All work
BUSINESS TOOLS
Business Tracker Tool
A custom tracker that gives the team one live view of jobs, payments and follow-ups instead of juggling spreadsheets.
The Challenge
Customer jobs, payments and follow-ups were tracked across several spreadsheets with no shared visibility, so tasks were regularly missed or duplicated.
The Solution
Built a lightweight business tracker combining Excel/Power BI views with automated status updates and reminders, giving the whole team one live shared view.
Key Achievements
Single live viewevery job, payment and follow-up status in one shared tracker.
Automated remindersfollow-ups are flagged automatically instead of relying on memory.
Role-based dashboardseach team member sees what's relevant to their work.
Exportable reportsone-click summaries for weekly and monthly reviews.
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