I will build an excel or google sheets tracker for quotes and follow ups
Excel and Google Sheets Specialist
About this Gig
Keep customer requests, quotes, deadlines and follow-ups organized in one clear spreadsheet.
I will build an Excel or Google Sheets tracker around your agreed workflow. Depending on the package: structured records, editable statuses, filters, due-date highlights and a compact summary dashboard. You receive the spreadsheet and short usage notes.
Basic/Standard/Premium include up to 1/3/5 distinct calculation logics. A formula copied across rows counts as the same logic, not additional formulas. Scope is confirmed before work starts.
Not included: macros, buttons/forms, automatic email/SMS/WhatsApp messages, CRM or third-party integrations, hosting, data migration beyond package limits, legal/privacy advice or guaranteed sales results. Google Sheets compatibility depends on the agreed formulas and settings.
Share only necessary requirements and fictional or anonymized samples; no sensitive personal information. One revision covers the agreed scope; new features may require a custom offer. Portfolio images use fictional demo data, not completed client work.
Platform:
Excel
•
Google Sheets
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Functions
•
Dashboard
•
Data validation
FAQ
Does the tracker send automatic reminders?
No. The tracker organizes follow-up dates and can highlight due dates. Automatic email, SMS or WhatsApp messages and third-party integrations are not included.
What does a revision include?
Each package includes one revision for adjustments to the agreed scope. New features or a different workflow may require a custom offer.

