Google Sheets templates make it easier to create higher spreadsheets whereas saving you worthwhile time.

A template is aware of what you want and presents it with none handbook enter, providing you with the power to deal with extra vital issues — like translating the information itself.
On this submit, we’ll cowl each template you’ll ever want to simply and effectively use Google Sheets for enterprise. That features templates for venture administration, reporting, individuals administration, and buyer monitoring.
You will discover:
Let’s get began.
Why must you use Google Sheets templates for enterprise?
Google Sheets templates are worthwhile 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 offers you entry to numerous advantages.
Even when not used as a main enterprise software, they’ll serve to complement different instruments. For example, you would possibly use a free CRM to trace buyer data, then use a Google Sheets bill template to rapidly create invoices for every buyer.
Let’s go excessive advantages of utilizing Google Sheets templates for enterprise.
Google Sheets templates are free to make use of.
Google Sheets templates are fully free to make use of, and so they cowl all kinds of wants. You received’t should spend tons of of hundreds of {dollars} getting an Excel subscription (or a subscription for an additional software).
Everybody who indicators up for a Google Workspace account may have instant working entry to those templates.
You might have the power to collaborate.
Google Sheets templates permit your group to collaborate with little gatekeeping. The one factor you need to do is click on the “Share” button on the prime right-hand nook of a doc, and your group members may have entry to the file.
You too can restrict the collaboration facet to commenting or viewing solely. It is a nice choice for delicate paperwork that just a few individuals 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 you need to do is plug within the 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 just’re caught with its feel and appear. You possibly can simply change the fields, the colours, and the fonts utilizing Google Sheets’ built-in instruments. This provides you the power to make your sheets have a brand-specific feel and appear.
There’s no knowledge loss.
One other nice good thing about utilizing Google Sheets templates? Until a freak accident occurs with Google’s servers, it’s close to unimaginable to lose knowledge.
All adjustments are saved within the cloud, and Google Sheets features a model historical past of the doc. You possibly can 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 a number of precautions, reminiscent of enabling offline enhancing and downloading a replica of the doc to your native drive.
Find out how to Discover Templates In Google Sheets
Prepared to seek out a number of templates which you could begin utilizing proper now for your small business? There are two widespread methods you’ll find and use free Google Sheets templates.
1. Google’s In-Constructed Template Gallery
In your browser, go to Google Sheets. Click on “Template Gallery” on the prime proper. Discover the templates to seek out the appropriate one for you.
You’ll discover totally different templates in your private, work, and venture administration wants. Here is an instance of what the Private template library appears to be like like.
2. Add-Ons
One other solution 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” 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.
- To entry the templates, click on on “Extensions,” then “Template Gallery for Sheets.”
- From there, click on “Browse Templates.”
Right here you’ll discover templates that may assist with nearly all the things you want — whether or not it’s worthwhile to create an bill, earnings/expense tracker, or a dashboard to handle your tasks.
Let’s now take a look at a number of the free Google Sheets templates it’s possible you’ll discover helpful as you run your small business.
Google Sheets Templates
Whether or not your place requires you to ship invoices to purchasers, observe web site analytics, or create expense experiences, you’ve undoubtedly discovered your self working with spreadsheets in some type.
And in case you’re something like me, these spreadsheets can really feel frustratingly tedious if you’re underneath a time crunch.
Happily, Google Sheets presents all kinds of pre-built templates, permitting you to create experiences and analyze knowledge quicker and extra successfully.
The next Google Sheets templates cater to particular classes and let you lower hours, if not days, of labor in a single fell swoop. Let’s go over the most effective Google Sheets templates you can begin utilizing now.
Unlock our assortment of 10 customizable Google Sheets Templates.
Google Sheets Templates for Funds
Spreadsheets are a preferred software for bookkeeping and invoicing. Under, you’ll discover a curated number of ready-to-go templates that let you:
- Bill purchasers
- Preserve an annual enterprise funds
- Generate monetary statements
- Create expense experiences
- Generate buy experiences.
The result’s a ton of saved time; there’s no have to create or select any formulation that can make it easier to calculate this knowledge.
1. Invoices
Should you’re a freelancer or work for a small enterprise, you most likely use invoices to invoice purchasers for providers. This bill template simplifies the method.
It gives area for all the required data and appears extra skilled than a plain spreadsheet. Plus, the template is customizable, so you may create a theme that aligns effectively along with your model picture.
Click on right here to make use of this template.
2. Annual Enterprise Funds
This template is extra in-depth than it initially seems. There are tabs on the backside — setup, earnings, bills, abstract — and each contains a number of subcategories.
“Bills,” as an example, covers all the things from taxes and insurance coverage to journey and buyer acquisition.
The ultimate tab, “abstract,” takes your earnings, subtracts your bills, and robotically updates to show your ending steadiness every month. This template is an efficient choice in case your funds requires quite a lot of customization and lots of shifting elements.
Click on right here to use this template.
3. Monetary Statements
The monetary statements template is an all-in-one useful resource to maintain observe of enterprise transactions, earnings, and losses. The “revenue & loss” tab robotically summarizes income, prices, and bills for the 12 months and might show your development price share.
Should you work for 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.
4. Expense Report
Figuring out how a lot you spend is a necessary a part of working a profitable enterprise. But it surely’s usually straightforward to neglect to file these bills with the quantity of labor you need to do every single day. This easy expense report template makes it straightforward to file your whole bills and people of your workers.
Click on right here to make use of this template.
5. Buy Order
This template is a lifesaver for professionals in control of monitoring orders. With this sheet, it can save you time and keep away from the complications that include monitoring provides or shipments.
Click on right here to make use of this template.
Google Sheet Templates for Reporting and Analytics
Reporting dashboards are usually constructed into all kinds of software program merchandise, reminiscent of Advertising Hub. Nevertheless, in case you don’t have the funds, you may simply create one utilizing a Google Sheets template.
The under templates robotically collect knowledge from Google Analytics, placing the knowledge in a extremely digestible, visible format which you could share.
6. Web site Visitors Dashboard
In case your function requires you to research web site visitors utilizing Google Analytics, this template is a incredible supplemental software to tug that knowledge into an organized report.
Higher nonetheless, you should utilize 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.
Click on right here to make use of this template.
7. Web site Paid Visitors Report
This template makes the method of analyzing and reporting on paid visitors comparatively seamless. The spreadsheet is break up into Overview, 12-month Developments, and Medium Breakdown classes.
It robotically collects knowledge in your paid sources from Google Analytics and gives a clear chart with vital data. That features PPC’s share of aim conversions, complete visitors, and bounce price.
You too can modify the template to match totally different durations, totally different channels, or segments. Should you’re on the lookout for a solution to show paid’s affect on your small business, this software can assist.
Click on right here to make use of this template.
Google Sheet Templates for Clients
Should you don’t have entry to a CRM but or your small business remains to be rising, you should utilize spreadsheets to trace buyer data and see the expansion of your small business.
The under Google Sheets templates let you have a CRM and a gross sales dashboard with out paying the price usually wanted for such software program.
Keep in mind, as your small business begins to develop and also you earn extra clients, you’ll need to swap over to a devoted CRM.
8. CRM
To prepare your contacts and automate an efficient gross sales and advertising and marketing course of, it’s essential to have a CRM. Nevertheless, in case you’re a small firm simply beginning out, you won’t really feel able to implement a completely established CRM.
This CRM template is a superb place to get your ft moist. It saves knowledge robotically, so that you by no means lose data. The share characteristic means that you can work with coworkers, which helps encourage collaboration between your gross sales and advertising and marketing departments.
Click on right here to make use of this template.
9. Gross sales Dashboard
This template helps salespeople handle their leads, gross sales, and income multi function place. On the backside of the template are totally different tabs the place you may simply enter your knowledge that ultimately exhibits up on the principle dashboard.
There’s additionally an “directions” tab to get you on top of things to make use of the sheet. Click on here to make use of this template.
10. Gross sales Operations Dashboard
This template accommodates all of the pre-built dashboards a gross sales supervisor, analyst, or operations specialist wants to watch efficiency and maximize income.
Acquire 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 durations.
You possibly can supercharge this template by connecting to your dwell HubSpot gross sales knowledge utilizing the Coefficient add-on for Google Sheets. You’ll at all times have real-time charts and gross sales metrics to make higher selections.
Click on right here to make use of this template.
Google Sheet Venture Administration Templates
Google Sheets venture administration templates are cost-effective options to purchasing venture administration software program.
The under templates are finest for preserving observe of a venture’s timeline, creating Gantt charts, creating product roadmaps, and producing motion lists. They let you color-code and categorize motion objects and particular person duties.
Professional tip: Should you’re managing a number of tasks, merely duplicate the preliminary tab and preserve all tasks in a single spreadsheet.
11. Venture Timeline
Whether or not that is your first vital venture otherwise you’ve been managing tasks for years, this timeline template is a worthwhile software for organizing every venture step. The template helps you visually break up a frightening venture into smaller items.
Click on right here to make use of this template.
12. Venture Monitoring
Should you’re juggling many tasks concurrently, this project-tracking template may turn into your new finest pal.
This template takes venture administration to the following degree by enabling you to arrange your duties into classes by date, deliverables, standing, price, and hours.
Better of all you may prioritize your tasks. Visualizing what must get carried out first alleviates time-management stress.
Click on right here to make use of this template.
13. Occasion Advertising Timeline
This occasion advertising and marketing template presents group and construction when selling your subsequent occasion.
It gives classes you would possibly’ve forgotten to think about, together with native and nationwide advertising and marketing, PR, and net advertising and marketing, with subcategories starting from an electronic mail e-newsletter to influence research.
The template is already organized with all needed classes for planning an occasion, lowering the time you spend on tedious handbook enter.
Click on right here to make use of this template.
14. Gantt Chart Template
Whenever you’ve obtained a fancy venture with overlapping elements, timing is certainly one of your main issues. This Gantt chart template can assist.
Utilizing the Gantt chart template helps you visualize all steps and delegate important duties extra effectively. Labeling the duty with an proprietor on one chart is undoubtedly simpler than individually following up through electronic mail.
Whereas there are a selection of various Gantt chart templates, Google Sheets is an efficient place to start out. By sharing the template with coworkers, everyone seems to be on the identical web page.
Click on here to make use of this template.
15. Product Roadmap
And not using a roadmap, it’s straightforward in your group to misconceive the route you desire a venture to take. With this template, you may clear up that downside.
This product roadmap template gives a calendar abstract of a venture and the milestones it’s essential to attain as you undergo the product improvement course of.
Click on right here to make use of this template.
16. Product Launch Plan
This template has all the things it’s worthwhile to arrange the most effective product launch you’ve ever had. It has fields that will help you define your market and aggressive evaluation, venture technique, key messaging, and who your target market is.
Click on here to make use of this template.
17. Motion Record With Rating
Managing a venture requires that you just observe each day actions to make sure you don’t lose focus. However generally, you’ll have some duties in your record which can be extra vital than others.
You possibly can simply prepare these duties based mostly on their significance with this motion record template. You too can share this sheet with others in case you’re working as a group.
Click on right here to make use of this template.
18. Venture Funds
Away from the final enterprise funds, most managers create budgets for every of their tasks.
This venture funds template presents a easy but efficient choice. You possibly can rapidly estimate how a lot income a venture would generate and the way a lot it might price.
Click on right here to make use of this template.
Google Sheet Templates for Main a Staff
Managing a group is simple and easy with Google Sheets templates. No have to ship emails forwards and backwards, or examine in individually with every group member over Slack.
With this template, you may set worker shifts and observe what number of hours workers have spent on a sure venture.
Plus, these templates are collaborative — which means that your workers name fill out types on their very own time. The adjustments will instantly be mirrored within the shared copy.
19. Worker Shift Schedule
Preserving observe of who works what hours and the way a lot every worker will get paid, can really feel complicated.
This template contains slots for workers’ names, hours labored, and month-to-month wages, preserving your paycheck course of simple and arranged.
Click on right here to make use of this template.
20. Weekly Timesheet
Like the worker shift schedule, the weekly timesheet helps you observe time and understand how a lot to pay workers or subcontractors.
This weekly timesheet template works higher if you wish to rapidly learn the way a lot time every worker spends on a venture.
Click on right here to make use of this template.
21. Contact Record
This template is useful if you wish to create a contact record database.
You possibly can simply use the template to retailer your contact data (say, telephone quantity and electronic mail deal with), your workers’ contact, and people of emergency providers just like the ambulance or hearth division.
Click on right here to make use of this template.
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 gratifying expertise.
So what are you ready for? Get began with utilizing these free Google Sheets templates to avoid wasting effort and time, and obtain ten further ones to exponentially enhance your productiveness.
Editor’s word: This submit was initially revealed in January 2018 and has been up to date for comprehensiveness.