Template library
3,445 templates.
Sales & CRM3 Year Sales Forecast Template
A comprehensive sales forecasting template for projecting revenue over a 3-year period with sample data for Mario Dessert Corner.
- Pre-built formulas (AVERAGE, SUM)
- 3-year projection timeline
- Sample business data included
Calendars & Scheduling3-Year Calendar Template
Multi-year calendar view with flexible formatting options for long-term planning and scheduling.
- Three-year continuous calendar view
- Stacked and standard layout options
- Light and detailed formatting variants
Business Planning & Strategy3-Year Profit and Loss Projection
Project revenue, expenses, and net profit across three years for services or goods businesses.
- Separate projections for service and product-based revenue models
- Annual profit margin analysis as percentage of operating income or sales
- Automatic calculations for total expenses and net profit
Project Management30 60 90 Sales Plan Gantt Chart
Visualize your 90-day sales plan with a Gantt chart showing tasks, team leads, and progress milestones.
- Task-by-task breakdown across 30, 60, and 90-day phases
- Team lead assignment per task
- Visual progress percentage tracking
Project Management30 60 90 Sales Plan Gantt Chart
Track sales goals and milestones across 30, 60, and 90-day periods with visual progress tracking.
- Gantt timeline visualization
- Progress percentage tracking by task
- Team lead assignment column
Task & Productivity3x5 Notes Template
Customizable note-taking system with indexed organization for quick reference and personal knowledge management.
- Customizable header for topic/subject definition
- Numbered note entries for sequential organization
- Lock sheet for template protection
Calendars & Scheduling4-Year Calendar Chart with Data Visualization
Multi-year calendar visualization with holiday tracking and data overlay capabilities across 4 time periods.
- 4-year, 1-year, and multi-metric calendar views
- Automatic holiday and special dates highlighting
- Date-linked data overlay (rainfall, samples, custom metrics)
Personal Finance & Loans401(k) Savings Calculator
Track 401(k) contributions, employer matches, and projected retirement savings growth over time.
- Contribution and employer match tracking
- Projected account balance calculations
- Rate of return analysis
Business Planning & Strategy5 Year Financial Plan
Project revenue, expenses, and cash flow across 5 years with P&L, balance sheet, and loan amortization.
- 5-year revenue and expense forecasting
- Profit and loss projection with assumptions
- Balance sheet projection with asset tracking
Business Planning & Strategy5 Year Projected Financial Statements
Complete financial projections with P&L, balance sheet, cash flow, and loan amortization for 5-year business planning.
- 5-year sales and revenue forecasting
- Automated P&L projection calculations
- Balance sheet projections with asset tracking
Records & Logs5S Checklist
Track and score workplace organization inspections using the 5S methodology framework.
- Ranking system (A/B scores)
- Problem counting and tracking
- 5S principle categories
Accounting & BookkeepingABC Company Accounting Spreadsheet
Basic accounting template for small business with company details and sum functions for calculations.
- Company information header
- Pre-built SUM formulas
- Contact details field
Calendars & SchedulingAcademic Calendar Landscape
Multi-month academic calendar template with automated holiday and event tracking for schools.
- Automated date calculation using formulas
- Holiday and events tracking worksheet
- Multi-month breakdown sheets
Calendars & SchedulingAcademic Calendar Portrait
School-wide academic calendar with automated holiday and event tracking across multiple months.
- Dynamic date calculation using formulas
- Centralized holiday and event worksheet
- Multiple month-view pages for easy reference
Budgeting & Expense ManagementAcademic Club Budget Template
Plan and track academic club finances with income and expense overview.
- Automatic income total calculation
- Budget vs actual tracking
- Expense categorization by activity type
Calendars & SchedulingAcademic Year Calendar
Plan and track school year schedules with a customizable academic calendar template.
- Dynamic year and month navigation
- Automatic date calculation with formulas
- Full academic year view
Sales & CRMAccount Efficiency Analysis Template
Track and analyze account performance metrics including revenue, costs, and efficiency ratios across multiple business accounts.
- Multi-sheet data organization
- Automated revenue and cost calculations
- Efficiency ratio metrics
Accounting & BookkeepingAccount Excel Starter Template
Manage invoices, receipts, and cash flow with built-in expense tracking and stock reports.
- Invoice and receipt templates
- Cash-in-hand dashboard (daily tracking)
- Product category expense sub-categories
Accounting & BookkeepingAccount Excel with Data Example
Multi-sheet accounting template tracking invoices, receipts, stock, and cash flow with automated calculations.
- Multi-sheet invoice and receipt templates
- Automated cash-in-hand dashboard
- Monthly opening/closing stock reports
Budgeting & Expense ManagementAccount Expense Allocation and Forecasting Sheet Template
Track expenses by category, allocate monthly budgets, and forecast year-end spending with automated calculations.
- Monthly allocation breakdown by expense category
- YTD spend totals with automated SUMPRODUCT formulas
- Remaining budget calculations
Budgeting & Expense ManagementAccount Expense Management System Template
Track and categorize business expenses with automated summaries and visual expense rate analysis.
- Automated expense categorization
- Monthly and yearly expense summaries
- Expense rate calculations
Invoicing & BillingAccount Payable V12
Track purchase orders, supplier payments, and aging analysis with automated reconciliation.
- PO log with issue dates and supplier tracking
- Payment terms configuration with flexible day calculations
- AP aging chart showing not-due vs. overdue amounts
Invoicing & BillingAccount Receivable V12
Track invoices, customers, and payment aging to manage outstanding receivables efficiently.
- Invoice log with date and amount tracking
- Payment terms configuration by customer
- Automatic AR aging calculation by due date
Accounting & BookkeepingAccount Reconciliation Report Template
Reconcile accounts with automated matching and variance detection to ensure accurate financial records.
- Automated transaction matching
- Variance calculation and highlighting
- Statement comparison columns