Template library
593 templates.
Action List with PICK Ranking
Prioritize tasks by value and effort using PICK matrix scoring for focused execution.
- PICK matrix categorization (Prioritize/Implement/Consider/Kill)
- Value and difficulty scoring system
- Task ownership assignment
Activity Costs Tracker
Track and allocate direct, indirect, and administrative costs across multiple products.
- Multi-product cost comparison
- Direct, indirect, and administrative cost breakdown
- Automatic cost summaries with SUM formulas
Actual vs Budget Comparison
Track spending against budget with monthly summaries and year-to-date variance analysis.
- Automatic actual vs budget comparison by account
- YTD summary with remaining budget calculations
- Monthly expenses broken down by date and account
Actual vs Budget Comparison
Track spending against budgets with YTD summaries, monthly breakdowns, and variance analysis across accounts.
- Year-to-date actual vs budget comparison by GL code and account
- Monthly expense summary with automatic date rollups
- Itemized expense detail with invoice tracking
Adaptive Mouse Access Assessment & Data Tracker
Track and assess student adaptive mouse access skills with test data, charts, and detailed settings documentation.
- Student name and assessment date fields
- Performance data scoring sheet
- Built-in visualization chart
Adaptive Mouse Access Assessment and Data Tracker
Track and analyze adaptive mouse access assessments with student data, test settings, and visual performance charts.
- Student information and assessment date tracking
- Multiple assessment date columns for longitudinal data
- Visual chart generation for performance visualization
Adjusting Journal Template V13
Record and track adjusting entries across retail and service operations with integrated chart of accounts.
- Separate adjusting journal sheets for retail and service operations
- Integrated Chart of Accounts reference with account codes and names
- Automatic date tracking showing most recent entry (MAX formula)
Agile Development Project Plan
Track sprints, tasks, and team ownership with priorities and status updates for agile software projects.
- Sprint-based task organization
- Priority levels for work sequencing
- Task owner assignment for accountability
Agile Kanban Board
Track sprint progress with visual kanban board and velocity metrics for agile teams.
- Interactive kanban board with task columns
- Automatic velocity calculation (points completed ÷ sprint days)
- Sprint record book for historical tracking
Agile Kanban Board
Track sprints and tasks across Kanban columns with velocity metrics and sprint records.
- Kanban board with Type/Role/Feature columns
- Sprint Record Book with velocity calculations
- Story point tracking (Planned vs Done)
Agile Project Dashboard Template
Track sprints, backlog, and burndown metrics across multiple agile cycles with visual progress monitoring.
- Multi-sprint planning with planned vs actual metrics
- Backlog with active status flagging based on date ranges
- Burndown charts for sprint progress visualization
Agile Project Plan Template
Track sprints, story points, and task progress with built-in status charts for agile teams.
- Sprint-based task organization
- Story point estimation
- At-risk item flagging
Agile Project Status Report Template
Track sprint budgets, completion rates, and project risks with automated status indicators and impact analysis.
- Automated budget utilization percentage calculation
- Good/Bad status flags based on budget vs. completion variance
- Risk matrix scoring (likelihood × impact)
Agile Release Plan Template
Track features across sprints with dates, status, and goals for coordinated software releases.
- Sprint-by-sprint feature organization
- Start and end date tracking
- Status indicators for each feature
Agile Sales Plan Template
Track agile sales sprints with tasks, resources, timelines, and progress to align team execution.
- Task name and resource assignment columns
- Duration tracking in workdays with automatic finish date calculation
- Start and finish date fields for timeline visibility
Agile User Story Template
Capture and prioritize user stories with acceptance criteria for agile development teams.
- User type classification (Director, IT Consultant, etc.)
- Priority levels (High, Medium, Low)
- Acceptance criteria tracking
Analysis Business Gantt Chart
Visual timeline for tracking business project tasks, progress, and team accountability.
- Visual timeline display
- Task ownership assignment
- Progress percentage tracking
Annual Calendar & Checklist
Full-year calendar view with built-in checklist to track goals and events throughout the year.
- Full 12-month calendar layout
- Integrated checklist for annual tasks
- Dynamic date calculations using DATE and WEEKDAY functions
Annual Financial Report
Customizable annual financial reporting with up to 25 key metrics and year-over-year comparison.
- Customizable key metrics (up to 25 options)
- Year-over-year comparison view
- Automated calculations from raw financial data
Annuity Calculator
Calculate annuity payments, withdrawals, and retirement income streams with flexible payment schedules.
- Flexible payment frequency options (beginning/end of period)
- Support for multiple annuity types and scenarios
- Interest rate and time period adjustments
Annuity Calculator
Calculate annuity payments, withdrawal plans, and retirement income projections with inflation adjustments.
- Flexible annuity payment calculations
- Inflation rate adjustments
- Beginning and end-of-period payment options
Annuity Calculator
Calculate annuity payments, withdrawal plans, and retirement income with inflation adjustments.
- Annuity payment calculator with customizable principal
- Beginning vs. end-of-period payment options
- Inflation rate adjustments for real purchasing power
Annuity Investment Calculator
Calculate present value, future payments, and interest components of annuity investments over time.
- Present value to future value conversion
- Monthly payment calculation
- Interest rate input and analysis
Annuity Investment Calculator
Calculate present value, future value, and monthly payments for annuity investments with compound interest.
- Present value calculation
- Future value projection
- Periodic payment computation