Ultimate Service Business Bundle

• Keep all your client, project, and invoice data in one organized system
• Save time with automation: no need to build formulas from scratch
• Visualize your workload with built-in charts and dashboards
• Avoid errors thanks to protected formulas and structured dropdown menus
• Track cash flow and unpaid invoices without switching between tools
• Quickly filter and sort data to focus on what matters most today
• Stay on top of deadlines with automated days-left and overdue indicators
  
  

Instead of piecing together multiple apps, you’ll have a single, reliable hub for running your client-based business.

This spreadsheet is perfect for:

• Freelancers and consultants managing multiple clients and projects
• Agencies who need a streamlined client management system without costly CRM software
• Service-based providers like coaches, designers, photographers, and marketers
• Small businesses that want to track leads, tasks, and invoices in one place
• Entrepreneurs who prefer a simple, spreadsheet-based system they can fully control

If you can use a spreadsheet, you can use this template, no advanced Excel or Google Sheets skills needed.

The spreadsheet is built as a complete client management system with clear, dedicated tabs:

• Setup Tab: Define client types, task statuses, project categories, and other core data that automatically flows into the rest of the spreadsheet.
• Client Database: Store all your client details in one searchable, filterable table, complete with automated totals for each client.
• Lead Management: Track potential clients, their status, and where they came from, with charts that show your lead pipeline at a glance.
• Task Tracker: Enter tasks, assign priorities, set due dates, and monitor completion with automatic days-left calculations and visual charts.
• Communication Log: Keep a running record of calls, emails, and meetings so nothing falls through the cracks.
• Project/Service Details: Assign projects to clients, track budgets vs. actual costs, and monitor progress with visual charts.
• Project Schedule View: See all your projects laid out on a timeline, with color-coded progress indicators for on-time or delayed work.
• Invoice Tracker: Log invoices, track amounts paid vs. due, and view payment status summaries to stay on top of your cash flow.
• Dashboard: A one-stop overview with key charts and tables showing clients, projects, leads, tasks, and invoices.
  
  

Every tab includes filter and sort options, so you can find exactly what you need without endless scrolling.

Managing client relationships, projects, and invoices doesn’t have to feel scattered or stressful. The Client Tracker Spreadsheet was designed for service-based business owners, freelancers, and agencies who want everything in one place, without paying for expensive CRM software.

Instead of juggling separate tools for contacts, leads, tasks, and billing, this tracker organizes it all into an easy-to-use, fully automated system. Each tab is carefully structured to guide you through setup, protect essential formulas, and keep your data clean. You’ll always know exactly what to enter, thanks to dropdown menus, color-coded cells, and built-in charts that visualize your progress at a glance.

From tracking leads and monitoring task deadlines to generating invoice summaries and seeing your projects laid out on a timeline, this spreadsheet gives you a clear picture of your business, so you can focus on serving clients instead of wrestling with admin work.

When you purchase the Client Tracker Spreadsheet, you’ll receive both a Google Sheets and an Excel version.

• Google Sheets users can take advantage of clickable calendars, real-time cloud syncing, and easy collaboration.
• Excel users can work offline with the same features and automation.

Your download includes:

• A Google Sheets access link
• A fully editable Excel (.xlsx) file
• A step-by-step video tutorial to guide you through setup
• Quick start instructions for getting your data entered smoothly

No subscriptions, no hidden features, just download and start organizing.

✓ Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.
✓ This product is only available in English

This design and this spreadsheet is copyrighted by Priori Digital Studio. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.