Automated client and order tracker for small business

(Google Sheets, dashboard for tracking sales, orders, and clients)

! There is an option to purchase in my Etsy store or directly on this website
! There is also an option for adaptation to your business

Task: manual order management in a notebook or notes often leads to confusion, loss of clients, and mistakes. Especially in businesses with a large number of small orders (Etsy, Instagram, Telegram sales).

Solution:
I created the Client Tracker Pro system — an automated file in Google Sheets that allows:
— to keep track of orders and clients in one place
— to see sales amounts, average check, % returns, order sources
— to filter orders by status: new / paid / shipped / completed
— to quickly search for data by client or product
— to add notes to each order (features, repeat purchases, etc.)

Result: users stopped keeping everything “in their heads” or scattered across chats. The tracker provided peace, order, and the ability to analyze how the business is doing.

Format: Google Sheets + automatic formulas + instructions

#CRM #GoogleSheets #ordertracking #clienttracker #smallbusiness