Spreadsheets resources

Personal Budget Template

Need to manage your finances more efficiently? Use our Personal Budget Template to track your financial obligations and monitor your income and expenses. Analyze your financial habits and their impact on your bank balance through monthly reports and dashboards with multiple charts. Additionally, track payments still pending and what had been settled with a customizable calendar in the template.

Gantt Chart Collection

Have you ever tried to organize your projects with a Gantt chart but gave up because it was too complicated? Our Gantt Chart Collection offers five different Gantt chart options for various applications. Track not just task progress, but also its deadlines, completion status, and delays. You can monitor project tasks across different periods and schedules, track stages and subtasks, and set your preferred view, whether daily, weekly, or monthly.

Sales Pipeline (Part 2)

Want an easy to way track and manage every step of your sales process? Our Sales Pipeline spreadsheet features a complete pipeline and three dashboards to track key areas: Team, Operational, and Financial. Analyze sales from creation to closure, monitor each salesperson's performance, and check if targets are being met. Additionally, the template provides detailed financial performance insights by month, quarter, and year.

Marketing Plan

Want to find the marketing channels and campaigns that give you the best returns? Use our Marketing Plan spreadsheet to track Conversion Rate (CR), Return on Investment (ROI), and Return on Ad Spent (ROAS) for each campaign and channel invested. With dashboards and reports available in monthly, quarterly, and annual views, you can monitor the performance of paid and organic content for up to 5 years.

KPI Dashboard (Part 2)

Enter your data and automatically generate more than 20 charts and diagrams. These charts provide detailed analyses of results and averages, categorized and distributed by month. Precise filters allow our template to adapt to any industry or subject—finance, sales, HR, marketing, or customer support. The template also offers light and dark theme options to match your preference.

Habit Tracker (Part 2)

Use our Habit Tracker to categorize and track your habits daily, monthly, and annually. It illustrates your progress with a set of charts, making it easy to see how you're doing. Plus, it highlights your achievements and points out areas for improvement to encourage you to outdo yourself month by month.

Timesheet Template

Manage all work hours, including breaks and overtime, in one place. The Timesheet Template, available in Microsoft Excel and Google Sheets, makes it easy to analyze performance and financials with weekly and monthly dashboards. Plus, you can automatically create PDF reports for a smooth monitoring and validation of work hours across the month.

Financial Statements Template

Organize income, cash flow, and balance sheets with out all-in-one Financial Statement Template. It offers monthly, quarterly, and yearly data visualizations with a dashboard to assess the company's financial health. It also generates a PDF ready for export, including all three statements' annual outcomes.