Build A Client Operations Dashboard in Google Sheets
1 day ago

Job description
Do not contact me outside of Upwork. You will not get a response. You will not get hired.This is a fixed price job paying $75 and it needs to be finished in 4 hours.
Build a Simple Client Operations Dashboard in Google Sheets
Overview
I run a high-touch executive coaching business and need a clean, simple Google Sheets system to manage client workflow and team visibility.
This is an operations clarity project.
The goal:
When I open the sheet, I should immediately know what requires my attention today.
What I Need
A Google Sheets template that allows me to:
Track multiple active clients
See the current stage for each client
Clearly identify the next action
Know who owns the next step
Quickly see what is waiting on me vs. others
The system should be:
Clean and visually simple
Easy for multiple team members to update
Designed for daily operational use (not reporting)
Minimal — no unnecessary complexity
What This Is Not
Not a CRM build
Not a data dashboard with charts
No heavy automation or scripting
No complex project management system
Simplicity and usability are the priority.
Deliverables
Google Sheet template
Brief Loom video (5–10 minutes) explaining how the system works
Ideal Candidate
Experience designing operational workflows in Google Sheets
Thinks like an operations manager, not just a spreadsheet builder
Experience with agencies, coaching businesses, or client services is a plus
Strong focus on simplicity and usability
To Apply
Please include:
Example of a workflow or operations sheet you've built
A short note on how you approach designing for simplicity and daily use
Contract duration of less than 1 month.
Mandatory skills:
Google Sheets, Google Docs, Microsoft Excel, Data Entry
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