Template library
1,658 templates.
Sales & CRMPersonal Sales Analysis
Track individual sales performance monthly with dynamic reporting and visual analysis.
- Dynamic data lookup by sales rep name
- Monthly sales comparison chart
- Automated calculation with INDEX formula
Human ResourcesPersonnel Cost Planning Template
A comprehensive HR cost management tool that tracks employee information, departmental costs, and personnel expenses using VLOOKUP functions and dynamic calculations.
- VLOOKUP function for automatic employee data retrieval
- Dynamic employee database on dedicated sheet
- Departmental cost configuration
Project ManagementPERT Chart
Visualize project timelines with optimistic, pessimistic, and most-likely duration estimates.
- Three-point estimation (optimistic, pessimistic, most-likely)
- Expected duration calculation
- Critical path identification
Calendars & SchedulingPhoto Calendar
Create a personalized 12-month calendar with holiday tracking and photo placement for memorable moments.
- Automatic holiday and event calculation using formulas
- Dedicated month sheets for photo insertion and layout
- Year-at-a-glance events overview
Data Analysis & VisualizationPICK Chart
Prioritize improvement projects using the PICK matrix method for Lean Six Sigma initiatives.
- 2x2 matrix visualization
- Payoff vs. Complexity axes
- Project plotting and categorization
Business Planning & StrategyPICK Chart for Lean Six Sigma
Prioritize improvement initiatives using the PICK matrix—payoff, implementability, complexity, and knowledge.
- 2x2 prioritization matrix
- Payoff vs. Implementability visualization
- Project plotting and categorization
Data Analysis & VisualizationPie Chart Template
A spreadsheet template for creating pie charts to visualize sales data by product category.
- Dynamic pie chart that updates with data entry
- IF formulas for conditional data display
- XLOOKUP for automatic data retrieval
Invoicing & BillingPlumbing Bid Proposal Template
A professional plumbing service bid proposal template that calculates material and labor costs for various plumbing projects.
- Project information tracking with ID, name, bidder details
- Itemized cost breakdown with material and labor columns
- Multiple sheet organization for different aspects of the bid
Invoicing & BillingPlumbing Estimate & Task Management System
A comprehensive plumbing business template for creating estimates, managing tasks, and tracking clients with automated calculations.
- Professional estimate template with company branding
- Automated task numbering and descriptions
- Hourly rate tracking for different plumbing services
Invoicing & BillingPlumbing Invoice Template
Professional plumbing service invoice template with customer and service description management.
- Invoice date tracking
- Customer management database
- Service description and pricing catalog
Human ResourcesPolicy Compliance Scorecard HR Template
Track and monitor employee compliance with company policies using a scorecard system with automated scoring and counseling alerts.
- Automated compliance scoring using AVERAGE function
- Status indicators with IF conditional logic
- Auto-generated employee IDs with ROW and TEXT functions
Project ManagementPortfolio Management Dashboard
Track multiple projects with budget, timeline, and risk visibility across your entire portfolio.
- Multi-project dashboard with summary charts
- Budget variance analysis (planned vs. actual)
- Risk categorization and tracking by severity
Household & FamilyPotluck Sign Up Sheet
Coordinate potluck contributions with automatic counting and real-time tracking of food items and attendees.
- Attendee name and contact registration
- Food item description and category columns
- Automatic count of total attendees via COUNTIF
Project ManagementPower BI Dashboard Template
A comprehensive dashboard template for tracking project issues and progress metrics with visual charts and data summaries.
- Summary dashboard with key metrics
- Total issues calculation
- Completed issues tracking
Personal Finance & LoansPreferred Stock Valuation Calculator
Calculate preferred stock fair value and pricing using dividend yield and par value methods.
- PV function for present value calculations
- RATE function for yield-to-maturity
- Par value and dividend input fields
Personal Finance & LoansPreferred Stock Valuation Calculator
Calculate preferred stock prices using dividend yield and par value formulas.
- Preferred stock price calculation
- Par value and dividend inputs
- Yield-based valuation
Personal Finance & LoansPresent Value Calculator V1.0
Calculate and compare present values of investments using interest rates and time periods.
- Multiple calculation modes for different scenarios
- Side-by-side investment comparison tool
- Configurable interest rates and time periods
Inventory & OperationsPreventive Maintenance Checklist Template
A systematic checklist template for scheduling and tracking preventive maintenance tasks for equipment and systems like HVAC.
- Task description and frequency columns
- Maintenance schedule automation with IF formulas
- Data validation with IFERROR functions
Invoicing & BillingPrice Sheet Quotation Template
Generate professional quotes with linked price lists and customer database using VLOOKUP formulas.
- Linked price list with unit costs
- Customer database with auto-lookup
- VLOOKUP formulas for automatic data population
Invoicing & BillingPricing Calculator Multi
Calculate product costs, set margins, and generate price lists from material inventory data.
- Multi-currency setup and formatting
- Material inventory tracking with cost totals
- Automatic per-unit cost calculation from material usage
Invoicing & BillingPricing Calculator Template
A spreadsheet tool for calculating product or service pricing based on material costs and markup percentages.
- Automatic cost calculation formulas
- Material cost tracking by item
- Quantity and unit price inputs
Budgeting & Expense ManagementPrintable Construction Project Budget Template
Track construction project costs across CDBG funding and matching funds by work element.
- Work element breakdown structure
- Cost estimate column
- CDBG funding allocation tracking
Budgeting & Expense ManagementPrintable Construction Project Budget Template
Allocate construction budgets across CDBG funding, matching funds, and cost estimates by work element.
- Work element breakdown structure
- Separate columns for cost estimates and funding sources
- CDBG and matching fund tracking
Accounting & BookkeepingPro Forma Balance Sheet Template
Project future financial position with pre-built balance sheet forecasting structure and automatic calculations.
- Pre-structured balance sheet layout with assets, liabilities, and equity sections
- Automatic SUM formulas for category and total calculations
- IF and IFERROR functions to validate data integrity