I will customize an excel job and payment tracker

United States

I speak English

Excel Tracker Customization for Small Businesses

I help small business owners organize jobs, invoices, and payments with easy-to-use Excel trackers. My service focuses on customizing an existing tracker template to fit your business, including your...
About this Gig

Keep your jobs, invoices, and outstanding payments organized in one Excel workbook.

I will customize my job and payment tracker template for your small business.

Your workbook includes:

Space for up to 200 jobs

Client details, job deadlines, and progress stages

Invoice amounts and cumulative payments received

Automatic outstanding balances and overdue flags

A dashboard with monthly invoiced totals

Clear instructions for everyday use

I will personalize the business name, colors, column labels, and job-stage dropdown choices.

You receive one editable Excel .xlsx file with Jobs and Dashboard tabs, delivered within 4 days, with one revision covering the agreed customization.

This package uses an existing template. Data entry, additional features, macros, bank connections, and automated reminders are not included. Payments are entered manually.

Please message me before ordering if you need changes beyond the listed features. Gallery images show fictional sample data.

Platform:

Excel

Development technology:

Excel

Expertise:

Formatting

•

Formulas

•

Dashboard

•

Charts