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Consulting Clients Google Sheet

A Google Sheets template for tracking consulting client work and basic revenue.

Google Sheet

General

  • Formatting: Blue text is input manually by user, black text is calculated automatically.

Tabs

  • Clients: Add clients in column A, one per row.

  • Projects: Add your contracts here in columns B:H. Currently extends to row 300. To add more, just copy/paste more rows of formulas.

  • Financials: View summarized bookings (committed contracts) vs. goal.

  • Calendar Log: Used to calculate financials. Earnings are based on available weekdays; weekends are ignored.