Client Management Dashboard (CRM)

About the Client Management Dashboard (CRM)

You do not need expensive CRM software to stay on top of your clients and deals — you need one organised spreadsheet. This Client Management Dashboard gives you a simple, powerful CRM you fully own. Keep all your client details in one place, track every deal through your pipeline, and see your whole sales picture on an automatic dashboard.

Log each client with their contact details and status, then add deals with a value, stage and probability. The dashboard instantly shows your total pipeline value, your weighted pipeline (value adjusted for probability), how many deals sit at each stage, your won revenue and your win rate. It is the clarity of a CRM without the monthly fee or the learning curve.

Built in Excel and Google Sheets with a colour-coded stage system, sample data and freeze panes for mobile, it is ideal for freelancers, consultants and small agencies. Track your deals here, then close them with our [Proposal & Pitch Template](#/product/proposal-pitch-template).

Who it's for

What's included

• Client list with contact details and status
• Deal pipeline with value, stage, probability and weighted value
• Dashboard: pipeline value, weighted pipeline, win rate and deals by stage
• Won-revenue and deals-by-stage charts
• Colour-coded stages and sample data included
• Works in Excel and Google Sheets, mobile-friendly

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Is this a replacement for a full CRM?

For many small businesses, yes — it covers clients, deals and pipeline. It is simpler, cheaper and fully yours.

Can I add my own stages?

Yes — edit the stage names to match your sales process and the dashboard follows.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.