33 Excel Templates for Business to Improve Your Efficiency (2022)

There’s a reason Excel is so ubiquitous in the workplace. Its versatility allows you to do a plethora of different things like track KPIs, create sales receipts, and record time cards.

To make your life a little easier, we compiled some of our favorite Excel templates for business.

Get your free Excel templates

These handy Excel templates will save you precious time when creating business documents.

1. Timeline template

33 Excel Templates for Business to Improve Your Efficiency (1)

Time is a resource that can’t be gained back, which is why it’s essential to track it. Thistimeline templateby Vertex42 gives you an overview of the milestones and events that team members should be aware of.

2. Gantt chart template

33 Excel Templates for Business to Improve Your Efficiency (2)Need something more sophisticated than a project timeline? Look no further than this Gantt chart templateby Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas.

3. To-do list template

33 Excel Templates for Business to Improve Your Efficiency (3)

A big part of the solution creating process is simply knowing what needs to get done. This to-do list template by Vertex42 is perfect for keeping you and your team in the loop.

With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.

(Video) Do's & Don'ts of Excel Spreadsheet Design (with Examples)

Free Excel crash course Learn Excel essentials fast with this FREE course. Get your certificate today! Start free course

4. Issue-tracking template

33 Excel Templates for Business to Improve Your Efficiency (4)Learning from mistakes is key for growth, both professionally and personally. Enter, the issue-tracking template.

This template allows you to keep a log of what went wrong, the priority of the issue, the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track recurring issues, and nip them in the bud before they affect the rest of the current project.

5. Weekly time-card template

33 Excel Templates for Business to Improve Your Efficiency (5) An economical alternative to time-card software is this free template. The weekly time-cardby Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets.

6. KPI tracker template

33 Excel Templates for Business to Improve Your Efficiency (6)

This handy KPI tracker will help you measure the things that matter for business success. The template allows you to consolidate metrics between teams and switch between a table and graphical layout.

7. Party planning template

33 Excel Templates for Business to Improve Your Efficiency (7)In charge of planning a work event? Excel can help you out. Use this party planning template to ensure the expenses stay firmly nestled within the budget.

8. Payment invoice template

33 Excel Templates for Business to Improve Your Efficiency (8)Save time by using this free invoice template when receiving payments from customers.

9. Portfolio management template

33 Excel Templates for Business to Improve Your Efficiency (9)

Use this portfolio management template to track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of yourportfolio.

10. Service invoice template

33 Excel Templates for Business to Improve Your Efficiency (10) This invoice template is ideal service-based businesses. It has empty fields to populate with information pertaining to the services you provide.

11. Shipping invoice template

33 Excel Templates for Business to Improve Your Efficiency (11)

(Video) PR Campaign Management Excel Template Step-by-Step Video Tutorial by Simple Sheets

Save money on invoicing software with this template. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.

12. Account statement template

33 Excel Templates for Business to Improve Your Efficiency (12)For businesses that bill customers recurringly, this account statement template is super handy for creating a summary of sales made. This is particularly useful for smaller businesses as bookkeeping software can be expensive.

13. Packing slip template

33 Excel Templates for Business to Improve Your Efficiency (13)

If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their order.

14. Price quote template

33 Excel Templates for Business to Improve Your Efficiency (14)Simplify your quoting process with this price quote template. The template has sections for the quote description, special notes, customer information, and more!

15. Purchase order template

33 Excel Templates for Business to Improve Your Efficiency (15)

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.

16. Sales receipt template

33 Excel Templates for Business to Improve Your Efficiency (16)Use this template to send your customer a sales receipt.

17. Rent receipt template

33 Excel Templates for Business to Improve Your Efficiency (17)

This rent receipt template is handy If you rent out your office space or home. The simple template allows you to keep a record of payments made on your property.

18. Home office expense tracker template

33 Excel Templates for Business to Improve Your Efficiency (18)Solopreneurs working from home will want to use this home office expense tracker to check that they’re making the most out of their eligible tax deductions.

(Video) EXCEL Template / Model that can help your business | The Midday Connect

19. Time card template

33 Excel Templates for Business to Improve Your Efficiency (19)This time card template is useful for businesses that hire contractors. The sheet allows team members to note the amount of time spent on a project. It also automatically calculates the regular hours and overtime hours along with total hours spent each week.

20. Weekly time card template

33 Excel Templates for Business to Improve Your Efficiency (20) Once you have your employees’ daily log all set, you can then transfer that information to this weekly time card template to get a better view of their hours for the month.

21. Weekly timesheet

33 Excel Templates for Business to Improve Your Efficiency (21)This weekly timesheet includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week.

If you're looking for a daily schedule template, check out this resource.

22. Payroll calculator template

33 Excel Templates for Business to Improve Your Efficiency (22)

This payroll calculator template helps you account for deductions when determining gross pay.

23. Startup business plan template

33 Excel Templates for Business to Improve Your Efficiency (23)Ever heard the phrase “if you fail to plan, you are planning to fail”? This startup business plan template helps you get one step closer to success. The sheet includes instructional sections for an executive summary, marketing plan, startup expenses and more!

24. Existing business plan template

33 Excel Templates for Business to Improve Your Efficiency (24)Are you an established business without a formalized financial plan? This template might be the one for you.

25. 12-month marketing plan template

33 Excel Templates for Business to Improve Your Efficiency (25)Plan for the year ahead with this 12-month marketing plan template. The highly detailed template helps you identify: your market, your target customer, your business goals, strategies and tactics, and budget.

26. Editorial content calendar template

33 Excel Templates for Business to Improve Your Efficiency (26)

Content and social media have only grown in importance over the past few years. This editorial content calendar template is a handy way to track when and where you post over a few months.

(Video) Custom Excel Templates to improve productivity. EFT Bank payment & Student Data

27. On-page SEO template

33 Excel Templates for Business to Improve Your Efficiency (27)This on-page SEO template is great for organizing on-page SEO strategy, documenting any changes, and more.

28. SWOT analysis template

33 Excel Templates for Business to Improve Your Efficiency (28)

Use this SWOT analysis to ensure you and your team are systematically identifying and adapting to opportunities and potential threats

29. Event planning template

33 Excel Templates for Business to Improve Your Efficiency (29)

In the event planning business or simply want to celebrate a milestone with your team? Check out this event planning template so yours runs without a hiccup.

30. Job application template

33 Excel Templates for Business to Improve Your Efficiency (30)Looking to expand your team in a smart, efficient way? This job application template might be the tool you need. You can use it as is, or edit the entry fields so you can screen for the skills and qualities necessary for the role.

31. World meeting planner

33 Excel Templates for Business to Improve Your Efficiency (31)

If you work as part of a global remote team, you are probably aware of the inconvenience that comes with coordinating a mutually optimal time for meetings. This world meeting planner and time zone converter will save you multiple e-visits to timeanddate.com when coordinating with your coworkers.

32. Business financial plan template

33 Excel Templates for Business to Improve Your Efficiency (32)Download this business financial plan template to track and forecast your spending and income for the future.

33. Business budget expense template

33 Excel Templates for Business to Improve Your Efficiency (33)Want a more comprehensive financial tracker? Look no further than this business budget expense template. You can evaluate your actual expenses against your actual budget both numerically and graphically.

34. To do list template

33 Excel Templates for Business to Improve Your Efficiency (34)This to do list Excel template visually displays your tasks on a daily, weekly, and monthly basis.

(Video) Small Business Finance Manager Excel Template - Accounting & Bookkeeping Simplified

Become an Excel pro

Want to learn how to use Excel like a pro (and maybe create a couple templates of your own)? Check out our range of Excel courses, complete with video lessons with accompanying cheat sheets, exercises, and quizzes to bolster your learning.

For more Excel templates, check out this handy article.

Free Excel crash course Learn Excel essentials fast with this FREE course. Get your certificate today! Start free course

FAQs

How do you improve efficiency in Excel? ›

In this article
  1. Optimize references and links.
  2. Minimize the used range.
  3. Allow for extra data.
  4. Improve lookup calculation time.
  5. Optimize array formulas and SUMPRODUCT.
  6. Use functions efficiently.
  7. Create faster VBA macros.
  8. Consider performance and size of Excel file formats.
29 Mar 2022

How can a small business owner use Excel to make the business more efficient? ›

Microsoft Excel enables users to identify trends and organize and sort data into meaningful categories. Excel also performs Human Resources functions, such as sorting worked hours and organizing employee profiles and expenses, which help businesses better understand the structure and activities of their workforce.

Where can I find free Excel templates? ›

Go to Office.com. Click Templates at the top of the page. On the Templates page, click Excel. Tip: To see more templates, under BROWSE BY CATEGORY, click the category (like Calendars) that you want to see.

Where can you find thousands of templates for Excel? ›

You can search for thousands of templates at templates.office.com.

What are basic Excel skills? ›

Basic Excel Skills
  • Saving and Opening a Workbook. Saving and opening an Excel workbook is just like as you do in any other application. ...
  • Managing Worksheets. ...
  • Formatting Cells. ...
  • Printing. ...
  • Excel Functions (Basic) ...
  • Charts. ...
  • Sorting Data. ...
  • Find and Replace Option.

What is Advanced Excel skills? ›

Advanced Excel skills include the ability to produce graphs and tables, use spreadsheets efficiently, and perform calculations and automation to process large volumes of data. With the rise of big data and data analytics, advanced Excel skills are a real asset both during the job hunt and everyday work tasks.

Videos

1. How to keep Inventory using an Excel Spreadsheet - [create your own Template]
(Mr.SpreadSheet)
2. Create a Bookkeeping Spreadsheet using Microsoft Excel - Part 1
(BookkeepingMaster)
3. Improve Your Excel Dashboards With Dynamic Controls
(Pinexl)
4. How to write meeting minutes LIKE A PRO [With meeting minutes example!]
(Emelie Lindström - Productivity & Work Skills)
5. [KieLive#33] Drools troubleshooting
(KIE)
6. Trading Journal - My Excel Spreadsheet Trading Journal (+ Free Trading Journal Spreadsheet!)
(Disciplined Trader)

Top Articles

Latest Posts

Article information

Author: Delena Feil

Last Updated: 07/19/2022

Views: 5284

Rating: 4.4 / 5 (45 voted)

Reviews: 84% of readers found this page helpful

Author information

Name: Delena Feil

Birthday: 1998-08-29

Address: 747 Lubowitz Run, Sidmouth, HI 90646-5543

Phone: +99513241752844

Job: Design Supervisor

Hobby: Digital arts, Lacemaking, Air sports, Running, Scouting, Shooting, Puzzles

Introduction: My name is Delena Feil, I am a clean, splendid, calm, fancy, jolly, bright, faithful person who loves writing and wants to share my knowledge and understanding with you.