Client Tracker
Regular price
$19.97
Sale price
$19.97
Regular price
$39.94
Unit price
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Client Tracker
Regular price
$19.97
Sale price
$19.97
Regular price
$39.94
Unit price
Tabs & Features Analyses
Google Sheets & Excel Version
Dashboard Tab
Outreach Efforts and Client Interaction Overview
- Outreach Funnel Matrix: Analyze your outreach efforts through a visual matrix that exhibits the effectiveness and conversion rates.
- Outreach Summary: Track the history of outreach efforts and view an aggregate summary to measure performance.
- Client Summary: Evaluate client interactions and gain insights into the current status of client relationships.
Weekly Schedule Tab
Efficient Task Tracking and Management
- Daily Task Tracker with Progress Bar: Visualize daily achievements and workload balance with a progress bar.
- Filtering Options: Streamline your workflow by focusing on critical tasks with easy filtering options.
- Date Highlighting for Deadlines: Stay ahead with date highlighting that keeps key deadlines in focus.
Analyses of Weekly Tasks Summary Tab
In-Depth Examination of Task Metrics
- Progress Monitoring: Assess the completion status of weekly tasks to ensure objectives are met.
- Task Insights: Dive into the data to understand task performance and areas that require attention.
- Efficiency Analysis: Evaluate time management and work efficiency throughout the week.
Client Database List Tab
Comprehensive Client Information Management
- Client Information: Store essential client details such as name, contact, and company information.
- Interaction History: Keep a record of past interactions with each client for better relationship management.
- Customizable Fields: Adapt the database to your needs by adding custom fields and information.
