Freelancer OS Excel Template | Pipeline, Projects, Invoices, Capacity and Expenses

For freelancers who want leads, projects and money in one place. It tracks your pipeline, project budgets against hours, and invoices so you know who to chase. A capacity planner shows the next eight weeks booked against available, so you can fill the gaps early. Income and expenses sit alongside, and a dashboard reads every tab live.

What it covers

• Dashboard that reads every tab live
• Pipeline to keep prospecting every week
• Projects with budget vs hours to catch scope creep
• Invoice tracker so you know when to chase
• Capacity planner for the next 8 weeks, booked vs available
• Income and expenses, categorised for the accountant

Who it is for

Suits freelancers, consultants, designers, writers, developers and self employed specialists.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Pipeline
• Projects
• Invoices
• Capacity Planner
• Income
• Expenses
• Notes and Actions and Log and Diary tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 11 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.