In this article, you’ll find a variety of free, easy-to-use Excel templates in a familiar spreadsheet format, designed to help you streamline business processes and improve efficiency.
Project Timeline Template
Create a new spreadsheet and edit it with others at the same time — from your computer, phone or tablet. Free with a Google account. Microsoft Office Excel lies within Office Tools, more precisely Document management. The common filenames for the program's installer are EXCEL.EXE, xlicons.exe, xlvwicon.exe, OIS.EXE or OFFDIAG.EXE etc. This program is a product of Microsoft. Our antivirus analysis shows that this download is safe.
Create detailed monthly or quarterly schedules, identify important project milestones, and track progress to ensure timely completion with this project timeline template. Mark off important changes or roadblocks that arise to keep everyone aware of project progress.
Gantt Chart Template
The Excel spreadsheet app lets you create, view, edit, and share your files with others quickly and easily. Create spreadsheets, data analyses, charts, budgets and more while you view and edit.
View project tasks on a visual timeline to ensure your projects stay on track with this Gantt chart template. Identify dependencies, track start and end dates, and assess how your project is progressing, all with this customizable template that you can easily share with key stakeholders
Expense Report Template
Track business travel costs for all components of travel, from accommodations and meals to transportation and entertainment, with this expense report template. Document additional expenses, travel dates, and traveler information to ensure accurate and timely reimbursement.
To-Do List Template
Stay organized and get through all of your important tasks with this to-do list template. Highlight projects, appointments, and events, and check off items as they are completed. This template can be implemented for a variety of uses, from grocery lists to project planning.
Inventory Management Template
Track inventory location, list quantities of each item, and identify order dates with this inventory management template for a variety of uses, from restaurant inventory to software tracking. Keep track of when you should reorder items, and monitor inventory levels to avoid excess or insufficient amounts.
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Unlike traditional spreadsheets, Smartsheet enables you to switch between views of the same data. Create, edit, and share in your preferred layout and then toggle between grid, card, Gantt chart, or calendar views.
Excel Project Management Templates
Project Management Dashboard Template
Surface key project details, like timelines, financial status, potential risks, and unresolved issues with this comprehensive dashboard template. Visually showcase the key data that matters most to your stakeholders, and streamline the way you manage and present your projects.
Project Budget Template
Plan and track predicted versus actual costs associated with each task and phase of your project with this budget template. Document resources, labor, and the cost of each to provide insight into variance, and ensure your project stays on budget.
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Business Plan Template
Plot your business plan on a visual timeline and gain insight into how your plan progresses throughout with this helpful template. Ensure necessary action steps are taken to reach your goals, and include it as part of your larger strategic business plan shared with stakeholders.
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Excel Business Budget Templates
Business Budget Template
List income sources and business expenses, track operating costs, and balance your budget accordingly with this comprehensive budget template. Gain an accurate picture of your weekly, monthly, and annual costs, and determine actual spend to compare against your predicted budget.
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Event Budget Template
Plan for your next event with this budget template that enables you to document and track your spend in categories, like staffing, marketing, travel, and more. Identify resource costs and plan an amount to budget for each area to keep your event on track and within budget.
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Simple Budget Template
Weigh expenses against income to gain insight into your financial overview with this simple budget template. With a basic dashboard that highlights income after expenses, this template is perfect for students, personal budgets, or simple small business budget planning.
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Excel Personal Budget Templates
Household Budget Template
Create a monthly budget for your household or shared living arrangement. Divvy up costs for each person, edit the template to include relevant expenses, and monitor savings to ensure you hit your goals. Track your budget on a weekly, monthly, or yearly basis so you can accurately plan ahead.
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Personal Budget Template
This versatile template allows you to plan and budget for important life events, like retirement, or for day-to-day expenses. View monthly spend against income and identify how you’re progressing towards short- and long-term financial goals so you can plan for the future.
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Loan Amortization Template
View your loans in a periodic view, track principle costs against accrued interest, and determine how long you have until your loan is paid off with this loan amortization schedule. Gain insight into the number of payments already made and the minimum monthly payment due.
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Excel Accounting Templates
Income Statement Template
Compare revenue versus expenses, track financial performance, and view net income over time with this income statement template (also known as a profit and loss statement). See your company’s financial performance, and share among stakeholders to highlight progress and success.
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Cash Flow Template
View incoming and outgoing cash flow both at present and over a specific timeframe, including 12- and 36-month periods, with this cash flow statement template. Compare financial activity and gain insight into personal or company growth.
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Balance Sheet Template
Gain insight into your financial status and assess your setbacks or growth with this balance sheet template. Document assets, liabilities, and equity at a certain point in time and compare against previous periods to determine financial positioning and create a plan for the future.
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Excel Sales and Marketing Templates
CRM Template
Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.
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Marketing Plan Template
List marketing campaigns and associated project goals, identify target audiences, track key metrics, and budget for all costs with this comprehensive marketing plan template. View project progress on weekly, monthly, or quarterly cadences to see if you hit deadlines.
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Social Media Report Template
Track social media efforts and view metrics, like click-through rates and conversions, with this helpful template. List your KPIs and share with team members and stakeholders to gain buy in. See how successful each campaign is with a view of reported numbers against projected values.
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Excel Human Resources Templates
Payroll Management Template
Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.
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Timecard Template with Breaks
Calculate total pay based on weekly hours worked with this timecard template. Account for breaks in the workday and enable employees to document check ins and outs to keep employers and employees accountable and ensure everyone is accurately paid for the time worked.
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Employee Performance Review Template
Use this template to conduct a thorough employee performance review at year’s end and rate employees based on work performance, previous goals, and more. Set future objectives and include additional comments about the employee to reference as you decide on potential promotions or bonuses.
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Excel Calendar and Checklist Templates
Daily Planner Template
Create your daily task list, highlight top priorities, and denote other important details in your day, like places to visit or tasks to put off for another day. Use this template for personal and professional tasks, helping you stay organized and hit all your goals.
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Monthly Calendar Template
Plan tasks and projects over the course of a single month and highlight key events taking place so you never miss a beat. With weeks set up in the traditional Sunday through Saturday format, you’ll be able to keep your monthly goals on track and view your month at-a-glance, whenever needed.
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Wedding Checklist Template
Take your wedding in stride and break down the event into manageable pieces with this checklist template, designed with weddings in mind. Track everything from decorations to food and drinks so you can plan for all the details of your wedding, and check things off as they are accomplished.
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Excel Business Planning Templates
Business Acquisition Worksheet
Thoroughly assess a company’s value to determine if an acquisition is appropriate with this worksheet. List all business details, from gross profit to taxable income, and share with potential buyers or appraisers to ensure you’re making the most informed decisions.
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Startup Expenses Template
View your expenses and income to ensure your business is successful with this template, designed specifically for startup businesses in mind. Create a detailed budget so you can secure a new business loan, and document funding sources to paint an accurate picture of your startup’s progress.
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Excel Travel Templates
Travel Itinerary Template
Plan, organize, and track critical travel information related to identification, accommodations, transportation, and more, with this complete itinerary template. Never get stuck without crucial travel information to ensure your personal or business trips go seamlessly.
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Mileage Tracking Template
Log gas mileage and calculate expenses related to travel with this mileage tracking sheet. Ensure you are reimbursed for the correct amount by documenting key details, like odometer readings, miles traveled, gas prices, and travel purpose.
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Excel Inventory and Billing Templates
Excel Spreadsheet Formulas
Service Invoice Template
Document hours, rates, and totals for specific business services with this easy-to-use invoice template. Perfect for freelancers, consultants, and other hourly workers, this template allows you to itemize tasks and charge by the hour for any given project or service.
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Simple Invoice Template
Bill a company, itemize specific products or goods, list quantity and unit price, and calculate total costs with this simple invoice template. With space to list invoice numbers and customer IDs, you can easily track your invoice and mark off when bills are paid.
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