Description
The Agency Client Project Tracker is a ready-to-use spreadsheet for Microsoft Excel and Google Sheets. Add your client projects, team and tasks once, and the Kanban board, Gantt chart, Eisenhower matrix, calendar, dashboard and workload view update on their own.
What’s inside (16 connected tabs)
- Everything in the Team Project Manager: tasks, recurring tasks, Kanban, Eisenhower, Gantt, calendar, focus, dashboard and workload
- Clients: contacts, retainers, hourly rates
- Time Log: hours per project with billable value
- Budget vs Hours: fee vs time spent, with Healthy / Watch / Over budget
- Approvals: deliverables, rounds, status and days waiting on the client
Formulas only: no macros, no add-ons, no subscription. Works in Excel 2016+, Microsoft 365 and Google Sheets.
Watch the tour + setup video: youtu.be/RZ37DLV3SAY
Also included: Setup Guide PDF + product and setup video.
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