Free client dashboard template for coaches
A simple at-a-glance dashboard: every client's status, package value, last and next session, and a green/yellow/red engagement flag so you can spot who needs attention without reading every row. Download the CSV directly, no signup required.
What's in it
A spreadsheet needs manual updates. CoachevaOS's dashboard flags who needs attention automatically, every morning.
Built for every kind of 1:1 coaching practice
This client dashboard template works the same way regardless of your niche — the math is identical whether you run a life coaching practice, a business coaching practice, or a personal training business. Jump to your specific practice type below to see what CoachevaOS pre-loads for it:
Frequently asked questions
It's a manual at-a-glance signal you set per client — green for on-track, yellow for needs a check-in, red for at risk of churning — so you can scan the sheet and know who needs attention without reading every row.
No — status, package value, and session dates apply the same way whether you're a life coach, business coach, health coach, or executive coach. Nothing in it is fitness- or niche-specific.
This spreadsheet needs manual updates to the engagement flag and session dates. CoachevaOS's actual dashboard updates automatically and uses AI to flag at-risk clients before you'd notice manually — this template is the free, manual starting point.