Every client. Their MTD status. What's missing. Colour-coded, in one free spreadsheet.
Free forever · No credit card · Ready in 10 minutes
One row per client. Status at a glance.
Colour-coded. Know who to chase first.
See exactly what's still needed.
Sample data included. Copy and go.
Yes. No credit card, no trial period, no catch. We send you the Google Sheet link and you make a copy.
Google Sheets. Make a copy to your Drive and start using it. You can also download as Excel (.xlsx).
No hard limit in the spreadsheet. It works well up to ~500 clients. Beyond that, PracticeNudge offers a dedicated dashboard.
No. The spreadsheet is completely standalone. PracticeNudge automates what the spreadsheet does manually — if you outgrow it, we're here.
That's exactly what PracticeNudge is for. Automated reminders, live status tracking, magic upload links for clients. Free during pilot.