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Sales & CRM · Pipeline & Lead Tracking

Client Tracker with Dashboard

Manage clients, meetings, tasks, projects, and calls with an integrated dashboard overview.

This template consolidates all client-facing activities in one workbook: maintain a client list, track meetings and tasks, monitor projects, and log calls. The dashboard aggregates data across sheets to show today's call volume, pending tasks, and project status at a glance. Perfect for sales teams, consultants, and service providers who need centralized visibility into client relationships and activities without separate tools.

What's inside

  • Client contact list with centralized data
  • Meeting schedule and history tracking
  • Task assignment and deadline management
  • Project status monitoring across clients
  • Call log with daily call volume metrics
  • Multi-sheet dashboard aggregating key metrics
#client management#CRM#sales tracking#dashboard#meeting tracking#project monitoring

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.xlsx · 10 sheets · includes charts

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