Illustrative previews with sample data.
Client & Project Manager
The Client & Project Manager is a business tracker for Excel and Google Sheets that keeps every client and project organized — from first contact to final payment.What you can track Clients — contact details...
- Secure checkout handled by Shopify
- One-time payment — no subscription
- Questions? support@boundlessbayllc.shop
What you'll receive
- Excel workbook (.xlsx)
- Google Sheets version (make-a-copy link)
- Instructions tab inside the file
Compatibility & requirements
- Google Sheets: free Google account; works in any modern browser.
- Excel: a recent desktop version is recommended (e.g. Microsoft 365). [PLACEHOLDER: list the Excel versions you've tested.]
- Some features may behave differently in Excel for the web, Apple Numbers or LibreOffice, which aren't officially supported.
Digital delivery
This is a digital product — no physical item will be shipped.
After your payment is confirmed, you'll receive an email with your download link. The link is also shown on your order confirmation page.
Can't find your files? Check your spam folder, then contact support@boundlessbayllc.shop with your order number. How digital delivery works
License & use
You may use this template in your own business, for as many of your own projects as you like. You may not resell, share or redistribute the files, in original or modified form. See the Terms of Service.
Refund policy
Because digital files can't be returned once delivered, sales are generally final. If your file is faulty or you can't access your purchase, contact support@boundlessbayllc.shop and we'll help. Read the full Refund Policy.
Inside the template
What's inside Client & Project Manager
Every dashboard is built with clear input tabs, automatic calculations and charts that update as you add data.
The Client & Project Manager is a business tracker for Excel and Google Sheets that keeps every client and project organized — from first contact to final payment.
What you can track
- Clients — contact details and history
- Projects — linked to each client
- Project status — planning, active, in review, complete
- Tasks — to-dos for each project
- Deadlines — what's due and what's overdue
- Payments — invoiced, paid and outstanding amounts
- Notes — meeting notes and important details
Who it's for
Consultants, agencies, freelancers and service providers who manage several clients at once.
Formats
Includes an Excel version (.xlsx) and a Google Sheets version. This is a digital product — no physical item will be shipped.
After you buy
What happens next
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Step 1: Check out securely
Add the dashboard to your cart and complete checkout with Shopify.
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Step 2: Get your files
Receive access to your Excel and Google Sheets files once payment is confirmed.
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Step 3: Customize & start tracking
Add your business details and start entering your numbers — charts update as you go.
Questions about delivery? Read how it works.
Do I need Microsoft Excel?
No. Each dashboard includes a Google Sheets version that works with a free Google account. Excel users get an .xlsx workbook.
How do I access my files?
After your payment is confirmed, you'll receive an email with your download link. The link is also shown on your order confirmation page.
Can I customize it?
Yes — rename categories, change currency, edit labels and colors. Keep a backup before changing formulas.
Is anything shipped?
No. This is a digital product — no physical item will be shipped.
What if I have a problem with my file?
Email support@boundlessbayllc.shop with your order number. We aim to reply Within 24 hours.
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