Template library
3,210 templates.
Sales & CRMQuarterly Merchandise Sales Report
Track quarterly sales by merchandise category with automatic summation and visual charts.
- Monthly sales breakdown by commodity
- Automatic SUM calculations for totals
- Visual charts for trend analysis
Accounting & BookkeepingQuarterly Profit And Loss Template
A quarterly P&L statement template for tracking business revenue, expenses, and profitability over three-month periods.
- Pre-formatted P&L structure
- Automated calculations with SUM functions
- Multiple sheet types for different formats
Business Planning & StrategyQuarterly Revenue Planning
Project quarterly revenue across pessimistic, likely, and optimistic scenarios with automated calculations.
- Multi-scenario modeling (pessimistic, likely, optimistic, mean)
- Automated revenue calculations with SUM and IF functions
- Visual charts comparing revenue scenarios
Sales & CRMQuarterly Sales Analysis
Track and visualize quarterly sales performance by product or region with charts and automated summaries.
- Quarterly breakdown by sales category or product
- Automated SUM formulas for total calculations
- Built-in charts for visual performance comparison
Sales & CRMQuarterly Sales Result Analysis
Track monthly sales performance against targets with completion rates and visual comparisons.
- Month-by-month target vs actual comparison
- Automatic completion percentage calculations
- Performance ranking by month
Sales & CRMQuarterly Sales Tracker with Monthly Breakdown
Track beverage sales across three months with automatic quarterly rollup and tax calculations.
- Separate sheets for January, February, March data entry
- Automatic quarterly summary with formula links
- Built-in VAT calculation at 6.5%
Sales & CRMQuarterly Sales Volume Tracker
Track product sales by quarter with automatic totals to monitor performance across periods.
- Product-based sales organization
- Four quarterly columns for easy period comparison
- Automatic SUM formulas for total calculations
Human ResourcesQuarterly Training KPI Dashboard HR Template
A comprehensive HR dashboard for tracking quarterly training metrics, including hours, costs, and employee participation with visual charts and monthly breakdowns.
- Quarterly KPI dashboard view
- Monthly metrics tracking sheet
- Automated calculations with AVERAGE and IFERROR functions
Invoicing & BillingQuotation Estimate Template
Professional quotation and estimate template for creating formal quotes with client information, itemized services/products, pricing, and payment terms.
- Quotation number tracking
- Client information section
- Itemized line items
Invoicing & BillingQuotation Form Template
Professional quotation template with recipient database for generating customized quotes to clients.
- Recipient database with contact information
- Automated recipient lookup and population
- Line item pricing calculations
Invoicing & BillingQuotation Form Template
Create professional quotations with automated client lookup and pricing calculations.
- Automated client lookup via XLOOKUP
- Recipient database with contact details
- Dynamic pricing calculations
Invoicing & BillingQuote Template
Create professional quotes with company details, itemized pricing, and automatic calculations.
- Pre-formatted company header with address
- Automatic line-item totaling with SUM function
- Conditional calculations using IF statements
Invoicing & BillingQuote Template with Customizable Settings
Professional price quote template with conditional company details and EULA terms included.
- Conditional company information display
- Two layout options (portrait and landscape)
- Built-in terms of use (EULA) sheet
Project ManagementRACI Chart Timeline Template
Assign project roles across timeline phases—clarify who's responsible, accountable, consulted, and informed.
- Phase-based task breakdown
- Role assignment matrix (R/A/C/I)
- Team member directory
Project ManagementRACI Excel Template
Clarify roles and responsibilities across team members using RACI matrix assignments (Responsible, Accountable, Consulted, Informed).
- Pre-filled RACI role definitions (R, A, C, I)
- Multiple scenario templates for different team structures
- Task tracking with status columns
Project ManagementRACI Matrix
Clarify project roles and responsibilities with a visual R-A-C-I framework for all stakeholders.
- Roles and responsibilities mapping
- Visual task-to-person assignment
- Accountability tracking
Project ManagementRACI Project Plan Template
A comprehensive project management template that tracks tasks, assigns responsibilities, and monitors completion rates using RACI methodology.
- Automated task counting and completion rate calculation
- Status tracking (Completed, In Progress, Not Started)
- Dashboard overview with summary metrics
Data Analysis & VisualizationRadial Chart Template
A data visualization template using radial charts to display survey or voting results across multiple sections with yes/no/neutral response tracking.
- Radial/circular chart visualization
- Dynamic data lookup with XLOOKUP
- Conditional cell handling with IF statements
Project ManagementRAID Log Excel Template
Track project risks, assumptions, issues, and dependencies in one unified log with automatic summaries.
- Centralized Summary sheet with auto-linked project details
- Separate logs for Risks, Assumptions, Issues, and Dependencies
- Automated formulas (COUNTIF, VLOOKUP, IF) for status tracking
Task & ProductivityRandom Team Generator Template
Automatically assign people to random teams with unique ranking and balanced distribution.
- RANDBETWEEN randomization for unbiased assignment
- RANK function for consistent team ordering
- COUNTA for dynamic team size calculation
Data Analysis & VisualizationRanking Chart
Visualize rankings and comparative performance metrics in a clean, easy-to-read chart format.
- Pre-formatted ranking chart
- Comparative visualization
- Performance metrics display
Project ManagementRASCI Responsibility Assignment Matrix Template
Clarify team roles and accountability across project tasks with a RASCI responsibility matrix.
- Pre-formatted RASCI matrix grid
- Guidance sheet explaining RASCI framework
- Customizable task and team member rows/columns
Accounting & BookkeepingRatio Analysis
Analyze financial performance using key ratios, trends, and metrics from your financial statements.
- Automated ratio calculations
- Pre-built financial ratio formulas
- Color-coded input cells
Inventory & OperationsRaw Material Management Form
Track raw materials inventory with product numbers, quantities, pricing, and cost calculations.
- Product number tracking
- Quantity monitoring
- Unit price recording