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School Counselor Tracking Forms Spreadsheet for Excel: Caseload, Sessions & Referrals

Price:$8.99

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Highlights

Organize student records, counseling sessions, referrals, and follow-ups in one editable Excel workbook. These school counselor tracking forms include a dashboard, caseload roster, session log, and referral tracker for everyday school-based recordkeeping.

WHAT’S INCLUDED

• 1 Excel workbook (.xlsx) with 6 tabs
• Dashboard with counts for active student records, recorded sessions, open referrals, follow-ups due or overdue, and sessions this month
• Student Roster with 40 student rows
• Session Log with 300 session rows
• Referral Tracker with 150 referral rows
• Start Here instructions
• Editable dropdown lists for grades, focus areas, session types, attendance, priority, referral status, and more

FICTIONAL DEMO RECORDS

The workbook includes clearly marked fictional examples to show how the dashboard and logs work. Replace or delete the DEMO rows before entering your own records.

FILE DETAILS

• Editable Microsoft Excel workbook
• Instant digital download
• Google Sheets version is not included
• No physical item will be shipped

Please follow your school or district’s rules for confidential student information and approved storage. This workbook is an organizing tool and does not replace required school documentation.

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Listed on Oct 2, 2026
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