For the point where sticky notes and a WhatsApp thread stop working: leads, projects, hours and deliverables in one workbook that tells you what is late today.

Seven sheets

• PIPELINE — 25 leads with source, stage and weighted value (value times probability). Follow-ups that are overdue turn red the moment they pass today's date
• PROJECTS — 12 projects with logged hours pulled from the timesheet, percent complete and real profit (value minus logged times cost). Deadline warnings in red and amber
• TIMESHEET — 40 rows; hours times rate computes the amount, and non-billable rows stay at zero
• DELIVERABLES — 16 items with status and overdue-date highlighting
• FOLLOW-UPS — 18 logged touches with channel, outcome and next-date alerts
• DASHBOARD — pipeline by stage, weighted pipeline, win rate, active projects and value, hours logged this month, unbilled value, overdue follow-ups and deliverables, and top clients
• Start Here — setup in 5 minutes

Who it is for

Freelancers and small studios juggling five clients at once who need one screen that says what is due, what is billed and what is stuck.

Works with: Microsoft Excel 2016+ and Google Sheets (free). No macros, no ads, nothing to configure. Sample leads and projects are included so every formula is already working.

Instant download. Unlimited use for your own business.