Client Tracker Excel Spreadsheet

Introducing the ultimate Client Tracker, your go-to solution for organizing and managing client information, product analysis, lead tracking, and management. Our comprehensive tool comes equipped with five user-friendly tabs, namely "Setup," "Dashboard," "Client Page," "Product Page," and "To-Do List," to make your work easier and more efficient than ever before.

✔ With the Setup tab, you can customize your Client Tracker to your exact specifications. Set up your preferred categories, fields, and data types to match your unique workflow. This way, you can streamline your work and ensure you have everything you need at your fingertips.

✔ The Dashboard tab provides a clear overview of your client management activities. Monitor your progress, keep an eye on important deadlines, and gain insights on how to optimize your work for maximum results. With easy-to-read graphs and charts, you can make informed decisions to achieve your goals.

✔ The Client Page tab is where you can store and manage your client information. From basic contact details to custom fields, you'll have all the information you need in one place. Keep track of your interactions, history, and notes on your clients for a comprehensive view of your relationships.

✔ The Product Page tab allows you to keep track of product data, pricing, and profitability analysis. Analyze sales data to determine which products are performing well and which ones need improvement. This way, you can optimize your product offering and pricing strategy to maximize your profits.

✔ The To-Do List tab provides a task management system, where you can create tasks, assign them to team members, and track their progress. With a real-time overview of your tasks, you can stay on top of deadlines and ensure that everything is running smoothly.


FEATURES/INCLUDES:
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✔ 1 Google Sheet with 3 tabs
✎ Setup Tab
✎ Dashboard Tab
✎ Clients Tab
✔ Add up to 11 products/plans/services
✔ 5 different status labels with color
✔ Add up to 6 different lead sources, client types, and priority level
✔ Instructions provided in the Sheets
✔ To-Do list included in the dashboard

COMPATIBILITY
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✅ You can access this template ONLY on MS EXCEL.

PLEASE NOTE:
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✔️ This template is only compatible with Microsoft Excel.
❌ This template does not work with Google Sheets.

✌️ Any queries? Leave me a message at any time.