Google Sheets templates aid you create higher spreadsheets whereas saving you beneficial time.
A template is aware of what you want and provides it with none guide enter, supplying you with the power to deal with extra vital issues — like translating the information itself.
On this put up, we’ll cowl each template you’ll ever want to simply and effectively use Google Sheets for enterprise. That features templates for mission administration, reporting, folks administration, and buyer monitoring.
You may discover:
Let’s get began.
Why do you have to use Google Sheets templates for enterprise?
Google Sheets templates are beneficial enterprise instruments that can be utilized by groups of any dimension. 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 major enterprise instrument, they will serve to complement different instruments. For example, you may use a free CRM to trace buyer info, 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 utterly free to make use of, and so they cowl all kinds of wants. You received’t should spend lots of of hundreds of {dollars} getting an Excel subscription (or a subscription for an additional instrument).
Everybody who indicators up for a Google Workspace account may have speedy working entry to those templates.
You’ve the power to collaborate.
Google Sheets templates enable your workforce 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 workforce members may have entry to the file.
You can even restrict the collaboration side to commenting or viewing solely. It is a nice possibility for delicate paperwork that only some 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 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 offers you the power to make your sheets have a brand-specific feel and appear.
There’s no knowledge loss.
One other nice advantage of utilizing Google Sheets templates? Except a freak accident occurs with Google’s servers, it’s close to not possible 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, comparable to enabling offline enhancing and downloading a duplicate of the doc to your native drive.
The way to Discover Templates In Google Sheets
Prepared to search out a number of templates that you may begin utilizing proper now for your small business? There are two frequent 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 search out the correct one for you.
You’ll discover totally different templates on your private, work, and mission administration wants. This is an instance of what the Private template library appears 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 current 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.”
- 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’d discover templates that may assist with nearly all the pieces you want — whether or not you want 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 you might discover helpful as you run your small business.
Google Sheets Templates
Whether or not your place requires you to ship invoices to purchasers, monitor web site analytics, or create expense reviews, you’ve undoubtedly discovered your self working with spreadsheets in some kind.
And for those who’re something like me, these spreadsheets can really feel frustratingly tedious once you’re underneath a time crunch.
Happily, Google Sheets provides all kinds of pre-built templates, permitting you to create reviews and analyze knowledge sooner and extra successfully.
The next Google Sheets templates cater to particular classes and can help 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 collection of 10 customizable Google Sheets Templates.
Google Sheets Templates for Funds
Spreadsheets are a preferred instrument for bookkeeping and invoicing. Beneath, you’ll discover a curated number of ready-to-go templates that can help you:
- Bill purchasers
- Keep an annual enterprise price range
- Generate monetary statements
- Create expense reviews
- Generate buy reviews.
The result’s a ton of saved time; there’s no must create or select any formulation that may aid you calculate this knowledge.
1. Invoices
For those who’re a freelancer or work for a small enterprise, you most likely use invoices to invoice purchasers for providers. This invoice template simplifies the method.
It supplies area for all the mandatory info and appears extra skilled than a plain spreadsheet. Plus, the template is customizable, so you’ll be able to create a theme that aligns nicely along with your model picture.
Click here to make use of this template.
2. Annual Enterprise Price range
This template is extra in-depth than it initially seems. There are tabs on the backside — setup, earnings, bills, abstract — and every one contains a number of subcategories.
“Bills,” for example, covers all the pieces from taxes and insurance coverage to journey and buyer acquisition.
The ultimate tab, “abstract,” takes your earnings, subtracts your bills, and routinely updates to show your ending steadiness every month. This template is an effective possibility in case your price range requires a number of customization and plenty of shifting elements.
Click here to use this template.
3. Monetary Statements
The financial statements template is an all-in-one useful resource to maintain monitor of enterprise transactions, income, and losses. The “revenue & loss” tab routinely summarizes income, prices, and bills for the 12 months and might show your development fee share.
For those who work for a small enterprise and must handle your funds, this template makes the method simpler and fewer liable to human error.
Click here to make use of this template.
4. Expense Report
Realizing how a lot you spend is a necessary a part of operating a profitable enterprise. But it surely’s usually straightforward to neglect to file these bills with the quantity of labor you need to do each day. This simple expense report template makes it straightforward to file your whole bills and people of your workers.
Click 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 here to make use of this template.
Google Sheet Templates for Reporting and Analytics
Reporting dashboards are sometimes constructed into all kinds of software program merchandise, comparable to Marketing Hub. Nevertheless, for those who don’t have the price range, you’ll be able to simply create one utilizing a Google Sheets template.
The beneath templates routinely collect knowledge from Google Analytics, placing the knowledge in a extremely digestible, visible format that you may share.
6. Web site Site visitors Dashboard
In case your function requires you to research web site visitors utilizing Google Analytics, this template is a incredible supplemental instrument to tug 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, search engine optimisation, social media, and web site analytics.
Click here to make use of this template.
7. Web site Paid Site 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 Tendencies, and Medium Breakdown classes.
It routinely collects knowledge in your paid sources from Google Analytics and supplies a clear chart with vital info. That features PPC’s share of aim conversions, whole visitors, and bounce fee.
You can even modify the template to check totally different intervals, totally different channels, or segments. For those who’re on the lookout for a technique to reveal paid’s affect on your small business, this instrument might help.
Click here to make use of this template.
Google Sheet Templates for Clients
For those who don’t have entry to a CRM but or your small business continues to be rising, you should use spreadsheets to trace buyer info and see the expansion of your small business.
The beneath Google Sheets templates can help you have a CRM and a gross sales dashboard with out paying the fee sometimes wanted for such software program.
Bear in mind, as your small business begins to develop and also you earn extra clients, you’ll need to swap over to a dedicated CRM.
8. CRM
To arrange your contacts and automate an efficient gross sales and advertising and marketing course of, it’s essential to have a CRM. Nevertheless, for those who’re a small firm simply beginning out, you won’t really feel able to implement a totally established CRM.
This CRM template is a good place to get your toes moist. It saves knowledge routinely, so that you by no means lose info. The share characteristic lets you work with coworkers, which helps encourage collaboration between your gross sales and advertising and marketing departments.
Click here to make use of this template.
9. Gross sales Dashboard
This template helps salespeople handle their leads, gross sales, and income multi functional place. On the backside of the template are totally different tabs the place you’ll be able to simply enter your knowledge that finally reveals up on the primary dashboard.
There’s additionally an “directions” tab to get you on top of things to make use of the sheet. Click here to use 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.
Achieve 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.
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 here to make use of this template.
Google Sheet Mission Administration Templates
Google Sheets mission administration templates are cost-effective alternate options to purchasing project management software.
The beneath templates are greatest for protecting monitor of a mission’s timeline, creating Gantt charts, creating product roadmaps, and producing motion lists. They can help you color-code and categorize motion gadgets and particular person duties.
Professional tip: For those who’re managing a number of tasks, merely duplicate the preliminary tab and maintain all tasks in a single spreadsheet.
11. Mission Timeline
Whether or not that is your first important mission otherwise you’ve been managing tasks for years, this timeline template is a beneficial instrument for organizing every mission step. The template helps you visually break up a frightening mission into smaller items.
Click here to make use of this template.
12. Mission Monitoring
For those who’re juggling many tasks concurrently, this project-tracking template may develop into your new greatest pal.
This template takes mission administration to the following stage by enabling you to prepare your duties into classes by date, deliverables, standing, value, and hours.
Better of all you’ll be able to prioritize your tasks. Visualizing what must get performed first alleviates time-management stress.
Click here to make use of this template.
13. Occasion Advertising and marketing Timeline
This occasion advertising and marketing template provides group and construction when selling your subsequent occasion.
It supplies classes you may’ve forgotten to contemplate, 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 crucial classes for planning an occasion, lowering the time you spend on tedious guide enter.
Click here to make use of this template.
14. Gantt Chart Template
Whenever you’ve obtained a fancy mission with overlapping elements, timing is one in all your major issues. This Gantt chart template might help.
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 number of various Gantt chart templates, Google Sheets is an effective place to start out. By sharing the template with coworkers, everyone seems to be on the identical web page.
Click here to use this template.
15. Product Roadmap
And not using a roadmap, it’s straightforward on your workforce to misconceive the route you desire a mission to take. With this template, you’ll be able to resolve that downside.
This product roadmap template supplies a calendar abstract of a mission and the milestones it’s essential to attain as you undergo the product improvement course of.
Click here to make use of this template.
16. Product Launch Plan
This template has all the pieces you want to manage the most effective product launch you’ve ever had. It has fields that will help you define your market and aggressive evaluation, mission technique, key messaging, and who your audience is.
Click here to use this template.
17. Motion Record With Rating
Managing a mission requires that you just monitor day by day actions to make sure you don’t lose focus. However generally, you’ll have some duties in your record which are extra vital than others.
You possibly can simply prepare these duties based mostly on their significance with this motion record template. You can even share this sheet with others for those who’re working as a workforce.
Click here to make use of this template.
18. Mission Price range
Away from the overall enterprise price range, most managers create budgets for every of their tasks.
This mission price range template provides a easy but efficient possibility. You possibly can rapidly estimate how a lot income a mission would generate and the way a lot it might value. Whereas different Google Sheets budget templates may need extra element to them, this spreadsheet is nice if you wish to deal with the necessities.
Click here to make use of this template.
Google Sheet Templates for Main a Workforce
Managing a workforce is simple and easy with Google Sheets templates. No must ship emails forwards and backwards, or verify in individually with every workforce member over Slack.
With this template, you’ll be able to set worker shifts and monitor what number of hours workers have spent on a sure mission.
Plus, these templates are collaborative — which means that your workers name fill out kinds on their very own time. The adjustments will instantly be mirrored within the shared copy.
19. Worker Shift Schedule
Protecting monitor 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, protecting your paycheck course of easy and arranged.
Click here to make use of this template.
20. Weekly Timesheet
Like the worker shift schedule, the weekly timesheet helps you monitor time and know the way a lot to pay workers or subcontractors.
This weekly timesheet template works higher if you wish to rapidly learn how a lot time every worker spends on a mission.
Click 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 info (say, telephone quantity and electronic mail tackle), your workers’ contact, and people of emergency providers just like the ambulance or fireplace division.
Click 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 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 extra ones to exponentially enhance your productiveness.
Editor’s notice: This put up was initially revealed in January 2018 and has been up to date for comprehensiveness.