Google Sheets is the easiest way to share a template with a team or a partner: one link, everyone sees the same numbers. The templates on this page are built to work there first.
Download the file, upload it to Google Drive and open it with Google Sheets, or use File, Import inside a blank sheet. Formulas, formatting and dropdowns come with it, and the same file also opens in Excel if someone on the team prefers it.
Every template includes example rows you can overwrite and a short How to use tab.
Templates
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Annual Budget Template for Excel
This annual budget template for Excel lays out twelve months of planned income and spending by category on one sheet. Monthly and…
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Cash Flow Forecast Template
This cash flow template forecasts twelve months of money coming in and going out. Each month’s closing balance becomes the next month’s…
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Content Calendar Template
This content calendar template keeps every piece of content in one list with its publish date, channel, format, owner and status. It…
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Due Diligence Checklist for Buying a Website or SaaS
This due diligence checklist covers what to verify before buying a website, newsletter, SaaS or app: financials, traffic, audience, product, legal, operations…
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Employee Schedule Template
This weekly employee schedule template lets you plan shifts with a start and end time for each person and each day. Hours…
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Expense Tracker Template
This free expense tracker template gives you one place to log every purchase with its date, category and payment method. Totals by…
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Financial Model Template: 5-Year Projection
This financial model template projects five years of customers, revenue, gross profit, operating profit, net profit and cash from a single Assumptions…
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Free Budget Template for Google Sheets
This free budget template for Google Sheets lets you plan each month’s income and spending, record what actually happened and see the…
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Gantt Chart Template for Excel
This Gantt chart template for Excel draws the timeline for you: enter each task’s start date and duration and the bar appears…
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Inventory Tracker Template for Excel
This inventory tracker template for Excel keeps stock on hand, unit cost and stock value for every item in one sheet. When…
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Invoice Template for Excel and Google Sheets
This free invoice template calculates everything for you: each line amount, the subtotal, discount, tax and the total due. The due date…
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KPI Dashboard Template
This KPI dashboard template tracks up to ten metrics against a monthly target. Enter each month’s result and the sheet calculates year-to-date…
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Project Tracker Template for Excel
This project tracker template for Excel lists every task with its owner, status, priority, dates and percentage done. Days left count down…
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Simple CRM Template for Google Sheets
This simple CRM template for Google Sheets tracks contacts and deals with their stage, value, last contact, next step and follow-up date.…
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To-Do List Template
This free to-do list template keeps all your tasks in one sortable list with priority, due date, status and category. Overdue dates…
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Weekly Timesheet Template for Excel
This weekly timesheet template for Excel records time in, time out and break minutes for each day. Hours worked, regular and overtime…
Questions
How do I open the file in Google Sheets?
Upload it to Google Drive, then right-click it and choose Open with, Google Sheets. You can also save it as a Google Sheet from there.
Can several people edit at once?
Yes, once it is a Google Sheet. Share it from the Share button as you would any other sheet.
Is my data sent to ProTemplates?
No. The file is yours; nothing you type is sent anywhere.