Client CRM Tracker — Google Sheets & Excel
6-stage pipeline, 40 client rows, automatic overdue follow-up flags and a win-rate dashboard
- Instant digital download; nothing is shipped
- Format: Google Sheets + Excel (Google Sheets, Excel .xlsx, Instructions)
- Personal use licence · no subscription
About this product
Log every lead and client once, move them through your pipeline with a single dropdown, and never lose track of a follow-up again. Built for freelancers, consultants, and small business owners who are done juggling clients across sticky notes, inboxes, and memory.
What you get
- 6 pipeline stages (Lead, Contacted, Proposal Sent, Negotiating, Won, Lost) — rename or reorder to match your process
- 40 built-in client log rows (name, company, email, phone, deal value, source, next follow-up, notes)
- Automatic red flag when a follow-up date is due or overdue
- Win Rate, Active Pipeline Value, and Won vs. Lost totals calculated live
- Full Dashboard — pipeline by stage with count, value, % of pipeline, and a visual bar per stage
- Won rows highlight green, Lost rows highlight red — your whole pipeline at a glance
- Color-coded, protected cells — formulas can't be accidentally overwritten
- Works in Google Sheets AND Excel — no special functions, no compatibility gaps
How it works
- Download the .xlsx file
- Upload it to Google Sheets (File → Import → Upload) or open it directly in Excel
- 10 demo clients are pre-loaded across every stage so you see it working immediately
- Delete the demo rows and log your real clients on the Clients tab
- Move a deal forward by changing its Stage — pick from the dropdown
- Check the Dashboard any time for your pipeline value, win rate, and who you're overdue to contact
Key features
- Per-stage: Count, Value, % of Pipeline, visual bar
- Active Pipeline Value (everything still open), Win Rate, Clients Logged
- Won vs. Lost totals, so you know exactly what converted and what didn't
- 🎉 Overdue follow-ups highlight automatically — the Dashboard counts them, the Clients tab flags them red
- Stage dropdown on the client log reads live from your Dashboard — rename once, it updates everywhere
100% private & offline-capable
Your data lives in your own Google Sheets copy or local Excel file — nothing is sent anywhere.
Questions
Do I need a Google account?
To use Google Sheets, yes (it's free). The file also works fully in Microsoft Excel — every formula is a standard function supported in both.
Can I use different stage names than Lead/Contacted/Proposal Sent/Negotiating/Won/Lost?
Yes — rename them on the Dashboard, the dropdown and every total follow automatically.
Is this only for freelancers?
No — it's generic by design. Consultants, agencies, coaches, and small service businesses all use the same stage-based pipeline.
Can I track more than 40 clients?
Yes — just insert more rows on the Clients tab following the same pattern.
How do I open the template?
Upload the .xlsx file to Google Sheets (File → Import) or open it directly in Excel. Step-by-step instructions are included in the download.
Can I share the files?
Files are for your personal use. Please don’t resell or redistribute them. See the licence page for details.
Something isn’t working. What now?
Email hello@desklarkshop.com and we’ll help. See the refund policy for details.
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