Description
A tracker for mapping your current income by client, calculating what percentage each represents, and planning a more diversified mix. It shows you your concentration risk in concrete terms.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Income-by-client tracker with percentage of total income per client
- Client type, sector, and contract end date columns
- A risk assessment section and a diversification planning table
Who it’s for
Useful if you get most of your income from one or two clients and want to understand the risk clearly before something changes. Not useful if your income is already diversified, or if you are in a slow period and your problem is not enough clients of any kind, diversification is a longer-term goal that requires a working pipeline first.
If it works
If you fill it in honestly and use the planning table to identify specific new clients or sectors to target, you will have a clearer picture of what diversification actually requires rather than a vague intention to get more clients. The exercise usually makes the risk more visible than people expected.
Reducing client concentration takes time and cannot be forced. Ending a large retainer before you have replaced the income creates a different problem.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
