Excel Template – Customer Referrals

Use this Excel template to track customer referrals. Download Excel template Download: Customer Referrals File format: Excel.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents For each employee, capture the following: Customer Name Your company’s product Customer contact name Customer Phone […]

Excel Template – Ratings Chart

Use this Excel template to create different types of rating charts. Download Excel template Download: Excel Ratings Template File format: Excel-Ratings-Template.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 6 different pie charts. You can modify these as you like. Related MS Office […]

Excel Template – Traffic Lights Chart

Use this Excel template to create traffic light charts. Download Excel template Download: Excel Traffic Lights Template File format: Excel-Traffic-Lights-Template.xlsx How to use the Excel template Enter values in each of the cells. Right-click on the chart. Refresh the data. Template Contents 24 different traffic light charts. You can modify these as you like. MS Office Templates […]

Excel Template – RFP Bidder’s Cost Matrix

In this Excel template, RFP Bidders can describe the costs involved when replying to an RFP. Based on information provided in the template, and in the Scope of Work, Bidders can provide the costs required to successfully meet the RFP requirements. Use this template if you are publishing an RFP, and want to make sure […]

Excel Template – Employee Expense Report

Use this Excel template to track your employee’s business expenses. Download Excel template Download: Expense Report File format: Excel.xlsx How to use the Excel template Enter values in each of the columns. The financial numbers are calculated automatically. Template Contents For each employee, capture the following: Name Position Social Ins # Department Manager Employee For […]

Excel Template – Blog Writing Schedule

Use this Excel template to coordinate your blog writing tasks. Modify this easy-to-use Excel spreadsheet to keep track of your blog posts, schedules, and the quality of your articles. How to use the Excel template Enter values in each of the columns. Then, when you have complete all cells, right-click on the charts, and REFRESH […]