Template library
3,112 templates.
Project ManagementOne Page Project Manager
Track project tasks, owners, and status in one view with automatic date calculations and resource monitoring.
- Task name and owner assignment
- Automated workday calculations for project duration
- Task status tracking (Not Started, On Track, Concern)
Invoicing & BillingOnline Order Confirmation Template
Professional confirmation template for online orders with customer details and order summary.
- Company logo placement
- Customer shipping details section
- Order line item listing
Sales & CRMOnline Sales Tracker
Track daily online sales with automatic subtotals and visual charts to monitor revenue performance.
- Automatic subtotals with SUBTOTAL function
- Error handling with IFERROR formulas
- Sales performance charts
Human ResourcesOpen House Sign In Sheet
Track visitor information and engagement at property open houses with agent and property details.
- Visitor sign-in with name and contact fields
- Property address and agent identification
- Date and attendance tracking
Records & LogsOpen House Sign In Sheet
Record visitor details at property open houses with agent and property information.
- Pre-formatted sign-in columns for visitor details
- Agent and company name fields
- Property address and date entry
Records & LogsOpen House Sign In Sheet
Record visitor details at open house events with agent and property information.
- Auto-populated date fields using TODAY() and YEAR() functions
- Pre-formatted agent and company name sections
- Property address and name capture
Human ResourcesOpen House Sign-In Sheet
Track visitor attendance at open houses with agent, property, and contact details.
- Pre-formatted sign-in table with columns for visitor name, company, and property details
- Automatic date capture using TODAY function
- Agent and company name fields for attribution
Accounting & BookkeepingOpening Day Balance Sheet
Record your company's initial assets, liabilities, and equity on day one of operations.
- Pre-structured assets, liabilities, and equity sections
- Automatic SUM calculations for section totals
- Company name entry field
Accounting & BookkeepingOpening Day Balance Sheet
Record your company's initial assets, liabilities, and equity on day one of operations.
- Company name entry field
- Asset section with subtotals
- Liabilities section with subtotals
Accounting & BookkeepingOperating Cash Flow Calculator
Track and analyze operating cash flow monthly and yearly to monitor business liquidity and financial health.
- Yearly cash flow summary
- Monthly cash flow breakdown
- Automated date calculations using YEAR function
Project ManagementOperation Flowchart Template
A structured flowchart template for mapping and visualizing operational processes with defined roles and product information.
- Process name field
- Preparer identification
- Product development tracking
Project ManagementOperation Template
A multi-sheet operational tracking template that monitors project or process status across departments with date range calculations and status counting.
- Multi-sheet structure with Operation, Helper, and Setup sheets
- Automatic date range calculation using MIN/MAX functions
- Status aggregation using COUNTIFS formulas
Human ResourcesOperations Absenteeism Report Template
Track and analyze employee absences with automated leave records, department breakdowns, and date-range reporting.
- Multi-sheet structure with employee details database
- Automated VLOOKUP employee information lookup
- Leave record tracking with dates and departments
Business Planning & StrategyOperations Business Impact Analysis Template
Comprehensive template for assessing and documenting the impact of business function disruptions, recovery objectives, and mitigation strategies.
- Multiple interconnected worksheets for comprehensive analysis
- Company information tracking and contact details
- Critical business functions documentation with recovery metrics
Project ManagementOperations Call Center Metrics Dashboard Template
A comprehensive Excel dashboard for tracking and analyzing call center performance metrics including call logs, agent information, and operational KPIs.
- Call log tracking with timestamps
- Agent information database
- Automated KPI calculations
Human ResourcesOperations Compliance Training Log Template
Track employee compliance training records with completion status, trainer details, and PPE coverage across multiple departments.
- Multi-sheet organization with company info, training log, training details, and setup sheets
- Conditional completion status tracking using IF and COUNTIF formulas
- VLOOKUP integration for trainer and training detail lookups
Records & LogsOperations Customer Complaint Tracking Template
A comprehensive system to log, organize, and track customer complaints with customer details, complaint status, and automated reporting.
- Auto-generated Complaint IDs
- Customer information database
- Status tracking (Open/Resolved)
Sales & CRMOperations Customer Journey Touchpoints Analysis Template
A comprehensive template for analyzing customer journey touchpoints across operational touchpoints, tracking customer information, and evaluating customer experience metrics.
- Customer database with demographic information
- Automatic customer ID generation using ROW and TEXT functions
- Company contact information integration
Records & LogsOperations Cybersecurity Risk Assessment Template
A structured template for evaluating and classifying cybersecurity risks across business operations with status tracking and risk categorization.
- Risk level classification system
- Company information tracking
- Status management (Completed/Ongoing)
Records & LogsOperations Data Breach Incident Log Template
Track and manage security incidents with automated status summaries and incident details logging.
- Automated status summary with COUNTIF formulas
- Incident logging with multiple data fields
- Department categorization
Human ResourcesOperations Employee Attendance Record Template
Monthly employee attendance tracking spreadsheet with company information and attendance data organized by month.
- 12 dedicated monthly sheets (January through December)
- Company header with address and email fields
- Automated counting and error-handling formulas
Human ResourcesOperations Employee Goal Setting Worksheet Template
A comprehensive template for tracking and managing employee goals across different completion statuses in operations departments.
- Multi-sheet goal status tracking (Not Started, In Progress, On Hold, Completed)
- Employee information capture (ID, Name, Position, Department)
- Automated data validation using IFERROR formulas
Human ResourcesOperations Employee Recognition Tracker Template
Track employee recognition, bonuses, and gift cards with integrated employee data and performance insights.
- Employee information database with hire dates and skills
- Recognition events logging with gift card and bonus tracking
- VLOOKUP and XLOOKUP formulas linking employee IDs to records
Inventory & OperationsOperations Energy Consumption Dashboard Template
Track and analyze energy consumption across departments and energy sources with monthly breakdown and cost analysis.
- Overall consumption summary
- Monthly breakdown analysis
- Department-based tracking