Template library
1,658 templates.
Invoicing & BillingCash Purchase Order Template
A comprehensive purchase order template for cash transactions with detailed pricing, client information, and shipping details.
- Multi-sheet organization
- Client information tracking
- Shipping information storage
Accounting & BookkeepingCashflow Forecast Graph Template
A dynamic cashflow forecasting tool with graph visualization comparing projected vs actual cash inflows and outflows by month.
- Monthly cashflow data entry (projected and actual)
- Dynamic calculations using FILTER function
- Comparative analysis of projected vs actual amounts
Accounting & BookkeepingCashflow Matrix
Track daily cash positions across multiple accounts with rolling date columns and automated summation.
- Auto-incrementing date columns (EDATE formulas)
- Row summation across accounts or cost centers
- Conditional lookup with HLOOKUP and ISNA error handling
Invoicing & BillingCatering Bid and Proposal Template
Professional catering company proposal template with menu pricing, client details, and automated bid calculations for event catering services.
- Company information section
- Customizable menu with descriptions and pricing
- Client and event details capture
Invoicing & BillingCatering Invoice Template
Professional invoicing system for catering businesses with serves list management and staff allocation tracking.
- Auto-generated serve IDs using formulas
- Serves list with cost and staff tracking
- Business information section
Data Analysis & VisualizationCensus Data Map Template
Multi-year census population tracking template with demographic breakdowns and data visualization support.
- Multi-year data sheets (2024, 2025, 2026)
- Demographic categorization (gender, race/ethnicity)
- Automatic population total calculations
Project ManagementCEO Dashboard Template
Executive dashboard for monitoring key business metrics and performance indicators across quarterly periods
- Quarterly data tracking
- Dynamic chart visualizations
- Formula-based calculations
Project ManagementChange Order Log Template
Digital Creations Company's change order tracking system for managing project modifications and contract amendments.
- Project number and name tracking
- Contract number linkage
- Contractor identification
Invoicing & BillingCharity Invoice Template
Professional invoicing system designed for charitable organizations to bill donors, members, and supporters with customizable charity-specific details and automated calculations.
- Customizable charity organization headers with full contact details
- Society member information database with contact tracking
- Multi-society organization support with filtered data views
Accounting & BookkeepingChart of Accounts
Organize and track all your business accounts with a structured accounting framework.
- Account number assignment system
- Account name and description fields
- Account type classification
Inventory & OperationsChemical Sign Out Sheet Template
Track chemical inventory usage and sign-outs with client information and hazard details.
- Multi-sheet organization (Sign Out Sheet, Client Info, Chemical Details, Setup)
- Chemical inventory tracking with quantities and suppliers
- Client information management with contact details
Budgeting & Expense ManagementChurch Budget Worksheet Template
Track staff wages, fund collections, and budget investments for your church with variance analysis and reporting.
- Multi-sheet budget layout for wages, funds, and investments
- Variance and percentage variance calculations
- Automatic formulas linking wages to final budget allocation
Education & AcademicClass Attendance Yearly
Track monthly class attendance by teacher and room across a full academic year with automated data pulls.
- Monthly attendance sheets (Aug–Dec)
- Auto-populated teacher and room fields from master data
- IF formulas for conditional data display
Human ResourcesClass Attendance Yearly
Track student attendance by month with automatic teacher and room assignment across 12 monthly sheets.
- 12 separate monthly sheets for organized tracking
- Automatic teacher and room information pulled from master sheet
- Date-based formulas for accurate period tracking
Education & AcademicClass Attendance Yearly Tracker
Track monthly classroom attendance by teacher and room throughout the school year.
- 12-month organization with dedicated monthly sheets
- Auto-populated teacher and room information via formulas
- Conditional blank-field handling with IF statements
Human ResourcesClassroom Sign In Sheet Template
A comprehensive sign-in tracking system for classroom attendance with student information management and teacher-class organization.
- Multi-sheet organization (Sign-in, Student Info, Classroom Info)
- Student ID and contact information database
- Teacher and grade level assignments
Human ResourcesCleaning Checklist Template
Comprehensive cleaning service management template with task tracking, employee and customer information organization.
- Task checklist with general cleaning items
- Employee information database with contact details
- Customer information tracking
Project ManagementClient Onboarding Notion Dashboard Template for QC
A comprehensive client onboarding dashboard that tracks tasks, budgets, billing, and client information in a centralized Notion-style template.
- Task completion tracking with progress percentages
- Budget allocation and tracking per task
- Invoice and billing management with categories
Time TrackingClient Timesheet Template
A comprehensive timesheet and task tracking system for managing client billable hours, rates, and project details.
- Multi-sheet workbook structure
- Automatic client lookup via XLOOKUP
- Billable rate tracking by client
Sales & CRMClient Tracker with Dashboard
Manage clients, meetings, tasks, projects, and calls with an integrated dashboard overview.
- Client contact list with centralized data
- Meeting schedule and history tracking
- Task assignment and deadline management
Invoicing & BillingClinic Invoice Template
Professional invoice template for medical clinics to bill patients for healthcare services with patient and physician information.
- Patient information capture (name, address, email, phone)
- Physician information section (name, specialization, contact)
- Automated data lookup with FILTER and VLOOKUP functions
Invoicing & BillingClosing Statement Template
A real estate closing statement template for tracking property transactions, financing details, and closing costs.
- Property and party information tracking
- Purchase price and financing breakdown
- Automatic cost calculations using PMT and SUM functions
Invoicing & BillingCocktail Cost Calculator
Calculate ingredient costs and retail prices for cocktails with beverage pricing list and margin analysis.
- Beverage price list with cost per unit
- Per-cocktail ingredient cost calculator
- Retail price and margin tracking
Sales & CRMColis-Mercato AG Multi-Branch Sales Dashboard
Track cumulative weekly group sales across three regional branches with consolidated summary reporting.
- Separate tracking sheets for three regional branches
- Automated SUM consolidation to summary sheet
- Weekly cumulative sales calculations scaled to tens