Customer & Sales Tracker

Managing customers and keeping track of sales doesn’t have to be complicated. This free template is designed to help you organize your client information, track leads, and monitor every sale in one simple, structured dashboard.

With the Customer & Sales Tracker, you can:

• 📇 Store customer details (contacts, company, notes, preferences).
• 💼 Track leads and prospects as they move through your sales pipeline.
• 💰 Log sales transactions with amounts, dates, and linked clients.
• 📈 Monitor performance by filtering sales by time period, status, or value.
• 🔗 Link clients to sales records for a full overview of your business relationships.

Whether you’re a freelancer, small business owner, or creator, this tracker helps you stay organized, improve follow-ups, and build stronger customer relationships — without messy spreadsheets.

👉 Start using it today to simplify your sales process, understand your customers better, and keep growing your business — all for free.