Finance7 min read
12-Month Cash Flow Forecast
Anticipate cash crunches, plan investments, and manage working capital with our rolling 12-month model.
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All Free Small Business Templates
Explore our curated collection of 56 free, macro-free, and fully customizable templates engineered for Microsoft Excel and Google Sheets.
Showing 56 templates
Finance6 min read
Simple Bookkeeping Ledger
A clean, beginner-friendly income and expense tracker with automated monthly and tax summaries.
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View & DownloadFinance5 min read
P&L Statement Template
Track gross profit, operating overheads, and net margins with a professional financial statement template.
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View & DownloadFinance5 min read
Invoice Generator & Register
Create sleek, printable PDF invoices and maintain a central register of paid and pending client bills.
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View & DownloadFinance5 min read
Break-Even Calculator
Calculate your exact break-even point in units and dollars to price products profitably and eliminate guesswork.
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View & DownloadFinance6 min read
Budget vs Actual Tracker
Compare monthly budgeted income and expenses against actual performance with automatic variance heatmaps.
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View & DownloadFinance5 min read
Business Expense Tracker
Organize daily operational expenses, track mileage, and categorize tax deductions for your accountant.
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View & DownloadFinance6 min read
A/R Aging Tracker
Track overdue invoices across 30, 60, 90+ day aging buckets and accelerate cash collections.
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View & DownloadSales & CRM6 min read
Lightweight Small Business CRM
Track client interactions, deal values, next follow-ups, and communication logs without expensive CRM software.
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View & DownloadSales & CRM5 min read
Sales Pipeline Tracker
Forecast expected revenue, track stage conversion rates, and manage deal flow visually.
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View & DownloadSales & CRM5 min read
Sales Quote & Job Estimate
Produce accurate, itemized customer quotes with parts, labor, markup calculations, and client approval blocks.
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View & DownloadSales & CRM5 min read
Client Onboarding Checklist
Streamline new client transitions from sales sign-off to project kickoff with a milestone progress tracker.
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View & DownloadSales & CRM5 min read
Customer Order Tracker
Track custom or wholesale customer orders from receipt through packing, dispatch, and final delivery.
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View & DownloadSales & CRM5 min read
Product Price List Matrix
Establish consistent tiered pricing for wholesale, retail, and volume discount accounts with margin validators.
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View & DownloadSales & CRM5 min read
Sales Commission Calculator
Calculate tiered sales commissions, quota attainment bonuses, and team splits automatically.
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View & DownloadSales & CRM5 min read
NPS & Customer Feedback Tracker
Collect customer survey scores, calculate your Net Promoter Score automatically, and categorize feedback.
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View & DownloadOperations7 min read
Inventory & Stock Tracker
Track SKU quantities, stock valuations, safety stock levels, and automated reorder triggers.
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View & DownloadOperations5 min read
Purchase Order Generator
Formalize supplier purchases with a print-ready PO generator linked to an open order tracking log.
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View & DownloadOperations5 min read
Vendor Performance Evaluation
Score suppliers objectively across pricing, lead times, on-time delivery rates, and defect percentages.
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View & DownloadOperations6 min read
Fixed Asset Register & Depreciation
Track machinery, computers, tools, and vehicles with automated Straight-Line and Declining-Balance depreciation schedules.
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View & DownloadOperations5 min read
Equipment Maintenance Log
Schedule preventative maintenance intervals, log service costs, and track upcoming inspection due dates.
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View & DownloadOperations5 min read
Daily SOP & Shift Handover
Standardize opening and closing procedures, shift communications, and cash register balancing.
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View & DownloadOperations5 min read
Shipping & Courier Tracker
Monitor outbound customer shipments across FedEx, UPS, USPS, and DHL with auto-generated tracking links.
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View & DownloadOperations6 min read
Bill of Materials & Costing
Calculate total unit production costs with multi-level parts lists, scrap rates, direct labor, and packaging rollups.
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View & DownloadHR & Team5 min read
Employee Timesheet & Overtime
Calculate total work hours, unpaid lunch breaks, regular pay, and 1.5x overtime accurately.
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View & DownloadHR & Team6 min read
Employee Shift Schedule
Organize weekly staff shifts, prevent double-booking, and monitor labor hours against departmental budget caps.
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View & DownloadHR & Team5 min read
PTO & Vacation Tracker
Track annual vacation allowances, monthly PTO accruals, sick days taken, and remaining leave balances.
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View & DownloadHR & Team6 min read
Payroll Deductions Calculator
Estimate gross-to-net pay, federal/state tax withholdings, benefit deductions, and total employer payroll costs.
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View & DownloadHR & Team5 min read
Employee Onboarding Checklist
Guide new hires through paperwork, hardware provisioning, training, and 30-60-90 day performance milestones.
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View & DownloadHR & Team5 min read
Skills Matrix & Training Tracker
Track employee competencies, mandatory safety certifications, license expiration dates, and training needs.
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View & DownloadHR & Team5 min read
Employee Performance Review
Conduct structured quarterly or annual reviews with weighted core competencies, KPI scoring, and growth plans.
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View & DownloadHR & Team5 min read
Contractor & 1099 Payment Tracker
Track contractor invoices, verify W-9 tax forms, monitor annual $600 1099-NEC thresholds, and log project disbursements.
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View & DownloadProjects6 min read
Dynamic Gantt Chart
Plan project milestones, task durations, and dependencies with a visual formula-driven timeline.
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View & DownloadProjects5 min read
Project Budget Tracker
Track project costs in real time across labor, materials, subcontractors, and software with cost overrun alerts.
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View & DownloadProjects5 min read
Eisenhower Matrix Task Tracker
Overcome overwhelm by automatically sorting daily tasks into Urgent and Important action quadrants.
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View & DownloadProjects5 min read
Project Milestone Tracker
Track project deliverables, target completion dates, client sign-offs, and RAG health indicators.
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View & DownloadProjects6 min read
Resource Allocation & Capacity
Forecast team bandwidth, balance project workloads, and identify over-allocated team members before burnout occurs.
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View & DownloadProjects5 min read
Project Risk Register & RAID Log
Identify operational risks early, calculate severity scores, and document mitigation action plans.
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View & DownloadProjects5 min read
Agile Sprint Backlog & Burndown
Manage agile user stories, estimate story points, track sprint velocity, and plot daily burndown charts.
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View & DownloadProjects5 min read
Meeting Minutes & Action Items
Turn meeting discussions into accountable action items with assigned owners, due dates, and status tracking.
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View & DownloadLabels & Avery6 min read
Avery 5160 Address Labels
Print 30 standard 1 x 2-5/8 inch address labels per sheet with an exact-dimension grid and mail-merge contact list.
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View & DownloadLabels & Avery5 min read
Avery 5163 Shipping Labels
Print 10 large 2 x 4 inch package shipping labels per sheet with return address, delivery block, and order notes.
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View & DownloadLabels & Avery5 min read
Avery 5164 Large Parcel Labels
Print 6 large 3-1/3 x 4 inch labels per sheet for bulky boxes, international customs, and freight shipping.
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View & DownloadLabels & Avery5 min read
Avery 5167 Mini Return Labels
Print 80 compact return address labels per sheet for envelopes, catalog mailers, and product samples.
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View & DownloadLabels & Avery5 min read
Avery 5366 File Folder Labels
Organize office filing cabinets and client records with color-coded 1/3 cut file folder tab labels.
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View & DownloadLabels & Avery5 min read
Avery 5392 Name Badges
Create professional conference name tags, visitor badges, and attendee passes with company logo and role fields.
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View & DownloadLabels & Avery6 min read
Avery Barcode & Asset Tags
Generate Code 128 and Code 39 barcode asset stickers for inventory tracking, tools, and office IT hardware.
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View & DownloadLabels & Avery5 min read
Avery QR Code Product Labels
Generate dynamic, scannable QR code stickers for retail products, restaurant menus, and marketing packaging.
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View & DownloadFormulas9 min read
25 Essential Business Formulas
Master the essential lookup, math, logic, and date functions every business owner and analyst needs.
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View & DownloadFormulas6 min read
XLOOKUP vs VLOOKUP Guide
Why modern spreadsheets use XLOOKUP and how to safely migrate older business models.
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View & DownloadFormulas5 min read
Data Validation & Dropdowns
Eliminate data entry typos and enforce consistent categorization with simple and dependent cascading dropdowns.
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View & DownloadFormulas7 min read
Fix Common Formula Errors
A practical diagnostic guide to troubleshooting and fixing the top 8 spreadsheet formula error codes.
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View & DownloadFormulas6 min read
SUMIFS & COUNTIFS Masterclass
Aggregate financial and sales data across multiple conditions, date ranges, and departments like a pro.
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View & DownloadFormulas7 min read
Pivot Tables & Dashboards
Transform raw transactional records into interactive summary dashboards with visual slicers and charts.
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View & DownloadFormulas6 min read
Date & Time Formulas Guide
Calculate business days, contract expiration dates, shift hours, and payment deadlines without date math errors.
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View & DownloadFormulas5 min read
Locking & Protecting Cells
Protect formula integrity, prevent accidental cell overwrites by employees, and manage sheet permissions safely.
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