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Client tracker

Add a few clients in this page. No account for the first rows. The dashboard on the right is what ClientPlot does with the same fields after you save.

ClientStatusLast ContactNext ActionNext Follow-UpDue Date

Dashboard preview

This is the workspace shape, not a chart wall.

2
Active clients
0
Open jobs
2
Tasks due
1
Waiting
2
Upcoming dates
0
Team members

Upcoming schedule

  • 2026-08-22 · Send wireframes · Acme Co
  • 2026-08-24 · Nudge on proposal · Smith LLC

Want to keep this updated automatically?

Save the rows you entered and keep working from a ClientPlot dashboard.

Save This in ClientPlot

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