Client Tracker

• See everything in one place: Clients, tasks, projects, and invoices ,  all connected and streamlined.
• Stay organized: Custom filters, drop-down menus, and visual charts make sorting through data effortless.
• Never miss a payment: The invoice tracker automatically flags unpaid or overdue invoices.
• Stay on schedule: Project timelines and progress bars show you what’s on track ,  and what needs attention.
• Save time: Once set up, most data updates automatically. No repetitive typing or double entry.

Make smarter decisions: The dashboard gives you real insights into your business performance ,  who your best clients are, what’s overdue, and what needs your attention today.

This tool is ideal for:

• Freelancers and solopreneurs managing multiple clients
• Agencies and service-based businesses who invoice clients regularly
• Virtual assistants, coaches, and consultants needing a central hub
• Anyone tired of scattered notes, forgotten leads, or chasing down payments
  
  

Whether you're just starting out or managing a full client roster, this client management spreadsheet gives you clarity, control, and peace of mind.

Setting it up is simple ,  no code, no confusion. The protected cells make sure you don’t accidentally break formulas, and every tab is clearly labeled and organized.

You’ll start by entering your client data in the Setup tab, which feeds into everything else automatically. There are sections for client info, leads, projects, tasks, and invoices. Drop-down menus and emoji-enhanced status fields keep it clean and visual.

Each major area of your business has its own dedicated tab:

• Client Database for managing client info and payments
• Lead Management to track potential clients and where they came from
• Task Tracker to organize your work and monitor progress
• Communication Log to keep a clear record of all interactions
• Project/Service Details to plan, assign, and monitor deliverables
• Invoice Tracker to stay on top of who’s paid and who hasn’t
• A fully automated Dashboard to give you the big picture ,  at a glance
  
  

You can filter and sort almost every tab to find exactly what you need in seconds. Whether you're tracking overdue invoices, high-priority tasks, or which projects are running late, it's all there ,  visually and clearly.

Most spreadsheets feel like they were made by accountants for accountants ,  overwhelming, rigid, and hard to customize. The Client Tracker Spreadsheet from Priori Digital Studio flips that experience on its head. It’s built for real humans running real service-based businesses ,  freelancers, consultants, virtual assistants, creatives ,  anyone juggling multiple clients, projects, and invoices.

What makes it different? It’s not just a tracker. It’s an all-in-one client management system in spreadsheet form, with a smooth layout, color-coded visuals, smart automation, and interactive dashboards ,  all without needing advanced spreadsheet skills. Just plug in your data, and everything updates like magic.

You’ll get instant access to both Google Sheets and Excel versions of the Client Tracker, so you can use the platform that fits your workflow best. Both versions work exactly the same, and there’s no need to install any extra software or apps. Just open it up, follow the step-by-step setup, and you're ready to go.

✓ 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.