Free Client Deliverables Tracker
Tasks are the work. Deliverables are what the client receives. This client deliverables tracker keeps one row per owed item, with the client, project, owner, due date and the date it actually went out.
Free download. No signup required.
No signup required. Excel includes the extra formatting. CSV is portable data only.
Tasks are the work. Deliverables are what the client receives.
When the list of owed work outgrows a spreadsheet, import it and keep each deliverable under the client.
Free to preview. No credit card. Create an account only when you want to save your dashboard.
- Spreadsheet rowsClient records
- Project columnProjects under that client
- Deadline columnDue dates on the work
- Next action / next taskTrackable tasks
- Client notesNotes on the client page
Official ClientPlot templates skip the mapping quiz. ClientPlot counts what it found, then you import. Unusual spreadsheets still get a mapping review.
Deliverables spreadsheet
- Owed items mixed with internal tasks
- Delivered dates easy to forget
- Hard to see one client's outputs
ClientPlot
- Each deliverable under the client
- Due work on the dashboard
- Notes and files on the same page
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 | Status | Owner | Due Date | Waiting On | Delivered Date | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| 2 | Northwind Studio | Website refresh | Homepage copy deck | In Progress | Maya | 2026-09-09 | Morgan: product names | Client receives the approved homepage, not the draft tasks. | |
| 3 | Cedar + Pine | September newsletter | September newsletter PDF | Waiting | Owen | 2026-09-08 | Casey: event dates | Leave one day after approval to export. | |
| 4 | Helio Advisory | Monthly reporting | August campaign report | In Progress | Maya | 2026-09-07 | Include the change from last month. | ||
| 5 | Oak & Iron | Operations review | Workshop findings memo | Not Started | Owen | 2026-09-15 | Send the pre-read two days before. | ||
| 6 | Acme Co | Client onboarding | Kickoff plan | Completed | Maya | 2026-09-02 | 2026-09-02 | 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 · Kickoff plan · Acme Co
- 2026-09-07 · August campaign report · Helio Advisory
- 2026-09-08 · September newsletter PDF · Cedar + Pine
- 2026-09-09 · Homepage copy deck · Northwind Studio
- 2026-09-15 · Workshop findings memo · Oak & Iron
What is in the template
Client, project, deliverable, status, owner, due date, waiting on, delivered date and notes. The Excel file has filters, frozen headers, a status dropdown and date highlighting for the first 200 rows: red for overdue, yellow for today and green for the next seven days. CSV is the same data without formatting.
ClientWho receives the work.
ProjectThe engagement, campaign or project.
DeliverableThe specific output the client is owed.
StatusNot Started, In Progress, Waiting or Completed.
OwnerThe person responsible for delivery.
Due DateThe date promised to the client.
Waiting OnThe missing approval, asset or decision.
Delivered DateWhen the client actually received it. Kept in notes on import.
NotesAcceptance notes and file location.
Who it is for
Agencies, consultants and freelancers who need a list of promised outputs, not a pile of internal tasks or a calendar of dates alone.
How to use it
1. List the thing the client receives
Write Homepage copy deck or August campaign report, not Review copy or Pull numbers. One deliverable per row.
2. Keep status, owner and due date current
Status is whether the deliverable is moving. Owner is who gets it out the door. Due Date is the client promise, not your internal draft target.
3. Record what you are waiting on, then the delivered date
Waiting On is a person plus the missing approval, asset or decision. Fill Delivered Date when the client actually has the file, so a finished row is more than a status change.
4. Import when the owed-work list is the job
Upload the file and confirm client, project, deliverable and due date. Spreadsheet statuses and delivered dates stay in notes. Review owners before saving.
When a spreadsheet starts becoming difficult
- A task list full of verbs, but nobody can name what the client is waiting to receive
- Approval status lives in Slack and the file lives in a drive
- Two deliverables for the same client share one vague project row
- You mark work complete before the client has the asset
Hang each deliverable under the client
ClientPlot keeps the owed item as a task on the client and project, so delivery and the relationship stay together.
Separate the promise from the busywork
Use the task tracker for the actions that produce the deliverable. Use this sheet for the output itself.
Bring the list you already keep
Import the file, review the client and project groupings, and keep extra spreadsheet context in notes.
Frequently asked questions
What is a client deliverables tracker?
It is a list of outputs you owe clients: the file, report, site or memo they receive. Each row has a client, project, owner, due date and room to record when it went out.
How is this different from a task tracker or deadline tracker?
A task tracker lists the actions that produce the work. A deadline tracker is about promised dates and an internal target. This sheet is the owed item itself, plus a delivered date so complete means the client has it.
Can agencies track monthly retainers here?
Yes. Use one row per deliverable per period, such as August campaign report under Monthly reporting. Repeat the project name and change the period in the deliverable or notes.
Does it track invoices?
No. It tracks what you delivered. Keep invoices and payment status in your billing tool.
Can I import this into ClientPlot?
Yes. Client, project, deliverable and due date become records. Status, waiting-on and delivered date are kept in notes.