What it looks like
Every active deal has a stage. You always know what needs action, what's in progress, and what's been paid.
← Scroll to see all stages
What's in the template
Pipeline / Kanban view
See all active deals by stage — Enquiry, Negotiating, Contracted, In Production, Invoiced, Paid, Declined.
Table view
Full spreadsheet with every field: brand, platform, rate, deliverables, deadline, contact, payment status.
Needs Follow-up filter
Pre-built filtered view showing any deal that hasn't been updated in 7+ days — so nothing goes cold without you noticing.
Rate tracker
Agreed fee, invoiced amount, and payment received columns. See at a glance what you've invoiced and what's cleared.
Deliverable tracker
Per-deal deliverable log with tick-off for submitted, approved, and live.
Contact storage
Brand contact name, email, and notes stored against each deal. No more hunting through email threads.
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When a tracker is enough — and when it isn't
If you're doing 2–4 deals a year and want to stay organised, this template is probably all you need. It's free, it's flexible, and it takes 20 minutes to set up.
The ceiling shows up when you want to:
Get alerts when a brand emails you, without manually checking your inbox
Have your contracts reviewed automatically for bad clauses before you sign
Know whether a rate offer is fair before you reply
Send invoices and track payment status without switching tools
Pitch brands proactively and manage outbound alongside inbound
That's when the Notion tracker becomes a bottleneck — and when CreatorPilot becomes the right tool.