Template library
593 templates.
Invoicing & BillingSales Reconciliation Template
Reconcile sales transactions and verify revenue accuracy with automated formulas and vendor tracking.
- Pre-built reconciliation formulas with AND/IF/SUM functions
- Automatic discrepancy flagging
- Transaction matching and verification
Sales & CRMSales Rep Performance Review Template
Track and evaluate sales representative performance with metrics, ratings, and improvement planning.
- Structured performance rating sections
- Sales metrics tracking and analysis
- Improvement planner with goals and action items
Sales & CRMSales Resource Planning Dashboard Template
Plan and allocate sales team resources with visual dashboards tracking assignments, timelines, and capacity.
- Resource name and job title tracking
- Start date and duration fields for assignments
- End date auto-calculation with INT formulas
Sales & CRMSales Roadmap Template
Plan quarterly sales initiatives with weekly milestones and customer focus tracking.
- Week-by-week milestone breakdown
- Customer focus definition section
- Sales plan structure
Sales & CRMSales Staff Quarterly Sales Tracker
Track individual and team sales performance by volume and revenue across quarters with area-based analysis.
- Monthly sales volume and revenue tracking by staff member
- Quarterly analysis aggregated by geographic area
- Automatic ranking of sales staff using RANK function
Sales & CRMSales Staff Yearly Performance Analysis
Track and compare sales staff performance against targets with growth metrics and visual charts.
- Year-over-year sales comparison
- Automatic growth rate calculation
- Performance vs. target tracking
Sales & CRMSales Statistic & Analysis
Track team and individual sales performance with automated ranking and visual analysis.
- Automated ranking by sales amount
- AVERAGE and SUM calculations
- VLOOKUP employee lookup
Sales & CRMSales Statistics Dashboard
Track sales amount, quantity, products, and areas with visual charts and summary metrics.
- Automatic SUM calculations
- Linked data formulas
- Sales quantity tracking
Sales & CRMSales Strategy Roadmap
Plan quarterly sales strategies with competitive analysis and monthly milestones.
- Monthly milestone columns
- Competitive analysis section
- Strategy development framework
Sales & CRMSales Team Performance, Pipeline & Tracker
Track leads through your sales pipeline, monitor team performance, and visualize your sales funnel in one workbook.
- Sales pipeline tracking with multiple stages
- Sales funnel visualization
- Activity log with timestamps and action tracking
Project ManagementSample Hotel Gantt Chart
Visual timeline for hotel project tasks with progress tracking and team responsibility assignments.
- Activity task list
- Responsible party assignment
- Completion percentage tracking
Project ManagementSample Manufacturing Gantt Chart
Track manufacturing processes and timelines with visual Gantt chart scheduling.
- Weekly timeline visualization
- Automatic date calculations
- Process start and end date tracking
Project ManagementSample Process Gantt Chart
Visualize project timelines and task dependencies with an interactive weekly Gantt chart.
- Weekly interval columns for granular scheduling
- Dynamic date calculations for automatic timeline updates
- Start date baseline to align all tasks
Project ManagementScheduling Management Gantt Chart
Create visual project timelines with tasks, dates, and progress tracking in a Gantt format.
- Visual task timeline
- Start and end date tracking
- Duration calculation
Calendars & SchedulingSchool District Calendar
Plan your entire school year with automatic date calculations and holiday tracking.
- Automatic date and weekday calculations
- Year-over-year formula templates
- Holiday and break period blocks
Calendars & SchedulingSchool Event Calendar
Plan and visualize your school year's events with a dynamic calendar template.
- Automatic date calculation and day-of-week headers
- Dynamic year range (July to June)
- Weekday layout with Sunday start
Calendars & SchedulingSchool Event Calendar
Dynamic yearly school calendar with automatic date calculations and event tracking for academic schedules.
- Automatic year calculation
- Dynamic date positioning by day of week
- Full academic year layout (July-June)
Education & AcademicSchool Infrastructure Service Planning & Cost Estimation
Track school facility improvement projects with itemized service descriptions, quantities, unit costs, and totals by location.
- Multi-sheet layout for different service categories
- Item description with unit and quantity tracking
- Unit cost and total cost calculations
Calendars & SchedulingSchool Year Event Calendar
Plan and visualize your school year with an interactive calendar showing key dates, holidays, and events.
- Auto-generating calendar grid by year
- Color-coded event markers for different event types
- Holiday and break date tracking
Project ManagementScrolling Roadmap
Interactive roadmap template with scrolling milestone timeline and dynamic charting for project tracking.
- Dynamic scrollable milestone timeline chart
- Auto-updating date calculations with TODAY() function
- Multiple year visibility with navigation controls
Task & ProductivityScrum Board Excel Example
Track sprint tasks across Story, To Do, In Progress, To Verify, and Done columns to manage project workflow.
- Story column for backlog items
- To Do section for planned work
- In Progress column for active tasks
Invoicing & BillingService Invoice
Create and track service invoices with linked customer database and automatic calculations.
- Linked customer database
- Automatic customer detail lookup with VLOOKUP
- Invoice number tracking
Budgeting & Expense ManagementShared Expense Calculator
Automatically calculate who owes whom when splitting expenses among groups.
- Automatic settlement calculation showing net balances
- Tracks who paid for each expense
- Date and description logging for each transaction
Human ResourcesShift Calendar Template
Organize employee shifts across the year with automatic day-of-week and date calculations.
- Automatic date and weekday calculation
- Multiple shift pattern templates (4 shifts)
- Year-based organization for long-term planning