Template library

3,445 templates.

Sales & CRM

Mid Term Sales Analysis

Track and visualize sales performance across months with built-in charts to identify trends and patterns.

Monthly sales data entry
Built-in charts for visual trend analysis
Pre-formatted reporting structure

beginner.xlsx

Sales & CRM

Mid Year Product Sales Report

Track product sales performance across six months with monthly breakdowns and visual charts.

Monthly sales columns (Jan–May)
Product-level sales breakdown
SUM formulas for total calculations

beginner.xlsx

Sales & CRM

Mid Year Sales Analysis Report

Track and analyze sales performance month-by-month with ranking functions and visual charts.

Month-by-month sales breakdown
Automatic ranking of sales metrics
Visual charts for trend analysis

intermediate.xlsx

Sales & CRM

Mid Year Sales Data Analysis

Track and analyze sales performance by month with ranking functions and visual charts.

Monthly sales data organization
RANK function for performance ranking
Pre-built sales charts and graphs

beginner.xlsx

Time Tracking

Mileage Log

Track vehicle mileage, dates, and trip purposes for business expense documentation and tax deductions.

Auto-calculation of total mileage via SUM formula
Date and time recording for each trip
Purpose and destination fields

beginner.xlsx

Time Tracking

Mileage Log and Expense Report

Track employee mileage and expenses with automatic calculations and period summaries for reimbursement.

Automatic mileage expense calculation based on configurable per-mile rate
Date range summaries with MIN/MAX date logic
Employee ID and name tracking for payroll integration

intermediate.xlsx

Time Tracking

Mileage Log and Expense Report

Track employee mileage and expenses by trip with automatic rate calculations and date range summaries.

Configurable mileage rate per mile
Automatic calculation of reimbursable trip costs
Date range summaries with MIN/MAX date functions

intermediate.xlsx

Time Tracking

Mileage Log with Charts

Track vehicle mileage by date and visualize trends with built-in charts for expense reporting.

Date and mileage entry fields
Visual chart of mileage trends
Simple data entry format

beginner.xlsx

Time Tracking

Mileage Tracker

Track business mileage and auto expenses for accurate reimbursement and tax deductions.

Automatic distance calculation from start and end odometer readings
Date and purpose tracking for each trip
Mileage summary and totals

beginner.xlsx

Project Management

Milestone Chart in Excel

Track project milestones and activities with visual timeline charting for clear progress visibility.

Conditional date population with IF formulas
Automatic milestone validation using AND logic
Date-activity pairing structure

intermediate.xlsx

Project Management

Milestone Charting Roadmap

Visualize product roadmap with milestones and activities across short, mid, and long-term horizons.

Organized Chart Data worksheet for milestone entry
Automated visual chart displaying milestones across timeframes
Short-term, mid-term, and long-term milestone organization

beginner.xlsx

Records & Logs

Military Alphabet Code Reference

Convert letters to phonetic military codes instantly with macro-powered lookup.

Phonetic letter-to-code word mapping
Automated word-to-code conversion with macros
Complete NATO alphabet reference table

beginner.xlsm

Budgeting & Expense Management

Money Manager 2

Track income and expenses with yearly, weekly, and year-to-date budget reports and visualizations.

Yearly budget planning
Weekly budget reports
Year-to-date tracking

beginner.xlsx

Personal Finance & Loans

Money Tracker

Track cash, checking, credit, and savings accounts with real-time balance summaries and allocations.

Separate sheets for cash, checking, credit, and savings accounts
Automatic balance calculations using SUM formulas
Category-based allocation tracking

beginner.xlsx

Accounting & Bookkeeping

Money Tracker v1

Track cash, checks, credit cards, and savings accounts in one place with automatic balance calculations.

Separate sheets for cash, checks, credit, and savings
Automatic running balance calculations
Date and payee/creditor tracking

beginner.xlsx

Accounting & Bookkeeping

Monthly Bank Reconciliation

Reconcile bank statements with accounting records to identify and resolve discrepancies quickly.

Bank statement balance input field
Outstanding checks tracker
Deposits in transit section

intermediate.xlsx

Budgeting & Expense Management

Monthly Budget Calendar

Plan monthly budgets with a visual calendar layout showing spending dates and amounts.

Monthly calendar layout with budget amounts
Dynamic date formatting and weekday display
Year and month selector

intermediate.xlsx

Budgeting & Expense Management

Monthly Budget Calendar Template

A comprehensive monthly budget tracker with income and expense categorization, summary dashboard, and visual charts for financial planning.

Monthly summary dashboard showing income and expense totals
Income tracking sheet with category and description fields
Expense tracking sheet with date and description fields

intermediate.xlsx

Data Analysis & Visualization

Monthly Budget Comparison: Planned vs. Actual Expenses & Income

A comprehensive budget tracking template with visualized bar charts comparing planned vs. actual monthly expenses and income across multiple categories.

Automated SUM formulas for monthly totals
Planned vs. Actual comparison charts
Categorized expense and income trackers

intermediate.xlsx

Budgeting & Expense Management

Monthly Budget Form Template

A monthly budget tracking template for THE LUNASTORM CAFE featuring income and expense categories with visual charts.

Pre-formatted income and expense sections
SUM formulas for automatic calculations
Visual charts for budget visualization

beginner.xlsx

Budgeting & Expense Management

Monthly Budget Ledger Template

A comprehensive monthly budget tracking spreadsheet that helps households record income, categorize expenses, and monitor spending against budget allocations.