Freelancer Client & Project System
Excel + Google Sheets · Notion CSV
A client and project system for Excel and Google Sheets. Track leads through your pipeline, keep a simple client CRM, onboard new clients with a checklist, log time against projects, follow every invoice until it is paid and see how close you are to your monthly income target. The dashboard updates itself.
£19.99
Etsy UK price including VAT. Prices may differ on other marketplaces; check your chosen listing before purchase.
Instant digital download. Please check the current listing for the exact files and licence included.
What’s included
• 6 spreadsheet files: UK (£), US ($) and EU (€), each as an EXAMPLE version with a sample design studio and a BLANK version
• Notion-ready CSV import set (example + blank) with a step-by-step setup guide, if you prefer to work in Notion
• 2-page quick-start guide (PDF)
Workbook tabs
Instructions · Settings · Dashboard · Clients · Leads · Projects · Time Log · Invoices · Income Goals · Onboarding
Features
• Leads pipeline: 7 stages with your own win chances, weighted pipeline value and overdue follow-ups
• Client CRM: projects, hours, invoiced, paid, outstanding and overdue per client, plus a custom rate per client
• Projects: fixed or hourly pricing, hours used vs estimate, effective hourly rate, what is left to invoice and late / due-soon flags
• Time log: hours valued at each client's rate, billable or not
• Invoice tracker: due date, status (Awaiting, Part paid, Overdue, Paid) and days overdue, all automatic
• Income goals: monthly target vs money received, billable hours, paid per hour and a tax set-aside
• Onboarding checklist: 15 editable steps for up to 10 new clients with progress
Good to know
• Formulas are locked (no password) so they can't be overwritten by accident; white cells are yours
• Works in Microsoft Excel and Google Sheets (free Google account). Not tested in Apple Numbers.
• Works with Notion via CSV import (Notion account needed; free plan is enough). Notion is a trademark of its owner; this product is independent and not affiliated with it.
• Tracks invoices; it does not create invoice documents. The tax set-aside is a simple percentage, not tax advice.
• Digital download only, nothing is shipped
Planning and record-keeping information
This is a record-keeping and planning template, not tax, legal, accounting or financial advice. Tax rates, VAT/sales-tax rules and thresholds differ by country, state and year; any tax figure is an estimate based on the rate you enter. Please check your figures and obligations with a qualified accountant or your tax authority. A DISCLAIMER.txt is included in the download.
How this was made
I'm Herman and Oddwren is my small studio. I designed the system and built the formulas with the help of software and AI tools, then tested every formula in LibreOffice and checked the totals against an independent calculation. The listing images were made by me from the real spreadsheet data.
Before you buy
Is this a physical product?
No. This is a digital download. No physical item is shipped.
Where do I get the files?
Your chosen marketplace provides the files after purchase. Follow its order page and download instructions.
What if I need help?
Email hello@oddwren.shop with your order details. Refunds follow the policy of the marketplace you bought from and your applicable statutory rights.
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