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Freelancer Client Tracker Excel and Spreadsheet
Product by
godigitalwithmaryAbout this product
π»Freelancer Client Tracker Excel and Spreadsheet π»
π Stay organized and never miss a beat when managing your client information and tasks with this beautifully designed and functional Excel spreadsheet. Improve your workflow, track client status, and effortlessly manage your to-do list.
π Key Features:
π₯ Client Tracker Tab:
Client Priority Chart: Automatically groups clients by priority as you add them.
Client Status Chart: Group clients by status to track your progress.
Client Source Chart: See where your clients are coming from.
Overall Progress Bar (Circular): Get a quick overview of your progress.
Color Coding: Easily categorize and differentiate clients.
Fully Customizable: Tailor labels for client types, status, and sources as needed.
Add/Delete Rows: Effortlessly modify your client list.
π Client Status Board Tab:
Task Priority Chart: Automatically group client tasks by priority.
Task Status Bar: Monitor task progress from "To Do" to "In Progress" to "Done" or "Cancelled."
Overdue Task Counter: Highlight overdue tasks for immediate attention.
"Due Today" Counter: Stay on top of tasks due today.
Overall Progress Bar (Circular): Track overall task progress.
Automatic Due Date Calculations: Know how many days are left for each task.
Tag-Based Color Coding: Assign tags for task organization.
Sort & Filter Feature: Organize tasks by tags, priority, status, person in charge, and more.
Full Customization: Personalize labels and colors.
Add/Delete Rows: Flexibly manage your task list.
π
To-Do Calendar View Tab:
Visualize your tasks on a calendar for easy scheduling and planning.
π·οΈ Labels Customization Tab:
Adjust labels to match your specific needs.
π Compatibility:
Works seamlessly on Microsoft Excel for both Mac and PC.
Compatible with iPhone, iPad, tablets, and smartphones using the free Microsoft Excel app.
Not compatible with Google Sheets.
π What You'll Receive:
1 Excel file with 5 tabs for comprehensive client management.
A PDF instruction file to help you get started.
π Requirements:
Microsoft Excel.
Streamline your client management, enhance your workflow, and gain valuable insights into your business with the Digital Client Tracker Spreadsheet for Excel. Organize, prioritize, and conquer your tasks like never before!
Google Spreadsheet version also included.
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Product listed by
from Bulacan, Central Luzon, Philippines
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