Freelancer Client Tracker
Freelancer Client Tracker — Every Client, Rate, and Invoice in One Place
Freelance work spreads across inboxes, chats and memory: who owes you, what rate you agreed, which project is still unpaid. This tracker keeps every client, every project and every payment in one place — so you always know who your best client is and who still owes you money.
Add a client once — name, contact, hourly rate, status — and log each project with its hours. The sheet looks up the rate, works out the amount, and keeps your billed, paid and outstanding totals honest. A clients view shows who brings in the most work, and a monthly view shows billed and paid side by side so nothing slips through.
What you get:
- Clients — every client with contact email, hourly rate, status, start date, project count, billed, paid and outstanding
- Projects — every project with client, start date, hours, rate, amount, status, paid? and paid amount
- Summary — total clients, active clients, billed, paid, outstanding, hours, average rate, top client, average billed per month
- Monthly — per-month billed, paid, project count and running billed total
- README sheet — 5-minute setup guide, no macros, no add-ins
How it works: Yellow cells are the only ones you type in. Everything else is a formula. The project rate is looked up automatically from the Clients sheet — change a rate once and every project for that client updates. Mark each project Paid? Yes or No and the paid and outstanding totals update themselves. Works in Microsoft Excel 2016 and newer, and in Google Sheets (File > Import > Upload). No sign-in, no subscription, no macros.
Who it is for: Freelancers juggling several clients at once who want one clean answer to "who owes me, and how much" — instead of searching three inboxes the night before invoicing.
You get: 1 Excel file (.xlsx), 5 sheets, instant download. For personal use only.