14 Excel Templates Perfect For Small Businesses Xodo

Leo Migdal

-Nov 17, 2025, 6:57 PM

14 excel templates perfect for small businesses xodo

Whether you need to balance your budget, keep track of expenses and profits, or organize your operations, Excel is one of the best office tools for analyzing data and organizing information. However, one of the biggest challenges for any .css-1r6t4fu{transition-property:var(--chakra-transition-property-common);transition-duration:var(--chakra-transition-duration-fast);transition-timing-function:var(--chakra-transition-easing-ease-out);cursor:pointer;-webkit-text-decoration:none;text-decoration:none;outline:2px solid transparent;outline-offset:2px;color:var(--chakra-colors-apryse-indigo);}.css-1r6t4fu:hover,.css-1r6t4fu[data-hover]{-webkit-text-decoration:underline;text-decoration:underline;}.css-1r6t4fu:focus,.css-1r6t4fu[data-focus]{box-shadow:var(--chakra-shadows-outline);}industry professional is having the Excel expertise to set up a spreadsheet that does what you want. Don’t have time to set up and figure out how to structure your spreadsheet? No worries! We’ve got 14 Excel templates you can use instantly. As a business owner or entrepreneur, it is important to be able to track and budget your company’s finances.

The first step is to simply start by converting your financial data in PDF to Excel with Xodo, and then use the templates below to track and calculate your budget accurately. One template you’ll need is a business budget template that’ll give you a basic, yet effective overview of your company’s financials. Enter your amounts by income, personnel expenses, and operating expenses to get an accurate real-time summary that will help you budget. Let’s talk about Excel templates. These pre-made spreadsheets help you improve productivity quickly. In this comprehensive guide, we’ll dive deep into the world of Excel templates, equipping you with the knowledge and tools to streamline your tasks, boost productivity, and make informed decisions.

From understanding what Excel spreadsheet templates are to exploring specialized templates for various industries, we’ve got you covered. Whether you’re a seasoned Excel user or just starting, our friendly yet professional approach will simplify complex concepts and empower you to harness the full power of Excel templates. We provide a host of spreadsheet templates for our readers. And Excel templates are no exception. These pre-designed spreadsheets created to simplify various tasks and processes. They serve as starting points, offering predefined structures, formulas, and formatting.

These templates are designed to save you time and effort by eliminating the need to build spreadsheets from scratch. Excel spreadsheet templates come in various categories, each designed to address specific needs and tasks. Here are some of the most common types of Excel templates: Financial templates are geared towards managing finances, budgeting, and financial analysis. You can make your own cash flow template, or use one that’s already made. Common financial spreadsheets include:

At Finimpact, we understand the importance of organization and automation in terms of ensuring success. Having worked extensively with SMBs, it is obvious that failing to manage expenditure in an efficient way is one of the major reasons for failure. We have compiled the list of templates below in order to streamline business processes. Basic sheets such as the startup business plan template or the loan analysis comparison could prove invaluable. While not all of them may not be appropriate for your business, two or three well designed sheets could save a lot of resources and help to put things in the right perspective. They can replace automation or payroll software which can be quite expensive for businesses that are just getting started.

Excel is the most well-known and useful tool in the world of finance and many other disciplines. It can be used to do almost anything data-related, and is perfectly suited to both corporations and small businesses. It is a premier tracking and automation tool for data analysis – one that you need to make extensive use of. If you are looking to streamline the speed and utility of your business, consider the 50+ templates below. We created is based on some of the most recurring issues that result in failure or lost revenue. You should be using these templates or their variations in your business, as they cover critical items.

Enjoy & Share The “Portfolio Management Template” was created by a Singapore investor and adapted to the US stock market. It is essentially a stock tracking tool that contains a large number of columns pertaining to your stock investments such as the fees, the buy/sell position, the date, the stock ticker, cumulative cost, transacted... Facebook Twitter LinkedIn WhatsApp Email Ask a question or join the conversation for all things Excel on our Slack channel. There’s a reason Excel is so ubiquitous in the workplace.

Its versatility allows you to do a plethora of different things, like track KPIs, create sales receipts, and record time cards. According to the Upskilling Forecast 2025–27 by GoSkills, among 1,510 decision-makers seeking off-the-shelf course content, 47% identified specific skill gaps they wanted to address within their organization — and 29% cited Microsoft Excel as... To make your life a little easier, we compiled some of our favorite Excel templates for business. Unleash the potential of your business ideas with free pre-designed templates by {Template.net} that make {Small Business Templates} easy to create and professionally impactful. Perfect for entrepreneurs and small business owners, these templates enable you to draft comprehensive business plans, track finances, and project growth without the need for any design experience. Whether you need to promote an event with stunning visuals or showcase product features through detailed spreadsheets, our wide array of templates can cater to varying business needs.

Enjoy the convenience of downloadable and printable files in Microsoft Excel, with beautiful pre-designed templates that require no design skills needed. Achieve both print and digital distribution effortlessly and focus more on growing your business rather than fretting over presentations and charts. Explore a diverse selection of beautiful, premium pre-designed templates that are regularly updated to stay current with evolving business trends and demands. While our free templates offer an easy start, the premium options provide an extra edge with enhanced features and customization possibilities. Share your meticulously crafted projects with ease: download or share via link, print, email, or export for maximum reach and impact. Combine both free and premium templates for ultimate flexibility, ensuring your business always stands out.

Make use of the continually refreshed library to keep those creative ideas flowing in the right direction. Vertex42.com offers a wide variety of free business templates as well as some premium spreadsheet solutions for your growing business. You can save a lot of time and frustration by starting a project with a good template. So, if you are trying to start a new business or just trying to find a budget friendly solution, these templates are a great place to start. Revolutionize Your Procurement with Our Item Wise PO Tracker Template Effective procurement is key to the operational efficiency of any business. Our free Item Wise

If you are considering contributing to a Traditional Vs Roth IRA , you may have already heard that the main difference is whether the contributions A vertical timeline is used in Excel using an X-Y Scatter Plot, Data Labels, and Error Bars for the leader lines. It include a feature This Rental cash flow spreadsheet is for those who are thinking about purchasing rental property for the purpose of cash flow and leverage. It is Free Call Center Dashboard Template in Excel: Your Ultimate Business Tool Introduction In the fast-paced world of call centers, having a comprehensive, easy-to-use, and visually

Spreadsheet123 offers a large variety of free business templates specifically designed to offer a great solution for start-ups as well as for many growing business needs. Whether you are starting a new business or simply trying to find a low-cost solution for your existing one, these Excel and Word templates are always a great place to start. For many small businesses, a good template is a good place to start the project that offers benefits of saving great amount of time, budget and frustration. Majority of the business templates in the list below are distinctly marked as "FREE". You may download them at your convenience. These are full-featured and unlocked versions available free of charge as a courtesy to our visitors.

The templates which are not free, will still let you download a free version with limited functionality or a free trial. End User Licensing: All templates are distributed under two different license agreements. License that allows to use templates within your entire company and is not restricted by a single-user agreement. Read our Company Use license agreement for more details. For the most part you are not allowed to share or distribute the files or any derived documents or modified versions outside of your company. Some business templates may also have some additional restrictions or exceptions, like purchase order, account statement or invoices.

We also offer a Commercial Use license for some of our templates and financial calculators and forms. Supported Versions (All Features) | Excel 2016, 2019, Office 365 (Mac), Google Sheets Supported Versions (Significant Features) | Excel 2010, 2013, 2016, 2019, Office 365 (Mac), Google Sheets It's simple. Access to the largest library of premium Excel Templates, plus world-class training. Optimized for use with Excel.

Solve Excel problems in minutes, not hours. With our university, you'll learn how we make templates & how to make your own. Still using spreadsheets to manage your projects? Revolutionize how you manage your projects with ProjectManager. Plan, track and report with automated tools. Businesses need all the help they can get.

These 32 free Word and Excel templates for business help with everything from cost-benefit analysis to timesheets. Business templates are a great way to work consistently and not have to reinvent the wheel each time you need to do repetitive tasks. ProjectManager is more than great project management software, it’s a depository of dozens of free Word and Excel templates for business that you can download right now. This Excel timeline template is a versatile Excel template for business that can be used to visualize all the projects your business will execute in the future, identify the team or business department responsible... One of the main advantages of using this template is that it comes with various time scales to better adjust to your planning needs. You can use it to make 6-month, 1-year or 3-year timelines.

But Excel templates for business are static. To elevate your business planning, try project management software like ProjectManager. ProjectManager offers dynamic project timeline tools to help you plan projects, build schedules and assign work across your resources. You can even track costs, progress and time along the way. Use the roadmap to track multiple project plans at once, so all of your business projects are in one spot. Get started today for free.

14 Excel Templates Perfect For Small Businesses Xodo

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