Track deliverables, deadlines, and budgets for multiple client projects
✓ Free to download · ✓ Excel 2016+ and Google Sheets · ✓ Custom version in 24h
Client tracking is usually a contact list with dates attached. This template adds the two things that make it useful: what was last agreed, and when the relationship last had a real touch.
The actual columns, with sample rows
| A | B | C | D | E | F | G |
|---|---|---|---|---|---|---|
| 1 | Client | Owner | Stage | Value | Last contact | Days idle |
| 2 | Meridian Group | A. Duval | Delivery | 48,000 | 2026-07-01 | 12 |
| 3 | Kestrel Ltd | K. Owens | Proposal | 22,500 | 2026-06-14 | 29 |
| 4 | Halcyon SA | A. Duval | Delivery | 91,000 | 2026-07-10 | 3 |
| 5 | Ardent BV | M. Ferrer | Dormant | 0 | 2026-04-22 | 82 |
Why each one is written the way it is
=TODAY()-[@[Last contact]]
Days since the last touch. The single most useful column on a client sheet, because relationships decay silently and nobody notices a gap they are not shown.
=MAXIFS(Interactions[Date],Interactions[Client],[@Client])
Last contact pulled from the interactions log rather than typed, so it cannot be stale.
=IFS([@[Days idle]]>60,"At risk",[@[Days idle]]>30,"Cooling",TRUE,"Warm")
A banded relationship status, so a 200-row list can be read in one pass.
=SUMIFS(Revenue[Amount],Revenue[Client],[@Client],Revenue[Date],">="&EDATE(TODAY(),-12))
Trailing twelve-month revenue, which is the right weighting for deciding where attention goes.
A worked example with real numbers
A consultancy tracked clients by stage and everything looked healthy. Adding days-since-contact showed their third-largest account at 82 days idle while marked "Delivery" — the project had finished in April and nobody owned the follow-up. The renewal conversation happened two months later than it should have, and the column has since caught four similar gaps.
Tab by tab
| Tab | Contents |
|---|---|
| Clients | One row per client with owner, stage and value. |
| Interactions | Every meeting, call and email logged with a date. |
| Revenue | Invoiced revenue by client and date. |
| Dashboard | Portfolio by owner, stage and idle time. |
| README | What counts as a contact and what does not. |
What is included, and what to look at next
Specific to this workbook, not generic
Below about 100 active clients it is not, materially — and it is faster to change. Above that, or where you need email sync and per-user permissions, use a CRM. Our CRM template covers the sales-pipeline side of this.
A two-way exchange. A newsletter send is not a contact, and counting it defeats the purpose of the idle-days column.
No — mark them dormant. A former client is the warmest lead you have, and deleting the history means the next person has to rediscover it.
"This client project tracker has revolutionized how we manage multiple projects. We've improved our delivery times and client satisfaction significantly."