20+ Best Free Excel Templates for Business Professionals
Last updated on November 29th, 2024
Excel spreadsheets can help improve productivity and efficiency for individuals and organizations. Excel formulas, data entry fields, filters, and layouts can enable organizing and calculating information not only on a small scale but also for moderately large datasets. However, Excel can seem a bit complex for people still learning their way around formulas and other Ribbon menu features. Even the advanced users might find it hard to create certain types of layouts. This is why Excel templates can be a great resource to help you use Excel to its true potential.
Below is our pick for 20 best free Excel templates. The templates listed below include productivity enhancing and data organizing templates that can be used by individuals and organizations to make the most out of Microsoft Excel.
1. Free Excel Budget Template
One of the most common needs for any business or an individual looking to organize their expenses is to manage a monthly budget. The Free Excel Budget Template provides a simple layout with relevant formulas to create a monthly budget and to keep track of expenses and savings. Based on inputs, the template automatically calculates and shows the projected monthly budget, actual monthly budget, as well as the projected monthly balance, actual monthly balance, and the difference between the two.
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2. Free Invoice Template for Excel
The Free Service Invoice Template for Excel gives an editable layout to quickly design service invoices, with an additional tab to keep track of customer information including the customer’s name, address, phone, email, and other details. You can use this free Excel template to generate electronic and printable invoices for your customers with custom branding.
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3. Free Excel Calendar Template
This is a free Excel template for generating a custom calendar for any year. By following the simple instructions on the About tab, you can create a custom calendar for a year. The calendar can be used electronically, with space for adding notes. You can also print the calendar and use it for physical note taking.
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4. Free Customer Profitability Analysis Template for Excel
Are your customers adding to the profits of your business or leading to unwanted costs? By using this simple excel template you can calculate the profitability of your customers and segments using Customer Profitability Analysis (CPA).
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5. Free Weekly Employee Shift Template for Excel
Many small and medium-size organizations use Excel to keep track of employee shifts. This free template for Excel simplifies the task by generating weekly schedules for employee shifts using an easy to edit layout, filters, and formulas.
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6. Free Pay Stub Template with Calculator for Excel
This free pay stub template comes with sections to calculate the pay for each employee based on hours worked. You can generate bi-weekly pay stubs or customize the template to convert it to a monthly template for calculating hours and pay for employees.
Go to Free Pay Stub Template with Calculator for Excel
7. Free Cashflow Analysis Excel Template
A cashflow plan keeps track of money coming in and out of the business. This Excel template goes a step further than simply calculating cashflow by providing a visual analysis based on your added data for different years.
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8. Free Sales Pipeline Excel Template
A sales pipeline shows the process through which a customer passes, from the initial contact to the purchase of a product or service. Understanding the sales funnel is important for a business to attract customers, refine its sales strategy, and analyze performance. This free template provides a simple layout with a funnel for visualizing your sales pipeline using Excel.
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9. Free Personal Balance Sheet Template for Excel
This is a classic balance sheet template by Microsoft with a conventional layout for creating a balance sheet with a working capital section. You can list down your assets and liabilities to automatically calculate data and get a visualization for assets and liabilities in the form of charts linked to the data input.
Go to Free Personal Balance Sheet Template for Excel
10. Free Monthly Sales Report and Forecast Template for Excel
Sales forecasting can help businesses determine their anticipated needs, sales pipeline, and cashflow requirements. This free sales report forecasting template gives an editable layout to develop monthly sales forecasts and create a detailed map of cost, revenue, and sales performance.
Go to Free Monthly Sales Report and Forecast Template for Excel
11. Free Price Quote with Tax Calculation Template for Excel
Tax is a major consideration when quoting a price for a service. This simple Excel template makes it possible to easily calculate tax and generate a price quote for your clients. You can also use this template to keep track of leads per salesperson and keep an eye on your sales pipeline.
Go to Free Price Quote with Tax Calculation Template for Excel
12. Free Timeline Excel Template
Project timelines can be created and visualized using not only Timeline PowerPoint Templates but also in Excel. This free timeline Excel template gives sections for adding project data and generating a visual timeline based on your preferred date format. You can also repurpose this template to generate other types of timelines other than project timelines, such as a timeline depicting a historical event.
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13. Free Excel Gantt Chart Template
Gantt charts are commonly used in projects, with many project managers using Excel to create them. This is a free template with a layout with a Gantt chart to plan a project and track progress. The activity tracking section has sample data that can be edited to add your own information to automatically populate the Gantt chart.
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14. Free RACI Chart Template for Excel
A RACI chart is a project management tool that clarifies roles and responsibilities regarding who is responsible, accountable, consulted and informed for project deliverables and tasks. The Free RACI Chart Template for Excel provides an expandable layout for Excel for making RACI charts.
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15. Free Vacation Planner Template for Excel
A well-planned vacation can save you from a lot of hassle. Knowing about travel, hotel, car rental options, and contingencies for an emergency are important considerations to ensure you can enjoy your planned time off from work and account for potential problems. This free excel template provides tabs for adding your personal information, planning departure and arrival, hotel and car rental bookings, and emergency contact details. The tabs provide detailed layouts for each of the aforementioned and the Home tab comes with clickable sections for each tab, making navigation easy to quickly switch between sections.
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16. Family Emergency Plan Template for Excel
A family emergency plan is meant to determine meeting places and emergency contact information in the wake of an emergency such as a natural disaster. The Family Emergency Plan Template for Excel provides a simple layout to plan for such an event to ensure your loved ones know what to do in case of an emergency.
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17. Free Family Tree Template for Excel
The Free Family Tree Template for Excel is a photo template for making a detailed family tree in Excel. You can create a family tree to map your lineage using a preformatted family tree that can be customized to add or remove sections according to need. You might also be interested in this premium Family Tree Excel Template that provides a simple menu to add information for creating a custom family tree.
Go to Free Family Tree Template for Excel
18. Free Non Profit Fundraising Report Maker for Excel
People engaged in non-profit fundraising might have a lot on their hands to substantiate all the donations. In such a case, generating a fundraiser report can be quite a daunting task. The Non Profit Fundraising Report Maker for Excel makes it easy to generate such a report automatically. You can also use this template at the day of the fundraiser to log information to keep track of the expenses and revenue. The template also has an Event Info tab with charts to visualize added information.
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19. Free Brainstorming Collaboration Template for Excel
Available as a downloadable worksheet and via Excel Online, this brainstorming Excel template by Microsoft is a handy tool for adding ideas, ranking them, and identifying the best ones through collaboration with team members. The layout of the template has sections to add ideas, pros and cons for ideas, and rank them on a 1-5 scale.
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20. Student Attendance Record Template for Excel
This is a comprehensive template for teachers to keep track of attendance for their students, as well as to log and analyze reasons for absenteeism. The template contains a tab with instructions, followed by a layout for making a list of students, and attendance sheets for each month.
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Final Words
Excel templates can be a great way to enhance productivity and to save time on tedious tasks. You can use Excel templates to log information, calculate and analyze data, and track progress for tasks and projects. The above mentioned list of templates can help you perform a number of useful functions and you can always look for more templates via our tutorials on Free Excel Templates to find and use useful templates with preformatted layouts.
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