Client Retainer Tracker Spreadsheet, Hourly Retainer Hours Log, Drawdown Tracker | Google Sheets

Free hours slipping out the door? Every unbilled retainer hour is money you already earned walking away.

This tracker flags overage the moment hours cross the included block — so you bill it instead of eating it.

• Launch pricing: $10.8

WHAT'S INCLUDED

- Client Retainer Tracker workbook (.xlsx) — 5 tabs: Start Here, Setup, Clients, Time Entries, Dashboard

- Quick Start Guide PDF — the 15-minute setup walkthrough

- FAQ & Access Guide PDF — importing, troubleshooting, license terms

KEY FEATURES

- Automatic hour drawdown per client — see exactly how much of each retainer block is used

- OVERDRAWN and NEAR LIMIT alerts the moment a client passes your threshold

- Per-entry OVERAGE flags on the time log, so nothing slips into the next invoice

- Overage billing calculated automatically from your hourly rate

- Renewal countdown alerts — never let a retainer lapse unnoticed

- Dashboard with retainer revenue, drawdown leaderboard, and hours chart

- Supports hours-block, monthly-flat, and project-based retainers

- Protected formula cells so the math can't break

HOW IT WORKS

1. Download the ZIP and unzip it

2. Open Google Sheets and import the workbook via File > Import > Upload

3. Set your currency and alert thresholds on the Setup tab

4. Add your clients on the Clients tab — done in 15 minutes

IMPORTANT NOTES

- Instant digital download — no physical item will be shipped.

- Built for Google Sheets ONLY — requires a free Google account. Import via File > Import > Upload.

- Single-user license: your purchase covers use by one person. Redistribution or resale is not permitted.

✅ 30-DAY MONEY-BACK GUARANTEE — you're covered. Message us within 30 days for a full refund, no forms, no hassle. Please read this listing carefully before purchasing.

- This is an organizational and planning tool — not financial, tax, or legal advice.

See the full SystemCraftDigital collection — cash flow, invoicing, tax planning, budgeting, and more — in my shop.

OUR PROMISE TO YOU

30-day money-back guarantee — if this system doesn't make your money clearer, message us within 30 days for a full refund. No forms, no hassle.

Free lifetime updates — every improvement we ever make to this spreadsheet is yours free, forever.

Free formula fixes forever — if a formula ever breaks, we fix it free.