Client Tracker | Small Business Template

Designed to be beautiful and useful for small business owners, this Digital Client Tracker Spreadsheet for Google Sheets allows you stay organized when managing your clients information and the tasks for each of your clients. Never miss a single task for your clients again. Use our intuitive client status board and to-do list board to organize your data to improve your workflow.

This small business spreadsheet template can act as a business planner and even lead tracker, where you can see where your clients are coming from with the help of the Client Source Chart in our intuitive CRM dashboard.

INCLUDES
✏️ 1 Google Sheet Template with 5 tabs
- 1 tab for Client Tracker
- 1 tab for Client Status Board
- 1 tab for Client To-Do List
- 1 tab for Client To-Do Board
- 1 tab for Labels and Colors Customization

COMPATIBILITY
✔️ This spreadsheet is specifically designed for Google Sheets
✔️ Works on a Mac & PC with a web browser
✔️ Works on iPhone, iPad, Tablet and any smart phones with the free Google Sheets App
❌ Does NOT works on Excel

KEY FEATURES IN CLIENT TRACKER
✏️ Client Priority Chart- automatically groups your clients by priority as you add them.
✏️ Client Status Chart- Groups your clients by status, so that you can easily see your progress.
✏️ Client Source Chart- Groups your clients by source, so that you can easily see where your clients are coming from.
✏️ Overall Progress Bar (Circular) - to track your overall progress.
✏️ Colors - color code your clients
✏️ Fully customizable - feel free to add or change the labels for client types, status and source. (No Limit)
✏️ Easily add and delete rows within the table

CLIENT TO-DO LIST
✏️ Task Priority Chart- automatically groups client tasks by priority as you add them.
✏️ Task Status Bar - view the change in percentage of each status as you update your tasks from "To Do" > "In Progress" > "Done" or "Cancelled".
✏️ Overdue Task Counter - view the number of overdue tasks. Overdue tasks will be highlighted red in the list.
✏️ "Due Today" Counter - view the number of tasks that due today.
✏️ Overall Progress Bar (Circular) - to track your progress.
✏️ Automatically calculates the days left for each task
✏️ Colors - color code your tasks with tags
✏️ Sort & Filter feature - organize tasks by their tags, priority, status, person in charge and even its title, the sorted order will be reflected on all views.
✏️ Fully customizable labels and colors
✏️ Easily add and delete rows within the table


WHAT YOU WILL NEED:
✔️ A free Gmail account, to access Google Sheets.

WHAT YOU WILL RECEIVE
✔️ A PDF file containing instructions and link to the Google Sheets template.