Stop explaining project progress manually. Let the report show it.
Your client shouldn't have to ask:
"How far along are we?"
And you shouldn't have to spend 30 minutes rebuilding a progress report every time they ask.
With ClientPulse™, your project data is organised once, and the reporting dashboard pulls the relevant information together for the selected engagement.
Less reporting work. More professional client communication.
Most freelancers and small agencies do excellent work.
Then comes the administrative friction:
What has been completed?
What is still outstanding?
How many hours have been used?
What should the client be billed?
When did the project start and when is it expected to finish?
What exactly has been delivered?
ClientPulse™ answers all of these questions in one automated reporting workflow.
Instead of writing a new progress update every time a client asks “How far along are we?”, you organise your data once. Select a project number on the Report sheet, and the workbook automatically pulls the relevant client information, project details, task list, progress percentage, total hours and amount due into a clean, client-ready dashboard.
The Simple Workflow
Projects – Define the services you offer (Web Design, Data Analysis, Content Creation, Graphics Design, Research, etc. — fully renameable).
Clients – Store Client ID, name, location, contact person, email and industry.
ProjectInfo – Link each engagement to a client and record project name, start/end dates and hourly rate.
ProjectTasks – Break the work into individual deliverables with dates, hours worked and status (Completed / In-Progress / Not Started).
Report – Select the project number. The dashboard updates automatically.
What the Client Report Shows
Project progress percentage (based on completed vs total tasks)
Total hours worked
Amount due (Hours × Hourly Rate)
Client information (name, contact, location, email, industry)
Project details (name, dates, hourly rate)
Full list of deliverables with status, dates and hours
This turns vague updates such as “We’re about 60% done” into clear, professional communication:
Progress: 75%
Hours Worked: 53
Amount Due: ₦XXX
Completed: Domain & Hosting, WordPress Installation, Content, Testing
In Progress: —
Not Started: —
Expected End Date: [Date]
A Client Communication Tool, Not Just a Spreadsheet
ClientPulse™ is designed to improve transparency, professionalism and trust. It is ideal for anyone who manages multiple client engagements and wants a consistent, reusable reporting system without paying monthly fees for project-management software.
Built for Nigerian Freelancers & Service Businesses
Currency-ready structure
Fully editable and adaptable
No macros required for core functionality
Version 2.1 – August 2026
You organise the work once. ClientPulse™ generates the professional report every time.