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).

Project & Client Management Tracker — Automated Excel & Google Sheets Template