Excel Client Tracker | CRM Dashboard, Small Business Template Business Planner Business Spreadsheet, Lead Tracker
Description
All-in-One Excel Client Tracker with CRM Dashboard
Streamline Your Business Operations
Organize and manage your client information effectively with this comprehensive Excel spreadsheet template. Whether you’re a small business owner or solopreneur, this tool offers a visually appealing CRM dashboard and multiple trackers to keep your business running smoothly.
What’s Included
📂 Excel Template with 10 Tabs
- Dashboard: Get an overview of key metrics and insights.
- Client Tracker: Centralized hub for all client information.
- Call Tracker: Log and monitor client calls.
- Email Tracker: Keep tabs on email communications.
- Task Tracker: Manage client tasks with priorities and statuses.
- Project Tracker: Track client projects with ease.
- Invoice Tracker: Log and monitor invoices efficiently.
- Meeting Tracker: Schedule and track meetings with clients.
- Task Calendar View: Visualize task deadlines and schedules.
- Labels & Colors Customization (Setup Tab): Customize labels, colors, and preferences.
Key Features
Client Tracker
- Priority Chart: Group clients by priority automatically.
- Status Chart: View client statuses at a glance.
- Source Chart: Identify client sources effortlessly.
- Overall Progress Bar: Circular bar to visualize progress.
- Customizable Labels: Edit client types, statuses, and sources to fit your workflow.
- Color-Coding: Organize clients visually with customizable colors.
Client To-Do List
- Priority Chart: Automatically categorize tasks by priority.
- Status Bar: Track task progress (To-Do > In Progress > Done > Cancelled).
- Overdue Task Counter: Highlight overdue tasks in red.
- Due Today Counter: Display tasks due on the current day.
- Progress Bar: Circular bar to show overall task completion.
- Days Left Calculation: Automatically calculate days remaining for each task.
- Customizable Labels & Colors: Tailor tags, labels, and statuses to suit your needs.
Additional Features
- Fully sortable and filterable tables.
- Easy addition and removal of rows.
- Automatically updated charts and metrics.
Compatibility
✔️ Designed for Microsoft Excel on Mac, PC, and mobile devices.
✔️ Works with the free Microsoft Excel App for iPhone, iPad, and tablets.
❌ Not compatible with Google Sheets.
What You’ll Receive
📄 Excel File: Fully functional and ready to use.
📄 PDF Instructions: Step-by-step guide for setup and usage.
Simplify Your Business Operations Today!
This all-in-one Excel Client Tracker is the perfect solution for organizing your client data and improving productivity.
