Google Sheets templates enable you create higher spreadsheets whereas saving you useful time. And it’s no secret to anybody who is aware of me that I like a very good formulation to maintain guide math to a minimal (and, due to this fact, knowledge as correct as potential).
So, what do Google Sheets templates do?
![→ Access Now: Google Sheets Templates [Free Kit]](https://no-cache.hubspot.com/cta/default/53/e7cd3f82-cab9-4017-b019-ee3fc550e0b5.png)
Wanting studying minds, a template is aware of what you want and provides it with minimal guide enter, so you may concentrate on extra necessary issues — like analyzing and translating the info itself.
On this publish, I’m referring to an important templates you’ll must effectively use Google Sheets for enterprise — together with templates for challenge administration, reporting, folks administration, and buyer monitoring.
You’ll discover:
Google Sheets Templates
Whether or not you ship invoices to purchasers, monitor web site analytics, or create expense experiences, you most likely work with spreadsheets, which may really feel irritating or tedious whenever you’re in a time crunch.
Thankfully, Google Sheets provides all kinds of pre-built templates, permitting you to create experiences and analyze knowledge extra shortly and successfully. Listed here are a number of the greatest Google Sheets templates you can begin utilizing now.
Google Sheets Templates for Funds
One of the crucial 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.
- Keep an annual enterprise finances.
- Generate monetary statements.
- Create expense experiences.
- Generate buy experiences.
Better of all? You don’t should create or select any formulation that may enable you calculate this knowledge.
1. Invoices
Finest for: Freelancers and small companies.
In the event 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 offers house for all the required data and appears extra skilled than a plain spreadsheet. Plus, the template is customizable — after I was a freelancer, I used it to construct an invoicing template with my very own branding.
Use the bill template.
2. Annual Enterprise Funds
What I like: This finances template offers all of the necessities whereas permitting you to customise it to suit your enterprise’ wants.
Extra in-depth than it initially seems, this template has tabs for setup, earnings, bills, and abstract on the backside, and every one consists of a number of subcategories. It’s a very good possibility in case your finances requires loads of customization and has many transferring components.
Use the annual enterprise finances template.
3. Monetary Statements
Finest for: Monitoring how your small enterprise is doing.
The monetary statements template is an all-in-one useful resource that tracks enterprise transactions, income, and losses. In the event you work for or personal a small enterprise, this template makes managing your funds simpler and fewer liable to human error.
Use the monetary statements template.
4. Expense Report
What I like: This template makes it straightforward to carry you and your workforce accountable on your bills.
Figuring out how a lot you spend is crucial for enterprise success. However it may be straightforward to overlook to document each expense whenever you’re busy operating a enterprise. This easy expense report template makes it straightforward to document all bills — yours and people of your staff.
Use the expense report template.
5. Buy Order
What I like: This template is easy and easy for all buying wants.
This template is a lifesaver for professionals in control of monitoring orders, saving time, and avoiding the complications of monitoring provides or shipments.
Use the buy order template.
Google Sheet Templates for Reporting and Analytics
Reporting dashboards are sometimes constructed into all kinds of software program merchandise, corresponding to Advertising Hub. Nevertheless, should you don’t have the finances, you may simply create one utilizing a Google Sheets template.
The templates beneath robotically collect knowledge from Google Analytics and set up the knowledge in a extremely digestible, visible format.
6. Web site Visitors Dashboard
Finest for: Accumulating and analyzing web site site visitors to see your strengths and areas for enchancment.
In the event you analyze web site site visitors with Google Analytics, this template is a incredible supplemental instrument to drag that knowledge into an organized report.
Higher nonetheless, you should use the dashboard template with the Supermetrics Google Sheets add-on to watch and analyze knowledge from PPC, web optimization, social media, and web site analytics.
Use the web site site visitors dashboard template.
7. Web site Paid Visitors Report
Finest for: Firms that already use Google Analytics and need experiences on their paid ads.
In the event you’re searching for a method to exhibit paid advertisements’ affect on your enterprise, this template makes analyzing and reporting on paid site visitors comparatively seamless.
It robotically collects knowledge in your paid sources from Google Analytics and offers a clear chart with necessary data, together with PPC’s proportion of purpose conversions, complete site visitors, and bounce charge.
You can even modify the template to check totally different intervals, totally different channels, or segments.
Use the paid site visitors report template.
Google Sheet Templates for Prospects
In the event you don’t have entry to a CRM or your enterprise remains to be rising, you should use spreadsheets to trace buyer data and see your development.
The Google Sheets templates beneath offer you a CRM and a gross sales dashboard with out paying the associated fee sometimes wanted for such software program. (I’d be remiss to not point out that HubSpot has a free CRM, although!)
8. CRM
Finest for: Small companies to maintain all buyer knowledge in a single place.
CRMs enable you set up contacts and automate an efficient gross sales and advertising and marketing course of. Nevertheless, should you’re a small firm simply beginning out, you may not really feel able to implement a totally established CRM.
This CRM template is a superb place to get your toes moist. It robotically saves your knowledge so that you received’t lose data.
Plus, you may share with co-workers, which helps encourage collaboration between your gross sales and advertising and marketing departments.
Use the CRM template.
9. Gross sales Dashboard
Finest for: Particular person gross sales reps to trace their leads and gross sales.
This template helps salespeople handle their leads, gross sales, and income in a single place, with a number of tabs feeding your knowledge right into a important dashboard. Plus, it has an “directions” tab to get you in control on utilizing the sheet.
Use the gross sales dashboard template.
10. Gross sales Operations Dashboard
What we like: That is the right manner for small companies to maintain monitor of their gross sales.
This template incorporates all of the pre-built dashboards a gross sales supervisor, analyst, or operations specialist wants to watch efficiency and maximize income.
You should use this template to realize full visibility into your gross sales pipeline, set and monitor gross sales targets, and examine gross sales KPIs throughout month-to-month, quarterly, and yearly intervals.
Need to supercharge your dashboard? Join it to your dwell HubSpot gross sales knowledge utilizing the Coefficient add-on for Google Sheets. You’ll all the time have real-time charts and gross sales metrics to make higher selections.
Use the gross sales operations dashboard template.
Google Sheet Templates for Mission Administration
Google Sheets challenge administration templates provide cost-effective alternate options to purchasing challenge administration software program.
You should use them to maintain monitor of your challenge timeline, create Gantt charts, construct product roadmaps, and even generate motion lists that you could color-code and categorize.
Professional tip: In the event you’re managing a number of tasks, merely duplicate the preliminary tab and preserve all tasks in a single spreadsheet.
11. Mission Timeline
What I like: This template offers all the pieces you should plan and set up any challenge.
Whether or not that is your first vital challenge otherwise you’ve been managing tasks for years, this timeline template is a useful instrument for organizing every step of your challenge, visually breaking apart a frightening challenge into smaller items.
Use the challenge timeline template.
12. Mission Monitoring
What we like: This template means that you can embody adequate element for every challenge whereas serving to you see all the pieces in your plate directly.
In the event you’re juggling many tasks concurrently, this project-tracking template takes challenge administration to the following degree, enabling you to prepare your duties into classes by date, deliverables, standing, value, and hours.
Going the spreadsheet route could be a lot easier than coaching a number of folks on a brand new instrument like Asana or Trello.
Better of all, you may prioritize and visualize your tasks, decreasing your time administration stress.
Use the challenge monitoring template.
13. Occasion Advertising Timeline
Finest for: Storing all of your occasion advertising and marketing preparations in a single place.
Selling an occasion? This occasion advertising and marketing template provides group and construction.
It additionally options classes that embody native and nationwide advertising and marketing, PR, and net advertising and marketing, with subcategories starting from an e-mail publication to affect research.
Use the occasion advertising and marketing template.
14. Gantt Chart Template
Finest for: Preserving difficult tasks with numerous folks and transferring components organized.
While you’ve acquired a posh challenge with overlapping parts, timing is considered one of your major considerations. This Gantt chart template might help you visualize all steps and delegate important duties extra effectively.
Gantt charts are, for my part, the trickiest sort of spreadsheet to construct from scratch. Save your self the headache with a template, and customise it as wanted.
Use the Gantt chart template.
15. Product Roadmap
What I like: The calendar view offers you and your workforce an enormous image view of what must be executed and when.
Roadmaps assist your workforce perceive the path you need a challenge to take. This product roadmap template makes it straightforward to create a calendar abstract of your challenge and the milestones of your product improvement course of.
Use the product roadmap template.
16. Product Launch Plan
What I like: This template ensures you don’t miss something as you put together to launch a brand new product.
This template makes it straightforward to prepare one of the best product launch potential, with fields that will help you define your market and aggressive evaluation, challenge technique, key messaging, and audience.
Use the product launch plan template.
17. Motion Checklist With Rating
What I like: The “worth” and “problem” columns help you visually charge every job after which prioritize accordingly.
Managing a challenge requires monitoring day by day actions to make sure you don’t lose focus. This motion record template offers you a instrument to prioritize your most necessary duties and makes certain your workforce is on the identical web page.
Use the motion record with rating template.
18. Mission Funds
Finest for: Preserving monitor of a selected challenge’s finances.
Most challenge managers create budgets for every challenge individually from the overall enterprise finances.
This challenge finances template provides a easy but efficient choice to shortly estimate how a lot income a challenge may generate and the way a lot it could value.
Use the challenge finances template.
Google Sheet Templates for Main a Workforce
Google Sheets templates make it simpler and easier to handle a workforce with out a number of emails or Slack check-ins.
These templates help you set worker shifts and monitor what number of hours staff spend on sure tasks.
And since these templates are collaborative, your staff can fill out kinds at their comfort.
19. Worker Shift Schedule
Finest for: Leaders who handle groups with shifts and hourly wages or who work with a number of freelancers/contractors.
This template simplifies the duties of monitoring staff’ hours and pay. Together with slots for workers’ names, hours labored, and month-to-month wages retains your paycheck course of easy and arranged.
Use the worker shift schedule template.
20. Weekly Timesheet
What I like: This template is an effective way to trace how staff use their time.
Like the worker shift schedule, the weekly timesheet helps you monitor 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 challenge.
Weekly timesheets can be useful if you wish to get higher at managing your personal time. I’ve used them to see which of my duties are probably the most time-consuming, which helps me higher plan my days.
Use the weekly timesheet template.
21. Contact Checklist
Finest for: Preserving necessary contact data multi functional place.
This template is useful if you wish to create a contact record database, making it straightforward to retailer your contact data (say, cellphone quantity and e-mail deal with), your staff’ contact data, and emergency companies.
Use the contact record template.
Why do you have to use Google Sheets templates for enterprise?
Google Sheets templates are useful enterprise instruments for groups of any measurement. Whether or not you’re simply beginning your enterprise otherwise you work for a longtime enterprise agency, utilizing Google Sheets templates is extremely useful.
Even when not a major enterprise instrument, they’ll complement different instruments. As an example, you may 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 huge bucks on a subscription to Excel or different platforms.
While you join a Google Workspace account, you get speedy entry to those templates.
Google Sheets templates make collaboration straightforward.
What I like about Google Workspace and Google Sheets templates, particularly, 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 can even restrict the collaboration side to commenting or viewing solely and restrict folks’s skill to obtain, print, or copy the doc.
Adapting these settings offers a fantastic 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 must know superior formulation and capabilities 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 based mostly 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 appear and feel. You’ll be able to simply change the fields, the colours, and the fonts utilizing Google Sheets’ built-in instruments to offer your sheets a brand-specific polish.
There’s no knowledge loss.
One other nice advantage of utilizing Google Sheets templates? Until a freak accident occurs with Google’s servers, it’s practically inconceivable to lose knowledge.
Google Sheets shops all the pieces within the cloud, together with a model historical past of the doc. You’ll be able to all the time 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 precautions, corresponding to enabling offline enhancing and downloading a duplicate of necessary paperwork to your native drive.
How you can Discover Templates in Google Sheets
Prepared to search out just a few templates that you could begin utilizing proper now for your enterprise? There are two widespread methods you’ll find and use free Google Sheets templates.
1. Google’s Constructed-In Template Gallery
In your net 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 totally different templates on your private, work, challenge administration, and schooling wants. Here is an instance of what the Private template library seems to be like.
2. Add-Ons
One other method 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 sort “sheets.new” into your deal with bar to create a brand new one.
- On the highest left menu, go to Extensions, then Add-ons, then Get add-ons.
- Sort “Vertex42” into the search bar, and click on enter.
- Set up the add-on.
- To entry the templates, click on on Extensions, then Template Gallery for Sheets.
- From there, click on Browse Templates.
Right here, you’ll find templates that may assist with virtually all the pieces you want — creating an bill, an earnings/expense tracker, or a dashboard to handle your tasks.
Begin Utilizing Free Google Sheets Templates
It doesn’t matter what your job is, utilizing an appropriate spreadsheet simplifies the method and makes it a extra pleasant 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 10 extra ones beneath to exponentially enhance your productiveness.
Editor’s be aware: This publish was initially revealed in June 2018 and has been up to date for comprehensiveness.
