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.
| Client | Status | Last Contact | Next Action | Next Follow-Up | Due Date |
|---|---|---|---|---|---|
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
2
Open Projects
0
Open Tasks
2
Follow-Ups Due
2
Waiting on Client
1
Upcoming Dates
2
Project StatusCount
Planning
0
In Progress
0
Waiting on Client
0
On Hold
0
Completed
0
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
- 2026-08-22 · 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