Client Tracker | Google Sheets Template

Keep every client, deal and invoice in one place. This Google Sheets client tracker is a simple CRM for freelancers and small businesses: track leads, move deals through your pipeline, never miss a follow-up and see what has been paid, with a dashboard that updates automatically.

WHAT'S INSIDE (7 tabs)

- START HERE: quick setup steps and tips

- Dashboard: active clients, open and weighted pipeline, won this month, revenue, unpaid invoices, follow-ups due and new leads, with charts by client, source, stage and month

- Clients: every client and lead with contact details, source, status, next follow-up and estimated value

- Pipeline: deals by stage with value, probability, weighted value and expected close date

- Follow-ups: an automatic list of overdue and upcoming follow-ups for the next 7 days

- Invoices: a light invoice log with client, amount, due date and paid, unpaid or overdue status

- Setup: business name, currency, year, lead sources, services and pipeline stages with your own probabilities

HOW IT WORKS

1. After purchase, download the PDF from the link in your confirmation email.

2. Click the link. Google asks you to make a copy, which is saved to your own Google Drive.

3. Add your clients and deals, then log invoices as you bill. The follow-up list and dashboard update by themselves.

GOOD TO KNOW

- Two versions included: one with sample data to explore and a blank one ready for your own numbers

- Great for designers, photographers, coaches, consultants and service businesses

- Works in Google Sheets on computer, tablet and phone. A free Google account is needed. Not made for Excel or Numbers

- Cells that calculate show a gentle warning if you try to edit them, so formulas are not deleted by accident

- This is a digital product. No physical item will be shipped

- For personal use only. Please do not share or resell

- Because this is a digital download, returns are not accepted. If you have any problem, email me and I will be happy to help