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Looking for an ultimate workspace to manage your clients and organize your freelance business?
If so, this template could be the perfect fit for you! Our Ultimate Freelance Dashboard provides an all-in-one solution for your freelancing business. It helps manage all aspects of your clients, track project schedules, create tasks, take notes, and store resources. Within the Client Portal, you can keep all the information related to the client, including the project details, onboarding process, client payments, contracts, and more.
What is included?
Homepage: A user-friendly interface with easy access to projects, tasks & schedule
Clients & Contacts Book: Track clients by status and keep all contacts
Business & Finances: Plan your business strategies, track basic finances, invoices & store important documents related to your companies
Marketing: Plan your content & achieve your marketing goals.
Projects: Keep track your projects with connected clients, built-in tasks and notes
Notes, Tasks & Resources
Client Portal
Main Dashboard: Present an overview the project flows and current tasks.
Project Overview: Inform the project scope to ensure a smooth start for your clients.
Schedule: Keep track of project milestones and important meetings.
Tasks: Centralize tasks and monitor their completion progress
Message Board: A central hub for all communications between you and your clients.
Payments: Manage invoices and track client payments.
Contract: Store and manage all contractual documents.
Resources: Keep all project-related resources in one place.
Questionnaire: Collect essential information from clients
FAQ: A section dedicated to answering client queries.
Template Tour
We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template.
Disclaimer
This template is provided as-is, hence, the effectiveness of this template depends on how you design and utilize it.
The basics finance section in this template aims to help you keep track of the money flow at a glance. It will not be able to replace a professional finance tracker or accounting software.
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