Freelancer Dashboard โ Excel CRM Template for Tasks, Clients & Payments
๐ Freelancer Dashboard โ Excel Template (V1.3.5)
An all-in-one Excel CRM and Productivity Dashboard for freelancers.
Easily track clients, manage tasks, and monitor payments in one place.
Perfect for freelancers, consultants, and small business owners who need a lightweight, editable solution โ no coding required.
โ๏ธ Track clients, tasks & payments in one place
โ๏ธ Fully automated dashboard with live charts
โ๏ธ Visual insights and intuitive layout
โ๏ธ Editable, clean & modern
โ๏ธ Ready to use โ no coding needed
๐ Also works as a lightweight CRM!
This template isnโt just a productivity tracker โ it can also be used as a simple Excel-based CRM.
You can manage your client list, log interactions, track payments, and organize tasks โ all in one unified Excel system, with no extra tools or subscriptions required.
๐ What you get:
- Excel file with 4 automated sheets (Clients, Tasks, Payments, Dashboard)
- Instructions page included
- 100% editable and reusable for any month or year
๐ฏ Works with Excel 2016 or newer.
โ
Ready to get organized?
Download your dashboard now and take control of your freelance work.
A simple, powerful Excel dashboard to manage your freelance work or use it as a personal CRM.