Master Dashboard

Master Dashboard

This spreadsheet provides you with an overview of your sales, leads, marketing sources, clients, and jobs. Manage all these aspects in one place, and produce an annual report as well as a very useful dashboard.
Freelance Timesheet & Invoice

Freelance Timesheet & Invoice

This is a complex spreadsheet for freelancers. It enables you to track your projects, time spent on each one, and your invoices to each. An overall view of your projects as a freelancer.
Estate Agent – Buyer Property Matcher

Estate Agent – Buyer Property Matcher

A spreadsheet to help estate agents to match prospective buyers with suitable properties. Create a customised PDF document to send to buyers with relevant properties, and see lists of potential buyers for each new listed property.
Client Sales Database

Client Sales Database

A spreadsheet which allows you to capture client details, a value of their purchases and the last date that you had contact. The spreadsheet not only provides you with sales statistics, but also shows you when you should contact each client for more business.
Client Follow-Up Schedule

Client Follow-Up Schedule

A spreadsheet where you can input the last time you contacted each client, along with their details and the time frame until their next contact date. The spreadsheet then gives you a report of follow-ups done, and the ones that need to be contacted.