Client Tracker Spreadsheet Template in Excel and Google Sheets
Tax included
COUPON CODE
- 40HUB – Purchase 2 or more items and enjoy 40% off your entire order!
The Client Tracker Spreadsheet Template is designed to help businesses, freelancers, and solopreneurs efficiently manage client relationships, track project details, and keep financial data organized. This easy-to-use template provides an all-in-one solution for tracking clients, projects, payments, and deadlines, helping you stay on top of your workload and deliver high-quality service.
Key Features:
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Comprehensive Client and Project Tracking: Track every client’s details, including name, contact information, project category, and priority, as well as project-specific data such as due dates, amounts, and payment status.
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Currency Conversion: Input any currency in which your client pays, and the template will automatically convert it into your base currency, making it easier to handle international clients and multi-currency transactions.
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Invoicing and Payment Tracking: Easily record invoice statuses, payment methods, and due dates, helping you manage cash flow and ensure timely payments.
- Clear Overview of Client Status: Get a quick snapshot of your clients' project status, lead sources, and communication methods, so you can prioritize your work effectively and never miss an important deadline.
Benefits:
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Streamlined Client Management: Easily manage all aspects of your client relationships from one place, improving organization and reducing administrative workload.
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Financial Transparency: Keep track of total earnings, invoices, and payments, while automatically converting different currencies for consistent financial tracking.
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Improved Project Organization: With columns for due dates, project categories, and priorities, you’ll never lose track of important tasks or deadlines again.
- Accessible on Excel and Google Sheets: Access and update your client and project data from anywhere, whether you’re using Excel or Google Sheets, ensuring flexibility and ease of use.
This template is ideal for small business owners, freelancers, consultants, and solopreneurs who need to stay organized, maintain a clear financial overview, and ensure seamless client communication and project management.
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
