SOW Tracker is your portfolio view of every analyzed Statement of Work — pipeline stages, deal values, a 5-gate opportunity lifecycle, and cascade archive. See every deal, track every gate, download every report. The command center for turning SOW analysis into claimed incentives.
Included with all PIE plans. SOW Tracker sees every SOW regardless of analysis mode.
Every SOW you analyze lands here. Track it through 5 gates until every dollar is claimed and every link is established.
Every SOW analyzed through SOW Analyzer appears automatically. Won/Pending/Stale/Lost pipeline stages with deal values.
Each SOW progresses through G1–G5: Analysis → Enhancements → Claims → Evidence → PAL. Visual gate indicators show completion status.
Executive Briefing, Enhanced SOW, AdvSpec Checklist, and Incentive Claims Checklist — all PIE-branded, one click per download.
Fiscal year filters (FY25, FY26, Last 90 Days, All Time). Cascade archive shows linked claims and evidence before confirming.
Real product features built into every PIE plan. This is your deal command center.
The Intelligence Scorecard shows a hero ring with your total pipeline value, plus stage breakdown: Won (green), Pending (cyan), Stale (yellow), and Lost (red). Each stage shows deal count and total value. The scorecard updates in real time as you mark SOWs won or lost — giving leadership a single view of the entire incentive pipeline.
Each SOW tracks through 5 opportunity gates: G1 (SOW Analysis complete), G2 (Enhancements reviewed), G3 (Claims created), G4 (Evidence mapped), and G5 (PAL established). Gate indicators show green for complete and gray for pending. G5 deep-links directly to Partner Admin Link for the relevant engagement — one click to close the attribution gap.
SOW rows display as a deal action board — each row shows the SOW filename, customer, domain, deal value, pipeline stage, gate progress, and available downloads. Won/archive toggles let you mark deals and filter the view. Tooltips on every badge, stat, ring, pipeline stage, and table header explain what each element means. Fiscal year filters narrow the view to FY25, FY26, Last 90 Days, or All Time.
Each SOW row offers 4 one-click downloads: Executive Briefing (5-page branded DOCX), Enhanced SOW (modified document), AdvSpec Evidence Checklist (XLSX), and Incentive Claims Checklist (XLSX). The branded pipeline report exports a 2-sheet workbook: SOW Pipeline summary + Deal Summary detail. Cascade archive shows a confirmation modal with linked claim count + pipeline value before archiving.
Hero ring with total pipeline value. Stage breakdown: Won, Pending, Stale, Lost — each with deal count and dollar value. Real-time updates as you mark deals won or lost. Leadership's single view of the incentive pipeline.
G1: SOW Analysis complete. G2: Enhancements reviewed. G3: Claims created. G4: Evidence mapped. G5: PAL established. Visual gate indicators per SOW show green (complete), yellow (in progress), gray (pending).
Each SOW row shows filename, customer, domain, deal value, pipeline stage, and gate progress as compact numbered badges. Won/archive toggles, download buttons, and deep links to Claims, Evidence, and Partner Admin Link per SOW.
Shared download utility generates a branded 5-page DOCX with analysis summary, matched programs, enhancement recommendations, and next steps. Same report used in SOW Analyzer Screen 6 — available here per SOW row.
Executive Briefing (DOCX), Enhanced SOW (DOCX), AdvSpec Evidence Checklist (XLSX), and Incentive Claims Checklist (XLSX). One click per download. All PIE-branded with navy headers, formatted tables, and disclaimer footer.
One-click branded XLSX with 2 sheets: SOW Pipeline summary (stage, value, dates, gate status per SOW) and Deal Summary (aggregated metrics by customer, stage, and fiscal year). Ready for leadership or Microsoft PDM reporting.
Filter the entire board by FY25, FY26, Last 90 Days, or All Time. The filter applies to the scorecard, deal action board, and pipeline report simultaneously. See historical performance or focus on what's active right now.
Archive a SOW and the confirmation modal shows exactly what cascades: linked claim count, pipeline value at stake, and evidence file count. Child claims and evidence are archived together. Fully recoverable through Archive Management.
Every badge, stat, ring, pipeline stage, gate indicator, and table header has an explanatory tooltip. Hover to learn what each metric means — no guesswork about what "G3" or "Stale" means for your deals.
Mark any SOW as Won to update pipeline metrics and gate tracking. Won SOWs prioritize in the scorecard. Archive removes from active view while preserving all history, claims, and evidence linkages.
Dashboard shows your SOW analysis count vs. plan limit (10/20/50/100 per month). See at a glance how many analyses remain this billing period. Upgrade prompts appear when approaching the cap.
Viewer role sees the full scorecard, deal board, and can download reports — but cannot mark deals won/lost, archive SOWs, or modify pipeline stages. All write operations gated at frontend and backend (403).
SOW Tracker is your portfolio command center — every module's output surfaces here.
SOW Analyzer feeds SOWs into the tracker. Claims, Evidence, and Partner Admin Link status all surface as gates per SOW. SOW Tracker is the single view that shows whether each deal has been fully captured — from analysis to attribution.
SOW Tracker is part of the full PIE platform — not an add-on.
Starting price · Starter plan · No annual lock-in