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Business & Finance

Coaching Business Tracker

Run your coaching or consulting business from one place — track clients, sessions, packages and income, with a dashboard showing hours coached and income by package.

£4.99£14.99Save 67%
Instant downloadInstant download on Etsy
Excel · Google SheetsEditable formats
Commercial licencePersonal & business use
Free updatesForever, at no cost

What's inside

  • Session log with package, fee and payment status
  • Client records with remaining sessions
  • Dashboard: income, sessions, hours and average value
  • Income-by-package donut to see what sells best
  • Professional design; sample data included
  • Works in Excel and Google Sheets, on any device

About the Coaching Business Tracker

Coaches and consultants juggle clients, sessions and packages — this tracker brings it all together. Log every session with its package and fee, keep track of each client's remaining sessions, and see your income and hours build on a clean dashboard. No more wondering who has sessions left or whether an invoice was paid.

The dashboard shows your active clients, sessions this month, monthly income, hours coached and average session value, plus your income by package (single sessions, packs, programs, VIP days and groups) so you can see what sells best. It is everything you need to run a professional coaching business without clunky software.

Built in Excel and Google Sheets with a soft, professional design and sample data to guide you, it works on any device. Perfect for life coaches, business coaches, consultants and any session-based service.

Who it's for

Coaches & consultantsTrack clients, sessions and income in one professional place.
Session-based servicesKnow who has sessions left and what you are owed.

What's included

  • Session log with package, fee and payment status
  • Client records with remaining sessions
  • Dashboard: income, sessions, hours and average value
  • Income-by-package donut to see what sells best
  • Professional design; sample data included
  • Works in Excel and Google Sheets, on any device

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

Can I track package sessions remaining?

Yes — each client shows how many sessions they have left.

Is it good for consultants too?

Yes — it works for any session or package based service.

Related searches

coaching business spreadsheetcoach client trackerconsulting income trackercoaching session trackerlife coach spreadsheetcoaching CRM templateGoogle Sheets coachingcoaching package tracker

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.

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This is an interactive sample. The file you download is fully editable in Excel, Google Sheets or Word.