Digital Client Tracker Spreadsheet for Small Businesses
Are you a small business owner looking for an easy way to stay organized when managing your clients' information and tasks? Look no further than the Digital Client Tracker Spreadsheet for Small Businesses!
This template includes a client tracker, client status board, client to-do list board, labels, and color customization, and an intuitive CRM dashboard. With features such as client priority chart, client status chart, client source chart, overall progress bar, colors, customizable labels and colors, task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature, this template is specifically designed for Google Sheets and works on Mac & PC, iPhone, iPad, Tablet, and any smartphones with the free Google Sheets App. Read on to learn more about how this spreadsheet can help you stay organized and manage your clients' information and tasks!
Benefits of Getting the Excel Version: Digital Client Tracker Spreadsheet for Small Businesses
Client Tracker
The client tracker template allows small business owners to easily manage and track their clients' information and tasks. It includes a client status board, a client to-do list board, labels and color customization, and an intuitive CRM dashboard.
Priority Chart
The template includes a client priority chart, client status chart, client source chart, overall progress bar, colors, customizable labels and colors, task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature.
Compatibility
The template is specifically designed for Google Sheets and works on Mac & PC, iPhone, iPad, Tablet, and any smartphone with the free Google Sheets App.
Steps to Get The Digital Client Tracker Spreadsheet for Small Businesses
Step 1: Download the Template
The first step is to download the template. The template is available for free on the Google Sheets website. It is designed to work on Mac & PC, iPhone, iPad, Tablet, and any smartphones with the free Google Sheets App. Once you have downloaded the template, you can open it in Google Sheets.
Step 2: Customize the Template
The second step is to customize the template. You can customize the template with labels and colors. You can also add your own data to the template. You can add clients, tasks, and other information to the template. You can also add images, charts, and other visuals to the template.
Step 3: Create a Client Tracker
The third step is to create a client tracker. You can use the template to create a client tracker. This will help you keep track of your clients and their information. You can also use the template to create a client status board, client to-do list board, and other features.
Step 4: Create a Client Priority Chart
The fourth step is to create a client priority chart. This will help you prioritize your clients and their tasks. You can also use the template to create a client status chart, client source chart, and other features.
Step 5: Create an Overall Progress Bar
The fifth step is to create an overall progress bar. This will help you track the progress of your clients and tasks. You can also use the template to create a task priority chart, task status bar, overdue task counter, "due today" counter, and other features.
Step 6: Sort & Filter
The sixth step is to sort and filter your data. You can use the template to sort and filter your data. This will help you find the information you need quickly and easily. You can also use the template to customize labels and colors.
Step 7: Save & Share
The seventh step is to save and share your spreadsheet. You can save your spreadsheet to Google Drive and share it with others. You can also export the spreadsheet to Excel or other formats. This will help you share your spreadsheet with others easily.
Which tabs should I include?
1. Client Tracker
The Digital Client Tracker Spreadsheet for Small Businesses is an intuitive and powerful tool designed to help small business owners stay organized when managing their clients' information and tasks. This template includes a client tracker, client status board, client to-do list board, labels and colors customization, and a CRM dashboard. It is designed to be user-friendly and efficient, with features such as client priority chart, client status chart, client source chart, overall progress bar, colors, customizable labels and colors, task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature.
The Client Tracker tab is designed to help small business owners stay organized when managing their clients' information and tasks. This tab includes the following metrics:
Client Name: The name of the client.
Client Status: The current status of the client (e.g. Active, Inactive, Prospect, etc.).
Client Source: Where the client was sourced from (e.g. Referral, Advertisement, etc.).
Task Priority: The priority of the task assigned to the client (e.g. High, Medium, Low).
Task Status: The current status of the task assigned to the client (e.g. In Progress, Completed, Overdue).
| Client Name | Client Status | Client Source | Task Priority | Task Status |
|---|---|---|---|---|
| John Smith | Active | Referral | High | In Progress |
| Jane Doe | Inactive | Advertisement | Medium | Completed |
| Johnathan Johnson | Prospect | Word of Mouth | Low | Overdue |
2. Client Status Board
The Client Status Board tab provides an intuitive and beautiful way to stay organized when managing your clients' information and tasks. With features such as client priority chart, client status chart, client source chart, overall progress bar, colors, customizable labels and colors, task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature, this tab is designed to help small business owners stay on top of their client management.
The Client Status Board tab is designed to provide a comprehensive overview of the client's progress and status. It includes the following metrics:
Client Priority Chart: This chart displays the priority of each client based on their importance to the business. It can be customized to show different colors, labels, and levels of priority.
Client Status Chart: This chart displays the status of each client, such as active, inactive, or pending. It can be customized to show different colors, labels, and statuses.
Client Source Chart: This chart displays the source of each client, such as referral, advertisement, or website. It can be customized to show different colors, labels, and sources.
Overall Progress Bar: This bar displays the overall progress of the client's tasks. It can be customized to show different colors, labels, and progress levels.
Colors: This feature allows the user to customize the colors of the charts and progress bar to their preference.
Customizable Labels and Colors: This feature allows the user to customize the labels and colors of the charts and progress bar to their preference.
| Client Priority Chart | Client Status Chart | Client Source Chart | Overall Progress Bar | Colors | Customizable Labels and Colors |
|---|---|---|---|---|---|
| High | Active | Referral | 60% | Green | Yes |
| Medium | Inactive | Advertisement | 30% | Blue | Yes |
| Low | Pending | Website | 10% | Red | Yes |
4. Client To-Do List Board
The Client To-Do List Board tab of the Get the Excel Version: Digital Client Tracker Spreadsheet for Small Businesses excel project is designed to help small business owners stay organized when managing their clients' tasks. This tab provides a comprehensive view of tasks, with features such as task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature. It is designed to be beautiful and useful, allowing users to customize labels and colors, and providing an intuitive CRM dashboard.
I'm building the Client To-Do List Board tab (To provide a client to-do list board with features such as task priority chart, task status bar, overdue task counter, "due today" counter, and sort & filter feature.) for Get the Excel Version: Digital Client Tracker Spreadsheet for Small Businesses excel project to help companies The objective of this project is to provide a digital client tracker spreadsheet template for small business owners to stay organized when managing their clients' information and tasks.
Task Name: The name of the task that needs to be completed.
Task Status: The current status of the task (e.g. In Progress, Completed, etc).
Task Priority: The priority of the task (e.g. High, Medium, Low).
Due Date: The date the task is due.
Assigned To: The name of the person assigned to the task.
| Task Name | Task Status | Task Priority | Due Date | Assigned To |
|---|---|---|---|---|
| Create Website | In Progress | High | 02/15/2021 | John Doe |
| Write Blog Post | Completed | Medium | 02/10/2021 | Jane Doe |
| Design Logo | In Progress | Low | 02/20/2021 | John Doe |
How to Subscribe to Digital Client Tracker Spreadsheet for Small Businesses
Get organized and stay on top of your client management with our Digital Client Tracker Spreadsheet for Small Businesses. This template includes a client tracker, client status board, client to-do list board, labels and colors customization, and an intuitive CRM dashboard. Subscribe now to access this powerful tool and stay ahead of the game! Subscribe Here