Client Tracker, Small Business Template, Google Sheets, CRM Dashboard, Business Planner Business Spreadsheet, Business Tracker, Lead Tracker

Designed to be beautiful and useful for small business owners, this Digital Client Tracker Spreadsheet helps you stay organized when managing client information and tasks. Never miss a single task for your clients again. Use the intuitive client status board and to-do list board to organize your data and improve your workflow.

This small business spreadsheet template can act as a business planner and lead tracker, allowing you to see where your clients are coming from with the Client Source Chart in the intuitive CRM dashboard.

What's Included

Your purchase includes a PDF file with instructions and a link to your Google Sheets template, featuring 5 tabs:

• Client Tracker
• Client Status Board
• Client To-Do List
• To-Do Calendar View
• Labels and Colors Customization

Client Tracker Features

• Client Priority Chart – Automatically groups your clients by priority as you add them
• Client Status Chart – Groups clients by status so you can easily see your progress
• Client Source Chart – Groups clients by source so you can see where they're coming from
• Overall Progress Bar – Circular tracker to monitor your overall progress
• Color Coding – Assign colors to your clients for quick visual organization
• Fully Customizable – Add or change labels for client types, status, and source with no limits
• Easy Row Management – Add and delete rows within the table effortlessly

Client To-Do List Features

• Task Priority Chart – Automatically groups tasks by priority as you add them
• Task Status Bar – View percentage changes as tasks move from "To Do" to "In Progress" to "Done" or "Cancelled"
• Overdue Task Counter – See the number of overdue tasks, highlighted in red
• Due Today Counter – View tasks due today at a glance
• Overall Progress Bar – Circular tracker for your task progress
• Automatic Calculations – Days remaining calculated for each task
• Color-Coded Tags – Organize tasks visually with custom tags
• Sort & Filter – Organize by tags, priority, status, person in charge, or title across all views
• Fully Customizable – Adjust labels and colors to fit your workflow
• Easy Row Management – Add and delete rows within the table effortlessly

Compatibility

• Specifically designed for Google Sheets
• Works on Mac and PC with a web browser
• Works on iPhone, iPad, tablets, and smartphones with the free Google Sheets app
• Does NOT work with Microsoft Excel

What You Need

A free Gmail account to access Google Sheets.

How It Works

After your purchase, you'll receive a PDF file containing instructions and a link to access your Google Sheets template. Simply click the link and make a copy to start organizing your clients.

© 2025 Digital Pantry

This is a digital product designed and copyrighted to Digital Pantry. It is intended for individual and personal use only. Reproduction or distribution of this design, in part or in full, with or without modifications, is strictly prohibited.