Client Tracker Spreadsheet Template in Excel and Google Sheets
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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.
How to Use Client Tracker | Step-by-Step Video Tutorial
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
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
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.
