This All in one Excel Client Tracker Spreadsheet with CRM Dashboard includes a call tracker, email tracker, task tracker, invoice tracker / invoice log, project tracker and meeting tracker. It helps you stay organized by managing your clients’ information efficiently. This Excel template is designed to be both attractive and functional for small business owners. This Excel Small Business Template can serve as a business planner, business spreadsheet and lead tracker, allowing you to track data and discover useful insights with our intuitive CRM dashboard. INCLUDES ✏️ 1 Excel Template with 10 tabs – 1 tab for Dashboard – 1 tab for Client Tracker – 1 tab for Call Tracker – 1 tab for Email Tracker – 1 tab for Task Tracker – 1 tab for Project Tracker – 1 tab for Invoice Tracker – 1 tab for Meeting Tracker – 1 tab for Task Calendar View – 1 tab for Labels and Colors Customization (SETUP tab) COMPATIBILITY ✔️ Works on Microsoft Excel ✔️ Works on a Mac & PC with Microsoft Excel ✔️ Works on iPhone, iPad, Tablet and any smart phones with the free Microsoft Excel App ❌ Does NOT work on Google Sheets KEY FEATURES IN CLIENT TRACKER ✏️ Client Priority Chart- automatically groups your clients by priority as you add them. ✏️ Client Status Chart- Groups your clients by status, so that you can easily see your progress. ✏️ Client Source Chart- Groups your clients by source, so that you can easily see where your clients are coming from. ✏️ Overall Progress Bar (Circular) – to track your overall progress. ✏️ Colors – color code your clients ✏️ Fully customizable – feel free to add or change the labels for client types, status and source. (No Limit) ✏️ Easily add and delete rows within the table CLIENT TO-DO LIST ✏️ Task Priority Chart- automatically groups client tasks by priority as you add them. ✏️ Task Status Bar – view the change in percentage of each status as you update your tasks from “To Do” > “In Progress” > “Done” or “Cancelled”. ✏️ Overdue Task Counter – view the number of overdue tasks. Overdue tasks will be highlighted red in the list. ✏️ “Due Today” Counter – view the number of tasks that due today. ✏️ Overall Progress Bar (Circular) – to track your progress. ✏️ Automatically calculates the days left for each task ✏️ Colors – color code your tasks with tags ✏️ Sort & Filter feature – organize tasks by their tags, priority, status, person in charge and even its title, the sorted order will be reflected on all views. ✏️ Fully customizable labels and colors ✏️ Easily add and delete rows within the table WHAT YOU WILL NEED: ✔️ Microsoft Excel WHAT YOU WILL RECEIVE ✔️ An Excel File. ✔️ A PDF file containing instructions. MORE TEMPLATES FROM US Excel Inventory Tracker https://www.etsy.com/listing/1453462163 Excel To Do List + Weekly Scheduling Template https://www.etsy.com/listing/1333964931 Excel Habit Tracker – Plant A Tree Template https://www.etsy.com/listing/1304836246 Client Call & Email Tracker (Google Sheets) https://www.etsy.com/listing/1370194342 Budget Tracker – Plant A Tree Template (Google Sheets) https://www.etsy.com/listing/1328603625 This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
