Freelancer Client Tracker, Works Offline on Phone and Computer, Interactive Dashboard App, No Excel Needed

Freelancer client tracker that opens in any browser, no Excel needed: works offline on phone and computer, on your phone, tablet or computer.

WHY BUY FROM SHEETARCHITECT
- No Excel needed: one .html file that opens in any browser, on your phone, tablet or computer.
- A live dashboard: every KPI, total and chart recalculates the moment you type.
- 8 themes and 3 styles, switched in one tap and saved with your data.
- Works offline. No account, no subscription, nothing leaves your device.
- Sample data preloaded so it works from the first open - replace it in minutes.
- Instant download. Message us any time and we answer fast.

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THE CLIENT LEDGER - INTERACTIVE DASHBOARD APP by SheetArchitect

Stop losing track of clients, projects, and invoices across five different apps.

Just open the file and everything is already connected.

WHAT IS INSIDE - 13 PANELS IN ONE APP
- START HERE
- Setup: The only source of truth for every dropdown and parameter used across this ledger.
- Clients: Your master client database — every other tab references a client by this ID.
- Pipeline: Open opportunities weighted by close probability — your realistic forecast, not the raw total.
- Projects: Projects and services in flight or completed — the layer between a client and a task.
- Tasks: Task breakdown inside every project — what's left to do, and when it's due.
- Communication Log: Every call, email and meeting with a client, in chronological order.
- Time Log: Hours worked per client and project, billable vs non-billable.
- Invoices: Billing, payments, aging and days-to-pay — linked to Clients, not living apart.
- Finance Dashboard: Your financial decision view — KPIs, trend, cash flow forecast and monthly result.
- Client Analytics: RFM segments, health scores, portfolio concentration and cohort retention.
- Insights: Your executive summary, written for you — read this in 30 seconds.
- FAQ: The things people ask us most, answered before you have to ask.

WHAT YOU GET
- The Client Ledger: one .html app with 1227 live formulas, 7 charts and 4 KPI cards.
- A Quick Start Guide (PDF): opening it on any device, saving your copy, themes and styles.
- 8 themes x 3 styles, Save my copy, Export / Import.
- Phone, tablet and computer. Offline. No account, no subscription.

HOW IT WORKS
1. Download the ZIP from Etsy (on a computer, or in your phone's browser - the Etsy app cannot download digital files) and open the .html inside.
2. Change a number in Setup. Every panel, KPI and chart follows on the spot.
3. Press "Save my copy": you get the same file with your data inside. Keep it - it is your master copy. Export/Import move your numbers between devices.
4. Pick a theme and a style under Look. Four of the eight themes are dark.

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Part of our Interactive Apps: SheetArchitect trackers rebuilt as live dashboard apps. One file, yours to keep.
Digital product: no physical item will be shipped. Because it is a digital file, returns are not possible - but if anything is off, message us and we fix it.
Made by SheetArchitect. Not affiliated with any app store or software vendor.