Client Information Sheet / CRM Tracker – Excel Template

A fully interactive, visually appealing, and organized CRM system built entirely in Microsoft Excel 2013. This template helps freelancers, consultants, and small businesses manage client records, monitor engagements, and track follow-ups — all without needing external CRM software.

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🧩 Core Features

1. Client_Data Sheet (Main Database)

A structured table for capturing detailed client information:

• ✅ Client & Company Name
• 🏢 Industry (dropdown)
• 📞 Contact Details (Phone, Email, Location)
• 📋 Services Used
• 💵 Contract Value ($)
• 🕓 Last Contact Date & ⏳ Next Follow-up Date
• 📌 Status (dropdown: Active, Prospect, etc.)
• 💬 Notes/Comments
• 📨 Preferred Contact Channel (Email, Phone, etc.)

Additional Features:

• Smart dropdowns via named ranges
• Color-coded statuses and follow-up alerts
• Built-in conditional formatting to flag upcoming or overdue follow-ups

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2. Dashboard_Overview Sheet

A one-page, visually rich summary of client engagement and health.

📊 Key Elements:

• KPI Cards:

  • Total Clients
  • Active Clients
  • Follow-ups Due Today
  • Avg Days Since Last Contact
  • Total Contract Value

• Charts:

  • 🥧 Pie Chart: Client Distribution by Industry
  • 📊 Bar Chart: Client Status Breakdown
  • 💰 Top 5 Clients by Contract Value (with bar graph)
  • 📆 Upcoming Follow-ups Timeline (column chart)

• Slicers (Excel 2013 compatible):

  • Filter dashboard views by Status, Industry, or Preferred Channel

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3. Contact_Calendar Sheet

A 30-day visual heatmap calendar showing recent and upcoming client contacts.

• Horizontal calendar with rolling dates from =TODAY()
• Color-coded cells show Last Contact & Next Follow-up activities
• Daily follow-up count chart (column format)
• Ideal for spotting gaps or overloaded days

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4. Dropdown_Lists Sheet (Hidden)

Logic engine that powers all controlled dropdowns. Includes:

• 📂 Industry categories
• 🟢 Status options
• 📬 Preferred communication channels
• 🛠 Services used (optional)
• 📍 Location list (optional)

Clean data entry + consistent analytics = fewer errors, smarter visuals.

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🎨 Design & Usability

• Visually consistent theme across all sheets
• Frozen headers, table styling, grouped sections
• Minimalist charts and legends for clarity
• Designed with non-technical users in mind
• 100% native Excel (no macros)

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🧠 Who It’s For

• Freelancers/consultants managing multiple clients
• Small teams without a CRM system
• Agencies tracking engagements and deal pipelines
• Business owners who want clarity on client activity

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📈 Benefits

• Clear visibility into client health and communications
• Easy prioritization of follow-ups
• One-click reports for team or stakeholder meetings
• Scalable design for growing client lists

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🛠 Built With

• Microsoft Excel 2013
• 📌 Functions: TODAY, COUNTIF, AVERAGE, INDEX, IF, OR, SUM
• 📊 PivotTables and PivotCharts
• 🎨 Conditional Formatting
• 🎛 Slicers (for dynamic filtering)

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📂 How to Use

1. Download and open the .xlsx file in Excel 2013 or later.
2. Enter your client data in the Client_Data sheet.
3. Navigate to the Dashboard_Overview and Contact_Calendar for automated summaries and insights.
4. Customize dropdown options via Dropdown_Lists (optional).
5. Print or export any dashboard view as PDF for reporting.

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