Digital Client Tracker Excel for Small Business Owners
Designed to be both beautiful and functional, this Digital Client Tracker Excel makes it easy for small business owners to manage client information and tasks for each client. Never miss a task again! Use the client status board and to-do list board to organize data and streamline your workflow efficiently.
Key Features in Client Tracker:
✅ Client Priority Chart – Automatically categorizes clients based on priority.
✅ Client Status Chart – Groups clients by status for easy progress tracking.
✅ Client Source Chart – Tracks where your clients are coming from.
✅ Overall Progress Counter – Monitors your overall progress.
✅ Customizable Labels – Edit labels for client types, statuses, and sources.
✅ Color Coding – Assign colors to clients for better organization.
Client To-Do List:
✅ Task Priority Chart – Automatically categorizes tasks based on priority.
✅ Task Status Bar – Tracks task progress from “To Do” → “In Progress” → “Done” or “Cancelled”.
✅ Overdue Task Counter – Highlights overdue tasks in red.
✅ Colors & Tags – Tag and color-code tasks for easy organization.
✅ Sort & Filter – Organize tasks by tag, priority, status, and more.
✅ Filtered View – See task history for specific clients.
✅ Customizable Labels & Colors – Adjust labels and colors to fit your needs.
What’s Included?
📌 1 Excel File with 5 Tabs:
- Client Tracker
- Client Status Board
- Client To-Do List
- To-Do Calendar View
- Labels Customization
Compatibility:
✅ Works on Microsoft Excel (PC, Mac, iPhone, iPad, and other smart devices with the free Microsoft Excel app).
What You Need:
✔️ Microsoft Excel
What You Receive:
✔️ Excel File
✔️ PDF Instruction Guide
How to Order:
- Place an order as usual.
- Include your email in the order notes.
- The file will be sent via email.
