Client Dashboard
Client Status
Client List
0 0
Won 0 Total Tasks N
Total Active
Lost 0 Clients Completed
Call Log
Status 1 0
Status 2 0
Email Log
Status 3 0 0 0
Status 4 0 Total Ongoing
Task List Total Invoices
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 Unpaid Projects
Calendar
Client Clients By Priority
Phone Outreach
Project List Sources
Website
Email Campaign
Meeting Advertisement
List Networking
Social Media
Invoice Log Referral 0 0 0
LinkedIn
High Medium Low
CLIENT LIST
Priority Source Phone
Outreach
Active Clients Website
1
Email
0 0.8
0.6
Campaign
Advertisement
0.4
Today's Date 0.2
Networking
0 0 0 Social Media
0
11/17/2024 High Medium Low Referral
LinkedIn
0
Client Name Phone Email Address Client Type
Do not add extra rows below this sections, please add them within the table only.
e Phone Status
Outreach
Website Won 0
Email
Campaign Lost 0
Advertisement
Networking
Status 1 0
Social Media Status 2 0
Referral
LinkedIn Status 3 0
0
Status 4 0
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Start Date End Date Priority Source Status
To
OVERALL PROGRESS
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0/0 closed 0.00 0.00
0.00
Won Lost
Number of Calls
Last Called Date Number of Emails Last Emailed Ongoing Projects
Made (Auto-
(Auto-filled) Sent (Auto-filled) Date (Auto-filled) (Auto-filled)
filled)
Total Value In Each Status
0.00 0.00 0.00 0.00 0.00 0.00
Won Lost Status 1 Status 2 Status 3 Status 4
Uncompleted Upcoming Upcoming Total Invoice
Last Meeting
Tasks (Auto- Meetings (Auto- Meeting Date Amount (Auto-
Date (Auto-filled)
filled) filled) (Auto-filled) filled)
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Total Invoice Latest Invoice
Amount (Auto- Status (Auto-
filled) filled)
SETUP
Client List Tab Labels
Edit or add new labels here
Client Types Client Source Client Priority
Enterprise Phone Outreach High Label for Won Closed
Small Business Website Medium Label for Lost Closed
Law Firm Email Campaign Low
Startup Advertisement
Healthcare Networking
Social Media
Referral
LinkedIn
Do not change the
Client Status placement of the first Task / Meeting Priority
2 labels
Won High Label for Completed
Lost Medium Label for Cancelled
Status 1 Low
Status 2
Status 3
Status 4
Do not change the
Task Status placement of the first Project Status
2 labels
Completed Label for Completed Completed
Cancelled Label for Cancelled Cancelled
Not Started Not Started
In Progress In Progress
Deferred Deferred
On Hold On Hold
Invoice Log Tab Labels
Do not change the
placement of the first Invoice Status Currency
2 labels
Unpaid ₹
Partially Paid
Paid Date Format
DD/MM/YYYY
Checkmarks
✔️
❌
CALL LOG
Today's Calls Answered Today's Call Answered vs Call Unanswered
0
Today's Calls Answered
Today's Calls Unanswered
Today's Calls Unanswered Today's Calls Answered Total Calls Unanswered
Call Date Time Client Phone (Auto-filled) Answered
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Total Calls Answered Total Call Answered vs Call Unanswered 1
0.8
0
0.6
Total Calls Answered
0.4
Total Calls Unanswered Total Calls Unanswered 0.2
0 0
0 11/11/2024
Call Duration Notes
Call Answered vs Call Unanswered In The Past 7 Days
1
0.8
0.6
0.4
0.2
0 0 0 0 0 0 0 0
11/11/2024 12/11/2024 13/11/2024 14/11/2024 15/11/2024 16/11/2024 17/11/2024
Call Answered Call Unanswered
FILTERED LIST (SPECIFIC CLIENT)
FILTER BY SPECIFIC CLIENT SORTING DISPLAY CONTENT
Descending Notes
Call Log of
Call Date Time Answered Call Duration
0
17/11/2024
Notes
EMAIL LOG
Today's Replied Emails vs Unreplied Emails
Today's Email Sent
0
0 Total Email Unreplied
Today's Email Replied Total Email Replied
Email Date Time Client Email (Auto-filled) Replied
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Total Replied Emails vs Unreplied Emails
Total Emails Sent
0
0 Total Email Unreplied
Total Email Replied Total Email Replied
Email Title Email Content
Replied Emails vs Unreplied Emails In The Past 7 Days
0.8
0.4
00 0
9 4 9 4 8 3 8 2 7 2 6 1 6 0 5 0 4 9 4 8 3 8 2 7 2 6 1
89 90 90 91 91 92 92 93 93 94 94 95 95 96 96 97 97 97 98 98 99 99 00 00 01 01 02
2/1 9/1 5/1 1/1 9/1 5/1 1/1 9/1 5/1 1/1 9/1 5/1 1/1 9/1 5/1 1/1 9/1 5/1 1/1 9/1 5/1 1/1 9/2 5/2 1/2 9/2 5/2
/1 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0 /0
30 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02 02
Replied Emails Unreplied Emails
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Descending Email Content
Email Log of
Email Date Time Replied Email Title
0
2 07 12 16 21
20 20 20 20
5/ 01/ 09/ 05/
/ / /
02 02 02
Email Content
TASK LIST
Tasks Due In The Next 5 Days
Tasks Due Today
0
0
Overdue Tasks 0 0 0 0 0
17/11/2024 18/11/2024 19/11/2024 20/11/2024 21/11/2024
0
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ONGOING TASKS Start Date Deadline
#NAME?
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Status
Priority
1 Completed 0
0.9
0.8
0.7
Cancelled 0
0.6
0.5 Not Started 0
0.4
0.3 In Progress 0
0.2
0.1 0 0 0 Deferred 0
0 0
24 21/11/2024 High Medium Low On Hold 0
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Client Task Priority
this sections. Please add them within the table above.
tus
OVERALL PROGRESS
FILTERED LIST (SPECIFIC CLIEN
0%
0/0 completed FILTER BY SPECIFIC CLIENT
0
0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Task List of
Status Notes
PECIFIC CLIENT)
SORTING DISPLAY CONTENT
Descending Task
Start Date Deadline Task Priority Status
Notes
Untick the checkbox below if
you prefer to hide completed
Add extra rows if needed. tasks.
Set the start date for your calendar. Start your calendar Tick it if you prefer to show
on a Sunday or Monday, it's up to you :) completed tasks.
START DATE MONTH SHOW COMPLETED TASKS
01/05/2024 MAY ❌
WEDNESDAY THURSDAY FRIDAY
71 ### 2 ### 3 ###
WEEK 18
78 ### 9 ### 10 ###
WEEK 19
7 15 ### 16 ### 17 ###
WEEK 20
7 22 ### 23 ### 24 ###
WEEK 21
7 29 ### 30 ### 31 ###
WEEK 22
WEEK 22
75 ### 6 ### 7 ###
WEEK 23
Untick the checkbox below if you
prefer tasks to be displayed only
on the specified deadline.
Tick it if you prefer tasks to be Select a value from the drop To remove the filter, please
duplicated from the start to end down list to filter your empty the cell below by
date. calendar view. removing the value in the cell.
DUPLICATE TASKS FILTER BY PRIORITY FILTER BY CLIENT
❌
SATURDAY SUNDAY MONDAY
4 ### 5 ### 6 ###
11 ### 12 ### 13 ###
18 ### 19 ### 20 ###
25 ### 26 ### 27 ###
1 ### 2 ### 3 ###
8 ### 9 ### 10 ###
Feel free to change the cell
colors / font colors of the
calendar
But do not add text into the
calendar
(It is solely for viewing
purposes)
TUESDAY
7 ###
14 ###
21 ###
28 ###
4 ###
11 ###
INVOICE LOG
Total Value In Each Invoice Status
1.00
0.80
0.60
0.40
Today's Date 0.20
0.00 0.00
0.00
### 17/11/2024 Unpaid Partially Paid
Invoice Issuance
Client Invoice Amount Deadline
Date
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Value In Each Invoice Status
0.00 0.00
Partially Paid Paid
Invoice Status Notes
PROJECT LIST
Projects Due In The Next 5 Days
Projects Due Today
0
0
Overdue Projects
0 0 0 0 0
17/11/2024 18/11/2024 19/11/2024 20/11/2024 21/11/2024
0
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ONGOING PROJECTS Start Date Deadline
#NAME?
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Status
ys Priority
1
Completed 0
0.9
0.8 Cancelled 0
0.7
0.6
0.5
Not Started 0
0.4
0.3 In Progress 0
0.2
0.1 0 0 0 Deferred 0
0 0 0
1/2024 21/11/2024 High Medium Low On Hold 0
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Client Project Priority
this sections. Please add them within the table above.
tus
OVERALL PROGRESS
FILTERED LIST (SPECIFIC CLIEN
0%
0/0 completed FILTER BY SPECIFIC CLIENT
0
0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Project List of
Status Notes
PECIFIC CLIENT)
SORTING DISPLAY CONTENT
Descending Task
Start Date Deadline Task Priority Status
Notes
MEETING LIST
Meetings Schedu
Meeting Scheduled Today
0 0 0 0 0
17/11/2024 18/11/2024 19/11/2024 20/11/2024 21/11/2024 2
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TODAY'S MEETINGS Time Meeting Date
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Meetings Scheduled In The Next 10 Days
0 0 0 0 0 0 0 0
19/11/2024 20/11/2024 21/11/2024 22/11/2024 23/11/2024 24/11/2024 25/11/2024 26/11/2024
Client Meeting Title Meeting Content Venue
w this sections. Please add them within the table above.
OVERALL PROGRESS
FILTERED LIST (SPECIFIC C
0%
0/0 completed FILTER BY SPECIFIC CLIENT
0 0
11/2024
Meeting List of
Priority Attended Notes
ERED LIST (SPECIFIC CLIENT)
TER BY SPECIFIC CLIENT SORTING DISPLAY CONTENT
Descending Meeting Title
ing List of
Meeting Date Client Meeting Title Meeting Content
DISPLAY CONTENT
Meeting Title
Venue Priority Attended Notes
