Program Support / Multi-Client Tracker for Consultants
Program Support / Multi-Client Tracker for Consultants
3 files · Excel workbook, HTML guide & read-me
Digital download · No physical shipping
Keep client deliverables, deadlines and effort estimates together.
What's included
An editable Excel workbook with Clients and Deliverables registers, estimated and actual hours, calculated effort variance, deadline countdowns and closure-evidence checks. Includes an overview, current workbook instructions and a fictional worked example, plus the existing HTML guide and text read-me.
Who it's for
Independent consultants and small teams coordinating several engagements.
How to use it
Enter your clients and deliverables, record deadlines and status, and compare estimated with actual hours as work progresses.
Before you choose
This is a downloadable workbook for managing your own engagements. It does not include a hosted application or subscription.
Formats and software
3 downloadable files. Microsoft Excel is recommended for the .xlsx workbook. Open the HTML guide in a web browser. Digital product; no physical item is shipped.
Follow the replacement workbook’s Instructions for its current worksheet layout. Registers hold 200 records; extend and verify bounded formulas before adding more.