Free business templates in excel

32 Free Excel Spreadsheet Templates

In this article, you’ll find a variety of free, easy-to-use Excel templates in a familiar spreadsheet format, designed to help you streamline business processes and improve efficiency.

Project Timeline Template

Create detailed monthly or quarterly schedules, identify important project milestones, and track progress to ensure timely completion with this project timeline template. Mark off important changes or roadblocks that arise to keep everyone aware of project progress.

Gantt Chart Template

View project tasks on a visual timeline to ensure your projects stay on track with this Gantt chart template. Identify dependencies, track start and end dates, and assess how your project is progressing, all with this customizable template that you can easily share with key stakeholders

Expense Report Template

Track business travel costs for all components of travel, from accommodations and meals to transportation and entertainment, with this expense report template. Document additional expenses, travel dates, and traveler information to ensure accurate and timely reimbursement.

To-Do List Template

Stay organized and get through all of your important tasks with this to-do list template. Highlight projects, appointments, and events, and check off items as they are completed. This template can be implemented for a variety of uses, from grocery lists to project planning.

Inventory Management Template

Track inventory location, list quantities of each item, and identify order dates with this inventory management template for a variety of uses, from restaurant inventory to software tracking. Keep track of when you should reorder items, and monitor inventory levels to avoid excess or insufficient amounts.

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Excel Project Management Templates

Project Management Dashboard Template

Surface key project details, like timelines, financial status, potential risks, and unresolved issues with this comprehensive dashboard template. Visually showcase the key data that matters most to your stakeholders, and streamline the way you manage and present your projects.

Project Budget Template

Plan and track predicted versus actual costs associated with each task and phase of your project with this budget template. Document resources, labor, and the cost of each to provide insight into variance, and ensure your project stays on budget.

Business Plan Template

Plot your business plan on a visual timeline and gain insight into how your plan progresses throughout with this helpful template. Ensure necessary action steps are taken to reach your goals, and include it as part of your larger strategic business plan shared with stakeholders.

Excel Business Budget Templates

Business Budget Template

List income sources and business expenses, track operating costs, and balance your budget accordingly with this comprehensive budget template. Gain an accurate picture of your weekly, monthly, and annual costs, and determine actual spend to compare against your predicted budget.

Event Budget Template

Plan for your next event with this budget template that enables you to document and track your spend in categories, like staffing, marketing, travel, and more. Identify resource costs and plan an amount to budget for each area to keep your event on track and within budget.

Simple Budget Template

Weigh expenses against income to gain insight into your financial overview with this simple budget template. With a basic dashboard that highlights income after expenses, this template is perfect for students, personal budgets, or simple small business budget planning.

Excel Personal Budget Templates

Household Budget Template

Create a monthly budget for your household or shared living arrangement. Divvy up costs for each person, edit the template to include relevant expenses, and monitor savings to ensure you hit your goals. Track your budget on a weekly, monthly, or yearly basis so you can accurately plan ahead.

Personal Budget Template

This versatile template allows you to plan and budget for important life events, like retirement, or for day-to-day expenses. View monthly spend against income and identify how you’re progressing towards short- and long-term financial goals so you can plan for the future.

Loan Amortization Template

View your loans in a periodic view, track principle costs against accrued interest, and determine how long you have until your loan is paid off with this loan amortization schedule. Gain insight into the number of payments already made and the minimum monthly payment due.

Excel Accounting Templates

Income Statement Template

Compare revenue versus expenses, track financial performance, and view net income over time with this income statement template (also known as a profit and loss statement). See your company’s financial performance, and share among stakeholders to highlight progress and success.

Cash Flow Template

View incoming and outgoing cash flow both at present and over a specific timeframe, including 12- and 36-month periods, with this cash flow statement template. Compare financial activity and gain insight into personal or company growth.

Balance Sheet Template

Gain insight into your financial status and assess your setbacks or growth with this balance sheet template. Document assets, liabilities, and equity at a certain point in time and compare against previous periods to determine financial positioning and create a plan for the future.

Excel Sales and Marketing Templates

CRM Template

Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.

Marketing Plan Template

List marketing campaigns and associated project goals, identify target audiences, track key metrics, and budget for all costs with this comprehensive marketing plan template. View project progress on weekly, monthly, or quarterly cadences to see if you hit deadlines.

Social Media Report Template

Track social media efforts and view metrics, like click-through rates and conversions, with this helpful template. List your KPIs and share with team members and stakeholders to gain buy in. See how successful each campaign is with a view of reported numbers against projected values.

Excel Human Resources Templates

Payroll Management Template

Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.

Timecard Template with Breaks

Calculate total pay based on weekly hours worked with this timecard template. Account for breaks in the workday and enable employees to document check ins and outs to keep employers and employees accountable and ensure everyone is accurately paid for the time worked.

Employee Performance Review Template

Use this template to conduct a thorough employee performance review at year’s end and rate employees based on work performance, previous goals, and more. Set future objectives and include additional comments about the employee to reference as you decide on potential promotions or bonuses.

Excel Calendar and Checklist Templates

Daily Planner Template

Create your daily task list, highlight top priorities, and denote other important details in your day, like places to visit or tasks to put off for another day. Use this template for personal and professional tasks, helping you stay organized and hit all your goals.

Monthly Calendar Template

Plan tasks and projects over the course of a single month and highlight key events taking place so you never miss a beat. With weeks set up in the traditional Sunday through Saturday format, you’ll be able to keep your monthly goals on track and view your month at-a-glance, whenever needed.

Wedding Checklist Template

Take your wedding in stride and break down the event into manageable pieces with this checklist template, designed with weddings in mind. Track everything from decorations to food and drinks so you can plan for all the details of your wedding, and check things off as they are accomplished.

Excel Business Planning Templates

Business Acquisition Worksheet

Thoroughly assess a company’s value to determine if an acquisition is appropriate with this worksheet. List all business details, from gross profit to taxable income, and share with potential buyers or appraisers to ensure you’re making the most informed decisions.

Startup Expenses Template

View your expenses and income to ensure your business is successful with this template, designed specifically for startup businesses in mind. Create a detailed budget so you can secure a new business loan, and document funding sources to paint an accurate picture of your startup’s progress.

Excel Travel Templates

Travel Itinerary Template

Plan, organize, and track critical travel information related to identification, accommodations, transportation, and more, with this complete itinerary template. Never get stuck without crucial travel information to ensure your personal or business trips go seamlessly.

Mileage Tracking Template

Log gas mileage and calculate expenses related to travel with this mileage tracking sheet. Ensure you are reimbursed for the correct amount by documenting key details, like odometer readings, miles traveled, gas prices, and travel purpose.

Excel Inventory and Billing Templates

Service Invoice Template

Document hours, rates, and totals for specific business services with this easy-to-use invoice template. Perfect for freelancers, consultants, and other hourly workers, this template allows you to itemize tasks and charge by the hour for any given project or service.

Simple Invoice Template

Bill a company, itemize specific products or goods, list quantity and unit price, and calculate total costs with this simple invoice template. With space to list invoice numbers and customer IDs, you can easily track your invoice and mark off when bills are paid.

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Free Business Plan Templates in Excel

September 27, 2020

In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel.

Business Plan Templates in Excel

These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.

Business Plan Template in Excel

This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.

Download Business Plan Template

One-Page Business Plan in Excel

To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “One-Page Business Plan Templates with a Quick How-To Guide.”

Download One-Page Business Plan

Sample 30-60-90-Day Business Plan for Startup in Excel

This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “30-60-90-Day Business Plan Templates and Samples” to download more free plans.

Download 30-60-90-Day Business Plan for Startup

For more free business plans in a wider variety of formats, visit “Simple Business Plan Templates.”

Business Plan Checklists in Excel

These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.

Business Planning Checklist with Timeline in Excel

Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.

Download Business Planning Checklist with Timeline Template

Business Plan Checklist with SWOT Analysis in Excel

Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.

Business Startup Checklist in Excel

This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “Free Startup Plan, Budget & Cost Templates.”

‌Download Business Startup Checklist Template

Business Plan Financial Templates in Excel

Use these customizable templates to develop your organization’s financial plan.

Business Startup Costs Template in Excel

Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.

Download Business Startup Costs Template

Small-Business Budget Template in Excel

This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.

Startup Financial Statement Projections Template

This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.

‌ Download Startup Financial Statement Projections Template

For additional templates to help you produce a sound financial plan, visit “Free Financial Templates for a Business Plan.”

Business Plan Marketing and Sales Templates in Excel

Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.

Sales Forecast Template in Excel

This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “Free Sales Forecasting Templates.”

Download Sales Forecast Template

Marketing Budget Plan in Excel

This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing, and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.

Download Marketing Budget Plan Template

Other Business Plans in Excel

Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.

Business Action Plan Template in Excel

Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more.

Download Business Action Plan Template

Business Plan Rubric in Excel

Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.

Download Simple Business Plan Rubric

Competitive Analysis Template in Excel

This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.

Download Competitive Analysis Template

For additional free templates for all aspects of your business, visit “Free Business Templates for Organizations of All Sizes.”

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