If you’re a B2B sales manager, you know the drill: keep deals moving, keep your team focused, and (somehow) keep upper management happy with clear reports. It sounds simple, but the day-to-day reality is a mess of emails, spreadsheets, and “quick check-ins” that balloon into chaos.
This guide is for you if you want a straight answer on using Rogerroger to actually track and report on deal progress—without adding another layer of busywork or getting lost in “features” you’ll never use.
Why tracking deal progress gets messy (and what to do about it)
Let’s be real: most sales tracking tools are built for someone, but rarely for you. Either they’re too simple (hello, spreadsheet) or too complicated (endless dashboards, anyone?). The problem is rarely the tool itself—it’s the temptation to overcomplicate your process.
Here’s what actually matters:
- See where every deal stands at a glance
- Know who owns what (no more “who’s got this?”)
- Spot stuck deals early instead of at the end of the month
- Pull clear reports without fiddling for hours
Rogerroger is built mostly for team workflow and shared inboxes, but it’s got just enough CRM features to keep your B2B pipeline visible—without turning your job into data entry hell.
Step 1: Set up a simple, usable deal pipeline
Don’t overthink your stages. The goal here isn’t to map every nuance of your sales process, it’s to make sure deals are moving and you’re not losing track.
How to do it:
- Create pipeline stages
Start with 4–6 stages, like: - New Lead
- Discovery/Qualification
- Proposal Sent
- Negotiation
- Closed Won
- Closed Lost
If you’re tempted to add more, ask yourself: will I actually act differently at that stage, or is it just nice for reporting? If it’s the latter, skip it.
- Set up Kanban boards or custom fields
Rogerroger lets you visualize deals either as Kanban boards (drag-and-drop) or with custom fields on tasks. Both work; pick the one your team will actually use.
Pro tip: If your sales cycle is long and complex, Kanban makes it easier to spot what’s stuck. For fast-moving deals, custom fields and filters are quicker.
- Decide what counts as a “deal”
Not every inbound lead is worth tracking as a deal. If you try to track everything, you’ll drown. - Only add deals when they hit a real opportunity stage (say, after a discovery call).
- Use a quick checklist: is there budget, a decision-maker, and a timeline? If not, don’t clutter your pipeline.
Step 2: Track deal activity—without micromanaging
The biggest mistake sales teams make with CRMs? Logging everything—and then ignoring the data because it’s overwhelming.
Here’s a simpler approach:
- Use tasks for key actions, not every email
In Rogerroger, you can turn emails or conversations into tasks. Do this for: - Discovery calls
- Proposal follow-ups
- Contract reviews
- Anything that needs a next step
Skip logging every “thanks” or “checking in”—it just creates noise.
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Assign clear ownership
Every deal should have a single owner. Even if you work deals as a team, someone needs to be on the hook for moving it forward. Use Rogerroger’s assignment features—don’t rely on @mentions or Slack reminders. -
Use due dates wisely
Set a next action date for every active deal. If it’s blank, the deal is probably stuck. -
Don’t fall for the trap of setting “dummy” dates just to clear reminders. If there’s not a real next step, maybe the deal isn’t real.
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Document the bare minimum
Notes, call summaries, objections—keep them short and focused. If you’re writing a novel, you’ll never keep up.
What to skip:
- Long, rambling notes
- Copy-pasting entire email threads
- Tracking every minor touchpoint
Step 3: Spot stuck deals and bottlenecks—before it’s too late
It’s easy to get blindsided at the end of the month by deals that looked fine but never moved. You don’t need AI or predictive analytics here—just a process to catch stuck deals.
- Filter for stale deals
Use filters in Rogerroger to show deals with no activity in X days (usually 7–14, depending on your cycle). - Review these at least weekly.
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Reach out or move them to “stalled” so your pipeline is honest.
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Look for stage congestion
If you see a pile-up in a single stage (like “Negotiation”), something’s off. Are you waiting on legal? Are proposals too slow? -
Bring this up in team meetings—don’t just shrug and hope it’ll sort itself out.
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Set up simple alerts (if you want)
Rogerroger isn’t packed with automation, but you can set up basic notifications or reminders for deals that haven’t moved. - Use these sparingly—constant pings just lead to alert fatigue.
What doesn’t work:
- Nagging reps for updates on every deal. If your process is simple, the pipeline will mostly update itself.
- Relying on memory or “gut feel.” That’s how you miss the slow leaks.
Step 4: Report on progress—keep it honest, not pretty
Upper management loves dashboards, but you need reports that show what’s real—not just what looks good.
How to pull useful reports in Rogerroger:
- Export or filter pipeline views
- Use filtered views to show deals by stage, owner, or date modified.
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Export to CSV if you need to build more custom reports. (Don’t bother unless your leadership insists.)
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Track key numbers, not vanity metrics
Focus on: - Total open deals
- Pipeline value (total $ in play)
- Win rate (won vs lost)
- Average deal cycle length
- Stuck deals (no movement in X days)
Ignore: - Number of calls/emails per deal (unless you think effort is the problem) - “Engagement score” (unless you can tie it to real movement)
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Create a simple recurring report
Set up a recurring calendar reminder to run your report weekly or monthly. Pull the same metrics every time—consistency matters more than fancy charts. -
Share with context, not just data
When you send your report, add two lines: - What’s working (e.g., “We’re moving deals faster through Discovery”)
- Where you’re stuck (e.g., “Legal review is slowing us down”)
No one reads a spreadsheet without a story.
Step 5: Iterate—but don’t chase “perfect”
Your pipeline is a living thing. The best process is the one you actually use, not the one that looks good in a demo. Expect to tweak your stages, fields, and reports every few months.
How to keep it from turning into a mess:
- Review your pipeline setup every quarter. Are there stages no one uses? Fields everyone ignores? Cut them.
- Ask your team what’s working. If they’re not updating deals, find out why—don’t just yell louder.
- Don’t chase add-ons or fancy integrations unless they solve a real pain.
What to ignore:
- Pressure to track every possible metric “just in case”
- CRM features your team will never touch
- Endless customization—pick a setup, run with it, and improve as you go
Final thoughts: Keep it simple, review often
You don’t need a fancy system to stay on top of your deals—you just need a setup you’ll actually use. Rogerroger can handle the basics for B2B sales managers who want clarity, not clutter. Start with a simple pipeline, track only what matters, and be ruthless about ignoring noise. Review your process every so often, and don’t be afraid to cut what’s not working.
Remember: The goal is to sell more, not manage more software. Keep it simple, and you’ll spend less time reporting—and more time closing.