formula Builder' area and build your formula by choosing from available currency and numeric columns shown, and selecting calculator buttons. You may also type directly into the field to add additional formula components. Common formulas and associated formula inputs are displayed below.

  4   Choose 'Format' and the number of decimal places to display.

  5   Click Save. The formula executes and results appear in your new column.

Up to 10 formula columns can be created. Also, when figures are updated in columns used in a formula, the associated formula column updates as well.

Some example calculations include:

• EV/EBITDA Ratio

  • • Compares a company’s Enterprise Value (EV) to its EBITDA. The EV/EBITDA ratio is commonly used as a valuation metric to compare the relative value of different businesses

      • Required columns: EV (Currency); EBITDA (Currency)

      • EV/EBITDA = EV / EBITDA

      • Format: Multiplier

• Gross Profit

  • • Profit generated from core business operations before deducting operating expenses

      • Required columns: Total Revenue(Currency); Cost of Goods Sold (Currency)

      • Gross Profit = Total Revenue − COGS

      • Format: Currency

• ROI

  • • Calculates the return generated relative to the investment made

      • Required columns: Net Profit (Currency); Investment Cost (Currency)

      • ROI = Net Profit / Investment Cost

      • Format: Percent %

• Enterprise Value to Revenue Ratio (EV/R)

  • • Used to evaluate the valuation of a company relative to its revenue

      • Required columns: Enterprise Value (Currency); Revenue (Currency)

      • EV/R = Enterprise Value / Revenue

      • Format: Multiplier

• Price to Earnings (P/E) Ratio

  • • • Compares the company's current share price to its earnings per share

      • Required columns: Share Price (Currency); Earnings per Share (Currency)

      • P/E Ratio = Share Price / Earnings per Share

      • Format: Currency

 

Keyboard shortcuts

 

Description	Windows	Mac
Copy selected items	Ctrl+c	Cmd+c
Paste copied items	Ctrl+v	Cmd+v
Cut selected items	Ctrl+x	Cmd+x
Open Tracker Search	Ctrl+f	Cmd+f
Move forward horizontally across cells	Tab	Tab
Move backwards horizontally across cells	Shift+Tab	Shift+Tab
Move around cells: right, left, up, down	Arrow keys	Arrow keys
Make editable cells active	Enter	Return
Make editable active cell inactive	Esc	Esc
Close dialogs/pop-up windows	Esc	Esc

 

Pipeline

In Pipeline, the Trackers tab is the heart of the project. Each target, or potential opportunity, is a row in the tracker with secondary rows for Activities and Tasks. The Trackers tab is deeply linked with the Documents tab. Each existing row creates a folder in a fileroom and any documents uploaded to activities are stored in the Documents tab. For each row in your tracker a folder is created in the Documents tab. 

Acquire and Diligence projects can be spun up from within a Pipeline Tracker by clicking Launch Project.

Special columns exist for associated contacts, revenue, geographic location, stage, and status.

Create and export Tear Sheets

A tear sheet is a simple one-page document that shows important details about a company. Tear Sheets export from Pipeline as a slide deck.

 

 

Creating a Tear Sheet Template:
 

  1   Select Targets by clicking in the empty checkbox on their left. 

  2   Click Tear Sheet at the top.

  3   Select Export.

  4   Select the Tear Sheet Template you want to use.

 If multiple targets are selected a single slide deck with multiple slides will export.

 

Activities

Activities is one of two secondary rows within your tracker. Activities can be created in your tracker or can be generated from your inbox. 


Creating an activity:


  1   Click the caret on the left in a row..

  2   Click Add.

  3   Add activity details.

  4   Click Save.

or

  1   Hover on a row to show a double sided arrow, and click it.

  2   Click Add Activity.

  3   Add activity details.

  4   Click Save.



Deleting an activity:


  1   Click the caret on the left in a row..

  2   Select the activity you want to delete by ticking the checkbox next to that activity.

  3   Click the Delete icon.

  4   Click Delete to confirm.

or

  1   Hover on a row show a double sided arrow on the left, and click it.

  2   Click an activity.

  3   Click Delete.

  4   Click Delete to confirm.


Transferring an activity:


  1   Click the caret on the left in a row.

  2   Select the activity you want to transfer by ticking the checkbox next to that activity.

  3   Click the Transfer icon.

  4   Select a Tracker.

  5   Select an Opportunity.

  6   Click Transfer.

Tasks

Tasks is one of two secondary rows within your tracker. Tasks can be created in your tracker or can be created on your Dashboard. Saved tasks will appear in both the Tasks widget and to corresponding targets in Trackers.

Creating a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows. 

  3   Click Add. A window appears with the Tracker and Target Name populated.

  4   The only required field is Subject. Add task details. 

  5   Click Save.

or, in the Dashboard:

  1   In a Tasks Widget click Create New.

  2   The only required field is Subject. Add task details. 

  3   Click Save.



Deleting a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3   Select a task by clicking in it's checkbox. 

  4   Click the Delete button.

  5   Click Delete to confirm.

or, in the Dashboard:

  1   In a Tasks Widget click a Tasks subject.

  2   Click Delete.

  3   Click Delete to confirm.


Completing a task:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3    Click the radio button toggle in the Subject column. Click it again to remove completion. An email notification will go out every time this button is clicked. 


Or, in a Tasks Widget on the Dashboard, c lick a radio button toggle. Click it again to remove completion. An email notification will go out every time this button is clicked. 



Return to the dialog window editor:


  1   Click the caret on the left in a row.

  2   Click Tasks to go to the second page of the secondary rows.

  3    Hover your mouse on a row.

  4   Click the  double sided arrow icon that appears on the left.

Contacts

The contacts column in Pipeline Trackers is linked to the Contacts tab. You can view contacts with a single click or find and add new contacts with a double click.

View contacts:


 1   Hover over a Contacts cell to see multiple contacts for a target.  For more information single click a Contacts column cell. 

 2   If multiple contacts are linked to a target, cycle through them by clicking the up and down arrows to the right of the contact name. The contact card contains links to their email and LinkedIn profile, if available. 

Find or add new contacts:


 1   Double Click a Contacts cell.

 2   Click in the Find or Add New Contacts field.

 3   Either select from existing contacts and click Done or click Add New Contact.

 4   Enter their details. Click Show More to find additional fields. 

 5   Click Create.


Unlink a contact from a target:


 1   Double Click a Contacts cell.

 2   Click the grey x to the right of a contact.



To edit contacts after their initial creation go to the Contacts tab. 

Launch Project

 1   Click Launch Project.

 2   Select either Launch Acquire Project or Launch Diligence Project.

 3   Create a project name.

 4   Select a theater location:

• Americas
• EMEA
• APAC

 5   Select an Industry, Transaction type. and optionally, select an estimated deal value.

 6   Click Next.

 7    Select a Target from your tracker.

 8    Select documents you want to copy into your new project.

 9    Click Begin Copy. if you don't have any documents, click Skip and Finish.

 10    Click Go to Project.