Category Archives: Excel Templates

Excel Template – Aging of Accounts Receivable

Use this Accounts Receivable – Aging excel spreadsheet to track invoices and accounts receivable. Download Excel template Download: Accounts Payable – Aging File format: Excel How to update charts Enter values in each of the cells. Right-click on the chart. Refresh the data. Accounts Receivables with Gradients indicators How to change conditional formatting Select the cells […]

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 Download: Auto Expense Travel […]

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 Download: Balance Sheet Forecast File format: Excel How to use the Excel template Enter values in each […]

Excel Template – Annual Expense Report

Looking for a simple to use Annual Expense report excel spreadsheet to track your annual expenses? 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 Excel template Download: Annual Expense Report File format: Excel How to update charts Enter values in […]

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 Excel template Download: Accounts Payable – Aging File format: Excel How to update charts Enter values in each […]

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 Excel template Download: Cashflow – 12 Month File format: Excel How to update charts Enter values in each of the cells. Right-click on the chart. […]

Excel Template – Monochrome Pie Charts

Use this Excel template to create monochrome pie charts. Download Excel template Download: Excel Pie Chart Template – Monochrome File format: Excel-Pie-Chart-Template-Monochrome.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. […]

Excel Template – Blue Pie Charts

Use this Excel template to create pie charts. The charts use different shades of blue. To change this, click the Design tab and select a different color. Download Excel template Download: Excel Pie Chart Template – Blue Theme File format: Excel-Pie-Chart-Template-Blue-Theme.xlsx How to use the Excel template Enter values in each of the cells. Right-click […]

Excel Template – Doughnut Charts

Use this Excel template to create doughnut charts. Download Excel template Download: Excel Doughnut Chart Template File format: Excel-Doughnut-Chart-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 doughnut chart diagrams. You can modify these as you like. Related MS […]

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 […]