Client Tracker Spreadsheet
Google Sheets Project Management Dashboard Client & Task Tracker Business Planner Spreadsheet Database Template Communication Log Leads
π Get organized and boost your business with our Google Sheets Project Management Dashboard! π Keep track of clients and tasks while enjoying the benefits of a fun and efficient business planner spreadsheet. πΌ
πͺ Our comprehensive Client Database Google Sheets tool helps you stay on top of your projects, manage clients effortlessly, and streamline your communication logs. It's like having a personal assistant at your fingertips! π
π With our handy dropdown list feature, categorizing clients is a breeze. Navigate through your data with ease and find what you need in a snap. β© The auto-calculated Google sheets client list template function saves you precious time by updating key metrics and providing valuable insights automatically. π
ποΈ Stay ahead of the game with our monthly calendar view. Get a clear visual overview of your priorities and client engagements, never missing a deadline or important milestone again! π
π― Designed specifically for small businesses, this spreadsheet template packs a punch. It's a powerful tool for tracking progress, managing clients, and optimizing your business operations. πͺ Perfect for entrepreneurs, freelancers, and consultants who want to streamline their workflow and supercharge productivity. π
π° Invest in your business's success today! Our Small Business CRM Dashboard and Business Planner simplify your operations, prioritize projects, and effortlessly keep track of clients. Watch your productivity soar and see your business thrive! π
π COMPATIBILITY:
βοΈ Designed for Google Sheets, so you can access it anytime, anywhere!
βοΈ Works seamlessly on Mac, PC, and web browsers for ultimate flexibility.
βοΈ Compatible with iPhone, iPad, tablets, and smartphones using the free Google Sheets App. Stay productive on the go! π±
β Please note: This spreadsheet does not work on Excel. But who needs it when you have Google Sheets? ππ«
π KEY FEATURES:
βοΈ Client Priority Chart: Easily prioritize your clients and manage their needs efficiently.
βοΈ Client Status Chart: Keep track of each client's status and progress at a glance.
βοΈ To-Do List Priority Chart: Stay organized and tackle tasks in order of importance.
βοΈ Overall Progress Bar: Monitor your project's progress and keep everyone on the same page.
βοΈ Colors: Personalize your dashboard by choosing your favorite colors. Make it your own! π¨
βοΈ Fully Customizable: Tailor the spreadsheet to fit your unique business requirements. It's all about you!
βοΈ Easy Row Management: Add or delete rows within the table effortlessly. Flexibility at your fingertips!
βοΈ Revenue Tracking Chart: Keep tabs on your financial growth and track revenue with ease.
π Don't miss out on this incredible tool to revolutionize your business! Grab our Google Sheets Project Management Dashboard and Business Planner now and experience the difference. π
π½ HERE'S HOW IT WORKS: π½
β
βοΈ You will need a Google account (it's free) to use the template π©
π You will receive a PDF file with a link to the template in Google Sheets π
π Click 'Access Your Template Here' and your template will open up in your browser. Click on 'Access Template' in the top right corner π
π You will also receive instructions on how to use your template π
π Message me on Etsy if you have any other questions!
π IMPORTANT - PLEASE READ: π
π₯ This is an instant digital download; no physical product will be shipped to you.
π« No refunds, exchanges, or cancellations on digital purchases.
πΎ HOW TO DOWNLOAD: πΎ
π Here is a helpful guide on how to access your digital download from Etsy: https://help.etsy.com/hc/en-us/articles/115013328108-Downloading-a-Digital-Item?segment=shopping
π FOR PERSONAL USE ONLY- files may not be shared or re-sold. π
Reviews
There are no reviews yet.