Top Excel Templates

Do you want to use Excel Worksheets to streamline your data and perform analysis?
Do you find creating Excel Sheets from scratch to be daunting?
Unless you’re a professional with Microsoft Excel, creating a spreadsheet that does exactly what you want, is not easy.

We are here to assist. Here, you will find 19 Excel Templates that will save you time and help you get the job done quickly. Use these templates for preparing Budgets, creating to do lists, flowcharts, timesheets, financial statements, invoices and many more.

The best part of these templates is that you can use them even if you only have a basic understanding of Excel. It is extremely useful because they can be applied to a variety of business needs and are very simple to customize.

Business Budget

Budgets are made to keep a track on the cash inflows and outflows of the business, to know how the business is performing and to inform important decisions. In this sheet, we have created a Yearly Budget Template with tables made for entering the amount and a bar chart showing the summary of the budget. Input the amount of income and expenses from different sources. You can customize the sub-headings according to your own requirements. Once you have inserted all the amounts, the summary table on the top will automatically show you the result and the chart will also be updated.  The net income which will be less than zero, will be highlighted in Red in Row 7.

To Do List


This template helps you to jot down all your ideas and tasks in one place so that you can keep an account of progress and plan your actions accordingly. You can also categorize them based on their priority level and tick off the task that is completed. You can sort the task list based on the priority levels of High (Red), Medium (Amber) or Low (Green). To do that, click on the Filter button on Column C, select “Sort by Color”, then select Red color if you wish to display high priority tasks on the top.

Invoice

This template can be modified and used any way you like, ready to send to the clients. You can input Company details, Quantity and Unit Price for different products, discount rate, tax rate and shipping amount and Excel will automatically calculate the subtotal and grand total amounts.

Flowchart

A flowchart is used to graphically represent a sequence of steps/flow needed to perform a process. Flowchart shows these steps as boxes of various shapes and each step is linked by connecting lines and directional arrows. They are widely used to document, study, plan and communicate complex processes in easy to understand diagrammatic format. The visualization of steps helps to understand the process of any workflow from beginning to the end.

In the template, you will see that the flowchart has different shapes. The rounded ends boxes represent the start and end points of the process, rectangles are used to show the interim steps and diamonds are used to make decisions.

Organizational Chart

Organizational charts are used to depict relationships in any company or organization. It can be created using the SmartArt option under the Insert Tab in Excel.

In the template, a sample management hierarchy has been created which can be customized as per the requirement of any company. To edit the existing structure, simply click on the chart and then click on the small arrow on the left. A text pane will appear, and you can add edit the text on that box. To add a new box, simply type the position in the pane, and press “Tab” to push the roles down the ladder and “Shift +  Tab” to push it up the ladder.

Inventory

Inventory template is used to keep a track of the total amount of inventory and the inventory levels. If the actual level is lower than the reorder level, the template automatically shows an option to reorder.



To add a new item, click on the last entered cell (here H9) and simply press “Tab”. A new row will appear, add SKU, Product Name, Description, Cost per Item, Stock Quantity and Reorder Level. The total value of inventory and whether the item should be reordered or not will be shown automatically.

Timesheet

This weekly timesheet allows you to keep track of the hours worked by each employee and their total pay for a particular week. You can customize this template by entering the employee name, start date of the week and the rate per hour (regular/overtime). You can fix a number as Regular Hour in cell C6 and if an employee works more than that number of hours, it is counted as overtime. The rate for overtime is also calculated separately and the total pay including regular and overtime is shown in cell F18.

Dashboard

A Dashboard is used to show a graphical representation of data analysis and it can be customized as per user’s requirement. The charts and formulas are linked to the data table and are refreshed if the data table is updated. It is extremely helpful in tracking metrics and comparing data and hence helps managers in taking key decisions.


In this template, you can see that the revenue of 5 different products for all 12 months are shown in a bar chart and the split of annual revenue by product in a doughnut chart. There is a dropdown (in cell G20) where you can select the product name from the dropdown list and Excel will display its corresponding Agent Name and Average Sales.

All these charts are linked to the data table below the dashboard. If you make any changes in these tables, the dashboard will reflect it automatically.

Payroll

This template is used to calculate the total pay for an employee after tax, insurance deduction and other deductions. Once you provide the hours, pay rate, tax rates and deductions, Excel will calculate the total pay for each employee. This template is highly efficient, accurate and fully customizable.

Purchase Order

Purchase Order is an official order created by buyers that specifies the type and quantity of goods needed along with shipping instructions. It is used by buyers to communicate clearly and explicitly their intentions to the sellers. This template is used to streamline all purchase orders, create standardized format, make record-keeping accurate and save time. You can input company details, item code, description, quantity, unit price, discount, tax and shipping costs, the sheet will calculate the subtotal and total amount. If you have some instructions for the Vendor for any particular Purchase Order then you record that in Comments section below.

Household Budget

Household Budget is used for financial planning for a family to keep track of their household’s income and expenses.

This template is used to reflect the day to day requirements of a family and help in following the budget on a monthly basis. Once you feed in the income from various sources, expenses that can be incurred, and the saving that needs to be done, Excel will automatically calculate the potential to save for that particular month.

Calendar

This calendar template can be used to display the monthly calendar for any year. Simply select the year and month in cell B5 and B6 respectively. The corresponding monthly calendar will automatically display in the centre.
You can also add a list of holiday or personal events that you want to mark on the calendar. It will highlight on the calendar. The list is customizable, you can add or delete the list as per your requirements.

Expense tracker

The fundamental goal for any individual is to keep a check on their expenses, and this template will help you to do that.

In this template, you can not only account for the actual expenses incurred but also get analysis on the actual and budgeted expense.
First, you need to input the category and the budget set for that category in Columns I and J. Then you can input all the actual expenditure and details related to it in Columns A to G, including whether the expense was planned or not.
Once you have provided Excel with this information, it will calculate the total expenditure for each category and display the result in Column K. It will also show the difference between actual and budget amount for each category and let you know whether the funds were in excess or in shortage. Lastly, it will also let you know the total % of unplanned expense in cell O4.

Balance Sheet

 

A balance sheet is used to depict the financial position of the company. It displays the company’s total assets, and how these assets are financed, through either debt or equity. The fundamental equation on which balance sheet is based is: Asset = Liability + Equity. This template is also based on the same equation. You can add or remove items under each sub-heading but make sure you do not distort the sum function used to calculate the total. Also, make sure that the total assets are equal to the total of liabilities and equity. If there are any unbalances, it can be detected using the Check line in Row 38.

Income Statement

Income statement shows the income earned and expenses incurred by a company during a year. This template can be used to show the income statement of the company for two consecutive years. You can add and delete items under each head as per your requirement but make sure that you don’t distort the sum function.

Cash flow Statement



Cash Flow Statement is a financial statement that summarizes the amount of cash and cash equivalent generated and used during a given period. This template can be used to create a cash flow statement for a year and the cash inflow and outflow is divided into three categories – Operating, Investing and Financing. You can add/remove items under each category as per your requirement but make sure that you don’t distort the sum function.
You need to input the beginning cash balance and the cash amount from inflows and outflows from different categories, Excel will calculate the total increase/decrease in cash and then the ending cash balance.

Time Management


This template is used to keep track of the time spent (in minutes) on each activity per day of the week. It also calculates the total hours on specific activity on each day and the overtime hours per day once you have input the number of regular hours in cell B8.
It also shows you a graphical representation of the distribution of time spend by activity in the form of a doughnut chart.

Customer Relationship Management


 

Customer Relationship Management template is used by every organisation big or small to gather and make sense of the interaction made with prospective clients. It is used to bring light into what we need to do to improve sales outcome, analyse interactions with the clients, and the team’s productivity.

General Ledger


General Ledger is prepared to help the company in making the financial statements and analysing the financial position of the company. The details you need to record in this template is the beginning balance of the account, date, description and amount of the various transactions related to this ledger account. The total debit balance, total credit balance and the balance carried forward will be calculated automatically by Excel.

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Top Excel Templates