Google Sheets templates assist you to create higher spreadsheets whereas saving you invaluable time. And it’s no secret to anybody who is aware of me that I really like formulation to maintain guide math to a minimal (and, subsequently, information as correct as doable).
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So, what do Google Sheets templates do? Wanting studying minds, a template is aware of what you want and affords it with minimal guide enter, providing you with the power to give attention to extra necessary issues — like analyzing and translating the information itself.
On this publish, I’m referring to a very powerful templates you’ll have to effectively use Google Sheets for enterprise — together with templates for undertaking administration, reporting, folks administration, and buyer monitoring.
You’ll discover:
Let’s get began.
Why do you have to use Google Sheets templates for enterprise?
Google Sheets templates are invaluable enterprise instruments that can be utilized by groups of any measurement. Whether or not you’re a enterprise simply beginning out or a longtime enterprise agency, utilizing Google Sheets templates is extremely helpful.
Even when not a major enterprise instrument, they will complement different instruments. For example, you would possibly use a free CRM to trace buyer data, 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 large bucks on a subscription to Excel or different platforms. Whenever you join a Google Workspace account, you get speedy entry to those templates.
Google Sheets templates make collaboration straightforward.
What I really like about Google Workspace and Google Sheets templates, specifically, is how they permit your workforce to collaborate seamlessly and simply. By clicking the “Share” button on the prime right-hand nook of a doc, you may give workforce members entry to the file.
You may also restrict the collaboration facet to commenting or viewing solely and restrict folks’s means to obtain, print, or copy the doc.
Adapting these settings gives an awesome 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 features to make them be just right for you.
All it’s important to do is plug in your numbers and populate the fields. The doc will generate a report or calculate a complete primarily based on the built-in fields.
Google Sheets templates are customizable.
Utilizing a Google Sheets template doesn’t imply that you simply’re caught with its feel and appear. You may simply change the fields, the colours, and the fonts utilizing Google Sheets’ built-in instruments to provide your sheets a brand-specific feel and appear.
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 not possible to lose information.
Google Sheets shops the whole lot 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 just a few precautions, equivalent to enabling offline modifying and downloading a duplicate of necessary paperwork to your native drive.
Find out how to Discover Templates in Google Sheets
Prepared to search out just a few templates which you could begin utilizing proper now for your small business? There are two widespread methods you will discover and use free Google Sheets templates.
1. Google’s Constructed-In Template Gallery
In your browser, go to Google Sheets. Click on Template Gallery on the prime proper. Discover the templates to search out the fitting one for you.
You’ll discover completely different templates to your private, work, undertaking administration, and schooling wants. This is an instance of what the Private template library seems to be like.
2. Add-Ons
One other technique to discover free templates in Google Sheets is to obtain and set up the Vertex42 add-on. Right here’s how.
- Open an present Google sheet, or kind “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.
- Kind “Vertex42” into the search bar, and click on enter.
- Set up the add-on.
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- To entry the templates, click on on Extensions, then Template Gallery for Sheets.
- From there, click on Browse Templates.
Right here, you can see templates that may assist with virtually the whole lot you want — creating an bill, an earnings/expense tracker, or a dashboard to handle your initiatives.
Let’s take a look at a few of the free Google Sheets templates you could discover helpful for your small business.
Google Sheets Templates
Whether or not you ship invoices to purchasers, observe web site analytics, or create expense stories, you in all probability work with spreadsheets, which might really feel irritating or tedious once you’re underneath a time crunch.
Thankfully, Google Sheets affords all kinds of pre-built templates, permitting you to extra shortly and successfully create stories and analyze information. Listed here are a few of the greatest Google Sheets templates you can begin utilizing now.
- Google Sheets Templates for Funds
- Google Sheets Templates for Reporting and Analytics
- Google Sheets Templates for Clients
- Google Sheets Templates for Challenge Administration
- Google Sheets Templates for Main a Crew
Google Sheets Templates for Funds
Probably the most widespread methods to make use of spreadsheets is as a instrument for bookkeeping and invoicing. Listed here are a few of my favourite ready-to-go templates that prevent time and make it straightforward to:
- Bill purchasers.
- Preserve an annual enterprise price range.
- Generate monetary statements.
- Create expense stories.
- Generate buy stories.
Better of all? You don’t need to create or select any formulation that can assist you to calculate this information.
1. Invoices
When you’re a freelancer or work for a small enterprise, this bill template simplifies the method of utilizing invoices to invoice purchasers for companies.
It gives area for all the mandatory data and appears extra skilled than a plain spreadsheet. Plus, the template is customizable, so you possibly can create a theme that aligns nicely along with your model picture.
Click on right here to make use of this template.
Finest for: Freelancers and small companies.
2. Annual Enterprise Price range
Extra in-depth than it initially seems, this template has tabs for setup, earnings, bills, and abstract on the backside, and every contains a number of subcategories. It’s possibility in case your price range requires a whole lot of customization and plenty of transferring components.
Click on right here to use this template.
What we like: This price range template gives all of the necessities whereas permitting you to customise it to suit your enterprise’ wants.
3. Monetary Statements
The monetary statements template is an all-in-one useful resource to maintain observe of enterprise transactions, income, and losses. When you work for or personal a small enterprise and have to handle your funds, this template makes the method simpler and fewer vulnerable to human error.
Click on right here to make use of this template.
Picture SupplyFinest for: Monitoring how your small enterprise is doing.
4. Expense Report
Realizing how a lot you spend is important for working a profitable enterprise. But it surely’s typically straightforward to overlook to report these bills with the quantity of labor it’s important to do every single day. This easy expense report template makes it straightforward to report all bills — yours and people of your staff.
Click on right here to make use of this template.
What we like: This template makes it straightforward to carry you and your workforce accountable to your bills.
5. Buy Order
This template is a lifesaver for professionals accountable for monitoring orders, saving time, and avoiding the complications that include monitoring provides or shipments.
Click on right here to make use of this template.
What we like: This template is easy and easy for all buying wants.
Google Sheet Templates for Reporting and Analytics
Reporting dashboards are sometimes constructed into all kinds of software program merchandise, equivalent to Advertising and marketing Hub. Nevertheless, in the event you don’t have the price range, you possibly can simply create one utilizing a Google Sheets template.
The beneath templates mechanically collect information from Google Analytics, placing the data in a extremely digestible, visible format which you could share.
6. Web site Visitors Dashboard
When you analyze web site site visitors with Google Analytics, this template is a incredible supplemental instrument to tug that information into an organized report. Higher nonetheless, you should use the dashboard template with the Supermetrics Google Sheets add-on to watch and analyze information from PPC, search engine marketing, social media, and web site analytics.
Click on right here to make use of this template.
Finest for: Amassing and analyzing web site site visitors to see your strengths and areas for enchancment.
7. Web site Paid Visitors Report
When you’re on the lookout for a technique to reveal paid adverts’ affect on your small business, this template makes analyzing and reporting on paid site visitors comparatively seamless. It mechanically collects information in your paid sources from Google Analytics and gives a clear chart with necessary data, together with PPC’s share of purpose conversions, complete site visitors, and bounce price.
You may also alter the template to check completely different intervals, completely different channels, or segments.
Click on right here to make use of this template.
Finest for: Firms utilizing Google Analytics who need stories on their paid ads.
Google Sheet Templates for Clients
When you don’t have entry to a CRM but or your small business continues to be rising, you should use spreadsheets to trace buyer data and see your progress. The Google Sheets templates beneath provide you with a CRM and a gross sales dashboard with out paying the price sometimes wanted for such software program.
Nevertheless, as your small business begins to develop and also you earn extra clients, you’ll need to change over to a devoted CRM.
8. CRM
CRMs assist you to set up contacts and automate an efficient gross sales and advertising course of. Nevertheless, in the event you’re a small firm simply beginning out, you may not really feel able to implement a completely established CRM.
This CRM template is a good place to get your ft moist, saving information mechanically so that you by no means lose data. Plus, you possibly can share with coworkers, which helps encourage collaboration between your gross sales and advertising departments.
Click on right here to make use of this template.
Finest for: Small companies to maintain all buyer information in a single place.
9. Gross sales Dashboard
This template helps salespeople handle their leads, gross sales, and income multi function place, with a number of tabs feeding your information right into a most important dashboard. Plus, it options an “directions” tab to get you in control on utilizing the sheet.
Click on right here to make use of this template.
Finest for: Particular person gross sales reps to trace their leads and gross sales.
10. Gross sales Operations Dashboard
This template comprises all of the pre-built dashboards a gross sales supervisor, analyst, or operations specialist wants to watch efficiency and maximize income. You need to use this template to achieve full visibility into your gross sales pipeline, set and observe gross sales targets, and examine gross sales KPIs throughout month-to-month, quarterly, and yearly intervals.
Wish 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.
Click on right here to make use of this template.
What we like: That is the right approach for small companies to maintain observe of their gross sales.
Google Sheet Templates for Challenge Administration
Google Sheets undertaking administration templates provide cost-effective alternate options to purchasing undertaking administration software program.
You need to use them to maintain observe of your undertaking timeline, create Gantt charts, construct product roadmaps, and even generate motion lists which you could color-code and categorize.
Professional tip: When you’re managing a number of initiatives, merely duplicate the preliminary tab and maintain all initiatives in a single spreadsheet.
11. Challenge Timeline
Whether or not that is your first important undertaking otherwise you’ve been managing initiatives for years, this timeline template is a invaluable instrument for organizing every undertaking step, permitting you to visually break up a frightening undertaking into smaller items.
Click on right here to make use of this template.
What we like: This template gives the whole lot you should plan and set up any undertaking.
12. Challenge Monitoring
When you’re juggling many initiatives concurrently, this project-tracking template takes undertaking administration to the following degree, enabling you to prepare your duties into classes by date, deliverables, standing, value, and hours.
Better of all, you possibly can prioritize and visualize your initiatives, decreasing your time administration stress.
Click on right here to make use of this template.
What we like: This template means that you can embrace enough element for every undertaking whereas serving to you see the whole lot in your plate without delay.
13. Occasion Advertising and marketing Timeline
Selling an occasion? This occasion advertising template affords group and construction. It additionally options classes that embrace native and nationwide advertising, PR, and net advertising, with subcategories starting from an electronic mail publication to impression research.
Click on right here to make use of this template.
Finest for: Storing all of your occasion advertising preparations in a single place.
14. Gantt Chart Template
Whenever you’ve obtained a fancy undertaking with overlapping parts, timing is considered one of your major considerations. This Gantt chart template may also help you visualize all steps and delegate important duties extra effectively. Whereas there are a selection of various Gantt chart templates on the market, Google Sheets is an efficient place to begin and makes collaboration easy.
Click on right here to make use of this template.
Finest for: Preserving difficult initiatives with numerous folks and transferring components organized.
15. Product Roadmap
Roadmaps assist your workforce perceive the path you desire a undertaking to take. This product roadmap template makes it straightforward to create a calendar abstract of your undertaking and the milestones of your product improvement course of.
Click on right here to make use of this template.
What we like: The calendar view provides you and your workforce a transparent “large image” view of what must be carried out and when.
16. Product Launch Plan
This template makes it straightforward to prepare the most effective product launch doable with fields that can assist you define your market and aggressive evaluation, undertaking technique, key messaging, and who your target market is.
Click on right here to make use of this template.
What we like: This template ensures you don’t miss something as you put together to launch a brand new product.
17. Motion Checklist With Rating
Managing a undertaking requires monitoring every day actions to make sure you don’t lose focus. This motion checklist template provides you a instrument to prioritize a very powerful duties in your checklist and makes certain your workforce is on the identical web page.
Click on right here to make use of this template.
What we like: The “worth” and “issue” columns will let you visually price every job after which prioritize accordingly.
18. Challenge Price range
Most undertaking managers create budgets for every of their initiatives outdoors of the overall enterprise price range. This undertaking price range template affords a easy but efficient choice to shortly estimate how a lot income a undertaking would possibly generate and the way a lot it could value.
Whereas different Google Sheets price range templates might need extra element to them, this spreadsheet is nice for specializing in the necessities.
Click on right here to make use of this template.
Finest for: Preserving observe of a particular undertaking’s price range.
Google Sheet Templates for Main a Crew
Google Sheets templates make it simpler and less complicated to handle a workforce with out a number of emails or Slack check-ins. These templates will let you set worker shifts and observe what number of hours staff spend on sure initiatives. And since these templates are collaborative, your staff can fill out kinds at their comfort.
19. Worker Shift Schedule
This template simplifies the duty of preserving observe of who works what hours and the way a lot every worker will get paid. Together with slots for workers’ names, hours labored, and month-to-month wages retains your paycheck course of easy and arranged.
Click on right here to make use of this template.
Finest for: Leaders who handle groups with shifts and hourly wages or who work with a number of freelancers/contractors.
20. Weekly Timesheet
Like the worker shift schedule, the weekly timesheet helps you observe time and know the way a lot to pay staff or subcontractors. Plus, this weekly timesheet template means that you can shortly learn the way a lot time every worker spends on a undertaking.
Click on right here to make use of this template.
What we like: This template is a good way of preserving observe of how staff use their time.
21. Contact Checklist
This template is useful if you wish to create a contact checklist database, making it straightforward to retailer your contact data (say, cellphone quantity and electronic mail handle), your staff’ contact data, and people of emergency companies just like the ambulance or fireplace division.
Click on right here to make use of this template.
Finest for: Preserving necessary contact data multi function place.
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 fulfilling 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 ten further ones to exponentially enhance your productiveness.
Editor’s observe: This publish was initially printed in January 2018 and has been up to date for comprehensiveness.
