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A spreadsheet-native workflow that removes copy-paste admin from channel sales.
Channel Chaser is a web-based deal sheet that collects structured pipeline updates from your downstream reseller partners, consolidating updates into one forecast-ready view, and (optionally) keeps your CRM aligned — without breaking channel boundaries.
THE THREE DEAL SHEETS
One workflow. Three views. One cleaner source of truth.
Channel Chaser is deliberately spreadsheet-native. The deal sheet stays at the centre of the workflow — we simply create the right view for the right person, then consolidate everything back into one automatically maintained forecast-ready output.
# 1
Originating Deal Sheet
Owned by the requesting team. This is the master list of deals being chased in the current update cycle
#2
Per-partner Deal Sheets
Each downstream partner receives a separate spreadsheet-like view containing only the deals they own and need to update.
#3
Consolidated Deal Sheet
Partner responses merge back into one clean, review-ready sheet for forecasting, reporting, and optional CRM synchronisation.
THE WORKFLOW
Simple, disciplined, and built for real channel structures.
Channel Chaser respects route-to-market boundaries by collecting updates one tier down. It keeps the process clear for downstream partners and gives upstream sales teams one forecast-ready view they can trust.
Step 1
Start with your deal list
Start with the deals you’re chasing. Pull from your CRM (HubSpot / Zoho) or upload a spreadsheet (XLSX / CSV). This becomes the authoritative reference for the chase cycle.
Step 2
Auto-group by partner owner
Deals are grouped by downstream owner so each partner only sees the updates relevant to them.
Step 3
Send structured requests to downstream partners
Partners receive a clear request to update their deals using controlled fields and prompts.
Step 4
Collect responses cleanly
Updates are submitted through spreadsheet-like views that are faster to complete and easier to standardise.
Step 5
Consolidate automatically
Responses merge back into one clean Deal Sheet for pipeline reviews, sales meetings, and reporting.
Step 6
Keep CRM aligned where needed
When enabled, structured updates can sync into supported CRMs without asking partners to work inside your system.
READY WHEN YOU ARE
Stop copy and pasting. Start Channel Chasing.
​If your current process still depends on chasing for updates, copying them into spreadsheets, and then updating the CRM again, Channel Chaser gives you a cleaner way to run the workflow.
