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  • May include: A computer screen displaying a Google Sheets spreadsheet with a client tracker template. The spreadsheet has tabs for "Client Tab", "Label Status", and "Filter Slider". The spreadsheet is titled "Client Tracker" and includes columns for client name, label, industry, job title, phone, email, and notes. The spreadsheet is designed to help businesses track their clients and their information.
  • May include: A spreadsheet with the title "Client Tracker Tab" showing a list of clients, their labels, industries, job titles, phone numbers, emails, addresses, websites, social media sources, contact dates, contact types, and notes.
  • May include: A spreadsheet with a light gray background and black text. The spreadsheet is titled "Invoice Tracker Tab" and is divided into several sections. The first section is titled "Total Invoices" and shows the number 12. The second section is titled "Today's Date" and shows the date April 19, 2023. The third section is titled "Invoice Countdown" and shows a countdown of days left until invoices are due. The fourth section is titled "Invoice Paid" and shows a pie chart with a percentage of 67%. The fifth section is titled "Total Amount" and shows the total amount of invoices, which is $7280.00. The sixth section is titled "Payment Method Breakdown" and shows a bar chart with different payment methods. The seventh section is titled "Invoice Tab" and shows a table with information about each invoice, including the client name, invoice number, date of invoice, due date, and amount. The spreadsheet is designed to help users track their invoices and payments.
  • May include: A spreadsheet with a project tracker tab. The spreadsheet is divided into columns with headings such as "Project Name", "Client Name", "Project Description", "Project Status", "Start Date", "End Date", "Total Project Cost", "Amount Paid", "Left to Pay", "Invoice Number", and "Notes". The spreadsheet is filled with data about different projects, including their status, start and end dates, costs, and payments.
  • May include: A digital spreadsheet template for tracking clients, projects, and invoices. The template includes sections for client information, invoice details, project status, and payment methods. The template is customizable and allows users to add or delete categories as needed.
  • May include: A digital planner with five tabs: Client Tracker, Invoice Tracker, Project Tracker, Status Tracker, and Setup. It includes an instruction tab and a free financial planner in PDF format. The planner has a beige background with a cute animal illustration. The text "YOU WILL GET..." is at the top of the image.
  • May include: Four screenshots of a computer screen displaying a spreadsheet with the word "CLIENT" in a stylized font at the top. The spreadsheet is a client tracker with columns for client name, label, location, job title, phone, and notes. The screenshots show four different color schemes: beige, pink, light pink, and dark pink.
  • May include: A white background with black text explaining how to use a Google Sheets template. The text says "You will need a free Google account after purchase." and "You will receive a PDF file with the link to access templates in Google Sheets." and "Download the PDF file and click "Make a copy"." and "You will also receive instructions on how to use your template."
  • May include: A collection of printable self-care planner pages with the word "CONCEPT plan" in large white letters on a gray background.
  • May include: A computer screen displaying a Google Sheets spreadsheet with a client tracker template. The spreadsheet has tabs for "Client Tab", "Label Status", and "Filter Slider". The spreadsheet is titled "Client Tracker" and includes columns for client name, label, industry, job title, phone, email, and notes. The spreadsheet is designed to help businesses track their clients and their information.
  • Product video
  • May include: A spreadsheet with the title "Client Tracker Tab" showing a list of clients, their labels, industries, job titles, phone numbers, emails, addresses, websites, social media sources, contact dates, contact types, and notes.
  • May include: A spreadsheet with a light gray background and black text. The spreadsheet is titled "Invoice Tracker Tab" and is divided into several sections. The first section is titled "Total Invoices" and shows the number 12. The second section is titled "Today's Date" and shows the date April 19, 2023. The third section is titled "Invoice Countdown" and shows a countdown of days left until invoices are due. The fourth section is titled "Invoice Paid" and shows a pie chart with a percentage of 67%. The fifth section is titled "Total Amount" and shows the total amount of invoices, which is $7280.00. The sixth section is titled "Payment Method Breakdown" and shows a bar chart with different payment methods. The seventh section is titled "Invoice Tab" and shows a table with information about each invoice, including the client name, invoice number, date of invoice, due date, and amount. The spreadsheet is designed to help users track their invoices and payments.
  • May include: A spreadsheet with a project tracker tab. The spreadsheet is divided into columns with headings such as "Project Name", "Client Name", "Project Description", "Project Status", "Start Date", "End Date", "Total Project Cost", "Amount Paid", "Left to Pay", "Invoice Number", and "Notes". The spreadsheet is filled with data about different projects, including their status, start and end dates, costs, and payments.
  • May include: A digital spreadsheet template for tracking clients, projects, and invoices. The template includes sections for client information, invoice details, project status, and payment methods. The template is customizable and allows users to add or delete categories as needed.
  • May include: A digital planner with five tabs: Client Tracker, Invoice Tracker, Project Tracker, Status Tracker, and Setup. It includes an instruction tab and a free financial planner in PDF format. The planner has a beige background with a cute animal illustration. The text "YOU WILL GET..." is at the top of the image.
  • May include: Four screenshots of a computer screen displaying a spreadsheet with the word "CLIENT" in a stylized font at the top. The spreadsheet is a client tracker with columns for client name, label, location, job title, phone, and notes. The screenshots show four different color schemes: beige, pink, light pink, and dark pink.
  • May include: A white background with black text explaining how to use a Google Sheets template. The text says "You will need a free Google account after purchase." and "You will receive a PDF file with the link to access templates in Google Sheets." and "Download the PDF file and click "Make a copy"." and "You will also receive instructions on how to use your template."
  • May include: A collection of printable self-care planner pages with the word "CONCEPT plan" in large white letters on a gray background.
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Client Tracker Google Sheets Template | Client Management Spreadsheet Tracker | Small Business Spreadsheet Template | Business Planner List

PLANCONCEPT

Designed by PLANCONCEPT

Owner of PLANCONCEPT

What to know

Digital download

Digital file type(s)

1 PDF, 1 ZIP

2026 Planner |Digital Planner | Client Tracker Google Sheets | Client Management Spreadsheet Tracker | Small Business Spreadsheet Template | Business Planner| Customer List
This is a fully editable GOOGLE SHEETS CLIENT TRACKER SPREADSHEET to manage your life, achieve your goals and get the most out of your expensive time!
Intuitive and easily customize in Google Sheets (you will need a free google account) to save you a lot of time and money.

READY-TO-USE spreadsheet templates to manifest and track in only a few steps your ideal lifestyle, health, fitness, finances, goals, projects and productivity, leaving you with hours of free time to focus on other important things!

Just DOWNLOAD, EDIT and START right away!


PRODUCT INFORMATION

FILE: PDF with instructions and links to access and edit the spreadsheet template in GOOGLE SHEETS.

YOUR PURCHASE INCLUDES

• The Complete Client Tracker dashboard.
• The Setup & Instructions Tab.
• The Client tracker Tab.
• The Invoice Tracker Tab.
• The Project Tracker Tab.
• The Status Tracker Tab.
• Automatic Calculations.
• Gift from us - PDF Financial Planner 20 Pages (3 sizes).
• Colors may vary slightly depending on the computer monitor you decide to use.
• You can edit your template over and over again as needed.


NOTE

This is a DIGITAL TEMPLATE file. No physical product will be sent and editing is completed by the buyer. Since this is a digital file we cannot provide returns or exchanges on downloadable items. Please ask all questions before purchasing your item.

All designs are ©PLANconcept. This item is for personal use and can not be resold, redistributed, or used for any commercial purposes.


HOW IT WORKS?

• ADD to cart and PURCHASE.
• CHECK on Etsy Purchases & Reviews.
• DOWNLOAD attached PDF files with a link to the template in Google Sheets.
• You will need a free Google account to use the template.
• CLICK "Make a copy" and your template will open up in your browser.
• You will also receive instructions on how to use your template.
• Message me on Etsy if you have any other questions!


Please do not hesitate to reach out via Etsy message! Feel free to write questions, comments, and suggestions.

THANK YOU for visiting PLANconcept!

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What buyers say

Summarized by AI from all item reviews

4.8 (75)
Easy to use Love it Great quality Looks great As described Helpful seller Easy to edit
View all item reviews

NowPrice:$3.58

Original Price: $11.93

70% off

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Reviews for this item

4.8

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(75 reviews)

4.8 Item quality
4.8 Shipping
4.9 Customer service
96% Buyers recommend

What buyers say

Summarized by AI from all item reviews

Easy to use Love it Great quality Looks great As described Helpful seller Easy to edit

Filter by category
5 out of 5 stars 5

Alecia May 27, 2026

Love this template so much!!!

Alecia May 27, 2026

5 out of 5 stars 5

Angelina Mar 31, 2026

I use this for my commissions and it's easy to use!

Angelina Mar 31, 2026

5 out of 5 stars 5

Aurelie Mar 18, 2026

Great product, really enjoying this template.

Aurelie Mar 18, 2026

5 out of 5 stars 5

heather Feb 28, 2026

Easy to get going and follow

heather Feb 28, 2026

Meet your seller

PLANCONCEPT
PLANCONCEPT
PLANCONCEPT ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.7
·
70.3k sales
·
4 years on Etsy

Usually responds in 24 hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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