Client Tracker - entry level

Entry-Level Client Tracker For Freelancers Starting Out

Perfect for freelancers at the beginning of their journey. Keep your clients, payments, and projects organized in one simple, easy-to-use spreadsheet. Works in Google Sheets and Excel.

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✨ Core Features

• 🧾 Client & Project Details: Store client name, project title, currency, and category
• 💰 Invoice Tracking: Record payment status, method (e.g. Credit Card, Direct Debit), and due dates
• 🌍 Multi-Currency Support: Input project amounts in any currency — automatic conversion to your base currency
• 📇 Contact Management: Save client email, phone, preferred contact method & project notes
• 📈 Project Progress View: Track status, total value, and client activity over time
• 🚀 Top Clients Overview: See your highest-value clients by project volume and revenue
• 📊 Lead & Conversion Analysis: Learn which sources bring the best clients to refine your sales strategy

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⚙️ Easy Setup & Customization

• 🗓️ Start from any year & choose your base currency
• 🧩 Up to 50 customizable categories per section
• 🎯 Automated budget allocation by category
• 🖌️ Fully editable: tabs, colors, charts – make it your own

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📁 What's Included

• ✅ Google Sheets version
• ✅ Microsoft Excel (.xlsx) version
  

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🔧 Compatibility

This template works on:

• 📱 iOS & Android devices
• 💻 Mac & Windows
• 🌐 Google Sheets (cloud-based)
• 📂 Microsoft Excel (.xlsx)

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🎨 100% Editable. Easy to use. Built for freelancers who want clarity and control — right from the start.