Freelancer Business Tracker | Excel & Google Sheets | Client CRM, Invoice Tracker, Expense Tracker & Profit Dashboard
Know who owes you money. Know what you really earn.
Freelancer Business Tracker is a ready-to-use Excel and Google Sheets file that puts your clients, invoices, expenses and profit in one place. No accounting knowledge or monthly subscription needed.
WHAT’S INSIDE
- Dashboard: Total income, expenses and profit, unpaid and overdue invoices, pipeline value, 3 charts, and a monthly savings goal tracker
- Clients CRM: Track leads from first contact to paid client, with status, deal value, source and follow-up dates
- Invoice Tracker: Pick the client from a dropdown, and overdue invoices turn red automatically with the number of days late
- Expense Tracker: Log expenses by category and see where your money goes
- Start Here guide: Setup in about 5 minutes
- Sample data: Included so you can see how everything works, then delete it and add your own
PERFECT FOR
Freelancers (designers, editors, writers, developers, tutors), small shop owners and Instagram sellers, side hustlers and students, and coaches and small agencies.
HOW IT WORKS
- Download the file after purchase.
- Add your clients, invoices and expenses (blue text = cells you type into).
- Your dashboard updates automatically.
GOOD TO KNOW
- Ready for 200 clients and 500 invoices and expenses
- Works in Microsoft Excel. It can also be imported into Google Sheets (File > Import > Upload). Charts and formatting may look slightly different there.
- Currency is shown in ₹ and can be changed with the cell format options
- This is a digital file. Nothing is shipped.
- For personal and business use. Please do not resell or share the file.
- This tracker helps you organise your numbers. It is not accounting, tax or legal advice.
Questions? Message me and I’ll help.