Quotation and Job Tracker

Keep quotations, follow-ups, active jobs, invoice value and payment balances in one private Excel system.

Track customers, quotation validity, deposits, follow-up dates, conversion status, job deadlines, invoices and amounts paid. The dashboard shows open pipeline, accepted value, overdue follow-ups, jobs due soon and money outstanding.

Included:

• Customer register

• 100-row quotation register

• 100-row job and payment tracker

• Automatic VAT, deposit, balance and follow-up calculations

• Pipeline and delivery dashboard

• Duplicate-ID and negative-balance checks

Requirements: Microsoft Excel 2019 or Microsoft 365 recommended. This is not accounting or invoicing software.