A client tracker spreadsheet for Excel and Google Sheets: every client, project, deadline, payment and hour in one file, with a pipeline dashboard and deadlines sorted for you.
Who it is for
Freelancers and small side businesses juggling several clients who want to know what is due, what is late and who still owes them.
What's inside
- Cover and Start Here tab
- Settings: currency, usual hourly rate, colour theme, your own stages and lists
- Client list (200 rows): projects, open jobs, billed, paid, money waiting and hours per client, all automatic
- Projects with status (300 rows): Lead → Proposal sent → Active → Delivered → Paid / Lost, value, next action, days left, flag
- Deadlines: every open project sorted nearest first, late in red, due soon in amber
- Payments (400 rows): paid / waiting / overdue and days overdue
- Hours log (500 rows): billable value at your rate
- Pipeline dashboard: value per stage, money waiting, next deadlines, top clients, chart
- Example tab: one project moving through the pipeline
- Printable weekly client check-in
- Next step
- A second copy with sample clients filled in
The signature feature: the client pipeline
Lead → proposal → active → paid, with deadlines sorted automatically and a “money waiting” total that updates as invoices are paid.
Bonuses (each its own file)
- Client onboarding form (fillable PDF)
- Project brief template: filled example + blank (fillable PDF)
- Feedback request emails: 5 templates to ask for real feedback (.docx)
- Client offboarding checklist: 16 steps (fillable PDF)
Formats
- Excel (.xlsx) with working formulas and dropdowns
- Google Sheets (copy link)
- 6 colour themes, switched from one cell
- Undated
How you get it
Instant download after checkout: one ZIP with the product files, the bonuses and a 2-page Quick Start.
Part of the side business bundle
Get this tool plus 5 more for freelancers and small side businesses: https://getmoreguide.com/the-side-business-bundle/
