Template library
3,210 templates.
Accounting & BookkeepingSmall Business Cash Flow Projection
Project monthly cash inflows and outflows to forecast balance and identify cash shortages ahead.
- Monthly cash inflow and outflow tracking
- Ending cash balance calculation by month
- Minimum balance alerts and visual warnings
Accounting & BookkeepingSmall Business Check Register Template
Track and reconcile business check transactions with account details and spending categories.
- Auto-generated check numbers
- Multi-account tracking with account details lookup
- Categorized withdrawal tracking
Business Planning & StrategySmall Business Cost Template
A comprehensive template for tracking business startup costs, funding sources, and financial surplus/deficit analysis.
- Automatic row numbering with formulas
- Separate tracking for costs and funding sources
- Surplus/deficit calculation sheet
Business Planning & StrategySmall Business Dashboard Template
A comprehensive dashboard template for tracking and visualizing key small business metrics across multiple years with dynamic data support.
- Dynamic year selection
- Multiple data sheets for different years
- Chart support with embedded formulas
Budgeting & Expense ManagementSmall Business Expense Report Template
Track and categorize business expenses by date, type, and amount with automatic totals.
- Categorized expense columns (lodging, meals)
- Date and description tracking
- Automatic sum calculations by category
Budgeting & Expense ManagementSmall Business Expense Workbook Template
A comprehensive multi-sheet expense tracking workbook for small businesses to record and analyze monthly expenses by category and payment method.
- Multi-sheet workbook structure
- Automatic expense categorization
- Payment method tracking
Inventory & OperationsSmall Business Inventory Template
Comprehensive inventory management system for small businesses tracking suppliers, products, stock levels, and sales data.
- Multi-sheet organization for suppliers, products, and stock
- Automated stock calculation formulas
- Supplier contact and product information database
Accounting & BookkeepingSmall Business Ledger Template
A comprehensive ledger template for tracking financial transactions and account balances for small automotive business operations.
- Transaction date and description fields
- Debit and credit columns for transaction amounts
- Account balance calculations
Human ResourcesSmall Business Management Organizational Chart Template
A template for creating and managing organizational structures with employee information and reporting relationships in a small business.
- Visual organizational hierarchy
- Employee information database
- Position and role tracking
MarketingSmall Business Marketing Template
A comprehensive marketing planning and tracking template for small business owners to organize activities, costs, and scheduling.
- Activity counter
- Cost estimation and tracking
- Weekly scheduling view
Invoicing & BillingSmall Business Payment Template
A comprehensive payment tracking and customer management template for small businesses to record transactions, manage customer details, and track invoice payments.
- Multi-sheet organization (Payment, Payment Log, Customer Details)
- Invoice number tracking and product sales recording
- Customer contact information management (address, email, phone)
Human ResourcesSmall Business Paystub Template
Comprehensive paystub template for small businesses to generate employee payment records with automated lookups and calculations.
- Automated employee lookup via VLOOKUP
- Service code and rate integration
- Conditional formatting for data validation
Human ResourcesSmall Business Printable Forms Template
Comprehensive employee information and payroll management forms for small businesses
- Personal information collection sheets
- Employment details tracking
- Payroll banking information management
Accounting & BookkeepingSmall Business Profit and Loss
Track revenue, expenses, and net income to understand your business profitability.
- Automatic net income calculation
- Revenue and expense categorization
- Time period tracking
Accounting & BookkeepingSmall Business Profit and Loss Template
Track revenue, expenses, and net profit with a professional P&L statement for your business.
- Automated revenue and expense calculations
- Professional P&L layout with period ending date
- Built-in formulas using IF and SUM functions
Sales & CRMSmall Business Sales Log Template
A comprehensive sales tracking template for small businesses to record and monitor daily sales transactions, customer information, and payment details.
- Multiple sheet organization (Summary, Tracker, Customer Info, Setup)
- Detailed sales transaction logging with date and invoice tracking
- Customer information database with contact details
Accounting & BookkeepingSmall Business Simple Balance Sheet Template
A multi-year balance sheet template for small businesses to track assets, liabilities, and equity across 2024-2026.
- Multiple year sheets (2024-2026)
- Organized asset tracking
- Liability categorization
Budgeting & Expense ManagementSmall Business Start Up Costs Template US
Track and calculate all startup expenses for a new US business venture.
- Organized startup expense categories
- Automatic total cost calculation
- Total revenue tracking
Budgeting & Expense ManagementSmall Business Startup Budget
Plan and track startup costs across categories with automated totals for launch budgeting.
- Category-based expense breakdown
- Automated sum calculations for total startup costs
- Description and purpose columns for each expense item
Budgeting & Expense ManagementSmall Business Startup Costs Template
Track and calculate all initial expenses needed to launch your business with built-in totals.
- Pre-organized cost categories
- Automatic total cost calculation
- Revenue vs. cost comparison
Inventory & OperationsSmall Business Stock Template
Comprehensive inventory management system for small retail businesses tracking stock levels, purchases, and sales.
- Item Management sheet with pre-formulated tracking
- Stock In sheet for purchase records
- Stock Out sheet for sales/removal records
Business Planning & StrategySMART Goals Template
Define and track measurable goals with specific, measurable, achievable, relevant, and time-bound criteria.
- Preparation date and preparer tracking
- Approval workflow with approver name and date
- SMART criteria structure for each goal
Task & ProductivitySMART Goals Worksheet
Define clear, actionable goals using the SMART framework for better planning and measurable success.
- SMART criteria framework (Specific, Measurable, Achievable, Relevant, Time-bound)
- Goal definition worksheet with guided prompts
- Built-in structure for actionable goal statements
Task & ProductivitySMART Goals Worksheet
Set specific, measurable, achievable, relevant, time-bound goals with guided templates and tracking.
- SMART criteria breakdown (Specific, Measurable, Achievable, Relevant, Time-bound)
- Goal definition template
- Progress tracking section