Know which quotes to follow up and which payments are due.
A straightforward sales tracker for open opportunities, outstanding balances and the next action.
Freelancers and small businesses that send quotes and follow up customer payments.
Checkout is not open yet. Try the free sample.
| Client | Opportunity | Outstanding | Next action |
|---|---|---|---|
| North Studio | Company website | €0 | Follow up quote |
| Central Workshop | Maintenance | €450 | Payment reminder |
| South Retail | Installation | €0 | Complete |
What you need to get started.
- Editable sales tracker for 200 opportunities
- Calculated outstanding balances and payment statuses
- Summary of open quotes and receivables
- End-to-end sales checklist
- Follow-up messages and worked example
Includes one version in your chosen language. One ZIP download with XLSX, a printable HTML guide and TXT messages.
Does not issue tax invoices, calculate tax or connect to your bank. Enter total amounts in euros.
How to use it
- Record the client, quote and total amount.
- Update the stage and amount received after each payment.
- Review outstanding balances and record the next action.
The example uses fictional data. Your information stays in the files and the application where you choose to open them.
See what you’ll work with.
Actual XLSX example. Blue columns are calculated; the other fields are updated manually.
Open the image to zoom in or download the sample to try it.
Need to coordinate your whole team?
Station Free offers an admin console and a mobile view to try guided jobs with up to three people. It is separate from this pack.