TemplatesDelivery
Monthly client deliverables tracker spreadsheet: what to include
A practical tracker layout for agencies managing monthly retainers, recurring tasks, approvals, and client-ready proof.
5 min readBlae Team
A monthly client deliverables tracker spreadsheet is useful until it starts pretending to be a workflow system.
If you are still using a sheet, make it honest: track what was promised, what is due, what is waiting on approval, and what has proof.
Columns to use
| Column | Purpose |
|---|---|
| Client | Which account owns the work |
| Package | What service plan created the work |
| Deliverable | The client-facing outcome |
| Owner | Who is responsible |
| Due date | When the item should move |
| Status | Draft, ready, approved, posted, proofed |
| Approval | Waiting, changes requested, approved |
| Version | Current revision number |
| Proof | URL, screenshot, file, or note |
| Blocker | Missing asset, access, or approval |
Where spreadsheets break
Spreadsheets do not enforce:
- recurring deliverable creation
- approval deadlines
- version history
- client portal visibility
- proof capture
- reminders tied to client blockers
That is why agencies often move from a sheet to monthly client deliverables tracker software.
FAQ
What is the best monthly client deliverables tracker?
The best tracker shows every promised deliverable by client, package, owner, due date, approval state, version, and proof.
Can a spreadsheet work for agency retainers?
Yes, early on. It becomes risky when approvals, proof, and recurring package work outgrow manual updates.