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
Download this template
.xlsx · 10 sheets · included with lifetime access
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