30 templates · Excel + Google Sheets
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SalesSales dashboardPaste your sales and get a dashboard: revenue per month, by product and by region, with charts.
PersonalMonthly budget 50/30/20Plan your month, compare planned vs actual and see if you follow the 50/30/20 rule (needs, wants, savings).
FinanceInvoice & payment trackerKnow who owes you money, what is overdue and how much you collected.
InventoryInventory trackerStock levels, stock value and automatic reorder alerts for every product.
ProjectsProject tracker with Gantt chartTasks, owners, dates and progress with a Gantt chart that draws itself week by week.
Finance12-month cash flow forecastSee month by month how much cash you will have, and spot the month you could run short.
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PersonalMonthly budget 50/30/20Plan your month, compare planned vs actual and see if you follow the 50/30/20 rule (needs, wants, savings).
PersonalExpense trackerLog every expense in seconds and see totals by category, this month and per day.
FinanceAnnual budget vs actualBusiness budget for the year with monthly actuals, variance and % used per line.
Finance12-month cash flow forecastSee month by month how much cash you will have, and spot the month you could run short.
FinanceInvoice templateA clean printable invoice that calculates discounts, tax, withholding and total for you.
FinanceInvoice & payment trackerKnow who owes you money, what is overdue and how much you collected.
SalesQuote / estimateSend professional quotes with validity date, discounts, tax and a signature line.
FinanceBreak-even & pricing calculatorHow many units you must sell to cover costs, and the profit at each sales level.
FinanceLoan & amortization calculatorMonthly payment, full amortization schedule and how much you save with extra payments.
PersonalSavings goals trackerTrack each goal, its progress bar and how much to save per month to arrive on time.
SalesSales pipeline CRMA simple CRM: every deal, its stage, weighted value and the next step so nothing falls through the cracks.
SalesSales dashboardPaste your sales and get a dashboard: revenue per month, by product and by region, with charts.
SalesClient databaseAll your clients in one place, with total spent, last contact and an automatic "follow up" alert.
SalesSales commission calculatorTiered commissions and target bonus per rep and month, calculated automatically.
InventoryInventory trackerStock levels, stock value and automatic reorder alerts for every product.
InventoryPricing & margin calculatorTurn costs into a price: suggested price for your target margin, real margin and markup per product.
ProjectsProject tracker with Gantt chartTasks, owners, dates and progress with a Gantt chart that draws itself week by week.
ProjectsTask list with prioritiesA to-do list that flags overdue and due-soon tasks and shows how much you finished.
ProductivityMeeting notes & action itemsLog decisions and action items from every meeting and see who owes what, by when.
OperationsTimesheet & billable hoursLog hours per client and project, separate billable time and know exactly what to invoice.
ProjectsOKR & goals trackerObjectives and key results with automatic progress and an on-track / at-risk status against time elapsed.
ProjectsSocial media content calendarPlan posts per platform and format, track status and measure engagement.
ProjectsEvent planner: budget & checklistBudget vs actual for your event plus a checklist with deadlines, so nothing is forgotten.
HRVacation & time-off trackerDays allowed, taken and remaining for each person, counting only working days.
HRWeekly shift scheduleAssign shifts with a code per day; hours per person and staff per shift are counted for you.
HRHiring pipelineTrack candidates by stage, score and source, and see your hiring funnel at a glance.
HRTeam KPI dashboardMonthly KPIs vs target with trend arrows, year-to-date and a traffic light per metric.
ProductivityMonthly habit trackerTick your habits every day, see your completion rate and your current streak.
PersonalSubscription & recurring costs trackerEvery subscription in one place: monthly and yearly cost, next renewal and what to cancel.
OperationsTravel expense reportLog trip expenses in any currency, convert them and calculate what the company owes you.
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