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Fiverr Pro
Nederlands
$
USD
I will build a client onboarding and payment tracker in excel
kasunperera514
Over deze dienst
Bring client onboarding, task tracking, invoices and payments together in one organised workbook.
I will build a customised client onboarding and payment tracker in Microsoft Excel or Google Sheets, designed around your business workflow. It will help you monitor each clients progress, outstanding tasks, invoice status and payments without searching through emails or disconnected spreadsheets.
Your workbook can include:
- Client database and contact records
- Custom onboarding stages and checklists
- Project or service tracking
- Invoice, due-date and payment records
- Paid, unpaid, partial and overdue statuses
- Income and outstanding-balance summaries
- Visual alerts for overdue payments
- Automated KPIs, charts and dashboards
- Dropdown menus and conditional formatting
- Custom colours and branding
Ideal for freelancers, consultants, agencies, coaches and small service businesses.
Your workbook will be practical, user-friendly and customisednot a recycled generic template.
Please message me before ordering if you require macros, APIs, payment-platform integrations, automated emails or major changes to an existing workbook.
Maak kennis met kasunperera514
kasunperera514
- Afkomstig uitSri Lanka
- Lid sindsjan 2017
- Laatste levering3 jaar
Talen
Engels
I'm a graduated individual in BA(hons) Business Administration UK and ABE ( Association Business Executive) level 6 qualified person too. I do provide a variety of services for clients which I have sound knowledge. Moreover, throughout my education and work-life I've gained experience from many divisions to build up a solid platform to undertake any sort of business project.
Veelgestelde vragen
Can you customise the onboarding and payment stages?
Yes. I can follow your existing workflow or create custom stages, client fields, task checklists, payment statuses and dashboard KPIs.
Will the dashboard and payment tracker update automatically?
Where technically appropriate, formulas, balances, KPIs and charts will update as information is added or changed. Overdue payments can also be highlighted automatically.
