Build A Client Operations Dashboard in Google Sheets

Only for registered members Canada

1 day ago

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$75 - $0 (USD) budget
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 coachin ...
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 not a data-heavy project.
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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