Client
Tracks a client across consulting, coaching, professional services and other time-based services for billing and service income
By
AnyDB
The AnyDB Client template serves as the centralized record for individual or organizational clients in a time-based service business such as consulting, coaching, or professional services. It is designed to roll up all engagement, billing, and contact information, while also linking to related revenue, contracts, and client activity through dynamic expressions and attached child templates.
Suitable for
Description
This template captures essential client profile information, including contact details, status (Active, Paused, Inactive), service pricing, coaching focus area, and payment method. It features structured sections for engagement tracking, contract agreements, and financial summaries.
It dynamically links to the Client Engagement template via an embedded attachment field. Engagements and revenue totals are rolled up per year using expressions like filteryear() and sumby(), providing annual summaries from 2025 to 2030. These totals feed into global dashboard badges to reflect:
- Number of total engagements
- Total revenue (calculated)
- Client status (color-coded)
The layout includes dedicated areas for pricing, contact info, coaching outcomes, and attached child records such as invoices or sessions.
Key Data Stored
- Client Name & Status – Active, Paused, or Inactive
- Primary Coaching or Service Area
- Per-Hour Price and Payment Method
- Start Date
- Contact Details – Email, Phone, Address
- Expected Outcomes
- Agreed Pricing
- Attachments for Child Engagement Records
- Dynamic Badges:
- Status
- Total Engagements (rolled up)
- Total Revenue (auto-summed)
Business Use Cases
- Client Management – Track each client’s engagement, financial value, and history
- Revenue Rollups – View total billed per year, per client
- Coaching & Consulting Logs – Maintain a detailed record of client progress and value
- Billing Preparation – Review pricing, hours worked, and total value per year
- Account Health Monitoring – Visual dashboard of client activity and value over time
Why This Template is Powerful
- Live Financial Rollups – Auto-calculates revenue and engagement counts by year
- Linked Engagements – Supports child templates like time logs, invoices, or notes
- Structured Contact + Contract Data – Keeps everything in one view
- Dynamic Visual Badges – Instantly highlights active clients and top revenue contributors
- Multi-Year Tracking – Supports long-term client histories and projections
This template provides a full 360° view of a client relationship—from service history to financial performance—making it a powerful foundation for any service-based business using AnyDB.