Google Sheets templates enable you create higher spreadsheets whereas saving you precious time. And it’s no secret to anybody who is aware of me that I like a great system to maintain handbook math to a minimal (and, due to this fact, information as correct as doable).
So, what do Google Sheets templates do?
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In need of studying minds, a template is aware of what you want and presents it with minimal handbook enter, so you may deal with extra essential issues — like analyzing and translating the information itself.
On this put up, I’m pertaining to a very powerful templates you’ll have to effectively use Google Sheets for enterprise — together with templates for mission administration, reporting, folks administration, and buyer monitoring.
You’ll discover:
Google Sheets Templates
Whether or not you ship invoices to shoppers, monitor web site analytics, or create expense stories, you in all probability work with spreadsheets, which might really feel irritating or tedious once you’re in a time crunch.
Fortuitously, Google Sheets presents all kinds of pre-built templates, permitting you to create stories and analyze information extra shortly and successfully. Listed below are a number of the greatest Google Sheets templates you can begin utilizing now.
Google Sheets Templates for Funds
Some of the widespread methods to make use of spreadsheets is as a instrument for bookkeeping and invoicing. Listed below are a few of my favourite ready-to-go templates that prevent time and make it simple to:
Bill shoppers.
Preserve an annual enterprise finances.
Generate monetary statements.
Create expense stories.
Generate buy stories.
Better of all? You don’t must create or select any formulation that may enable you calculate this information.
1. Invoices
Greatest for: Freelancers and small companies.
In case you’re a freelancer or work for a small enterprise, this bill template simplifies the method of utilizing invoices to invoice shoppers for providers.
It gives area for all the required info and appears extra skilled than a plain spreadsheet. Plus, the template is customizable — once I was a freelancer, I used it to construct an invoicing template with my very own branding.
Use the bill template.
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2. Annual Enterprise Finances
What I like: This finances template gives all of the necessities whereas permitting you to customise it to suit your enterprise’ wants.
Extra in-depth than it initially seems, this template has tabs for setup, revenue, bills, and abstract on the backside, and each consists of a number of subcategories. It’s a great possibility in case your finances requires plenty of customization and has many transferring components.
Use the annual enterprise finances template.
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3. Monetary Statements
Greatest for: Monitoring how your small enterprise is doing.
The monetary statements template is an all-in-one useful resource that tracks enterprise transactions, income, and losses. In case you work for or personal a small enterprise, this template makes managing your funds simpler and fewer vulnerable to human error.
Use the monetary statements template.
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4. Expense Report
What I like: This template makes it simple to carry you and your group accountable to your bills.
Figuring out how a lot you spend is crucial for enterprise success. However it may be simple to neglect to report each expense once you’re busy operating a enterprise. This straightforward expense report template makes it simple to report all bills — yours and people of your workers.
Use the expense report template.
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5. Buy Order
What I like: This template is straightforward and easy for all buying wants.
This template is a lifesaver for professionals accountable for monitoring orders, saving time, and avoiding the complications of monitoring provides or shipments.
Use the acquisition order template.
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Google Sheet Templates for Reporting and Analytics
Reporting dashboards are usually constructed into all kinds of software program merchandise, corresponding to Advertising Hub. Nonetheless, in case you don’t have the finances, you may simply create one utilizing a Google Sheets template.
The templates under robotically collect information from Google Analytics and manage the data in a extremely digestible, visible format.
6. Web site Visitors Dashboard
Greatest for: Amassing and analyzing web site visitors to see your strengths and areas for enchancment.
In case you analyze web site visitors with Google Analytics, this template is a incredible supplemental instrument to tug that information into an organized report.
Higher nonetheless, you should utilize the dashboard template with the Supermetrics Google Sheets add-on to watch and analyze information from PPC, search engine optimisation, social media, and web site analytics.
Use the web site visitors dashboard template.
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7. Web site Paid Visitors Report
Greatest for: Corporations that already use Google Analytics and need stories on their paid ads.
In case you’re in search of a solution to reveal paid advertisements’ affect on your enterprise, this template makes analyzing and reporting on paid visitors comparatively seamless.
It robotically collects information in your paid sources from Google Analytics and gives a clear chart with essential info, together with PPC’s share of objective conversions, whole visitors, and bounce fee.
You can even alter the template to check totally different intervals, totally different channels, or segments.
Use the paid visitors report template.
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Google Sheet Templates for Prospects
In case you don’t have entry to a CRM or your enterprise continues to be rising, you should utilize spreadsheets to trace buyer info and see your progress.
The Google Sheets templates under offer you a CRM and a gross sales dashboard with out paying the associated fee usually wanted for such software program. (I’d be remiss to not point out that HubSpot has a free CRM, although!)
8. CRM
Greatest for: Small companies to maintain all buyer information in a single place.
CRMs enable you manage contacts and automate an efficient gross sales and advertising course of. Nonetheless, in case you’re a small firm simply beginning out, you may not really feel able to implement a totally established CRM.
This CRM template is a superb place to get your toes moist. It robotically saves your information so that you gained’t lose info.
Plus, you may share with co-workers, which helps encourage collaboration between your gross sales and advertising departments.
Use the CRM template.
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9. Gross sales Dashboard
Greatest for: Particular person gross sales reps to trace their leads and gross sales.
This template helps salespeople handle their leads, gross sales, and income in a single place, with a number of tabs feeding your information right into a fundamental dashboard. Plus, it has an “directions” tab to get you on top of things on utilizing the sheet.
Use the gross sales dashboard template.
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10. Gross sales Operations Dashboard
What we like: That is the right method for small companies to maintain monitor of their gross sales.
This template accommodates all of the pre-built dashboards a gross sales supervisor, analyst, or operations specialist wants to watch efficiency and maximize income.
You should use this template to achieve full visibility into your gross sales pipeline, set and monitor gross sales targets, and evaluate gross sales KPIs throughout month-to-month, quarterly, and yearly intervals.
Need to supercharge your dashboard? Join it to your reside HubSpot gross sales information utilizing the Coefficient add-on for Google Sheets. You’ll at all times have real-time charts and gross sales metrics to make higher choices.
Use the gross sales operations dashboard template.
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Google Sheet Templates for Challenge Administration
Google Sheets mission administration templates supply cost-effective alternate options to purchasing mission administration software program.
You should use them to maintain monitor of your mission timeline, create Gantt charts, construct product roadmaps, and even generate motion lists which you could color-code and categorize.
Professional tip: In case you’re managing a number of tasks, merely duplicate the preliminary tab and preserve all tasks in a single spreadsheet.
11. Challenge Timeline
What I like: This template gives all the things it’s essential plan and manage any mission.
Whether or not that is your first vital mission otherwise you’ve been managing tasks for years, this timeline template is a precious instrument for organizing every step of your mission, visually breaking apart a frightening mission into smaller items.
Use the mission timeline template.
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12. Challenge Monitoring
What we like: This template means that you can embrace adequate element for every mission whereas serving to you see all the things in your plate without delay.
In case you’re juggling many tasks concurrently, this project-tracking template takes mission administration to the subsequent stage, enabling you to arrange your duties into classes by date, deliverables, standing, value, and hours.
Going the spreadsheet route is usually a lot easier than coaching a number of folks on a brand new instrument like Asana or Trello.
Better of all, you may prioritize and visualize your tasks, decreasing your time administration stress.
Use the mission monitoring template.
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13. Occasion Advertising Timeline
Greatest for: Storing all of your occasion advertising preparations in a single place.
Selling an occasion? This occasion advertising template presents group and construction.
It additionally options classes that embrace native and nationwide advertising, PR, and internet advertising, with subcategories starting from an e-mail publication to influence research.
Use the occasion advertising template.
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14. Gantt Chart Template
Greatest for: Conserving sophisticated tasks with a number of folks and transferring components organized.
While you’ve obtained a fancy mission with overlapping parts, timing is certainly one of your major considerations. This Gantt chart template will help you visualize all steps and delegate important duties extra effectively.
Gantt charts are, for my part, the trickiest sort of spreadsheet to construct from scratch. Save your self the headache with a template, and customise it as wanted.
Use the Gantt chart template.
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15. Product Roadmap
What I like: The calendar view offers you and your group a giant image view of what must be carried out and when.
Roadmaps assist your group perceive the course you need a mission to take. This product roadmap template makes it simple to create a calendar abstract of your mission and the milestones of your product improvement course of.
Use the product roadmap template.
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16. Product Launch Plan
What I like: This template ensures you don’t miss something as you put together to launch a brand new product.
This template makes it simple to arrange the most effective product launch doable, with fields that can assist you define your market and aggressive evaluation, mission technique, key messaging, and audience.
Use the product launch plan template.
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17. Motion Checklist With Rating
What I like: The “worth” and “problem” columns mean you can visually fee every activity after which prioritize accordingly.
Managing a mission requires monitoring every day actions to make sure you don’t lose focus. This motion listing template offers you a instrument to prioritize your most essential duties and makes positive your group is on the identical web page.
Use the motion listing with rating template.
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18. Challenge Finances
Greatest for: Conserving monitor of a selected mission’s finances.
Most mission managers create budgets for every mission individually from the overall enterprise finances.
This mission finances template presents a easy but efficient choice to shortly estimate how a lot income a mission would possibly generate and the way a lot it could value.
Use the mission finances template.
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Google Sheet Templates for Main a Crew
Google Sheets templates make it simpler and easier to handle a group with out a number of emails or Slack check-ins.
These templates mean you can set worker shifts and monitor what number of hours workers spend on sure tasks.
And since these templates are collaborative, your workers can fill out types at their comfort.
19. Worker Shift Schedule
Greatest for: Leaders who handle groups with shifts and hourly wages or who work with a number of freelancers/contractors.
This template simplifies the duties of monitoring workers’ hours and pay. Together with slots for workers’ names, hours labored, and month-to-month wages retains your paycheck course of easy and arranged.
Use the worker shift schedule template.
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20. Weekly Timesheet
What I like: This template is a good way to trace how workers use their time.
Like the worker shift schedule, the weekly timesheet helps you monitor time and understand how a lot to pay workers or subcontractors.
Plus, this weekly timesheet template means that you can shortly learn how a lot time every worker spends on a mission.
Weekly timesheets will also be useful if you wish to get higher at managing your personal time. I’ve used them to see which of my duties are essentially the most time-consuming, which helps me higher plan my days.
Use the weekly timesheet template.
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21. Contact Checklist
Greatest for: Conserving essential contact info multi functional place.
This template is useful if you wish to create a contact listing database, making it simple to retailer your contact info (say, cellphone quantity and e-mail handle), your workers’ contact info, and emergency providers.
Use the contact listing template.
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Why must you use Google Sheets templates for enterprise?
Google Sheets templates are precious enterprise instruments for groups of any dimension. Whether or not you’re simply beginning your enterprise otherwise you work for a longtime enterprise agency, utilizing Google Sheets templates is very helpful.
Even when not a major enterprise instrument, they’ll complement different instruments. As an example, you would possibly use a free CRM to trace buyer info, then use a Google Sheets bill template to shortly create invoices for every buyer.
Let’s discover the highest advantages of utilizing Google Sheets templates for enterprise.
Google Sheets templates are free to make use of.
Google Sheets templates are free and canopy all kinds of wants with out forcing anybody to spend massive bucks on a subscription to Excel or different platforms.
While you join a Google Workspace account, you get speedy entry to those templates.
Google Sheets templates make collaboration simple.
What I like about Google Workspace and Google Sheets templates, particularly, is how they permit your group to collaborate seamlessly and simply.
By clicking the “Share” button on the high right-hand nook of a doc, you can provide group members entry to the file.
You can even restrict the collaboration facet to commenting or viewing solely and restrict folks’s potential to obtain, print, or copy the doc.
Adapting these settings gives an incredible possibility for delicate paperwork that just a few folks ought to edit.
Google Sheets templates are intuitive to make use of.
Utilizing a Google Sheets template doesn’t require a lot expertise with spreadsheets. You don’t have to know superior formulation and capabilities to make them give you the results you want.
All you must do is plug in your numbers and populate the fields. The doc will generate a report or calculate a complete based mostly on the built-in fields.
Google Sheets templates are customizable.
Utilizing a Google Sheets template doesn’t imply that you just’re caught with its appear and feel. You may simply change the fields, the colours, and the fonts utilizing Google Sheets’ built-in instruments to provide your sheets a brand-specific polish.
There’s no information loss.
One other nice advantage of utilizing Google Sheets templates? Until a freak accident occurs with Google’s servers, it’s practically inconceivable to lose information.
Google Sheets shops all the things within the cloud, together with a model historical past of the doc. You may at all times revert to a earlier model if one thing occurs.
In case your laptop computer crashes otherwise you lose an web connection, Google Sheets merely freezes the copy till you’re on-line once more.
You’ll nonetheless need to take precautions, corresponding to enabling offline enhancing and downloading a replica of essential paperwork to your native drive.
The way to Discover Templates in Google Sheets
Prepared to seek out a couple of templates which you could begin utilizing proper now for your enterprise? There are two widespread methods you’ll find and use free Google Sheets templates.
1. Google’s Constructed-In Template Gallery
In your internet browser, go to Google Sheets. Click on Template Gallery on the high proper. Discover the templates to seek out the suitable one for you.
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You’ll discover totally different templates to your private, work, mission administration, and training wants. This is an instance of what the Private template library seems to be like.
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2. Add-Ons
One other solution to discover free templates in Google Sheets is to obtain and set up the Vertex42 add-on. Right here’s how.
Open an current Google sheet, or sort “sheets.new” into your handle bar to create a brand new one.
On the highest left menu, go to Extensions, then Add-ons, then Get add-ons.
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Kind “Vertex42” into the search bar, and click on enter.
Set up the add-on.
To entry the templates, click on on Extensions, then Template Gallery for Sheets.
From there, click on Browse Templates.
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Right here, you will see that templates that may assist with nearly all the things you want — creating an bill, an revenue/expense tracker, or a dashboard to handle your tasks.
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Begin Utilizing Free Google Sheets Templates
It doesn’t matter what your job is, utilizing an acceptable spreadsheet simplifies the method and makes it a extra pleasant expertise.
So what are you ready for? Get began with utilizing these free Google Sheets templates to save lots of effort and time, and obtain 10 extra ones under to exponentially enhance your productiveness.
Editor’s observe: This put up was initially revealed in June 2018 and has been up to date for comprehensiveness.