Business Templates for Excel

Klariti offers free business templates as well as professional spreadsheets for your small business.

Save time creating templates from scratch by downloading these Excel spreadsheets today. Use these high quality templates to improve the image of your business, and deliver beautiful looking documents to your clients. The templates are easy to use, require no installation files or macros, and work on all versions of MS Excel.

Accounting
Proposal
Small Business
Software Testing

Accounting Templates

Excel Template – Cash Flow Forecast (With Conditional Formatting)

Use this Excel Cash Flow Forecast template to record how much money is going in and out of your business.

What is a Cash Flow Forecast?

A Cash Flow Forecast is a forecast of how much money you expect to bring in and pay out over a period time, typically 12 months.

Sample data, instructions, sparklines, conditional formatting, make this royalty free template a must-have for your business.

Download: Cashflow Forecast

Excel Template – Balance Sheet Projected

Download this excel balance sheet template to project your annual earnings.

Download: Balance Sheet Projected Template

Excel Template – 5 Year Balance Sheet

5-year balance sheet forecast. Download this free excel balance sheet template to forecast your anticipated assets, liabilities, and equity over the next five years.

These 5-Year balance sheet spreadsheets will help you calculate profit and loss, view your balance sheet and cash flow and more.

Download: Balance Sheet Template

Excel Template – Aging of Accounts Receivable

Use this Accounts Receivable – Aging excel spreadsheet to track invoices and accounts receivable.

Download: Accounts Payable – Aging

Excel Template – Auto Travel Expense Tracker

Looking for a simple-to-use Auto Expense report spreadsheet to track your car mileage?

Go no further, grasshopper! Track your auto expenses in this excel template.

Auto Travel Expense Tracker with conditional text and chart

Auto Travel Expense Tracker with blue and green gradient conditional text and column chart

Download Excel template: Auto Expense Travel Report

Excel Template – Balance Sheet Forecast

Do you know how to project your balance sheet?

Download this excel balance sheet template to forecast your anticipated assets, liabilities, and equity and compare them with historical values.

Balance Sheet Forecast with automatic number calculations

Download Excel template: Balance Sheet Forecast

Excel Template – Annual Expense Report

Log business trip expenses in this easy-to-modify excel report template with 7 different layouts. Calculate phone, mileage, and other expenses by category.

Download: Annual Expense Report

Excel Template – Accounts Payments Aging Report

Use this Accounts Payable (Aging) excel spreadsheet to categorize payables to suppliers based on time buckets. The report is typically set up with 30-day time buckets. Track invoices and accounts receivable with this accounts payment template.

Download: Accounts Payable – Aging

Excel Template – Cash Flow for 12 Months (With Conditional Formatting)

Use this Excel template to analyze your cash flow for the past twelve months.

Sample data, instructions, sparklines, conditional formatting, make this royalty free template a must-have for your business.

Download: Cashflow – 12 Month Excel template

Excel Template – Monochrome Pie Charts

Download: Excel Pie Chart Template – Monochrome

File format: Excel-Pie-Chart-Template-Monochrome.xlsx

Excel Template – Blue Pie Charts

Download: Excel Pie Chart Template – Blue Theme

File format: Excel-Pie-Chart-Template-Blue-Theme.xlsx

Excel Template – Doughnut Charts

Download: Excel Doughnut Chart Template

File format: Excel-Doughnut-Chart-Template.xlsx

How to use the Excel template

  1. Enter values in each of the cells.
  2. Right-click on the chart.
  3. Refresh the data.

Excel Template – Customer Referrals

Use this Excel template to track customer referrals.

Download: Customer Referrals

File format: Excel.xlsx

Excel Template – Ratings Chart

Download: Excel Ratings Template

File format: Excel-Ratings-Template.xlsx

Excel Template – Traffic Lights Chart

Use this Excel template to create traffic light charts.

Download: Excel Traffic Lights Template

File format: Excel-Traffic-Lights-Template.xlsx

Business Proposal Development</>

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 the costs are clearly broken down for the evaluation team. Likewise, as a responder, you can use this to structure the financial costs, rates, expenses, and the price of the base system.

Download: RFP Bidder’s Cost Proposal Form – excel template

File format: Excel .xlsx

Small Business

Excel Template – Employee Expense Report

Use this Excel template to track your employee’s business expenses.

Download: Expense Report

File format: Excel.xlsx

Software Testing

Change Register Template

Download the Change Register templates (Excel/Word) to help your Software Testers capture change management items and improve the quality of their QA documentation.

Learn more about these Software Testing template here

Use the filters and conditional text to update the status of the log.

Learn more about these Software Testing template here

File Format

This template is available in the following formats: MS Excel – .xlsx

Learn more about these Software Testing template here

This template is part of the Software Testing Template pack. This set of QA templates is comprised of the following spreadsheets and forms.

Thousands of templates to jump start your project

Acceptance Test Plan

Contingency Plan

Software Development Templates

Acquisition Plan

Conversion Plan

Software Requirements Specification

Action Plan

Cost Benefit Analysis

Software Testing

API Documentation

Database Design

Standard Operating Procedures (SOP)

Audience Analysis

Datasheet

Statement of Work

Availability Plan

Deployment Plan

System Administration Guide

Bill of Materials

Design Document

System Boundary

Business Case

Disaster Recovery Plan

System Design Document

Business Continuity

Disposition Plan

System Specifications

Business Plan

Documentation Plan

Technical Writing Templates

Business Process

Employee Handbook

Test Plan

Business Requirements

Error Message Guide

Training Plan

Business Rules

Expression of Interest

Transition Plan

Capacity Plan

Fact Sheet

Troubleshooting Guide

Case Study

Feasibility Study

Use Case

Change Management Plan

Functional Requirements

User Guide

Communication Plan

Grant Proposal

Verification and Validation Plan

Concept of Operations

Implementation Plan

White Papers

Concept Proposal

Installation Plan

Work Instructions

Configuration Management Plan

Interface Control Document

Software Development Templates

Acceptance Test Plan

Maintenance Plan

Software Requirements Specification

Acquisition Plan

Market Research

Software Testing

Action Plan

Marketing Plan

Standard Operating Procedures (SOP)

API Documentation

Needs Statement

Statement of Work

Audience Analysis

Operations Guide

System Administration Guide

Availability Plan

Policy Manual

System Boundary

Bill of Materials

Project Plan

System Design Document

Business Case

Proposal Manager Templates

System Specifications

Business Continuity

Proposal Template

Technical Writing Templates

Business Plan

Quality Assurance Plan

Test Plan

Business Process

Release Notes

Training Plan

Business Requirements

Request for Proposal

Transition Plan

Business Rules

Risk Management Plan

Troubleshooting Guide

Capacity Plan

Scope of Work

Use Case

Case Study

Security Plan

User Guide

Change Management Plan

Service Level Agreement (SLA)

Verification and Validation Plan

Communication Plan

Setup Guide

White Papers

Concept of Operations

Social Media Policy

Work Instructions

Concept Proposal

Contingency Plan

 

Configuration Management Plan

Conversion Plan

 

 

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