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Freelancer Income & Client Dashboard (Excel)

⁦$27.00⁩

An editable Excel dashboard for freelancers: clients, projects, invoices, payments and expenses, with 12 live KPIs, 8 charts and overdue warnings. Arabic (RTL), English, French and Spanish.

  • العربية
  • English
  • Français
  • Español

Commercial⁦$27.00⁩

Up to 5 commercial projects for you or your clients.

  • Secure payment via PayPal
  • Instant digital delivery
  • Clear licensing
  • Support available

Overview

Know where your freelance money stands

Track every client, project, invoice, payment and expense in one workbook. The Dashboard calculates revenue, profit, outstanding and overdue invoices, your top clients and upcoming deadlines directly from your data. Nothing on it is a static picture.

What's inside

  • Dashboard with 12 KPI cards, 4 warning tables and 8 charts
  • Clients: billed, paid, outstanding and lifetime value per client
  • Projects: value, amount paid, remaining balance, progress and deadline alerts
  • Invoices: automatic payment status and overdue days
  • Income and Expenses logs with categories and payment methods
  • Reports: monthly summary, category totals and rankings
  • Lists and Settings: your own dropdown items, base currency and exchange rates

Four languages

Separate workbooks in Arabic (true right-to-left layout), English, French and Spanish. Each comes as a Blank edition for your data and a Demo edition with fictional sample data.

Good to know

Revenue is counted when money is received. Amounts can be in each client's currency and are converted with the exchange rates you enter. This is a tracking tool, not accounting or tax software.

What's included

  • Complete product files (ZIP)freelancer-income-client-dashboard-1.0.0.zip · ZIP · 1.7 MB

Version 1.0.0

Languages

  • العربية
  • English
  • Français
  • Español

The product files and designs come in these languages.

Features

  • Real .xlsx workbook: every KPI and chart is calculated from your own data
  • 12 KPI cards: revenue (all time, year to date, this month), expenses, net profit, outstanding, paid and overdue invoices, active clients and projects, average project value, top client
  • 8 charts: monthly revenue vs previous year, income vs expenses, profit trend, client concentration, top 10 clients, invoice status, revenue and expenses by category
  • Warnings for overdue invoices, upcoming or missed project deadlines and unpaid client balances
  • Clients sheet with projects count, total billed, total paid, outstanding balance and lifetime value
  • Projects sheet with value, amount paid, remaining balance, progress and deadline alerts
  • Invoices with automatic payment status (paid, partially paid, unpaid, overdue) and overdue days
  • Income and expense logs with categories, payment methods and optional project links
  • Multi-currency: invoice clients in their currency, see totals in your base currency
  • Arabic edition with a genuine right-to-left layout, plus English, French and Spanish editions
  • Blank and Demo editions for every language (8 workbooks)
  • Dropdowns, input validation and password-free protection of formula cells
  • No macros, add-ins, subscriptions or internet connection required
  • PDF user guide in Arabic, English, French and Spanish

Requirements

Microsoft Excel 2016 or later / Microsoft 365 (Windows or Mac), or a Google account to use Google Sheets. No macros, add-ins or internet connection are needed to use the workbook.

Compatibility

Standard .xlsx workbook built for Excel 2016 or later and Microsoft 365 (Windows and Mac). It uses only functions available since Excel 2010: no dynamic arrays, pivot tables or macros. It also opens in Google Sheets with formulas, dropdowns, conditional formatting and charts; Excel sheet protection is not imported there and chart styling may differ slightly. Tested by TowerCaty in LibreOffice Calc 24.2 with no formula errors.

Installation

  1. Unzip the download.
  2. Open the folder for your language (ar, en, fr or es).
  3. Open the Blank workbook for your own data, or the Demo workbook to explore the features.
  4. For Google Sheets: upload the .xlsx to Google Drive and open it with Google Sheets.

User guide

Start with the Settings sheet (name, base currency, exchange rates), then add clients, projects, invoices, payments in Income and expenses in the yellow cells. Link each payment to its invoice number so the invoice is marked as paid. The Dashboard and Reports update automatically. The complete PDF guide in your language is in the download.

License

Compare licenses
Commercial⁦$27.00⁩Up to 5 commercial projects for you or your clients.
Projects5
Users or sites1
Commercial useAllowed
ModificationAllowed
ResaleNot allowed
RedistributionNot allowed
Updates12 months
Support period12 months

Pay with PayPal or a debit or credit card. We send your product once the payment is confirmed.

Read the full License Terms

Support & Updates

Support is available through the TowerCaty contact page. Please mention the product code TC-XLS-001.

Changelog
  1. 1.0.0Oct 10, 2026

    • Version 1.0.0: first release in the store.

Last Updated

Last update
Oct 10, 2026
Version
1.0.0

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