Client Project Tracker Template

This is the multi-tab workbook: clients, named projects and follow-ups on their own sheets, plus a dashboard. If you only need one project list, use the project tracker template instead.

Projects hold the named work. To track tasks for multiple clients as a dated verb list, download the client task tracker. Want columns of your own? Build a custom tracker, or check an existing spreadsheet.

Download Excel Download CSV

Free download. No signup required.

No signup required. Excel includes the extra formatting. CSV is portable data only.

When this spreadsheet gets hard to maintain

Import your client list into ClientPlot and manage clients, projects and tasks together.

Free to preview. No credit card. Create an account only when you want to save your dashboard.

Import this workbook See ClientPlot

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.

Workbook

Separate tabs you have to keep in sync
Dashboard formulas you have to trust
Easy to miss a follow-up row

ClientPlot

Clients, projects and tasks already linked
Follow-ups on the dashboard
No formula maintenance

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 Tracker Template sample data
	Project ID	Project Name	Client	Status	Start Date	Due Date	Priority	Project Value	Progress	Next Task	Notes
2	P-101	Homepage refresh	Acme Co	In Progress	2026-08-04	2026-09-12	High	2400	0.6	Send revised homepage wireframes	Retainer. Desktop and mobile.
3	P-102	Photo shoot package	Smith LLC	Waiting	2026-08-11	2026-08-24	Normal	1800	0.2	Nudge on signed proposal	Day rate plus two selects.
4	P-103	Identity system	Jones Co	On Hold	2026-07-28	2026-09-18	High	3200	0.1	Restart after hiring pause	Two revision rounds in the SOW.
5	P-104	Patient intake page	Harbor Clinic	In Progress	2026-08-08	2026-08-26	Urgent	1500	0.45	Collect intake form copy	Must match language they already use.
6	P-105	Onboarding microsite	Bright Labs	Not Started	2026-08-18	2026-09-20	High	4100	0.05	Send kickoff agenda	Need SSO notes before build.
7	P-106	Catalog refresh	Mesa Goods	Completed	2026-05-02	2026-07-15	Low	900	1	Archive files	Warm relationship. Do not delete.
8	P-107	Q3 workshop	Acme Co	Waiting	2026-08-20	2026-09-04	Normal	1200	0.15	Confirm attendee list	Workshop date locked. Materials not started.

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.

MetricCurrent

Active Clients

Open Projects

Open Tasks

Follow-Ups Due

Waiting on Client

Upcoming Dates

Project StatusCount

Planning

In Progress

Waiting on Client

On Hold

Completed

Operational notes

After import, these counts stay current as you work. Invoice totals and hours stay in the spreadsheet if you track them there.

ClientOpen work

Clients with open work show here after import.

Upcoming schedule

2026-07-15 · Archive files · Mesa Goods
2026-08-24 · Nudge on signed proposal · Smith LLC
2026-08-26 · Collect intake form copy · Harbor Clinic
2026-09-04 · Confirm attendee list · Acme Co
2026-09-12 · Send revised homepage wireframes · Acme Co
2026-09-18 · Restart after hiring pause · Jones Co

Upload my spreadsheet free Preview this template as a dashboard

What is in the template

A START HERE tab, CLIENTS, PROJECTS, FOLLOW-UPS, a DASHBOARD, and hidden lists for dropdowns. Project rows must use the same client name as the CLIENTS tab.

Project ID

Short unique id for this project.

Project Name

The named body of work.

Client

Must match a name on the CLIENTS tab.

Status

Not Started, In Progress, Waiting, On Hold, or Completed.

Start Date

When work began.

Due Date

Client-facing deadline.

Priority

Low, Normal, High, or Urgent.

Project Value

Fee or remaining value for this project.

Progress

Percent complete. Type 60% or 0.6.

Next Task

The next concrete step, not just a status.

Notes

Scope notes, URLs, constraints.

Who it is for

Agencies, consultants and service businesses tracking more than one project per client.

How to use it

1. Add the client first
Type the name on CLIENTS. PROJECTS and FOLLOW-UPS pick from that list.
2. One row per project
If a client has two live projects, they get two rows on PROJECTS.
3. Put the next human step on FOLLOW-UPS
Due dates on PROJECTS are delivery. Follow-up dates are the check-in.
4. Import the whole workbook later
Upload this file at clientplot.com/import. ClientPlot counts clients, projects and follow-ups from the matching tabs.

When a spreadsheet starts becoming difficult

Two projects stuffed into one client row
Follow-ups mixed in with delivery dates
No count of what is actually open

Tabs that match how the work runs

Clients, projects and follow-ups are different objects. The sheet finally admits that.

The same file is the upgrade path

When the workbook gets hard to maintain, import it. You do not rebuild the list.

Frequently asked questions

Is this the same as the project tracker?

No. The project tracker is one sheet of projects. This workbook also has a client list, a follow-up log and a dashboard.

Does Google Sheets work?

You can open the file in Sheets. Dropdowns and highlighting are most reliable in Excel. CSV of the project tab is also available.

Can ClientPlot import this workbook?

Yes. That is the point. Upload it, read the counts, then import.