# Freelance Client Management Dashboard

## Overview
This template is designed to help freelancers manage their client relationships, track project statuses, handle invoicing, and streamline communications. With a centralized dashboard, you can easily access all essential information at a glance. Enhanced features include automated reminders, external tool integrations, customizable dashboards, and visual analytics for better project management.

## Client Database
Keep track of all your clients in one place. This database allows you to manage contact information, project status, notes, and automated follow-up reminders.

| Client Name  | Email                | Phone Number | Project Status | Last Contacted | Follow-Up Reminder | Notes                     |
|--------------|----------------------|--------------|----------------|----------------|--------------------|---------------------------|
| Jane Doe     | jane@example.com     | 555-1234     | In Progress     | 2023-10-01     | 2023-10-08         | Needs follow-up on design.|
| John Smith   | john@example.com     | 555-5678     | Completed       | 2023-09-15     | N/A                | Final invoice sent.       |
| Alice Brown  | alice@example.com    | 555-8765     | Not Started     | 2023-10-05     | 2023-10-12         | Awaiting project brief.   |
| Bob Johnson   | bob@example.com      | 555-4321     | In Progress     | 2023-10-03     | 2023-10-10         | Discuss budget options.   |

> 💡 Tip: Regularly update the "Last Contacted" date to keep track of your communications. Automated reminders will notify you of follow-ups.

## Project Tracker
Monitor the progress of your projects with this dedicated tracker. Each project can be linked to a client for easy reference. Visualize project timelines using Gantt charts or Kanban boards.

| Project Name       | Client Name  | Deadline     | Status       | Budget   | Progress (%) | Notes                       |
|--------------------|--------------|--------------|--------------|----------|--------------|-----------------------------|
| Website Redesign    | Jane Doe     | 2023-11-01   | In Progress   | $2,000   | 60%          | Initial designs approved.   |
| Marketing Strategy  | John Smith   | 2023-09-30   | Completed     | $1,500   | 100%         | Delivered final report.     |
| Logo Design         | Alice Brown  | 2023-10-15   | Not Started   | $800     | 0%           | Waiting for brief.          |
| Social Media Plan   | Bob Johnson   | 2023-10-20   | In Progress   | $1,200   | 40%          | Need to finalize content.   |

> 💡 Tip: Use the "Progress" column to track how much of the project is completed.

## Invoicing System
Manage your invoices efficiently with this invoicing table. Keep track of amounts due, payment statuses, due dates, and integrate with payment systems for seamless transactions.

| Invoice Number | Client Name  | Amount Due | Due Date     | Status       | Payment Link                | Notes                       |
|----------------|--------------|------------|--------------|--------------|------------------------------|-----------------------------|
| INV-001        | Jane Doe     | $2,000     | 2023-11-01   | Pending      | [Pay Here](#)               | Send reminder a week prior.|
| INV-002        | John Smith   | $1,500     | 2023-09-30   | Paid         | N/A                          | Payment received.           |
| INV-003        | Alice Brown  | $800       | 2023-10-15   | Pending      | [Pay Here](#)               | Awaiting project brief.     |
| INV-004        | Bob Johnson   | $1,200     | 2023-10-20   | Pending      | [Pay Here](#)               | Discuss payment options.    |

> 💡 Tip: Set reminders for due dates to ensure timely payments. Integrate with payment systems for easy transactions.

## Communication Log
Keep a record of all communications with clients to ensure nothing falls through the cracks. Use tags to categorize communication methods.

| Date       | Client Name  | Method       | Summary                          | Tags                |
|------------|--------------|--------------|----------------------------------|---------------------|
| 2023-10-01 | Jane Doe     | Email        | Discussed project updates.       | Follow-Up           |
| 2023-09-15 | John Smith   | Phone Call   | Finalized project details.       | Completed           |
| 2023-10-05 | Alice Brown  | Email        | Requested project brief.         | Awaiting Response    |
| 2023-10-03 | Bob Johnson   | Meeting      | Discussed budget options.        | In Progress         |

> 💡 Tip: Document all communications to maintain a clear history with each client.

## Dashboard Customization
Create a personalized dashboard by selecting which databases and views to display. Use filters to show only relevant information, such as overdue invoices or active projects.

## Visual Analytics
Utilize visual analytics tools to create Gantt charts and Kanban boards for better project visualization. These can be linked to your project tracker for real-time updates.

## How to import into Notion
1. Copy the entire Markdown content above.
2. Open Notion and create a new page.
3. Paste the copied content into the new page.
4. Convert each table into a database by selecting the table and choosing "Turn into Database" from the options.
5. Customize properties as needed to fit your workflow.
6. Integrate with external tools like Google Calendar and payment systems for a seamless experience.
7. Start using your Freelance Client Management Dashboard to streamline your freelance business!