{"product_id":"project-client-management-tracker-automated-excel-google-sheets-template","title":"Project \u0026 Client Management Tracker — Automated Excel \u0026 Google Sheets Template","description":"\u003cp\u003e\u003cstrong\u003eRun every client, project, and invoice from one spreadsheet.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eThe Project \u0026amp; Client Management Tracker is a fully automated Excel \u0026amp; 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.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e12 Monthly Sheets (Jan–Dec 2026)\u003c\/strong\u003e — track every category month by month\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Information\u003c\/strong\u003e — contact details, contract dates, engagement type, and payment terms\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eActive Projects\u003c\/strong\u003e — status, scope, deadlines, team leads, and priority level\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTasks \u0026amp; Milestones\u003c\/strong\u003e — owners, dependencies, planned vs. actual completion, hours estimated vs. actual\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoicing \u0026amp; Billing\u003c\/strong\u003e — invoice numbers, amounts, due dates, and status at a glance\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayments Received\u003c\/strong\u003e — reconciliation tracking and days-late flagging\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses \u0026amp; Costs\u003c\/strong\u003e — vendor costs and project-level spend\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProject Profitability\u003c\/strong\u003e — revenue minus labor, materials, and overhead, with margin % and ROI %\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAnnual Dashboard\u003c\/strong\u003e — monthly planned vs. actual, KPIs, and two auto-updating charts (monthly comparison + revenue distribution)\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eEvery monthly sheet shares the same structure, with subtotals and variance (Actual − Planned, in $ and %) calculating automatically as you fill in the numbers.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat's included:\u003c\/strong\u003e 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.\u003c\/p\u003e\u003cp\u003e\u003cem\u003eDigital product — no physical item will be shipped. Due to the nature of digital downloads, all sales are final.\u003c\/em\u003e\u003c\/p\u003e\u003cp\u003e🎁 \u003cstrong\u003eBundle \u0026amp; save 49%:\u003c\/strong\u003e get all 6 of our business spreadsheet templates — including this one — in \u003ca href=\"\/products\/the-complete-business-spreadsheet-toolkit-all-6-excel-google-sheets-templates\"\u003eThe Complete Business Spreadsheet Toolkit\u003c\/a\u003e for $89 (a $174 value).\u003c\/p\u003e","brand":"Biz Planner HQ","offers":[{"title":"Default","offer_id":48761722405119,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0825\/0697\/3439\/files\/pc_mockup_3_feature_collage.png?v=1782950344","url":"https:\/\/bizplannerhq.com\/products\/project-client-management-tracker-automated-excel-google-sheets-template","provider":"Biz Planner HQ","version":"1.0","type":"link"}