Project Management Spreadsheet | Freelancer Project Tracker & Dashboard

Manage client projects, tasks, deadlines, hours and profitability in one connected project management spreadsheet built for freelancers and consultants.

Designed for Google Sheets and Excel 365, this system helps you organize client work without adding complicated project-management software.
Bring your client work, deadlines and project numbers into one connected system.

The Worklune Project Management Spreadsheet is designed for freelancers, consultants, independent professionals and small service businesses that need more structure without another complicated project-management app.

WHAT’S INCLUDED

• Project Command Dashboard
• Client database
• Project tracker
• Master task tracker
• Kanban task view
• Gantt timeline
• Milestone tracker
• Time log
• Project profitability dashboard
• Settings & dropdown controls
• Quick Start PDF guide

MANAGE YOUR WORK IN ONE PLACE

Track:

• Clients and active projects
• Tasks, owners and priorities
• Start dates and deadlines
• Project progress
• Estimated vs actual hours
• Project value
• Milestones
• Logged working time
• Internal project cost
• Projected profit and margin

VISUAL PROJECT MANAGEMENT

Use the Kanban view to instantly see which tasks are Not Started, In Progress, Blocked or Completed.

Use the Gantt view to see how tasks are scheduled across time and keep upcoming deadlines visible.

BUILT FOR

• Freelancers
• Consultants
• Creative professionals
• Small agencies
• Service providers
• Small businesses

HOW IT WORKS

Add your clients
Create projects
Add and manage tasks
Log your working hours
Review project progress and profitability from the dashboard

COMPATIBILITY

✓ Google Sheets
✓ Microsoft Excel 365

Your purchase includes the editable .xlsx workbook, Quick Start PDF and README file.

DIGITAL PRODUCT

This is an instant digital download. No physical product will be shipped.

Sample data is included to demonstrate how the workbook works and can be replaced with your own information.

Profitability figures are intended for operational planning and are not accounting, tax or legal advice.

LICENSE

For personal or internal business use only. Resale, redistribution, sharing or sublicensing of the workbook or modified versions as a competing template/product is not permitted.