Free Photography Business Tracker Spreadsheet (Lite)
Shutterwell Lite is a free photography business tracker spreadsheet for portrait, family, wedding and event photographers. It keeps your inquiries and sessions in one Excel-format workbook and warns you before a gallery is late.
What’s included
- Inquiries: 50-row lead pipeline with stages, lead source, estimated value, follow-up date and an automatic action flag.
- Sessions: 50 sessions with a 7-step workflow checklist (contract, retainer, shoot, cull, edit, gallery, review), progress bar, delivery due date and overdue alerts.
- Dashboard: 5 KPI tiles (inquiries, conversion rate, sessions booked, booked value, galleries overdue), a booked value by month chart, a lead source chart, next sessions and a gallery delivery queue.
- Settings: currency symbol, session types with turnaround days, lead sources and stages.
Who it’s for
Photographers who are tired of tracking leads in their inbox and gallery deadlines in their head. It suits new photographers setting up their first system as well as busy portrait and mini-session photographers who need a quick overview of what’s due this week.
How to use it
- Open Settings, type your currency symbol and set the gallery turnaround days for each session type.
- Log each inquiry the day it arrives and move it through the stages.
- Add booked sessions and mark each workflow step Done (or N/A) as you go.
- Check the dashboard for overdue galleries, upcoming sessions and your conversion rate.
What the full version adds
The full Shutterwell Photography Business Tracker adds a client CRM with lifetime value, a session calendar, packages with a cost of doing business (CODB) pricing calculator, invoices with retainer and balance tracking, expenses, a mileage log, a 12-month P&L, a gear inventory with insurance values, a 10-tile dashboard with 4 charts, 300+ rows per tab and a DOCX user guide.
Format
Excel-format .xlsx for Microsoft Excel; tested in LibreOffice Calc; built with standard functions that also work when you open it in Google Sheets.
How to download
Downloading is free with a free Taskdale account. Free downloads are limited to 3 per day. Personal use only; please don’t share or resell the file.
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