Free Client Deadline Tracker
See what you promised each client and when it is due. This client deadline tracker separates external delivery dates from internal targets so an early working date does not replace the real promise. Use it for site launches, reports, consulting deliverables and other dated client work.
Free download. No signup required.
No signup required. Excel includes the extra formatting. CSV is portable data only.
Template preview
Sample rows so you can see what you will download. Scroll sideways on a phone if the table is wider than the screen.
| Client | Project | Deliverable | Due Date | Internal Target Date | Status | Owner | Waiting On | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| 2 | Northwind Studio | Website refresh | Launch the new website | 2026-09-11 | 2026-09-09 | In Progress | Maya | Morgan: final copy approval | Confirm the launch window after approval. |
| 3 | Cedar + Pine | September newsletter | Deliver the approved newsletter | 2026-09-08 | 2026-09-04 | Waiting | Owen | Casey: event dates | Leave one working day for revisions. |
| 4 | Helio Advisory | Monthly reporting | Send the August campaign report | 2026-09-07 | 2026-09-04 | In Progress | Maya | Include a short summary of next steps. | |
| 5 | Oak & Iron | Operations review | Present workshop findings | 2026-09-15 | 2026-09-11 | Not Started | Owen | Send the pre-read before the meeting. | |
| 6 | Acme Co | Client onboarding | Deliver the kickoff plan | 2026-09-02 | 2026-09-01 | Completed | Maya | Client accepted the plan. |
What this spreadsheet looks like in ClientPlot
Upload your spreadsheet and ClientPlot turns the rows into clients, projects, tasks, deadlines and follow-ups on a live dashboard. Preview it before signup. Create a free account only if you want to save it. No credit card.
Dashboard preview
This replaces a formula Dashboard tab. Counts stay current after you import. Invoice totals and hours stay in the spreadsheet if you track them there.
Operational notes
After import, these counts stay current as you work. Invoice totals and hours stay in the spreadsheet if you track them there.
Clients with open work show here after import.
Upcoming schedule
- 2026-09-02 · Deliver the kickoff plan · Acme Co
- 2026-09-07 · Send the August campaign report · Helio Advisory
- 2026-09-08 · Deliver the approved newsletter · Cedar + Pine
- 2026-09-11 · Launch the new website · Northwind Studio
- 2026-09-15 · Present workshop findings · Oak & Iron
What is in the template
Client, project, deliverable, due date, internal target date, status, owner, waiting on and notes. The Excel file has filters, frozen headers, a status dropdown and date highlighting for the first 200 deliverable rows: red for overdue, yellow for today and green for the next seven days. CSV provides the same data without formatting.
ClientThe client expecting the work.
ProjectThe engagement, campaign or project.
DeliverableThe specific outcome promised to the client.
Due DateThe external deadline agreed with the client.
Internal Target DateYour earlier working target; retained in notes on import.
StatusNot Started, In Progress, Waiting or Completed.
OwnerThe person responsible for delivery.
Waiting OnThe missing item or decision and who can provide it.
NotesScope, acceptance criteria and agreed date changes.
Who it is for
Freelancers, web designers and consultants reviewing deliverables across several clients. Each row represents a promised outcome; use the client task tracker for all the smaller actions that lead to it.
How to use it
1. List each promised deliverable
Write one row per client commitment, such as Launch the new site or Send the monthly report. Put the whole project deadline on its final deliverable row; do not hide several deadlines in one cell.
2. Keep two clearly labeled dates
Due Date is the commitment agreed with the client. Internal Target Date is when you aim to finish early enough for review. Set both as dates, and record any approved deadline change in Notes.
3. Review overdue and upcoming work
Filter out Completed and sort Due Date oldest first. Use the red, yellow and green date cells to review missed promises, today's deliveries and the next seven days. Check internal targets too, so you can act before the client deadline arrives.
4. Resolve blockers before moving the date
Write what is missing and who owns the request. Confirm any deadline change with the client, then update the sheet. In ClientPlot's import preview, Due Date maps to dated work; the separate internal target remains in notes.
When a spreadsheet starts becoming difficult
- A promised date is buried in an email
- Internal targets are mistaken for client deadlines
- Several deliverables land on the same day
- Waiting on approval has no person or next action attached
Give dated work a home
ClientPlot keeps tasks and projects under the client with due dates you can review together.
Keep delivery separate from check-ins
Task and project due dates track work. A client's follow-up date tracks the next conversation.
Bring your existing commitments
Import the file, review client and project groupings, and keep extra spreadsheet context in notes.
Frequently asked questions
How do I keep track of client deadlines?
List each deliverable with its client, project, promised due date and owner. Review overdue work and the coming week daily, and record any agreed deadline change.
What is the difference between a target date and a deadline?
A target date is your working goal. The client deadline is the commitment you agreed externally. Keeping separate columns gives you time for review without losing the original promise.
Can I track several deadlines for one client?
Yes. Use a row per deliverable with the same client name and the appropriate project name. Filter Client to review the full set of promises.
Does it track invoice due dates or payments?
It is designed for delivery deadlines. Keep invoices, tax records and payment reconciliation in your billing system; completed work does not mean an invoice is paid.