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Productivity & Ops

Client Program & Progress Tracker

Track every client's goals, sessions and progress in one place. See who is on track, session notes and homework, and celebrate goals achieved — for coaches with programs.

£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

  • Client goals and program tracking
  • Session log with notes and homework
  • Progress percentage and bar per client
  • Dashboard: active clients, goals achieved, avg progress
  • Clean layout; sample clients included
  • Works in Excel and Google Sheets, on any device

About the Client Program & Progress Tracker

Delivering great coaching means knowing exactly where each client is — and this tracker keeps it all in one place. Record each client's goal and program, log every session with notes and homework, and track their progress as a percentage, so you always know who is on track and who needs a nudge.

The dashboard shows your active clients, sessions delivered, goals achieved, average client progress, sessions this month and programs running, with a progress bar for every client. It is the professional system that helps coaches deliver better results, keep clients accountable, and show the progress that keeps them renewing.

Built in Excel and Google Sheets with a clean layout and sample clients, it works on any device. Pair it with our [Coaching Business Tracker](#/product/coaching-business-tracker) and [Coaching Lead & Enquiry Tracker](#/product/coaching-lead-tracker) for the full system.

Who it's for

Coaches with programsTrack goals, sessions and progress for every client.
ConsultantsKeep clients accountable and show measurable progress.

What's included

  • Client goals and program tracking
  • Session log with notes and homework
  • Progress percentage and bar per client
  • Dashboard: active clients, goals achieved, avg progress
  • Clean layout; sample clients 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 progress per client?

Yes — each client has a progress percentage and bar on the dashboard.

Does it log session notes?

Yes — record focus, notes and homework for every session.

Related searches

coaching progress trackerclient program trackercoaching session notes templatecoaching client trackerprogress tracking spreadsheetcoaching program templateGoogle Sheets coachingclient goals 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.