Customer Tracking Google Sheet

Client tracking This small business spreadsheet template can serve as a business planner and even a lead tracker, where you can see where your customers are coming from with the help of the customer source chart in the easy-to-use CRM dashboard.

Key Features of Customer Tracking

✏️ Customer Priority Planner - Automatically groups your customers by priority as they are added.

✏️ Client Status Chart - Group your clients by status, so you can easily see your progress.

✏️ Customer Source Chart - Group your customers by source, so you can easily see where your customers are coming from.

✏️ Colors - Color code your customers

✏️ Fully customizable

✏️ Add and delete rows within the table easily

✏️ Task Status Bar - View the percentage change for each status as you update your tasks from Tasks > In Progress > Done or Canceled.

✏️ Overdue Tasks Counter - View the number of overdue tasks. Overdue tasks will be highlighted in red in the list.

✏️ “Due Today” counter – View the number of tasks due today.

Includes:

✏️ One Google Sheets template with 5 tabs

- One tab for client tracking

- One tab for customer status panel

- One tab for client to-do list

- One tab to view the tasks calendar

- One tab to customize labels and colors

You get 2 files :

✔️ Two Google sheet files (Arabic + English)

✔️ PDF file containing instructions in Arabic

✔️Watch the design in the video 👈🏻 Click here

- How do I get my order after purchasing?

Digital product: Your order will be delivered directly after purchase > Orders > Download files

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