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Invoice tracker template excel for Insurance Industry

are you a freelancer contractor or consultant trying to keep track of all your clients projects and tasks keeping track of which tasks have been paid versus not or worked on versus pending across dozens of projects is a daunting task to hours of work we've created a client time tracker template where you can overview all of your clients projects tasks and automatically create invoices for all the hours that you have not been paid for this client time tracker template also has this quick glance dashboard to visually present where you stand across the metrics that you care about whether you want to track total hours worked track income keep tabs on payments follow project and task progress and even an invoice template to Bill your clients correctly the best part is this spreadsheet is designed to accommodate all of your clients projects and tasks across any use case any field in blue can be edited to match your specific Project Life Cycle and different billing needs whether a project or client is billed hourly or fixed rate we'll now show you how to use the spreadsheet template to easily log your hours and track your time let's get into it this template saves time and effort by automatically tracking hours worked earnings and payments based on all your clients projects and tasks filters can be used to easily View and select the information needed by different dates clients projects payment status budget types and finally stages which can be fully customized on the fields tab to address different project requirements and development processes these filters are smart first select a client from the filter and only the Project Specific to that client will appear in the project filter all of this helps to track your time more efficiently view bar charts to easily compare estimated hours versus hours worked based on each project total and monitor how your average hourly rate changes over time this template automatically calculates the rate for each task project and client and displays it alongside your total earnings which then allows you to make better decisions and maximize the value of your time the dashboard also provides charts to show progress across each project and task here's how it works first go to the clients Tab and enter the client's information then add projects on the projects tab including the budget type rate and estimated hours to log hours worked go to the tasks Tab and select the project and the task you worked on then enter the start and end times and the percentage completed to track progress and calculate earnings total hours worked will be automatically calculated based on the hours logged and the total accumulated of the project will also be automatically calculated along with the payment status total amount progress and date on which the project started this way it's possible to keep track of all tasks individually and the overall progress of the projects as progress is made the Sunburst chart on the dashboard visualizes the hierarchy of your stages clients and projects and also tracks their accumulated value through the size differences of each section hover the mouse over each section to show how much value is gained also note in Google Sheets the Sunburst chart is replaced by two pie charts but with the same purpose each slice represents the total of each client and project which can be filtered for more specific analysis this tasks progress by project chart shows the total completion of all tasks across each project that you can filter and select as you like to track your productivity and work progress at a glance here you can track total earnings and total projects across each stage to optimize project management and prioritize tasks based on their value and remember like always to utilize this easy solution to track your own time you can download and customize this template right now with hours logged time tracked and total earnings calculated it's time to get control over your payment tracking to learn how much is owed this chart shows how much you're owed across each client if it's read you know what payments are still outstanding this helps to keep track of your top 10 clients based on total earnings so you can prioritize your efforts ingly additionally this template keeps track of outstanding payments across each project stage and tracks the progress of all ongoing tasks on this easy to understand chart that shows when tasks are completed invoices are sent and payments received these features help invoice your clients accurately and on time the invoice template streamlines the billing process and creates professional looking invoices with customizable client information and layout just like how the dashboard Works use filters to select the client and project and all the logged hours across each task for that client and project are automatically compiled and laid out includes tasks for each payment that has been received as well as those with outstanding payments the invoice is automatically laid out based on the given filter parameters all of this saves time and effort when it's time to send bills as it removes the need to manually calculate billable hours or search through multiple documents in once it's ready to send only the section below the dotted line will be printed send it go to file print and then the PDF is ready to go to easily track your time and manage your invoices you can download and customize this timesheet template in Microsoft Excel or Google Sheets right now and while you're at it check out our invoice PowerPoint template video to create beautiful invoices for all your clients to save you time and hours of work thank you so much for watching foreign