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Go to File > Select Make a copy > Save to your Google Drive
If your Google Sheet opens view-only, click "File" in the top menu and then select "Make a copy

CLIENT TRACKER

SUMMARY

A comprehensive sales management solution. Capture client details, lead dates, deal deadlin
Effortlessly stay organized with task tracking, real-time progress updates, and visual insights t
IMPORTANT
Before we begin walking you through the steps of setting up your spreadsheet and how it works, you
sections of the spreadsheet are protected. If you attempt to make changes to a protected area, a wa
avoid any accidental changes to the formulas that could disrupt the spreadsheet. If you are familiar w
click "Okay" and make the necessary modifications.
However, if you are new to Google Sheets, or unsure about the formulas used, we recommend that
changes to the protected areas to ensure that your spreadsheet operates correctly. Now, let us begi
the spreadsheet!

EXPLANATION OF SHEETS
1 SETUP
Fill in Client type, Source of client, Client Priority, Client status & Categorization, To do Priority, To do
and finally Salesmen
2 LIST OF CLIENTS
Maintain regular data entries to ensure sheet accuracy and receive instant status feedback, with upd
through charts.

3 CLIENTS DASHBOARD
Access this tab to conveniently filter and manage data entries based on client type, priority, salesma
simplifying your tracking process.

3 TO DO LIST
Explore the "TO DO TAB" to compile your tasks and receive real-time visual feedback. This feature e
task management and dynamic progress visualization.

4 TO DO DASHBOARD
Experience the "To Do Dashboard," an interface that offers an overview of your tasks, enabling effici
within the sheet.

IMPORTANT NOTES
- Before you use this sheet you need to set your Country and Timezone
- If the column is highlighted in a different colour then you shouldn't edit this part
- If you can't find a component in the dropdown list then you first have to add it in the setup
- You can only Copy and Paste and NEVER Cut and Paste
SELECTING YOUR CURRENCY

CHANGE CURRENCY

- Select the currency cells and click "Format"

- Select the currency cells and click "Format"
- Select "Number"
- Click "Custom currency"
- Search for your currency and click "Apply"
select "Make a copy" from the dropdown menu. This will create a new editable version

tails, lead dates, deal deadlines, and priority levels.

updates, and visual insights through dynamic charts.

eadsheet and how it works, you should be aware that some

anges to a protected area, a warning will appear. This is to
preadsheet. If you are familiar with Google Sheets, you can

ulas used, we recommend that you refrain from making any

ates correctly. Now, let us begin with setting up

gorization, To do Priority, To do status & Categorization

 stant status feedback, with updates presented visually

on client type, priority, salesman, status, and source,

visual feedback. This feature ensures streamlined

ew of your tasks, enabling efficient task management

dit this part

e to add it in the setup
 SETUP

CLIENT TYPE SOURCE OF CLIENT CLIENT PRIORITY

Website
Corporate Low
Call Center
Retail Normal
Facebook
High
Outside Referral

Sales Referral
 CLIENT STATUS STATUS CATEGORY TO DO PRIORITY

To be contacted IN THE PIPELINE Low

Asked To Recall IN THE PIPELINE Normal

Cannot Reach Client DEAL LOST High

Offer Sent IN THE PIPELINE

Waiting for Invoice IN THE PIPELINE

Under Payment IN THE PIPELINE

Deal Done DEAL WON

Not Interested DEAL LOST

Canceled DEAL LOST

 TO DO STATUS STATUS CATEGORY SALESMEN

In Progress PENDING MARK

Done Successfully CLOSED TERRY

Failed to do CLOSED SARA

Cannot Reach Client CLOSED KELLY

KOOPER

JOHN

CHRIS
 CLIENTS DATABASE

TOTAL DEALS DEALS IN THE PIPELINE

OVERALL STATUSES DEALS BREAK DOWN DEALS IN PIPELINE BY DEALS WON BY SOURCE DEALS WON BY SALES
25 13 9 PRIORITY 3.5 3.5
8
3 3
COUNT OF LOST DEALS VALUE OF LOST DEALS 7
6 High 2.5
2.5
3 ₹24,400.00 5
IN THE PIPELINE DEAL WON DEAL LOST 2
4 2
Column J Column S Column W Column AA
1.5
COUNT OF DEALS WON VALUE OF DEALS WON 3
Low 1.5
2 1
8 ₹12,136,000.00 1
0.5
1
ID
0
t t d t 0.5
DEALS IN THE PIPELINE DEALS IN THE PIPELINE en en cte lien 0
r S aym nta h C Normal rra
l
WITH HIGH PRIORITY THAT ARE OVERDUE ffe o fe
O er P e c eac
d b tR Re 0
6 13 n
U T no o
n ut
s id
e Y Y
LL RR
Ca 0 1 2 3 4 5 6 7 O KE TE

ID CLIENT NAME PHONE EMAIL ADDRESS CLIENT TYPE DATE CONTACTED DEADLINE DATE PRIORITY SOURCE STATUS DEAL VALUE SALESMAN COMMENTS OVERDUE
STATUS CATEGORY
1 James Andrew 1206911462 James [email protected] Hollywood Retail 10 Aug 2023 27 Nov 2023 High Outside Referral Offer Sent ₹14,000.00 KELLY Offers sent he is interested in the VILLA A32 and VILLA A34 OVERDUE
Retail
2 Barbra Paul 1014949118 Barbara [email protected] Liverpool Retail 1 Aug 2023 1 Sep 2023 High Outside Referral Deal Done ₹50,000.00 SARA He didn't pick up and I sent him a message on whatsapp
Retail
3 John Joshua 1152620062 John [email protected] Chicago Retail 15 Jul 2023 15 Aug 2023 Low Website Offer Sent ₹10,000.00 TERRY He should pay 12 august OVERDUE
Retail
4 Michael Kenneth 1066067694 Michael [email protected] New york Corporate 1 Jun 2023 1 Jul 2023 High Sales Referral Deal Done ₹12,000.00 KOOPER Sold 5 Units
Corporate
5 David Kevin 1117986039 David [email protected] Hollywood Retail 10 Aug 2023 9 Aug 2023 High Outside Referral Offer Sent ₹20,000.00 KELLY Offers sent he is interested in the VILLA A32 and VILLA A34 OVERDUE
Retail
6 William Brian 1020060653 William [email protected] Liverpool Retail 1 Aug 2023 1 Sep 2023 High Outside Referral Deal Done ₹15,000.00 SARA He didn't pick up and I sent him a message on whatsapp
Retail
7 Richard George 1008663397 Richard [email protected] Chicago Retail 15 Jul 2023 15 Aug 2023 Low Website Under Payment ₹10,000.00 TERRY He should pay 12 august OVERDUE
Retail
8 Joseph Timothy 1000382519 Joseph [email protected] New york Corporate 1 Jun 2023 1 Jul 2023 High Sales Referral Deal Done ₹12,000,000.00 KOOPER Sold 5 Units
Corporate
9 Thomas Ronald 1287841390 Thomas [email protected] Hollywood Retail 10 Aug 2023 10 Sep 2023 High Outside Referral Offer Sent ₹20,000,000.00 MARK Offers sent he is interested in the VILLA A32 and VILLA A34 OVERDUE
Retail
10 Christopher Jason 1117880097 Christopher [email protected] Liverpool Retail 1 Aug 2023 1 Sep 2023 High Outside Referral Asked To Recall ₹100,000.00 SARA He didn't pick up and I sent him a message on whatsapp OVERDUE
Retail
11 Charles Edward 1113970079 Charles [email protected] Chicago Retail 15 Jul 2023 15 Aug 2023 Normal Website Under Payment ₹10,000.00 TERRY He should pay 12 august OVERDUE
Retail
12 Daniel Jeffrey 1006086072 Daniel [email protected] New york Corporate 1 Jun 2023 1 Jul 2023 Low Sales Referral Under Payment ₹12,000,000.00 KOOPER Sold 5 Units OVERDUE
Corporate
13 Matthew Brandon 1284299346 Matthew [email protected] Senegal Retail 1 Oct 2023 1 Nov 2023 Low Website Deal Done ₹20,000.00 TERRY Happy Customer
Retail
14 Anthony Benjamin 1221422235 Anthony [email protected] New york Retail 3 Jun 2023 1 Sep 2023 High Facebook To be contacted ₹33,000.00 JOHN Comment 1 OVERDUE
Retail
15 Jennifer Samuel 1007512606 Jennifer [email protected] Hollywood Corporate 3 May 2023 15 Aug 2023 High Facebook Asked To Recall ₹10,000.00 MARK Comment 2 OVERDUE
Corporate
16 Linda Gregory 1060489966 Linda [email protected] Liverpool Retail 7 Apr 2023 1 May 2023 Low Facebook Waiting for Invoice ₹30,000.00 CHRIS Comment 3 OVERDUE
Retail
17 Elizabeth Alexander 1014124122 Elizabeth [email protected] Chicago Retail 1 Jun 2023 10 Sep 2023 Normal Call Center Offer Sent ₹5,000.00 CHRIS Comment 4 OVERDUE
Retail
18 Barbara Patrick 1007664707 Barbara [email protected] New york Retail 10 Aug 2023 1 Jul 2023 Normal Call Center Cannot Reach Client ₹7,000.00 CHRIS Comment 5
Retail
19 Susan Frank 1110350498 Susan [email protected] Chicago Retail 1 Aug 2023 10 Sep 2023 Normal Sales Referral Deal Done ₹6,000.00 KELLY Comment 6
Retail
20 Joshua Raymond 1024627303 Joshua [email protected] New york Retail 15 Jul 2023 1 Sep 2023 Normal Website Cannot Reach Client ₹14,000.00 MARK Comment 7
Retail
21 Kenneth Jack 1284709090 Kenneth [email protected] Hollywood Corporate 3 May 2023 15 Aug 2023 Normal Sales Referral Under Payment ₹77,000.00 TERRY Comment 8 OVERDUE
Corporate
22 Kevin Dennis 1009640818 Kevin [email protected] Liverpool Retail 7 Apr 2023 1 Jul 2023 Normal Call Center Deal Done ₹32,000.00 JOHN Comment 9
Retail
23 Brian Jerry 1124888216 Brian [email protected] New york Retail 1 Jun 2023 1 Nov 2023 Normal Outside Referral Deal Done ₹1,000.00 SARA Comment 10
Retail
24 George Tyler 1270030385 George [email protected] Chicago Retail 10 Aug 2023 1 Sep 2023 Normal Website Not Interested ₹3,400.00 CHRIS Comment 11
Retail
All All All All All
 COMMUNICATION LOG

DATES FILTER Details Filter

DATE CONTACTED
CLIENT TYPE PRIORITY
From

1 Jan 2023

To Corporate All

31 Dec 2023

MAIN FILTERS

NAME CLIENT TYPE PRIORITY

Michael Kenneth Corporate High

Joseph Timothy Corporate High

Daniel Jeffrey Corporate Low

Kenneth Jack Corporate Normal

ATION LOG

Details Filter

SALESMAN STATUS SOURCE

All All Sales Referral

MAIN FILTERS

SALESMAN STATUS SOURCE

KOOPER Deal Done Sales Referral

KOOPER Deal Done Sales Referral

KOOPER Under Payment Sales Referral

TERRY Under Payment Sales Referral

 OTHER INFO FILTER

SUBTITLE 1 SUBTITLE 2 SUBTITLE 3

PHONE DEAL VALUE DEADLINE DATE

OTHER INFO

PHONE DEAL VALUE DEADLINE DATE

1066067694 ₹12,000.00 1 Jul 2023

1000382519 ₹12,000,000.00 1 Jul 2023

1006086072 ₹12,000,000.00 1 Jul 2023

1284709090 ₹77,000.00 15 Aug 2023

SUBTITLE 4

ADDRESS

ADDRESS

New york

New york

New york

Hollywood
 CLIENT TASK TRACKER

OVERALL STATUSES PROGRESS BREAKDOWN CLOSED

DEALS IN PIPELINE BY OVERDUE TRAKER
PENDING PRIORITY 4.5
4.5
4 Low 4
3.5 3.5
3 3
2.5
2.5
2
2
1.5 Column AW Column AZ
Column AN 1.5
1
0.5 1
0 0.5
ul
ly nt
ie
sf Cl 0
es h
cc ac UE AY
Su t Re RD OD
ne o VE T
Do nn O UE
Ca D

Statuses Report Overall Statuses Report Overall

0 0.5 1 1.5 2 2.5 3 3.5 4 4.5

TO DO CLIENT NAME START DATE DEADLINE DATE DAYS LEFT PRIORITY STATUS SALESMAN IN CHARGE COMMENTS OVERDUE
CATEGORY
Close the Deal James Andrew 1 Sep 2023 2 Sep 2023 -508 Low Done Successfully KELLY Closed the deal CLOSED
Low
Call again John Joshua 1 Aug 2023 15 Aug 2023 -526 High In Progress SARA Will Call him tomorrow OVERDUE
High
Call client as he requested sales to recall him through call center John Joshua 15 Aug 2023 12 Aug 2023 -529 Normal Cannot Reach Client TERRY The mobile is off all the time CLOSED
Normal
Meet the client for the unit visit Joseph Timothy 1 Jul 2023 30 Jun 2023 -572 High Failed to do KOOPER the client is not interested any more CLOSED
High
Do Task Number 2 William Brian 15 Jul 2023 1 Jun 2023 -601 Normal Done Successfully JOHN Fix the Problem CLOSED
Normal
Do Task Number 3 Joseph Timothy 5 Aug 2023 1 Jul 2023 -571 Normal In Progress MARK The Client Needs to understand few points OVERDUE
Normal
Do Task Number 4 Thomas Ronald 3 May 2023 1 Aug 2023 -540 High Failed to do KOOPER Client is not responding CLOSED
High
Do Task Number 5 James Andrew 4 Jul 2023 1 Sep 2023 -509 Low Cannot Reach Client SARA The mobile is off all the time CLOSED
Low
Do Task Number 6 Richard George 15 Jun 2023 1 Oct 2023 -479 Low In Progress KELLY the client is not interested any more OVERDUE
Low
Do Task Number 7 Anthony Benjamin 15 Jul 2023 12 Aug 2023 -529 Low In Progress TERRY Fix the Problem OVERDUE
Low
 CLIENT TASK TRACKER DASHBOARD

DATES FILTER DETAILS FILTER

START DATE
PRIORITY SALESMAN
From

1 Jan 2023

To High SARA

31 Dec 2023

MAIN FILTERS

NAME PRIORITY SALESMAN

John Joshua High SARA

LTER

STATUS

All

STATUS

In Progress
 OTHER INFO

TO DO

Call again
OTHER INFO

COMMENTS

Will Call him tomorrow

 COUNT COUNT
Statuses Report Overall WON / LOST / PPLN STATUSES

COUNT COUNT
Deals Won by Source Deals Won by Sales

LIST OF CLIENTS CHARTS

 COUNT Statuses Report Overall
PRIORITY IN PIPELINE Offer Sent
Deal Done
Under Payment
Asked To Recall
To be contacted
Waiting for Invoice
Cannot Reach Client
Not Interested

CHARTS

vs. Statuses Re
Offer Sent

10
 vs. Statuses Re
Offer Sent

10

Asked To Recall 0

Under Payment
tuses Report Overall WON LOST PPLN STAT
5 Offer Sent IN THE PIPELINE
8 Deal Done DEAL WON
4 Under Payment IN THE PIPELINE
2 Asked To Recall IN THE PIPELINE
1 To be contacted IN THE PIPELINE
1 Waiting for Invoice IN THE PIPELINE
2 Cannot Reach Client DEAL LOST
1 Not Interested DEAL LOST

vs. Statuses Report Overall

Offer Sent

10
 vs. Statuses Report Overall
Offer Sent

10

Column J

Recall 0 Deal Done

Under Payment
WON LOST PPLN STATUSES
5 IN THE PIPELINE 13
8 DEAL WON 8
4 DEAL LOST 3
2
1
1
2
1
 DEALS IN PIPELINE BY PRIORITY DEALS WON BY SOU
High 6 Outside Referral
Low 4 Website
Normal 3 Sales Referral
Facebook
Call Center
DEALS WON BY SOURCE DEALS WON BY SOU
Outside Referral 3 KELLY
Website 1 SARA
Sales Referral 3 TERRY
KOOPER
Call Center 1 MARK
JOHN
CHRIS
DEALS WON BY SOURCE
KELLY 1
SARA 3
TERRY 1
KOOPER 2

JOHN 1
 COUNT
Statuses Report Overall

Overdue tracker
COUNT
OVERDUE| INPROGRESS | DUE TODAY

LIST OF CLIENTS C
 PIE PROGRESS CHART PENDING TASKS BREAKDOWN
COUNT COUNT
CLOSED / PENDING PRIORITY IN PENDING

TO D
4

0
ly t
ul lien

LIENTS CHARTS
f
s C
c es ch
c ea
Su t R
e
n no
Do an
C
 Statuses Report Overall
Done Successfully 2
In Progress 4
Cannot Reach Client 2
Failed to do 2

TO DO - OVERALL STATUSES
4

1
Column AN
0
ly t
f ul lien
s C
c es ch
c ea
Su t R
e
n no
Do an
C
Statuses Report Overall
 PROGRESS
Done Successfully CLOSED 2
In Progress PENDING 4
Cannot Reach Client CLOSED 2
Failed to do CLOSED 2

PROGRESS BREAKDOWN

CLOSED PENDING
ESS
CLOSED 6
PENDING 4

DEALS IN PIP
 PENDING TASKS BREAKDOWN
Low 4
High 3
Normal 3

DEALS IN PIPELINE BY PRIORITY TO DO -

Low High Normal
4.5
4
3.5
3
2.5
2
1.5
1
0.5
0

DUE DAY
R O
VE T
O UE
D
Statuse
 OVERDUE TRACKER
OVERDUE 4
IN PROGRESS
DUE TODAY

TO DO - OVERALL STATUSES
4.5
4
3.5
3
2.5
2
1.5 Column AZ
1
0.5
0

DUE DAY
R O
VE T
O UE
D
Statuses Report Overall