• May include: A screenshot of a spreadsheet program showing a client tracker with a client list, client status board, and a to-do calendar view. The spreadsheet is titled "Client Tracker" and has a green Excel icon in the top right corner. The spreadsheet is divided into three sections: Client List, Client Status Board, and To Do Calendar View. The Client List section shows a list of clients with their names, phone numbers, email addresses, and other information. The Client Status Board section shows a visual representation of the status of each client. The To Do Calendar View section shows a calendar with tasks that need to be completed.
  • May include: A spreadsheet with charts and tables showing client data, including priority, status, source, invoice status, overall progress, and value by status. The spreadsheet also includes a client to-do list with tasks, priority, status, and overall progress.
  • May include: A green and white spreadsheet with the title "Client Status Board". The spreadsheet is divided into columns labeled "Client Type", "Source", "Status 1", "Status 2", "Status 3", "Status 4", and "Won". Each column has a number of rows, each representing a different client. The spreadsheet is designed to help users track the status of their clients.
  • May include: A spreadsheet with a green header that says "TAB 3: CLIENT TO-DO LIST". The spreadsheet is used to track client tasks, their priority, and status. The spreadsheet has columns for client name, task, start date, deadline, days left, priority, status, person in charge, and notes. The spreadsheet also includes a progress bar that shows the overall progress of the tasks.
  • May include: A green and white calendar spreadsheet with the text "CALENDAR VIEW" at the top. The spreadsheet is divided into days of the week, with tasks listed for each day. The text "FILTER YOUR CALENDAR BY PRIORITY OR CLIENT" is at the top of the spreadsheet.
  • May include: A screenshot of a spreadsheet program with a green tab labeled "TAB 4: LABELS CUSTOMIZATION". The spreadsheet is divided into columns with headings such as "Client Types", "Client Source", "Client Priority", "Client Status", "Currency", "To-Do Priority", and "To-Do Status". The spreadsheet is used to customize labels and colors for different categories.
  • May include: A spreadsheet with a client list, status board, to-do list, calendar view, and labels. The spreadsheet is organized by client name, phone number, email address, address, client type, date contact, deadline, priority, source, status, deal value/price, invoice status, and person in charge. The spreadsheet is 25% complete.
  • May include: Text on a white background with a peach colored border. The text reads "ONCE PURCHASED, YOU WILL RECEIVE: • 1 EXCEL FILE • 1 PDF FILE CONTAINING INSTRUCTIONS IF YOU HAVE ANY QUESTIONS, FEEL FREE TO MESSAGE ME ON ETSY." There are three icons to the right of the text. The first icon is a red and white PDF icon. The second icon is a green Excel icon. The third icon is a yellow and blue speech bubble icon.
  • May include: Two Excel spreadsheet templates for client tracking and inventory management. The client tracker template includes a client list, task list, meeting list, project list, invoice log, call log, and email log. The inventory tracker template includes a section for tracking inventory quantity, adding to inventory, and inventory status. The image includes the text "MORE FROM US" and "CHECK OUT OUR SHOP FOR MORE EXCEL TEMPLATES!" and a 20% off discount for buying two or more items.
  • May include: A screenshot of a spreadsheet program showing a client tracker with a client list, client status board, and a to-do calendar view. The spreadsheet is titled "Client Tracker" and has a green Excel icon in the top right corner. The spreadsheet is divided into three sections: Client List, Client Status Board, and To Do Calendar View. The Client List section shows a list of clients with their names, phone numbers, email addresses, and other information. The Client Status Board section shows a visual representation of the status of each client. The To Do Calendar View section shows a calendar with tasks that need to be completed.
  • Product video
  • May include: A spreadsheet with charts and tables showing client data, including priority, status, source, invoice status, overall progress, and value by status. The spreadsheet also includes a client to-do list with tasks, priority, status, and overall progress.
  • May include: A green and white spreadsheet with the title "Client Status Board". The spreadsheet is divided into columns labeled "Client Type", "Source", "Status 1", "Status 2", "Status 3", "Status 4", and "Won". Each column has a number of rows, each representing a different client. The spreadsheet is designed to help users track the status of their clients.
  • May include: A spreadsheet with a green header that says "TAB 3: CLIENT TO-DO LIST". The spreadsheet is used to track client tasks, their priority, and status. The spreadsheet has columns for client name, task, start date, deadline, days left, priority, status, person in charge, and notes. The spreadsheet also includes a progress bar that shows the overall progress of the tasks.
  • May include: A green and white calendar spreadsheet with the text "CALENDAR VIEW" at the top. The spreadsheet is divided into days of the week, with tasks listed for each day. The text "FILTER YOUR CALENDAR BY PRIORITY OR CLIENT" is at the top of the spreadsheet.
  • May include: A screenshot of a spreadsheet program with a green tab labeled "TAB 4: LABELS CUSTOMIZATION". The spreadsheet is divided into columns with headings such as "Client Types", "Client Source", "Client Priority", "Client Status", "Currency", "To-Do Priority", and "To-Do Status". The spreadsheet is used to customize labels and colors for different categories.
  • May include: A spreadsheet with a client list, status board, to-do list, calendar view, and labels. The spreadsheet is organized by client name, phone number, email address, address, client type, date contact, deadline, priority, source, status, deal value/price, invoice status, and person in charge. The spreadsheet is 25% complete.
  • May include: Text on a white background with a peach colored border. The text reads "ONCE PURCHASED, YOU WILL RECEIVE: • 1 EXCEL FILE • 1 PDF FILE CONTAINING INSTRUCTIONS IF YOU HAVE ANY QUESTIONS, FEEL FREE TO MESSAGE ME ON ETSY." There are three icons to the right of the text. The first icon is a red and white PDF icon. The second icon is a green Excel icon. The third icon is a yellow and blue speech bubble icon.
  • May include: Two Excel spreadsheet templates for client tracking and inventory management. The client tracker template includes a client list, task list, meeting list, project list, invoice log, call log, and email log. The inventory tracker template includes a section for tracking inventory quantity, adding to inventory, and inventory status. The image includes the text "MORE FROM US" and "CHECK OUT OUR SHOP FOR MORE EXCEL TEMPLATES!" and a 20% off discount for buying two or more items.
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Excel Client Tracker, Excel Small Business Template, CRM Dashboard, Business Tracker, Business Planner Business Spreadsheet, Lead Tracker

JeeraDigitalDesigns  
5 out of 5 stars

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

Seller's description

Google Sheets version -> https://www.etsy.com/listing/1698619788/client-tracker-small-business-template

Designed to be beautiful and useful for small business owners, this Digital Client Tracker Spreadsheet for Excel allows you stay organized when managing your clients information and the tasks for each of your clients. Never miss a single task for your clients again. Use our intuitive client status board and to-do list board to organize your data to improve your workflow.

This Excel Small Business Template can serve as a business planner, client planner, business spreadsheet and lead tracker, allowing you to track where your clients are coming from using the Client Source Chart in our user-friendly excel CRM dashboard.

INCLUDES
✏️ 1 Excel file with 5 tabs
- 1 tab for Client Tracker
- 1 tab for Client Status Board
- 1 tab for Client To-Do List
- 1 tab for To-Do Calendar View
- 1 tab for Labels Customization

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 (Get the Google Sheets version at https://www.etsy.com/listing/1698619788/client-tracker-small-business-template)

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 Counter - 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.
✏️ 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
✏️ Filtered View - Easily view the task history of a specific client
✏️ 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-inventory-tracker-spreadsheet

Excel To Do List + Weekly Scheduling Template
https://www.etsy.com/listing/1333964931/excel-to-do-list-template-excel-planner

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/client-call-email-tracker-small-business

Budget Tracker - Plant A Tree Template (Google Sheets)
https://www.etsy.com/listing/1328603625/monthly-budget-spreadsheet-google-sheets



This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.

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Price:$6.45

Original Price: $10.75

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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.

(17 reviews)

4.8 Item quality
4.9 Shipping
4.8 Customer service
100% Buyers recommend
Filter by category
4 out of 5 stars 4 This item

Philipp Dec 18, 2025

TOP :D pretty good, but not perfect

Philipp Dec 18, 2025

5 out of 5 stars 5 This item

Porchel Dec 9, 2025

Very informational and orderly. Everything you need is in one place.

Porchel Dec 9, 2025

5 out of 5 stars 5 This item

Etsy buyer Aug 21, 2025

very pleased with functionality of this spreadsheet

Etsy buyer Aug 21, 2025

4 out of 5 stars 4 This item

Etsy buyer Jul 8, 2025

It’s fine. Depending on what you want to use it for it can be amazing. Just did not fit my needs

Etsy buyer Jul 8, 2025

Seller's description

Specifications

May include: A screenshot of a spreadsheet program showing a client tracker with a client list, client status board, and a to-do calendar view. The spreadsheet is titled "Client Tracker" and has a green Excel icon in the top right corner. The spreadsheet is divided into three sections: Client List, Client Status Board, and To Do Calendar View. The Client List section shows a list of clients with their names, phone numbers, email addresses, and other information. The Client Status Board section shows a visual representation of the status of each client. The To Do Calendar View section shows a calendar with tasks that need to be completed.

Google Sheets version -> https://www.etsy.com/listing/1698619788/client-tracker-small-business-template

Designed to be beautiful and useful for small business owners, this Digital Client Tracker Spreadsheet for Excel allows you stay organized when managing your clients information and the tasks for each of your clients. Never miss a single task for your clients again. Use our intuitive client status board and to-do list board to organize your data to improve your workflow.

This Excel Small Business Template can serve as a business planner, client planner, business spreadsheet and lead tracker, allowing you to track where your clients are coming from using the Client Source Chart in our user-friendly excel CRM dashboard.

INCLUDES
✏️ 1 Excel file with 5 tabs
- 1 tab for Client Tracker
- 1 tab for Client Status Board
- 1 tab for Client To-Do List
- 1 tab for To-Do Calendar View
- 1 tab for Labels Customization

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 (Get the Google Sheets version at https://www.etsy.com/listing/1698619788/client-tracker-small-business-template)

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 Counter - 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.
✏️ 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
✏️ Filtered View - Easily view the task history of a specific client
✏️ 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-inventory-tracker-spreadsheet

Excel To Do List + Weekly Scheduling Template
https://www.etsy.com/listing/1333964931/excel-to-do-list-template-excel-planner

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/client-call-email-tracker-small-business

Budget Tracker - Plant A Tree Template (Google Sheets)
https://www.etsy.com/listing/1328603625/monthly-budget-spreadsheet-google-sheets



This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.

  • Designed by
    JeeraDigitalDesigns
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 2 other files
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Meet your seller

JeeraDigitalDesigns
Jeerayuth Lee Seesuwan
JeeraDigitalDesigns ·

Malaysia

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. 4.8
·
33.8k sales
·
4 years on Etsy

Usually responds in a few 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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