Project & Client Management Tracker — Automated Excel & Google Sheets Template
Regular price $29.00
Features You'll Love
Run every client, project, and invoice from one spreadsheet.
The Project & Client Management Tracker is a fully automated Excel & Google Sheets template built for agencies, freelancers, and consultants who need one home base for clients, projects, tasks, invoicing, payments, and profitability — instead of five disconnected tools.
- 12 Monthly Sheets (Jan–Dec 2026) — track every category month by month
- Client Information — contact details, contract dates, engagement type, and payment terms
- Active Projects — status, scope, deadlines, team leads, and priority level
- Tasks & Milestones — owners, dependencies, planned vs. actual completion, hours estimated vs. actual
- Invoicing & Billing — invoice numbers, amounts, due dates, and status at a glance
- Payments Received — reconciliation tracking and days-late flagging
- Expenses & Costs — vendor costs and project-level spend
- Project Profitability — revenue minus labor, materials, and overhead, with margin % and ROI %
- Annual Dashboard — monthly planned vs. actual, KPIs, and two auto-updating charts (monthly comparison + revenue distribution)
Every monthly sheet shares the same structure, with subtotals and variance (Actual − Planned, in $ and %) calculating automatically as you fill in the numbers.
What's included: One Excel workbook (.xlsx) with 15 sheets — a How-to-Use guide, a Master Template reference, 12 monthly sheets, and an annual Dashboard. Fully compatible with Microsoft Excel and Google Sheets.
Digital product — no physical item will be shipped. Due to the nature of digital downloads, all sales are final.
🎁 Bundle & save 49%: get all 6 of our business spreadsheet templates — including this one — in The Complete Business Spreadsheet Toolkit for $89 (a $174 value).