Business Tools

Client Project Management Dashboard

by David Thompson (david_consulting)

Open for Bids
134 views
0 bids
Posted Jul 12, 2025
8 days left
$2000.00 - $5000.00
Budget Range
75 days
Expected Timeline
Project Description

I'm a business consultant and I'm terrible at keeping track of all my client projects. I need a dashboard where I can:

- See all my active projects at a glance
- Track time spent on each project
- Store client documents and notes
- Send professional reports to clients
- Manage invoicing and payments
- Schedule meetings and deadlines

I currently use a mix of Excel, email, and sticky notes. It's embarrassing when clients ask for updates and I have to scramble to find information.

I work with about 10-15 clients at a time, each with 2-3 ongoing projects. I need something that makes me look more professional and organized.

Technical Requirements

- Web-based dashboard (I work from different locations)
- Time tracking with project codes
- Document storage and sharing
- Automated invoice generation
- Calendar integration
- Client portal where they can see their project status
- Mobile access for time tracking on the go
- Data export for my accountant

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About the Client
D
David Thompson
david_consulting

Member since Jul 2025

1 RFV posted

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