What it does
- Dashboard: invoiced, paid, outstanding, overdue, hours, and effective hourly rate, plus income vs. goal and pipeline charts
- Client CRM: status, source, last contact, and follow-up flags, with invoiced, paid, and outstanding per client
- Pipeline: deals from Lead to Won with win chance, weighted value, and win rate
- Projects: hourly or fixed fee, budget hours vs. hours used, and days-to-deadline flags
- Time Log: start/end times or hours, billable and invoiced ticks; rate and amount fill in by themselves
- Weekly Timesheet: pick any week and see hours per project per day
- Invoices: due date from your terms, automatic status (Draft, Sent, Partial, Paid, Overdue), and days to pay
- Print-ready invoice with your payment details (bank transfer, PayPal, Wise...), optional tax ID, and a VAT / GST / sales tax line only if you switch it on
- Income & Taxes: monthly profit, a yearly income tax estimate (flat % or your own brackets), social security / pension %, monthly set-aside, and your own tax deadlines (estimate only, not tax advice)
Who it's for
Freelancers, consultants, designers, developers, and solo service businesses in any country who bill by the hour or by the project.
What's inside
Two .xlsx files (a blank copy and a filled-in example copy), each with these tabs:
- Start Here
- Setup
- Dashboard
- Clients
- Pipeline
- Projects
- Time Log
- Weekly Timesheet
- Invoices
- Invoice Items
- Invoice
- Expenses
- Income & Taxes
- Client Report
Works with
Microsoft Excel 2010 or newer (Windows & Mac) and Google Sheets. No macros, no add-ons. Tax figures are estimates you set up for your country, not tax advice.
Licence
For your own personal or business use. Please don't resell or share the file.
Questions
Do I need Microsoft Excel?
No. The file also works in Google Sheets, which is free: upload it to Google Drive and open it with Google Sheets. In Excel it works in Excel 2010 or newer on Windows and Mac.
How do I get the file?
Right after payment you land on your download page. Your personal download link works for 30 days. If you close the page by accident, open My downloads: enter your PayPal email and the order number (Invoice ID) from your PayPal receipt to get your files again.
Which currency does it use?
Any. Amounts are plain numbers, so type them in dollars, pounds, euros, ringgit, pesos, or your own currency. Tax and fee settings are editable for your country.
Can I use it on my phone?
You can view and edit it in the Google Sheets or Excel app, but it is easiest to set up on a computer.
How do I pay?
Checkout is handled by PayPal. You can pay with your PayPal balance or a debit/credit card. We never see your card details.
How do I contact you?
Message us on WhatsApp at +62 851-2802-8406. We usually reply within one business day. Please include your order number (it starts with BDT- and appears as Invoice ID on your PayPal receipt).
What if the file does not work for me?
Message us on WhatsApp (+62 851-2802-8406) within 14 days of your purchase. We will help you get it working, and if we can't, we will refund you.
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