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English
$
USD
I will create a custom google sheets business tracker and system
About this Gig
Keep leads, jobs and everyday business information organised in a custom Google Sheets system.
My approach comes from building lead pipelines, quote logs and cash-flow tools for my own service businesses. I create practical workbooks with clear inputs, status dropdowns, useful formulas and written instructions.
BASIC: 1 tracker, 1 table, up to 12 fields, 2 tabs and 2 calculation rules.
STANDARD: 1 workflow, 2 linked tables, up to 24 fields, 4 tabs and 5 summary metrics.
PREMIUM: 2 related workflows, 3 tables, up to 36 fields, 7 tabs, 10 metrics and 4 charts.
All limits are totals across one workbook. Up to 5,000 rows total; tab limits include instructions. Formula counts refer to distinct calculation rules or metrics, not copied cells. Every package includes an editable file and tested calculations.
Records are entered manually. This is not a full CRM or accounting platform. Scripts, automatic emails, external integrations and substantial data migration are excluded. Revisions cover the agreed scope.
Message me before ordering with your process and a sanitised sample so we can choose the right package.
Platform:
Google Sheets
Development technology:
VLOOKUP
Expertise:
Formatting
•
Formulas
•
Functions
•
Charts
•
Data validation
My Portfolio
FAQ
What counts as one workflow?
One defined business process, such as tracking enquiries from first contact to won or lost. Two related workflows could be enquiries and job delivery. We agree the fields, statuses, tables and metrics before work starts.
Can my team use the tracker, and is it automated?
You can share your copy using normal Google Sheets permissions. Records and statuses are updated manually; formulas and charts recalculate from those entries. Scripts, automatic notifications and third-party integrations are not included.
