CRM Google Sheet Dashboard | Client Management System

Description

If your client tracking is scattered across sticky notes, emails, and random spreadsheets… this CRM Google Sheet dashboard is about to change everything.

This all-in-one CRM management system helps you track leads, monitor revenue, and stay on top of follow-ups without needing expensive software. It’s clean, simple, and built to actually make sense.

Whether you’re a freelancer, service provider, coach, or small business owner, this Google Sheet CRM system keeps your pipeline organized and your business moving forward.

💼 What This CRM Dashboard Helps You Do:

• Track leads from first contact to closed deal

• Monitor deal value and probability of close

• Manage follow-ups and action items

• View total revenue at a glance

• See lead status breakdowns in visual charts

• Track active clients and overdue tasks

📊 Dashboard Features:

• Real-time CRM dashboard overview

• Lead status tracker (New, Qualified, Won, Lost, and more)

• Revenue tracking (Potential, Gained, Lost)

• Probability of close insights

• Lead source tracking

• Program status management

• Clean, easy-to-read data layout

Everything lives inside Google Sheets — no subscriptions, no complicated setup, no tech overwhelm. Just a smart, streamlined CRM system that works.

🎯 Perfect For:

• Freelancers

• Virtual assistants

• Coaches

• Consultants

• Service-based business owners

• Small teams

If you’ve been looking for a simple CRM dashboard that keeps your client management organized without feeling bulky or complicated, this is it.

Start managing your leads with clarity, confidence, and control.