Freelancing · $12

Client and Project Tracker Spreadsheet

Name: Client and Project Tracker Spreadsheet
Brand: Copper Vault Templates
Price: 12.00 USD
Availability: InStock

One spreadsheet for freelancers with two to ten clients. Leads, clients, projects with onboarding, invoices, and follow-ups in one file, plus a weekly dashboard you can check in a couple of minutes every Monday.

$12 .xlsx No macros Excel / Sheets / Calc

Buy on Etsy — $12

Checkout and fulfilment on Etsy. The kit includes the tracker file, a filled-in sample, a start-here guide, and a bonus PDF of the free 16 Client Red Flags checklist.

What's inside

Leads tab — source, first contact, proposal date and value, next follow-up, and status. Overdue follow-ups turn red.
Clients tab — contacts, approver, billing contact, preferred channel, time zone.
Projects tab — deliverables, dates, and five onboarding steps. Onboarding percentage fills in by itself.
Invoices tab — amounts and dates; auto-computed days overdue and Draft/Sent/Overdue/Paid status.
Follow-ups tab — every "waiting on" item in one list.
Dashboard — your weekly summary, nothing to type.
Filled-in sample — a fictional freelance writer, so you can see it working first.
Start here guide — 5-minute setup and a short weekly routine.
Bonus: the printable 16 Client Red Flags checklist PDF.

Who it's for

Freelancers, VAs, and solo service providers with a handful of clients.
Anyone who wants one simple file instead of a full software system.

Who it's not for

Agencies or teams who need shared logins, automations, or time tracking.
Anyone looking for accounting or tax software (this tracks invoices, it doesn't do bookkeeping).

Format

The tracker and sample come as .xlsx files that work in Microsoft Excel, Google Sheets, and LibreOffice Calc, using only simple, widely-supported formulas. No macros. The start-here guide and bonus checklist come as PDF, DOCX, and Markdown. No paid apps needed.

License

Edit and use for your own business and clients as often as you like. Do not resell, share, or redistribute the tracker or guide, edited or unedited.

FAQ

Is this safe to store client details in?

The tracker is a personal organizing tool. Don't store passwords, ID numbers, or bank details in it. For anything sensitive, use a dedicated password manager or accounting tool.

Does it have macros?

No. It uses only simple, widely-supported formulas. It opens cleanly in Excel, Google Sheets, and LibreOffice Calc.

What's the refund policy?

Etsy is digital-download, so returns are not accepted — but if a file is missing or won't open, we'll fix it fast or refund you via Etsy.