Annual budget tracker
Plan revenue and expenses across all 12 months with automatic yearly totals — spot overspending by category at a glance.
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Free Excel templates
Real, ready-to-use workbooks with working formulas and formatting already built in - not blank grids. Pick one, download the .xlsx, and start filling in your own numbers.
Annual goal planner
Set goals by category and quarter, track current progress, and see completion percentage with auto-status labels.
Download .xlsxBreak-even analysis
Input fixed costs, variable cost per unit, and selling price to calculate break-even units and revenue, with a sensitivity table for different volume scenarios.
Download .xlsxBusiness P&L statement
A simple profit & loss statement - revenue, cost of goods sold, operating expenses, and net income - with every subtotal and the final net margin calculated automatically.
Download .xlsxBusiness valuation (DCF model)
Project 5-year free cash flows with customizable growth and margin assumptions, then calculate terminal value and enterprise value using a full discounted cash flow model.
Download .xlsxCash flow forecast
Project 6-month inflows and outflows with opening and closing balances calculated automatically.
Download .xlsxClient project budget
Estimate hours and rates per task, log actuals, and see budget variance for every phase of a client project.
Download .xlsxComprehensive invoice system
A three-sheet invoice workbook: an item library, a client list, and a professional invoice that auto-calculates line totals, tax, and total due.
Download .xlsxContent calendar
Plan posts across platforms with a status column (Idea, Drafting, Scheduled, Published) and a list sorted by publish date.
Download .xlsxDebt payoff tracker
List every debt's balance, APR, and minimum payment, then let RANK formulas order them automatically by the avalanche (highest interest first) or snowball (smallest balance first) payoff strategy.
Download .xlsxEmployee leave tracker
Track annual, sick, and personal leave for your whole team with automatic totals and remaining-days calculations.
Download .xlsxEmployee shift scheduler
A weekly staff roster with hours per employee per day, automatic weekly hour totals, and a total-pay column driven by each employee's hourly rate.
Download .xlsxEvent planning checklist
Track every event task with owner, due date, budget, and actual cost — total spend calculated automatically.
Download .xlsxExpense report
Log categorized expenses with dates and a receipt-attached column, then see totals by category calculated automatically with SUMIF.
Download .xlsxFinancial dashboard
A 12-month P&L summary with revenue, COGS, and net income — plus a dashboard tab with key ratios calculated from your data sheet.
Download .xlsxFreelance rate & quote calculator
Back into a sustainable hourly rate from your target annual income, billable hours per week, and weeks worked, then use it to quote fixed-price projects.
Download .xlsxHabit tracker
A month-at-a-glance grid for marking daily habits complete, with a simple 1-or-blank system so a week or month of consistency is visible at a glance.
Download .xlsxHR employee database
A structured employee roster with department, role, salary, and manager — ready to filter and slice without a full HRIS.
Download .xlsxInventory tracker
Track SKUs, on-hand quantity, and reorder points, with a formula that flags items to reorder now as soon as stock drops too low.
Download .xlsxInvoice template
A clean, ready-to-send invoice with line items, quantity times price formulas, and a subtotal, tax, and total chain that recalculates automatically.
Download .xlsxKPI / OKR tracker
Track quarterly objectives and key results with target vs. actual columns, automatic progress-percentage, and an On Track / At Risk / Off Track status formula.
Download .xlsxLoan amortization calculator
Enter any loan amount, rate, and term to get the monthly payment from PMT, then see a full amortization schedule with principal and interest splits.
Download .xlsxMarketing campaign ROI tracker
Log every campaign with budget, leads, conversions, and revenue — cost-per-lead and ROI calculated automatically for each.
Download .xlsxMeal planner & grocery list
Plan breakfast, lunch, and dinner across a full week, plus a linked grocery list organized by section with a Got it? column to check off as you shop.
Download .xlsxMeeting agenda template
Structure any meeting with numbered agenda items, owners, time allocations, and a total-duration formula.
Download .xlsxMonthly budget tracker
Track income and expenses by category with automatic totals and a remaining-balance formula. Turns red when a category goes over budget.
Download .xlsxMulti-project portfolio tracker
Manage up to 20 projects in one view with budget vs. spend, task completion rate, health status, and risk level — all calculated from your inputs.
Download .xlsxProduct launch checklist
Track every launch task by phase, owner, due date, and priority — from research through post-launch review.
Download .xlsxProject timeline (Gantt-style)
A week-by-week task timeline with conditional formatting that shades each task's active weeks, built entirely from formulas.
Download .xlsxPurchase order template
A vendor-facing purchase order with line items, quantity times unit price formulas, and a subtotal, shipping, tax, and total chain that recalculates automatically.
Download .xlsxReading list tracker
Catalog books with genre, page count, and dates read — rate and mark each one so you can see your progress at a glance.
Download .xlsxReal estate investment analyzer
Enter purchase price, down payment, mortgage rate, and rent to get monthly cash flow, cash-on-cash return, and cap rate in seconds.
Download .xlsxReceipt tracker
Log every receipt with vendor, category, amount, and payment method — total expenses calculated automatically.
Download .xlsxRecruitment pipeline
Manage candidates from application through offer, with stage dates and status in one clean tracker.
Download .xlsxRental property expenses
Log repairs, insurance, and maintenance by property with a running total and deductibility flag.
Download .xlsxRental property income tracker
Track monthly rent, vacancy loss, and effective income across every unit you own, with a formula that nets out vacancies automatically.
Download .xlsxSaaS metrics dashboard
Track MRR, ARR, churn rate, ARPU, LTV, CAC, and LTV:CAC ratio across 6 months — all derived from your raw customer and revenue inputs.
Download .xlsxSales commission tracker
Log each rep's sales with their commission rate and get commission owed and a running per-rep total calculated automatically for the period.
Download .xlsxSales pipeline tracker
Track deals from discovery to close with probability-weighted expected values and per-rep ownership.
Download .xlsxSales quote template
Send professional quotes with line items, a discount column, and automatic subtotal, tax, and total.
Download .xlsxSimple CRM / contact tracker
Keep contact details and last-contacted dates in one list, with a formula that flags anyone you have not touched base with in 30-plus days.
Download .xlsxSimple project tracker
A task list with owners, dates, a status dropdown (Not started, In progress, Done), and percent-complete tracking with color-coded status.
Download .xlsxSimple weekly timesheet
Log time in and time out for each day of the week and get automatic totals for regular hours and overtime.
Download .xlsxSocial media tracker
Log posts across platforms with reach, likes, comments, and shares — engagement rate calculated automatically.
Download .xlsxStock reorder planner
Set reorder points for every SKU and let a formula flag any item that needs restocking now.
Download .xlsxStudent budget planner
Set a monthly budget per category, log actual spending, and see which categories are on track vs. over budget.
Download .xlsxSupplier comparison sheet
Score and weight multiple suppliers across criteria to get a weighted total score for each — pick the best vendor objectively.
Download .xlsxTravel packing checklist
Group your packing list by category with a Packed? column so nothing gets left behind.
Download .xlsxWedding / event budget planner
Set a total budget cap, then track estimated vs. actual cost by category (venue, catering, photography, and more) with a running total and a variance formula that flags overspending.
Download .xlsxWeekly planner
A clean day-by-day, hour-by-hour grid for planning a week at a glance, from early morning through evening.
Download .xlsxWorkout log
Record every session with exercise, sets, reps, and weight — includes cardio duration so all workout types fit one sheet.
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