Transactions Check List & Document Tracker Dashboard<\/title>\n <style>\n :root {\n --bg: #f6f8fb;\n --card: #ffffff;\n --text: #1f2937;\n --muted: #6b7280;\n --border: #e5e7eb;\n --primary: #2563eb;\n --primary-dark: #1d4ed8;\n --red: #dc2626;\n --yellow: #d97706;\n --blue: #2563eb;\n --green: #16a34a;\n --gray: #9ca3af;\n --orange: #ea580c;\n }\n\n * {\n box-sizing: border-box;\n }\n\n body {\n margin: 0;\n font-family: Arial, Helvetica, sans-serif;\n background: var(--bg);\n color: var(--text);\n }\n\n .tracker-app {\n max-width: 1200px;\n margin: 0 auto;\n padding: 32px 16px;\n }\n\n .tracker-header {\n display: flex;\n justify-content: space-between;\n gap: 16px;\n align-items: flex-start;\n margin-bottom: 24px;\n flex-wrap: wrap;\n }\n\n .tracker-header h1 {\n margin: 0 0 8px;\n font-size: 32px;\n line-height: 1.2;\n }\n\n .tracker-header p {\n margin: 0;\n color: var(--muted);\n max-width: 720px;\n font-size: 16px;\n }\n\n .button {\n border: 0;\n border-radius: 10px;\n background: var(--primary);\n color: #fff;\n padding: 11px 16px;\n font-size: 14px;\n font-weight: 700;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .button:hover {\n background: var(--primary-dark);\n }\n\n .button.secondary {\n background: #eef2ff;\n color: var(--primary);\n }\n\n .button.secondary:hover {\n background: #dbeafe;\n }\n\n .summary-grid {\n display: grid;\n grid-template-columns: repeat(4, minmax(0, 1fr));\n gap: 16px;\n margin-bottom: 24px;\n }\n\n .summary-card,\n .panel,\n .listing-card {\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 16px;\n box-shadow: 0 8px 24px rgba(15, 23, 42, 0.06);\n }\n\n .summary-card {\n padding: 18px;\n }\n\n .summary-label {\n color: var(--muted);\n font-size: 13px;\n font-weight: 700;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n .summary-value {\n margin-top: 8px;\n font-size: 30px;\n font-weight: 800;\n }\n\n .layout {\n display: grid;\n grid-template-columns: 360px 1fr;\n gap: 20px;\n }\n\n .panel {\n padding: 18px;\n }\n\n .panel h2 {\n margin: 0 0 14px;\n font-size: 20px;\n }\n\n .listing-list {\n display: grid;\n gap: 12px;\n }\n\n .listing-card {\n padding: 16px;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .listing-card:hover,\n .listing-card.active {\n border-color: var(--primary);\n transform: translateY(-1px);\n }\n\n .listing-title-row {\n display: flex;\n justify-content: space-between;\n gap: 10px;\n align-items: flex-start;\n }\n\n .listing-card h3 {\n margin: 0;\n font-size: 17px;\n }\n\n .listing-meta {\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .progress-wrap {\n margin-top: 12px;\n }\n\n .progress-bar {\n height: 9px;\n background: #e5e7eb;\n border-radius: 999px;\n overflow: hidden;\n }\n\n .progress-fill {\n height: 100%;\n background: var(--green);\n border-radius: 999px;\n width: 0;\n }\n\n .progress-text {\n display: flex;\n justify-content: space-between;\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .badge {\n display: inline-flex;\n align-items: center;\n border-radius: 999px;\n padding: 5px 9px;\n font-size: 12px;\n font-weight: 800;\n white-space: nowrap;\n }\n\n .badge.red { background: #fee2e2; color: var(--red); }\n .badge.yellow { background: #fef3c7; color: var(--yellow); }\n .badge.blue { background: #dbeafe; color: var(--blue); }\n .badge.green { background: #dcfce7; color: var(--green); }\n .badge.gray { background: #f3f4f6; color: #4b5563; }\n .badge.orange { background: #ffedd5; color: var(--orange); }\n\n .detail-header {\n display: flex;\n justify-content: space-between;\n gap: 14px;\n flex-wrap: wrap;\n align-items: flex-start;\n margin-bottom: 16px;\n }\n\n .detail-header h2 {\n margin: 0 0 6px;\n font-size: 24px;\n }\n\n .detail-meta {\n color: var(--muted);\n font-size: 14px;\n }\n\n .toolbar {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n margin-bottom: 16px;\n }\n\n .toolbar input,\n .toolbar select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n background: #fff;\n min-width: 170px;\n }\n\n .table-wrap {\n overflow-x: auto;\n border: 1px solid var(--border);\n border-radius: 14px;\n }\n\n table {\n width: 100%;\n border-collapse: collapse;\n min-width: 820px;\n background: #fff;\n }\n\n th,\n td {\n padding: 13px 12px;\n border-bottom: 1px solid var(--border);\n text-align: left;\n font-size: 14px;\n vertical-align: top;\n }\n\n th {\n background: #f9fafb;\n color: #374151;\n font-size: 12px;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n tr:last-child td {\n border-bottom: 0;\n }\n\n .doc-name {\n font-weight: 800;\n }\n\n .notes {\n color: var(--muted);\n max-width: 260px;\n }\n\n select.status-select {\n min-width: 135px;\n border: 1px solid var(--border);\n border-radius: 9px;\n padding: 8px;\n background: #fff;\n }\n\n .reminder-box {\n margin-top: 20px;\n background: #fff7ed;\n border: 1px solid #fed7aa;\n border-radius: 16px;\n padding: 16px;\n }\n\n .reminder-box h3 {\n margin: 0 0 8px;\n color: #9a3412;\n }\n\n .reminder-box ul {\n margin: 10px 0 0;\n padding-left: 18px;\n color: #7c2d12;\n }\n\n .modal-backdrop {\n position: fixed;\n inset: 0;\n background: rgba(15, 23, 42, 0.55);\n display: none;\n align-items: center;\n justify-content: center;\n padding: 20px;\n z-index: 9999;\n }\n\n .modal {\n width: min(540px, 100%);\n background: #fff;\n border-radius: 18px;\n padding: 22px;\n box-shadow: 0 20px 60px rgba(0,0,0,0.25);\n }\n\n .modal h2 {\n margin: 0 0 14px;\n }\n\n .form-grid {\n display: grid;\n gap: 12px;\n }\n\n .form-grid label {\n display: grid;\n gap: 6px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .form-grid input,\n .form-grid select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n }\n\n .modal-actions {\n margin-top: 16px;\n display: flex;\n justify-content: flex-end;\n gap: 10px;\n }\n\n @media (max-width: 920px) {\n .summary-grid {\n grid-template-columns: repeat(2, minmax(0, 1fr));\n }\n\n .layout {\n grid-template-columns: 1fr;\n }\n }\n\n @media (max-width: 560px) {\n .summary-grid {\n grid-template-columns: 1fr;\n }\n\n .tracker-header h1 {\n font-size: 26px;\n }\n }\n <\/style>\n<\/head>\n<body>\n <div class=\"tracker-app\">\n <header class=\"tracker-header\">\n <div>\n <h1>Listing Checklist & Document Tracker<\/h1>\n <p>Track collected documents, missing paperwork, review status, due dates, owners, and reminders for every active listing.<\/p>\n <\/div>\n <button class=\"button\" onclick=\"openModal()\">+ Add Listing<\/button>\n <\/header>\n\n <section class=\"summary-grid\">\n <div class=\"summary-card\">\n <div class=\"summary-label\">Active Listings<\/div>\n <div class=\"summary-value\" id=\"activeListings\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Missing Docs<\/div>\n <div class=\"summary-value\" id=\"missingDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Overdue Docs<\/div>\n <div class=\"summary-value\" id=\"overdueDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Avg. Completion<\/div>\n <div class=\"summary-value\" id=\"avgCompletion\">0%<\/div>\n <\/div>\n <\/section>\n\n <main class=\"layout\">\n <aside class=\"panel\">\n <h2>Active Listings<\/h2>\n <div class=\"listing-list\" id=\"listingList\"><\/div>\n <\/aside>\n\n <section class=\"panel\">\n <div class=\"detail-header\">\n <div>\n <h2 id=\"detailTitle\">Select a listing<\/h2>\n <div class=\"detail-meta\" id=\"detailMeta\"><\/div>\n <\/div>\n <span class=\"badge gray\" id=\"readinessBadge\">No listing selected<\/span>\n <\/div>\n\n <div class=\"toolbar\">\n <input type=\"text\" id=\"searchInput\" placeholder=\"Search documents...\" oninput=\"renderDetail()\" \/>\n <select id=\"statusFilter\" onchange=\"renderDetail()\">\n <option value=\"all\">All statuses<\/option>\n <option value=\"Missing\">Missing<\/option>\n <option value=\"Requested\">Requested<\/option>\n <option value=\"Received\">Received<\/option>\n <option value=\"Reviewed\">Reviewed<\/option>\n <option value=\"Overdue\">Overdue<\/option>\n <option value=\"N\/A\">N\/A<\/option>\n <\/select>\n <button class=\"button secondary\" onclick=\"sendReminderSummary()\">Generate Reminder Summary<\/button>\n <\/div>\n\n <div class=\"table-wrap\">\n <table>\n <thead>\n <tr>\n <th>Document<\/th>\n <th>Status<\/th>\n <th>Owner<\/th>\n <th>Due Date<\/th>\n <th>Last Updated<\/th>\n <th>Reminder<\/th>\n <th>Notes<\/th>\n <\/tr>\n <\/thead>\n <tbody id=\"documentRows\"><\/tbody>\n <\/table>\n <\/div>\n\n <div class=\"reminder-box\" id=\"reminderBox\">\n <h3>Reminder Center<\/h3>\n <p>Select a listing to see missing and overdue document reminders.<\/p>\n <\/div>\n <\/section>\n <\/main>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"modalBackdrop\">\n <div class=\"modal\">\n <h2>Add New Listing<\/h2>\n <div class=\"form-grid\">\n <label>\n Listing Name\n <input id=\"newListingName\" placeholder=\"Example: Joe's Pizza\" \/>\n <\/label>\n <label>\n Listing Type\n <select id=\"newListingType\">\n <option>Restaurant<\/option>\n <option>Franchise<\/option>\n <option>Retail<\/option>\n <option>Service Business<\/option>\n <option>Manufacturing<\/option>\n <\/select>\n <\/label>\n <label>\n Broker \/ Coordinator\n <input id=\"newListingOwner\" placeholder=\"Example: Sarah Morgan\" \/>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addListing()\">Create Listing<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <script>\n const defaultDocs = [\n \"Tax Returns\",\n \"P&L Statement\",\n \"Lease\",\n \"Franchise Agreement\",\n \"Equipment List\",\n \"Utility Bills\",\n \"Payroll Reports\",\n \"Bank Statements\",\n \"Inventory List\",\n \"Seller Disclosure\"\n ];\n\n let listings = [\n {\n id: 1,\n name: \"Joe's Pizza\",\n type: \"Restaurant\",\n owner: \"Sarah Morgan\",\n documents: [\n doc(\"Tax Returns\", \"Requested\", \"Seller \/ CPA\", \"2026-05-06\", \"Need 2022 and 2023 returns.\"),\n doc(\"P&L Statement\", \"Received\", \"Seller\", \"2026-05-04\", \"Needs broker review.\"),\n doc(\"Lease\", \"Overdue\", \"Seller \/ Landlord\", \"2026-05-01\", \"Follow up with landlord.\"),\n doc(\"Franchise Agreement\", \"N\/A\", \"N\/A\", \"\", \"Not a franchise.\"),\n doc(\"Equipment List\", \"Reviewed\", \"Seller\", \"2026-04-29\", \"Complete.\"),\n doc(\"Utility Bills\", \"Missing\", \"Seller\", \"2026-05-07\", \"Need last 12 months.\"),\n doc(\"Payroll Reports\", \"Requested\", \"Payroll Provider\", \"2026-05-08\", \"Waiting on ADP export.\"),\n doc(\"Bank Statements\", \"Reviewed\", \"Seller\", \"2026-04-28\", \"Complete.\")\n ]\n },\n {\n id: 2,\n name: \"Sunshine Fitness Franchise\",\n type: \"Franchise\",\n owner: \"David Lee\",\n documents: [\n doc(\"Tax Returns\", \"Received\", \"Seller \/ CPA\", \"2026-05-05\", \"Ready for review.\"),\n doc(\"P&L Statement\", \"Reviewed\", \"Seller\", \"2026-04-30\", \"Complete.\"),\n doc(\"Lease\", \"Reviewed\", \"Seller\", \"2026-04-26\", \"Complete.\"),\n doc(\"Franchise Agreement\", \"Requested\", \"Franchisor\", \"2026-05-09\", \"Need signed copy.\"),\n doc(\"Equipment List\", \"Reviewed\", \"Seller\", \"2026-04-29\", \"Complete.\"),\n doc(\"Utility Bills\", \"Requested\", \"Seller\", \"2026-05-10\", \"Need electric and water.\"),\n doc(\"Payroll Reports\", \"Missing\", \"Seller\", \"2026-05-11\", \"Not requested yet.\"),\n doc(\"Bank Statements\", \"Received\", \"Seller\", \"2026-05-02\", \"Needs review.\")\n ]\n },\n {\n id: 3,\n name: \"Main Street Dry Cleaners\",\n type: \"Service Business\",\n owner: \"Amanda Rivera\",\n documents: [\n doc(\"Tax Returns\", \"Reviewed\", \"Seller \/ CPA\", \"2026-04-28\", \"Complete.\"),\n doc(\"P&L Statement\", \"Reviewed\", \"Seller\", \"2026-04-28\", \"Complete.\"),\n doc(\"Lease\", \"Received\", \"Seller\", \"2026-05-03\", \"Check renewal terms.\"),\n doc(\"Franchise Agreement\", \"N\/A\", \"N\/A\", \"\", \"Not applicable.\"),\n doc(\"Equipment List\", \"Requested\", \"Seller\", \"2026-05-06\", \"Need machine list.\"),\n doc(\"Utility Bills\", \"Overdue\", \"Seller\", \"2026-05-01\", \"Reminder needed.\"),\n doc(\"Payroll Reports\", \"Reviewed\", \"Seller\", \"2026-04-27\", \"Complete.\"),\n doc(\"Bank Statements\", \"Reviewed\", \"Seller\", \"2026-04-27\", \"Complete.\")\n ]\n }\n ];\n\n let selectedListingId = listings[0].id;\n\n const STORAGE_KEY = \"bizTransactionsTrackingToolData\";\n\n function saveData() {\n const dataToSave = {\n listings,\n selectedListingId\n };\n\n localStorage.setItem(STORAGE_KEY, JSON.stringify(dataToSave));\n }\n\n function loadData() {\n const savedData = localStorage.getItem(STORAGE_KEY);\n\n if (!savedData) return;\n\n try {\n const parsedData = JSON.parse(savedData);\n\n if (Array.isArray(parsedData.listings)) {\n listings = parsedData.listings;\n }\n\n if (parsedData.selectedListingId) {\n selectedListingId = parsedData.selectedListingId;\n }\n\n if (!listings.find(l => l.id === selectedListingId) && listings.length) {\n selectedListingId = listings[0].id;\n }\n } catch (error) {\n console.error(\"Could not load saved tracker data:\", error);\n }\n }\n\n function doc(name, status, owner, dueDate, notes) {\n return {\n name,\n status,\n owner,\n dueDate,\n lastUpdated: new Date().toISOString().slice(0, 10),\n reminder: status !== \"Reviewed\" && status !== \"N\/A\",\n notes\n };\n }\n\n function completion(listing) {\n const required = listing.documents.filter(d => d.status !== \"N\/A\");\n const done = required.filter(d => d.status === \"Reviewed\").length;\n return required.length ? Math.round((done \/ required.length) * 100) : 100;\n }\n\n function statusColor(status) {\n return {\n \"Missing\": \"red\",\n \"Requested\": \"yellow\",\n \"Received\": \"blue\",\n \"Reviewed\": \"green\",\n \"N\/A\": \"gray\",\n \"Overdue\": \"orange\"\n }[status] || \"gray\";\n }\n\n function readiness(listing) {\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const pct = completion(listing);\n if (overdue || missing) return { label: \"Needs Attention\", color: \"orange\" };\n if (pct < 100) return { label: \"Nearly Ready\", color: \"blue\" };\n return { label: \"Complete\", color: \"green\" };\n }\n\n function renderSummary() {\n const missing = listings.flatMap(l => l.documents).filter(d => d.status === \"Missing\").length;\n const overdue = listings.flatMap(l => l.documents).filter(d => d.status === \"Overdue\").length;\n const avg = listings.length ? Math.round(listings.reduce((sum, l) => sum + completion(l), 0) \/ listings.length) : 0;\n\n document.getElementById(\"activeListings\").textContent = listings.length;\n document.getElementById(\"missingDocs\").textContent = missing;\n document.getElementById(\"overdueDocs\").textContent = overdue;\n document.getElementById(\"avgCompletion\").textContent = avg + \"%\";\n }\n\n function renderListings() {\n const wrap = document.getElementById(\"listingList\");\n wrap.innerHTML = \"\";\n\n listings.forEach(listing => {\n const pct = completion(listing);\n const missing = listing.documents.filter(d => d.status === \"Missing\").length;\n const overdue = listing.documents.filter(d => d.status === \"Overdue\").length;\n const ready = readiness(listing);\n\n const card = document.createElement(\"div\");\n card.className = \"listing-card\" + (listing.id === selectedListingId ? \" active\" : \"\");\n card.onclick = () => {\n selectedListingId = listing.id;\n saveData();\n render();\n };\n\n card.innerHTML = `\n <div class=\"listing-title-row\">\n <div>\n <h3>${listing.name}<\/h3>\n <div class=\"listing-meta\">${listing.type} \u00b7 ${listing.owner}<\/div>\n <\/div>\n <span class=\"badge ${ready.color}\">${ready.label}<\/span>\n <\/div>\n <div class=\"progress-wrap\">\n <div class=\"progress-bar\"><div class=\"progress-fill\" style=\"width:${pct}%\"><\/div><\/div>\n <div class=\"progress-text\">\n <span>${pct}% complete<\/span>\n <span>${missing} missing \u00b7 ${overdue} overdue<\/span>\n <\/div>\n <\/div>\n `;\n wrap.appendChild(card);\n });\n }\n\n function renderDetail() {\n const listing = listings.find(l => l.id === selectedListingId);\n const rows = document.getElementById(\"documentRows\");\n const search = document.getElementById(\"searchInput\").value.toLowerCase();\n const filter = document.getElementById(\"statusFilter\").value;\n\n rows.innerHTML = \"\";\n\n if (!listing) return;\n\n const ready = readiness(listing);\n document.getElementById(\"detailTitle\").textContent = listing.name;\n document.getElementById(\"detailMeta\").textContent = `${listing.type} \u00b7 Coordinator: ${listing.owner} \u00b7 ${completion(listing)}% complete`;\n document.getElementById(\"readinessBadge\").textContent = ready.label;\n document.getElementById(\"readinessBadge\").className = `badge ${ready.color}`;\n\n const docs = listing.documents.filter(d => {\n const matchesSearch = d.name.toLowerCase().includes(search) || d.notes.toLowerCase().includes(search);\n const matchesFilter = filter === \"all\" || d.status === filter;\n return matchesSearch && matchesFilter;\n });\n\n docs.forEach((d, index) => {\n const actualIndex = listing.documents.indexOf(d);\n const tr = document.createElement(\"tr\");\n tr.innerHTML = `\n <td><div class=\"doc-name\">${d.name}<\/div><\/td>\n <td>\n <select class=\"status-select\" onchange=\"updateStatus(${listing.id}, ${actualIndex}, this.value)\">\n ${[\"Missing\", \"Requested\", \"Received\", \"Reviewed\", \"Overdue\", \"N\/A\"].map(s => `\n <option value=\"${s}\" ${d.status === s ? \"selected\" : \"\"}>${s}<\/option>\n `).join(\"\")}\n <\/select>\n <\/td>\n <td>${d.owner}<\/td>\n <td>${d.dueDate || \"\u2014\"}<\/td>\n <td>${d.lastUpdated}<\/td>\n <td>${d.reminder ? \"On\" : \"Off\"}<\/td>\n <td class=\"notes\">${d.notes}<\/td>\n `;\n rows.appendChild(tr);\n });\n\n renderReminders(listing);\n }\n\n function renderReminders(listing) {\n const box = document.getElementById(\"reminderBox\");\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>No active reminders. This listing is in good shape.<\/p>\n `;\n return;\n }\n\n box.innerHTML = `\n <h3>Reminder Center<\/h3>\n <p>${reminders.length} document reminder${reminders.length === 1 ? \"\" : \"s\"} need attention.<\/p>\n <ul>\n ${reminders.map(d => `<li><strong>${d.name}<\/strong> \u2014 ${d.status}, owned by ${d.owner}, due ${d.dueDate || \"TBD\"}.<\/li>`).join(\"\")}\n <\/ul>\n `;\n }\n\n function updateStatus(listingId, docIndex, status) {\n const listing = listings.find(l => l.id === listingId);\n listing.documents[docIndex].status = status;\n listing.documents[docIndex].lastUpdated = new Date().toISOString().slice(0, 10);\n listing.documents[docIndex].reminder = status !== \"Reviewed\" && status !== \"N\/A\";\n saveData();\n render();\n }\n\n function sendReminderSummary() {\n const listing = listings.find(l => l.id === selectedListingId);\n if (!listing) return;\n\n const reminders = listing.documents.filter(d =>\n d.reminder && [\"Missing\", \"Requested\", \"Overdue\"].includes(d.status)\n );\n\n if (!reminders.length) {\n alert(\"No reminders needed for this listing.\");\n return;\n }\n\n const summary = reminders.map(d => `- ${d.name}: ${d.status}, owner: ${d.owner}, due: ${d.dueDate || \"TBD\"}`).join(\"\\n\");\n alert(`Reminder Summary for ${listing.name}\\n\\n${summary}`);\n }\n\n function openModal() {\n document.getElementById(\"modalBackdrop\").style.display = \"flex\";\n }\n\n function closeModal() {\n document.getElementById(\"modalBackdrop\").style.display = \"none\";\n document.getElementById(\"newListingName\").value = \"\";\n document.getElementById(\"newListingOwner\").value = \"\";\n }\n\n function addListing() {\n const name = document.getElementById(\"newListingName\").value.trim();\n const type = document.getElementById(\"newListingType\").value;\n const owner = document.getElementById(\"newListingOwner\").value.trim() || \"Unassigned\";\n\n if (!name) {\n alert(\"Please enter a listing name.\");\n return;\n }\n\n const newListing = {\n id: Date.now(),\n name,\n type,\n owner,\n documents: defaultDocs.map(name => doc(name, name === \"Franchise Agreement\" && type !== \"Franchise\" ? \"N\/A\" : \"Missing\", \"Seller\", \"\", \"\"))\n };\n\n listings.push(newListing);\n selectedListingId = newListing.id;\n saveData();\n closeModal();\n render();\n }\n\n function render() {\n renderSummary();\n renderListings();\n renderDetail();\n }\n\n loadData();\n render();\n <\/script>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Transactions Check List & Document Tracker Dashboard Listing Checklist & Document Tracker Track collected documents, missing paperwork, review status, due dates, owners, and reminders for…<\/p>","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-780","page","type-page","status-publish","hentry"],"yoast_head":"\n<title>Biz Transactions Tracking Tool - 360 Biz Brokers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/360bizbrokers.com\/pt\/biz-transactions-tracking-tool\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Biz Transactions Tracking Tool\" \/>\n<meta property=\"og:description\" content=\"Transactions Check List & Document Tracker Dashboard Listing Checklist & Document Tracker Track collected documents, missing paperwork, review status, due dates, owners, and reminders for...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/360bizbrokers.com\/pt\/biz-transactions-tracking-tool\/\" \/>\n<meta property=\"og:site_name\" content=\"360 Biz Brokers\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-13T20:00:17+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/360bizbrokers.com\/biz-transactions-tracking-tool\/\",\"url\":\"https:\/\/360bizbrokers.com\/biz-transactions-tracking-tool\/\",\"name\":\"Biz Transactions Tracking Tool - 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\n\t\t\t\t\t\n\n\n \n \n Transactions Check List & Document Tracker Dashboard<\/title>\n <style>\n :root {\n --bg: #f6f8fb;\n --card: #ffffff;\n --text: #1f2937;\n --muted: #6b7280;\n --border: #e5e7eb;\n --primary: #2563eb;\n --primary-dark: #1d4ed8;\n --red: #dc2626;\n --yellow: #d97706;\n --blue: #2563eb;\n --green: #16a34a;\n --gray: #9ca3af;\n --orange: #ea580c;\n }\n\n * {\n box-sizing: border-box;\n }\n\n body {\n margin: 0;\n font-family: Arial, Helvetica, sans-serif;\n background: var(--bg);\n color: var(--text);\n }\n\n .tracker-app {\n max-width: 1200px;\n margin: 0 auto;\n padding: 32px 16px;\n }\n\n .tracker-header {\n display: flex;\n justify-content: space-between;\n gap: 16px;\n align-items: flex-start;\n margin-bottom: 24px;\n flex-wrap: wrap;\n }\n\n .tracker-header h1 {\n margin: 0 0 8px;\n font-size: 32px;\n line-height: 1.2;\n }\n\n .tracker-header p {\n margin: 0;\n color: var(--muted);\n max-width: 720px;\n font-size: 16px;\n }\n\n .button {\n border: 0;\n border-radius: 10px;\n background: var(--primary);\n color: #fff;\n padding: 11px 16px;\n font-size: 14px;\n font-weight: 700;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .button:hover {\n background: var(--primary-dark);\n }\n\n .button.secondary {\n background: #eef2ff;\n color: var(--primary);\n }\n\n .button.secondary:hover {\n background: #dbeafe;\n }\n\n .summary-grid {\n display: grid;\n grid-template-columns: repeat(4, minmax(0, 1fr));\n gap: 16px;\n margin-bottom: 24px;\n }\n\n .summary-card,\n .panel,\n .listing-card {\n background: var(--card);\n border: 1px solid var(--border);\n border-radius: 16px;\n box-shadow: 0 8px 24px rgba(15, 23, 42, 0.06);\n }\n\n .summary-card {\n padding: 18px;\n }\n\n .summary-label {\n color: var(--muted);\n font-size: 13px;\n font-weight: 700;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n .summary-value {\n margin-top: 8px;\n font-size: 30px;\n font-weight: 800;\n }\n\n .layout {\n display: grid;\n grid-template-columns: 360px 1fr;\n gap: 20px;\n }\n\n .panel {\n padding: 18px;\n }\n\n .panel h2 {\n margin: 0 0 14px;\n font-size: 20px;\n }\n\n .listing-list {\n display: grid;\n gap: 12px;\n }\n\n .listing-card {\n padding: 16px;\n cursor: pointer;\n transition: 0.2s ease;\n }\n\n .listing-card:hover,\n .listing-card.active {\n border-color: var(--primary);\n transform: translateY(-1px);\n }\n\n .listing-title-row {\n display: flex;\n justify-content: space-between;\n gap: 10px;\n align-items: flex-start;\n }\n\n .listing-card h3 {\n margin: 0;\n font-size: 17px;\n }\n\n .listing-meta {\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .progress-wrap {\n margin-top: 12px;\n }\n\n .progress-bar {\n height: 9px;\n background: #e5e7eb;\n border-radius: 999px;\n overflow: hidden;\n }\n\n .progress-fill {\n height: 100%;\n background: var(--green);\n border-radius: 999px;\n width: 0;\n }\n\n .progress-text {\n display: flex;\n justify-content: space-between;\n margin-top: 6px;\n color: var(--muted);\n font-size: 13px;\n }\n\n .badge {\n display: inline-flex;\n align-items: center;\n border-radius: 999px;\n padding: 5px 9px;\n font-size: 12px;\n font-weight: 800;\n white-space: nowrap;\n }\n\n .badge.red { background: #fee2e2; color: var(--red); }\n .badge.yellow { background: #fef3c7; color: var(--yellow); }\n .badge.blue { background: #dbeafe; color: var(--blue); }\n .badge.green { background: #dcfce7; color: var(--green); }\n .badge.gray { background: #f3f4f6; color: #4b5563; }\n .badge.orange { background: #ffedd5; color: var(--orange); }\n\n .detail-header {\n display: flex;\n justify-content: space-between;\n gap: 14px;\n flex-wrap: wrap;\n align-items: flex-start;\n margin-bottom: 16px;\n }\n\n .detail-header h2 {\n margin: 0 0 6px;\n font-size: 24px;\n }\n\n .detail-meta {\n color: var(--muted);\n font-size: 14px;\n }\n\n .toolbar {\n display: flex;\n gap: 10px;\n flex-wrap: wrap;\n margin-bottom: 16px;\n }\n\n .toolbar input,\n .toolbar select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n background: #fff;\n min-width: 170px;\n }\n\n .table-wrap {\n overflow-x: auto;\n border: 1px solid var(--border);\n border-radius: 14px;\n }\n\n table {\n width: 100%;\n border-collapse: collapse;\n min-width: 820px;\n background: #fff;\n }\n\n th,\n td {\n padding: 13px 12px;\n border-bottom: 1px solid var(--border);\n text-align: left;\n font-size: 14px;\n vertical-align: top;\n }\n\n th {\n background: #f9fafb;\n color: #374151;\n font-size: 12px;\n text-transform: uppercase;\n letter-spacing: 0.04em;\n }\n\n tr:last-child td {\n border-bottom: 0;\n }\n\n .doc-name {\n font-weight: 800;\n }\n\n .notes {\n color: var(--muted);\n max-width: 260px;\n }\n\n select.status-select {\n min-width: 135px;\n border: 1px solid var(--border);\n border-radius: 9px;\n padding: 8px;\n background: #fff;\n }\n\n .reminder-box {\n margin-top: 20px;\n background: #fff7ed;\n border: 1px solid #fed7aa;\n border-radius: 16px;\n padding: 16px;\n }\n\n .reminder-box h3 {\n margin: 0 0 8px;\n color: #9a3412;\n }\n\n .reminder-box ul {\n margin: 10px 0 0;\n padding-left: 18px;\n color: #7c2d12;\n }\n\n .modal-backdrop {\n position: fixed;\n inset: 0;\n background: rgba(15, 23, 42, 0.55);\n display: none;\n align-items: center;\n justify-content: center;\n padding: 20px;\n z-index: 9999;\n }\n\n .modal {\n width: min(540px, 100%);\n background: #fff;\n border-radius: 18px;\n padding: 22px;\n box-shadow: 0 20px 60px rgba(0,0,0,0.25);\n }\n\n .modal h2 {\n margin: 0 0 14px;\n }\n\n .form-grid {\n display: grid;\n gap: 12px;\n }\n\n .form-grid label {\n display: grid;\n gap: 6px;\n font-size: 13px;\n font-weight: 800;\n }\n\n .form-grid input,\n .form-grid select {\n border: 1px solid var(--border);\n border-radius: 10px;\n padding: 10px 12px;\n font-size: 14px;\n }\n\n .modal-actions {\n margin-top: 16px;\n display: flex;\n justify-content: flex-end;\n gap: 10px;\n }\n\n @media (max-width: 920px) {\n .summary-grid {\n grid-template-columns: repeat(2, minmax(0, 1fr));\n }\n\n .layout {\n grid-template-columns: 1fr;\n }\n }\n\n @media (max-width: 560px) {\n .summary-grid {\n grid-template-columns: 1fr;\n }\n\n .tracker-header h1 {\n font-size: 26px;\n }\n }\n <\/style>\n<\/head>\n<body>\n <div class=\"tracker-app\">\n <header class=\"tracker-header\">\n <div>\n <h1>Listing Checklist & Document Tracker<\/h1>\n <p>Track collected documents, missing paperwork, review status, due dates, owners, and reminders for every active listing.<\/p>\n <\/div>\n <button class=\"button\" onclick=\"openModal()\">+ Add Listing<\/button>\n <\/header>\n\n <section class=\"summary-grid\">\n <div class=\"summary-card\">\n <div class=\"summary-label\">Active Listings<\/div>\n <div class=\"summary-value\" id=\"activeListings\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Missing Docs<\/div>\n <div class=\"summary-value\" id=\"missingDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Overdue Docs<\/div>\n <div class=\"summary-value\" id=\"overdueDocs\">0<\/div>\n <\/div>\n <div class=\"summary-card\">\n <div class=\"summary-label\">Avg. Completion<\/div>\n <div class=\"summary-value\" id=\"avgCompletion\">0%<\/div>\n <\/div>\n <\/section>\n\n <main class=\"layout\">\n <aside class=\"panel\">\n <h2>Active Listings<\/h2>\n <div class=\"listing-list\" id=\"listingList\"><\/div>\n <\/aside>\n\n <section class=\"panel\">\n <div class=\"detail-header\">\n <div>\n <h2 id=\"detailTitle\">Select a listing<\/h2>\n <div class=\"detail-meta\" id=\"detailMeta\"><\/div>\n <\/div>\n <span class=\"badge gray\" id=\"readinessBadge\">No listing selected<\/span>\n <\/div>\n\n <div class=\"toolbar\">\n <input type=\"text\" id=\"searchInput\" placeholder=\"Search documents...\" oninput=\"renderDetail()\" \/>\n <select id=\"statusFilter\" onchange=\"renderDetail()\">\n <option value=\"all\">All statuses<\/option>\n <option value=\"Missing\">Missing<\/option>\n <option value=\"Requested\">Requested<\/option>\n <option value=\"Received\">Received<\/option>\n <option value=\"Reviewed\">Reviewed<\/option>\n <option value=\"Overdue\">Overdue<\/option>\n <option value=\"N\/A\">N\/A<\/option>\n <\/select>\n <button class=\"button secondary\" onclick=\"sendReminderSummary()\">Generate Reminder Summary<\/button>\n <\/div>\n\n <div class=\"table-wrap\">\n <table>\n <thead>\n <tr>\n <th>Document<\/th>\n <th>Status<\/th>\n <th>Owner<\/th>\n <th>Due Date<\/th>\n <th>Last Updated<\/th>\n <th>Reminder<\/th>\n <th>Notes<\/th>\n <\/tr>\n <\/thead>\n <tbody id=\"documentRows\"><\/tbody>\n <\/table>\n <\/div>\n\n <div class=\"reminder-box\" id=\"reminderBox\">\n <h3>Reminder Center<\/h3>\n <p>Select a listing to see missing and overdue document reminders.<\/p>\n <\/div>\n <\/section>\n <\/main>\n <\/div>\n\n <div class=\"modal-backdrop\" id=\"modalBackdrop\">\n <div class=\"modal\">\n <h2>Add New Listing<\/h2>\n <div class=\"form-grid\">\n <label>\n Listing Name\n <input id=\"newListingName\" placeholder=\"Example: Joe's Pizza\" \/>\n <\/label>\n <label>\n Listing Type\n <select id=\"newListingType\">\n <option>Restaurant<\/option>\n <option>Franchise<\/option>\n <option>Retail<\/option>\n <option>Service Business<\/option>\n <option>Manufacturing<\/option>\n <\/select>\n <\/label>\n <label>\n Broker \/ Coordinator\n <input id=\"newListingOwner\" placeholder=\"Example: Sarah Morgan\" \/>\n <\/label>\n <\/div>\n <div class=\"modal-actions\">\n <button class=\"button secondary\" onclick=\"closeModal()\">Cancel<\/button>\n <button class=\"button\" onclick=\"addListing()\">Create Listing<\/button>\n <\/div>\n <\/div>\n <\/div>\n\n <script>\n const defaultDocs = [\n \"Tax Returns\",\n \"P&L Statement\",\n \"Lease\",\n \"Franchise Agreement\",\n \"Equipment List\",\n \"Utility Bills\",\n \"Payroll Reports\",\n \"Bank Statements\",\n \"Inventory List\",\n \"Seller Disclosure\"\n ];\n\n let listings = [\n {\n id: 1,\n name: \"Joe's Pizza\",\n type: \"Restaurant\",\n owner: \"Sarah Morgan\",\n documents: [\n doc(\"Tax Returns\", \"Requested\", \"Seller \/ CPA\", \"2026-05-06\", \"Need 2022 and 2023 returns.\"),\n doc(\"P&L Statement\", \"Received\", \"Seller\", \"2026-05-04\", \"Needs broker review.\"),\n doc(\"Lease\", \"Overdue\", \"Seller \/ Landlord\", \"2026-05-01\", \"Follow up with landlord.\"),\n doc(\"Franchise Agreement\", \"N\/A\", \"N\/A\", \"\", \"Not a franchise.\"),\n doc(\"Equipment List\", \"Reviewed\", \"Seller\", \"2026-04-29\", \"Complete.\"),\n doc(\"Utility Bills\", \"Missing\", \"Seller\", \"2026-05-07\", \"Need last 12 months.\"),\n doc(\"Payroll Reports\", \"Requested\", \"Payroll Provider\", \"2026-05-08\", \"Waiting on ADP export.\"),\n doc(\"Bank Statements\", \"Reviewed\", \"Seller\", \"2026-04-28\", \"Complete.\")\n ]\n },\n {\n id: 2,\n name: \"Sunshine Fitness Franchise\",\n type: \"Franchise\",\n owner: \"David Lee\",\n documents: [\n doc(\"Tax Returns\", \"Received\", \"Seller \/ CPA\", \"2026-05-05\", \"Ready for review.\"),\n doc(\"P&L Statement\", \"Reviewed\", \"Seller\", \"2026-04-30\", \"Complete.\"),\n doc(\"Lease\", \"Reviewed\", \"Seller\", \"2026-04-26\", \"Complete.\"),\n doc(\"Franchise Agreement\", \"Requested\", \"Franchisor\", \"2026-05-09\", \"Need signed copy.\"),\n doc(\"Equipment List\", \"Reviewed\", \"Seller\", \"2026-04-29\", \"Complete.\"),\n doc(\"Utility Bills\", \"Requested\", \"Seller\", \"2026-05-10\", \"Need electric and water.\"),\n doc(\"Payroll Reports\", \"Missing\", \"Seller\", \"2026-05-11\", \"Not requested yet.\"),\n doc(\"Bank Statements\", \"Received\", \"Seller\", \"2026-05-02\", \"Needs review.\")\n ]\n },\n {\n id: 3,\n name: \"Main Street Dry Cleaners\",\n type: \"Service Business\",\n owner: \"Amanda Rivera\",\n documents: [\n doc(\"Tax Returns\", \"Reviewed\", \"Seller \/ CPA\", \"2026-04-28\", \"Complete.\"),\n doc(\"P&L Statement\", \"Reviewed\", \"Seller\", \"2026-04-28\", \"Complete.\"),\n doc(\"Lease\", \"Received\", \"Seller\", \"2026-05-03\", \"Check renewal terms.\"),\n doc(\"Franchise Agreement\", \"N\/A\", \"N\/A\", \"\", \"Not applicable.\"),\n doc(\"Equipment List\", \"Requested\", \"Seller\", \"2026-05-06\", \"Need machine list.\"),\n doc(\"Utility Bills\", \"Overdue\", \"Seller\", \"2026-05-01\", \"Reminder needed.\"),\n doc(\"Payroll Reports\", \"Reviewed\", \"Seller\", \"2026-04-27\", \"Complete.\"),\n doc(\"Bank Statements\", \"Reviewed\", \"Seller\", \"2026-04-27\", \"Complete.\")\n ]\n }\n ];\n\n let selectedListingId = listings[0].id;\n\n const STORAGE_KEY = \"bizTransactionsTrackingToolData\";\n\n function saveData() {\n const dataToSave = {\n listings,\n selectedListingId\n };\n\n localStorage.setItem(STORAGE_KEY, JSON.stringify(dataToSave));\n }\n\n function loadData() {\n const savedData = localStorage.getItem(STORAGE_KEY);\n\n if (!savedData) return;\n\n try {\n const parsedData = JSON.parse(savedData);\n\n if (Array.isArray(parsedData.listings)) {\n listings = parsedData.listings;\n }\n\n if (parsedData.selectedListingId) {\n selectedListingId = parsedData.selectedListingId;\n }\n\n if (!listings.find(l => l.id === selectedListingId) && listings.length) {\n selectedListingId = listings[0].id;\n }\n } catch (error) {\n console.error(\"Could not load saved tracker data:\", error);\n }\n }\n\n function doc(name, status, owner, dueDate, notes) {\n return {\n name,\n status,\n owner,\n dueDate,\n lastUpdated: new Date().toISOString().slice(0, 10),\n reminder: status !== \"Reviewed\" && status !== \"N\/A\",\n notes\n };\n }\n\n function completion(listing) {\n const required = listing.documents.filter(d => d.status !== \"N\/A\");\n const done = required.filter(d => d.status === \"Reviewed\").length;\n return required.length ? 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