Stop losing clients in your inbox. This done-for-you dashboard tracks every client, project status, invoice, and follow-up date — so you always know exactly what's happening in your business.
Store every client's name, contact info, service type, start date, and contract value in one organized sheet. Find any client in seconds.
Track every project from proposal to completed with color-coded status labels: Proposal, In Progress, Review, Completed, and Paid.
Log every invoice, payment due date, and payment received. Auto-totals show your monthly revenue at a glance so you always know your numbers.
Never lose a lead again. The follow-up column flags overdue outreach in red so you always know which prospect needs a call today.
Auto-calculated monthly revenue summary, average project value, and client retention rate — so you know exactly where your business stands.
No software to install. Open in Google Sheets or Excel and you're ready to go in 5 minutes. Completely customizable to fit your business.
See exactly how to set up your Client Tracking Dashboard in under 10 minutes — from adding your first client to reading your monthly revenue summary.
Full tutorial included with purchase on Payhip · No subscription required
Instant download after purchase. Works in Google Sheets and Excel. Set up in under 10 minutes.
Sold on payhip.com/Tinytripp · Secure checkout · Instant delivery