Browse categories
Explore
Fiverr Pro
English
$
USD
I will client tracker spreadsheet, CRM dashboard business tracker lead tracker in excel
WEBSITE DEVELOPER
Hi!
My name is Rea, I’m a skilled virtual assistant and digital service provider specializing in Canva ebook/workbook design, Carrd website design & redesign, Zoho CRM setup (Zoho One, Recruit, Forms...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Tired of disorganized client data and lost leads? I will build a professional, automated, and easy-to-use Excel tracker that helps you manage your business efficiently.
I specialize in designing:
- Client Tracker Spreadsheet
- CRM Dashboard
- Lead Tracker & Sales Pipeline
- Business Performance Tracker
- Automated Reporting Dashboards
What You'll Receive:
- Fully automated Excel spreadsheet with smart formulas and dropdowns
- Interactive Dashboard with charts, KPIs, and filters
- Client details, lead status, follow-up reminders, and sales tracking
- Professional clean design with your branding (logo & colors)
- Easy navigation and search functionality
- Complete instructions + video guide (on request)
Perfect for freelancers, small businesses, real estate agents, coaches, consultants, and sales teams.
Key Features:
- Automated calculations and status updates
- Visual dashboards (charts & graphs)
- Lead pipeline management
- Export options (PDF, CSV)
- Works in Excel & Google Sheets
Message me before ordering with your specific requirements (number of clients, features needed, branding, etc.) so I can deliver exactly what you want.
Technology:
Excel
•
Google Sheets
Data type:
Numeric
•
Phone
•
Free text
•
Custom
•
Currency
My Portfolio
FAQ
What is included in the Excel tracker?
I create a complete client tracker with CRM dashboard, lead pipeline, status tracking, automated calculations, charts, filters, and search functionality — fully customized to your business needs.
Do you deliver in both Excel and Google Sheets?
Yes! I can provide the file in Excel (.xlsx) and/or Google Sheets format. Just let me know your preference
Can you customize it according to my requirements?
Absolutely! I will design it based on your specific needs — branding (logo & colors), number of clients/leads, features, reports, and any other requests you have.
Do you provide the source file and support after delivery?
Yes! You get the full editable source file + instructions. I also offer post-delivery support and unlimited revisions until you are 100% satisfied.
