Client Tracker

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Client Tracker

Dan Hoye Design — pipeline, schedule & targets, one database

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Revenue this year

£0

of £80,000 target

edit target

Won / Lost

0 / 0

win rate —

Leads

0

added this year

Groundwork Calls

0

this year

edit default fee

Site Surveys

0

this year

edit default fee

Pace check — today

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Avg deal size (this year)

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Pipeline board

Timeline

show completed

Live — on track Live — at risk (≤3 days left) Overdue Scheduled, not yet live Complete

Won projects — no start date yet

Data syncs to Airtable when connected. Export a snapshot anytime.

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Add project

Client name Project label Project type Stage

Moving into a new stage records today's date automatically against that stage (only if it wasn't already set).

Groundwork call fee (£)

Site survey fee (£)

Auto-suggested when you move into that stage (editable). Change the default amounts from the Pipeline dashboard.

Live project (work has actually started)

Start date

Duration (weeks)

Intended finish date

Auto-suggested from start date + duration, but editable if the plan changes.

Actual completion date

Only fill this in once the project is genuinely finished.

Revenue (£) Notes

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Import old backups

One-time migration from the old Supabase-based apps. Upload the JSON backups you exported from each (Export backup button in each app). Historical per-stage dates aren't available in the old data, only the current stage, so year-based stats will only be fully accurate going forward from today.

Old Project Tracker backup (.json) Old Schedule Tracker backup (.json)