Excel & Google Sheets template

Every client, deadline and unpaid balance — on one screen.

Track all your clients and projects in one place, with overdue work and outstanding balances flagged automatically.

In the $10 bundle

Get it in the bundle — $10 See the full bundle

Comes with 4 more finance templates · 30-day money-back guarantee · Excel + Google Sheets.

Client and Project Tracker built-in dashboard showing total project value, active projects, total paid, outstanding balance, overdue projects, completed projects and a projects-by-status breakdown
Actual template screenshot — every project's value, status and outstanding balance at a glance.

01What's inside

Your book of work, in one view

Instructions

Quick, plain-English setup.

Settings

Currency, status options and category labels in one place.

Client List

Your contacts and key details in one organised table.

Project Tracker

Every project with its client, deadline, status and unpaid balance — driven by dropdowns.

Dashboard

Active vs completed projects, total outstanding, with overdue projects flagged.

02Why it's worth it

Nothing slips through

  • Overdue, flagged automatically — deadlines don't surprise you.
  • See what you're owed — unpaid balances per project roll up into one outstanding total.
  • One screen for everything — clients, projects, deadlines and money, colour-coded.
  • Clean status tracking — dropdown statuses keep the board tidy and accurate.
  • Know your workload — active vs completed at a glance, so you can plan what to take on next.

Who it's for: freelancers and small agencies juggling several clients and projects at once — tracking deadlines and unpaid balances in one view instead of in your head.

03Questions

Before you buy

Can I customise the statuses?

Yes. Set your own status options in Settings (e.g. Active, On Hold, Completed) and they drive the dropdowns and colour-coding.

Does it track unpaid balances?

Yes. Each project records its balance, and the dashboard totals what's still outstanding across all clients.

Does it work in Google Sheets?

Yes. Built in Excel and fully compatible with Google Sheets.

04More templates

Goes well with

Invoice Generator Pro dashboard preview

Invoice Generator Pro

Create clean invoices in seconds — auto totals, tax & discounts — with a built-in tracker for who's paid and who's overdue.

In the bundle View

This tracker comes in the Finance Toolkit bundle, with four more done-for-you templates.

See the $10 bundle

Your whole book of work, one screen.

The Client & Project Tracker comes in the five-template Finance Toolkit. One $10 download, yours forever.

Get the bundle — $10

30-day money-back guarantee · Excel + Google Sheets · instant download