33 Excel Templates for Business to Improve Your Efficiency (2022)

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.

To make your life a little easier, we compiled some of our favorite Excel templates for business.

Get your free Excel templates

These handy Excel templates will save you precious time when creating business documents.

1. Timeline template

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Time is a resource that can’t be gained back, which is why it’s essential to track it. Thistimeline templateby Vertex42 gives you an overview of the milestones and events that team members should be aware of.

2. Gantt chart template

33 Excel Templates for Business to Improve Your Efficiency (2)Need something more sophisticated than a project timeline? Look no further than this Gantt chart templateby Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas.

3. To-do list template

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A big part of the solution creating process is simply knowing what needs to get done. This to-do list template by Vertex42 is perfect for keeping you and your team in the loop.

With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.

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4. Issue-tracking template

33 Excel Templates for Business to Improve Your Efficiency (4)Learning from mistakes is key for growth, both professionally and personally. Enter, the issue-tracking template.

This template allows you to keep a log of what went wrong, the priority of the issue, the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track recurring issues, and nip them in the bud before they affect the rest of the current project.

5. Weekly time-card template

33 Excel Templates for Business to Improve Your Efficiency (5) An economical alternative to time-card software is this free template. The weekly time-cardby Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets.

6. KPI tracker template

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This handy KPI tracker will help you measure the things that matter for business success. The template allows you to consolidate metrics between teams and switch between a table and graphical layout.

7. Party planning template

33 Excel Templates for Business to Improve Your Efficiency (7)In charge of planning a work event? Excel can help you out. Use this party planning template to ensure the expenses stay firmly nestled within the budget.

8. Payment invoice template

33 Excel Templates for Business to Improve Your Efficiency (8)Save time by using this free invoice template when receiving payments from customers.

9. Portfolio management template

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Use this portfolio management template to track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of yourportfolio.

10. Service invoice template

33 Excel Templates for Business to Improve Your Efficiency (10) This invoice template is ideal service-based businesses. It has empty fields to populate with information pertaining to the services you provide.

11. Shipping invoice template

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Save money on invoicing software with this template. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.

12. Account statement template

33 Excel Templates for Business to Improve Your Efficiency (12)For businesses that bill customers recurringly, this account statement template is super handy for creating a summary of sales made. This is particularly useful for smaller businesses as bookkeeping software can be expensive.

13. Packing slip template

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If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their order.

14. Price quote template

33 Excel Templates for Business to Improve Your Efficiency (14)Simplify your quoting process with this price quote template. The template has sections for the quote description, special notes, customer information, and more!

15. Purchase order template

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Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.

16. Sales receipt template

33 Excel Templates for Business to Improve Your Efficiency (16)Use this template to send your customer a sales receipt.

17. Rent receipt template

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This rent receipt template is handy If you rent out your office space or home. The simple template allows you to keep a record of payments made on your property.

18. Home office expense tracker template

33 Excel Templates for Business to Improve Your Efficiency (18)Solopreneurs working from home will want to use this home office expense tracker to check that they’re making the most out of their eligible tax deductions.

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19. Time card template

33 Excel Templates for Business to Improve Your Efficiency (19)This time card template is useful for businesses that hire contractors. The sheet allows team members to note the amount of time spent on a project. It also automatically calculates the regular hours and overtime hours along with total hours spent each week.

20. Weekly time card template

33 Excel Templates for Business to Improve Your Efficiency (20) Once you have your employees’ daily log all set, you can then transfer that information to this weekly time card template to get a better view of their hours for the month.

21. Weekly timesheet

33 Excel Templates for Business to Improve Your Efficiency (21)This weekly timesheet includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week.

If you're looking for a daily schedule template, check out this resource.

22. Payroll calculator template

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This payroll calculator template helps you account for deductions when determining gross pay.

23. Startup business plan template

33 Excel Templates for Business to Improve Your Efficiency (23)Ever heard the phrase “if you fail to plan, you are planning to fail”? This startup business plan template helps you get one step closer to success. The sheet includes instructional sections for an executive summary, marketing plan, startup expenses and more!

24. Existing business plan template

33 Excel Templates for Business to Improve Your Efficiency (24)Are you an established business without a formalized financial plan? This template might be the one for you.

25. 12-month marketing plan template

33 Excel Templates for Business to Improve Your Efficiency (25)Plan for the year ahead with this 12-month marketing plan template. The highly detailed template helps you identify: your market, your target customer, your business goals, strategies and tactics, and budget.

26. Editorial content calendar template

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Content and social media have only grown in importance over the past few years. This editorial content calendar template is a handy way to track when and where you post over a few months.

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27. On-page SEO template

33 Excel Templates for Business to Improve Your Efficiency (27)This on-page SEO template is great for organizing on-page SEO strategy, documenting any changes, and more.

28. SWOT analysis template

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Use this SWOT analysis to ensure you and your team are systematically identifying and adapting to opportunities and potential threats

29. Event planning template

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In the event planning business or simply want to celebrate a milestone with your team? Check out this event planning template so yours runs without a hiccup.

30. Job application template

33 Excel Templates for Business to Improve Your Efficiency (30)Looking to expand your team in a smart, efficient way? This job application template might be the tool you need. You can use it as is, or edit the entry fields so you can screen for the skills and qualities necessary for the role.

31. World meeting planner

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If you work as part of a global remote team, you are probably aware of the inconvenience that comes with coordinating a mutually optimal time for meetings. This world meeting planner and time zone converter will save you multiple e-visits to timeanddate.com when coordinating with your coworkers.

32. Business financial plan template

33 Excel Templates for Business to Improve Your Efficiency (32)Download this business financial plan template to track and forecast your spending and income for the future.

33. Business budget expense template

33 Excel Templates for Business to Improve Your Efficiency (33)Want a more comprehensive financial tracker? Look no further than this business budget expense template. You can evaluate your actual expenses against your actual budget both numerically and graphically.

34. To do list template

33 Excel Templates for Business to Improve Your Efficiency (34)This to do list Excel template visually displays your tasks on a daily, weekly, and monthly basis.

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Become an Excel pro

Want to learn how to use Excel like a pro (and maybe create a couple templates of your own)? Check out our range of Excel courses, complete with video lessons with accompanying cheat sheets, exercises, and quizzes to bolster your learning.

For more Excel templates, check out this handy article.

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FAQs

How do you improve efficiency in Excel? ›

Use Faster Formula Techniques.
  1. Avoid Volatile Formulas. ...
  2. Use Helper Columns. ...
  3. Avoid Array Formulas. ...
  4. Use Conditional Formatting with Caution. ...
  5. Use Excel Tables and Named Ranges. ...
  6. Convert Unused Formulas to Static Values. ...
  7. Keep All Referenced Data in One Sheet. ...
  8. Avoid Using the Entire Row/Column as Reference (A:A)

How do I get free Excel templates? ›

Free Excel for the web templates on Office.com
  1. Go to Office.com.
  2. Click Templates at the top of the page.
  3. On the Templates page, click Excel. ...
  4. Click the template you want, click Edit in Browser, sign in if prompted, and then click Continue.

Where do I find Excel templates? ›

Open Microsoft Excel. On the right side of the Home tab, click More templates. Scroll through the displayed list of templates to find the one that suits your needs. If you don't find one you like, you can use the Search for online templates text field to see if there is a template online for what you need.

How can a small business owner use Excel to make the business more efficient? ›

Microsoft Excel enables users to identify trends and organize and sort data into meaningful categories. Excel also performs Human Resources functions, such as sorting worked hours and organizing employee profiles and expenses, which help businesses better understand the structure and activities of their workforce.

What are the basic Excel skills? ›

Here's a list of basic Excel skills to include in your resume:
  • Data recording. Basic Excel users must know how to navigate and record data. ...
  • Formulas. ...
  • Charts and graphs. ...
  • Data organization. ...
  • Pivot tables. ...
  • Detail Excel skills on your resume. ...
  • Provide examples. ...
  • Describe certifications.

What are Advanced Excel skills? ›

What are advanced Excel skills? Advanced knowledge of Excel means possessing the ability to use spreadsheets, graphing, tables, calculations, and automation efficiently to process large quantities of data relevant to business tasks.

What are Excel templates used for? ›

A template is a predesigned spreadsheet you can use to create new spreadsheets with the same formatting and predefined formulas. With templates, you don't need to know how to do the math, or even how to write formulas—these are already integrated into the spreadsheet.

How do I make a good Excel spreadsheet? ›

A good preparation is therefore one of the most important Excel tips we can give you.
  1. Think about the order of worksheets. Put different kinds of data on different worksheets. ...
  2. Keep your timeline consistent. ...
  3. Label columns and rows. ...
  4. Avoid repetitive formulas. ...
  5. Avoid hiding data. ...
  6. Keep styling consistent. ...
  7. Use positive numbers.

How do I create an Excel template? ›

Open the workbook that you want to use as a template. , and then click Save As. In the File name box, type the name that you want to use for the template. In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template.

What templates are available in Excel? ›

How to use templates in Microsoft Excel - YouTube

How many templates does Excel have? ›

Microsoft Excel allows creating two special templates - Book. xltx and Sheet. xltx - that are the basis for all new workbooks and all new worksheets, respectively.

How do I open a template in Excel? ›

How to Open Excel Templates
  1. Open Excel. ...
  2. Click "New" on the Office menu. ...
  3. Look to the "Templates" section on the "New Workbook" menu. ...
  4. Click one of the Excel template categories to view an Excel template.

What is the formula for efficiency? ›

Efficiency can be expressed as a ratio by using the following formula: Output ÷ Input. Output, or work output, is the total amount of useful work completed without accounting for any waste and spoilage. You can also express efficiency as a percentage by multiplying the ratio by 100.

How do I fix Excel performance issues? ›

5 ways to optimize the performance of Excel 2016
  1. Close unused workbooks. ...
  2. Disable hardware graphics acceleration. ...
  3. Pimp up Windows. ...
  4. Don't use the 64-bit version of Excel 2016. ...
  5. Turn off auto-syncing of Office files. ...
  6. Suggestions Welcome.

How do you calculate data efficiency? ›

The amount of data retransmitted per flowthe network traffic between network objects is used to calculate the Network Efficiency metric.
  1. Efficiency = 100% * (transferred - retransmitted) / transferred.
  2. Network Loss = 100 - Efficiency.

Do you want a job as a business analyst? Employers are going to read the top half of your resume first, starting with your objective statement. This means your objective statement is really important. Before

Seeking a Business Analyst position at ABC Data Discovery Inc. to collaborate with project managers to develop business solutions, bringing Salesforce and Excel skills; personable project management skills; demonstrated capabilities in data mining, statistical analyses and predictive modeling, and B.S.. Highly seasoned and driven business analyst with over 25 years’ experience analyzing business processes in the automotive industry, aiming to work with company directors to develop informed approaches to research and development to achieve company goals.. Flexible and reliable business analyst with eight years’ experience seeking a position with a healthcare company, leveraging demonstrated achievement in guiding leading healthcare companies to improve their business functions, in managing medical supply chains, and in more effectively implementing telehealth solutions.. Outcome-oriented business analyst with experience guiding cross-functional teams in the efficient collaboration, delivery and documentation of processes to collectively achieve organizational goals, seeking opportunities to innovate existing business processes and achieve maximal results in an efficient and cost-effective manner.. Highly analytical business analyst with the ability to easily handle large datasets, draw out insights and validate them, looking to apply my experience at Data Compute Inc., bringing a deep understanding of data analytics and commercial awareness gained over 12 years working with computing and data management organizations ranging from start-ups to industry leaders.. in Management Information Systems seeking a business analyst position, offering great customer facing skills, proficient technical writing skills, superior verbal communication and presentation skills, and flexibility to travel as needed.. Independent and proactive graduate with a strong sense of urgency, seeking position as a Business Analyst at Garrison Retail Stores, aiming to combine exceptional interpersonal skills, strong working knowledge of MS Office, working knowledge of database management systems, and superior communication and presentation skills for the benefit of the company.. in Computer Science (GPA 3.4), seeking a business analyst role to utilize expertise in data analytics and software development to help rationalize business processes, understand workflows, and more quickly and efficiently achieve corporate goals.. Detail-oriented graduate of the highest level of personal integrity and ethical standards, a positive attitude and a strong work ethic, seeking Hedge Fund Business Development Analyst position at ABC Investors, LP, leveraging coursework from B.S.. Professional team player with unrelenting integrity, strong communication skills and the ability to work independently on multiple projects simultaneously, seeking a Business Systems Process Improvement Analyst position with ABC Gas, bringing B.S.. Hardworking and focused customer service representative with high emotional intelligence, seeking to transition career and secure Business Analyst position with Smith Credit Union, leveraging clear and concise verbal and written communication skills, ability to effectively collaborate with business and technical teams, strong analytical skills, and unrelenting can-do attitude.

38 ready-made sales prospecting email templates to speed up the sales process. Just copy, fill in the blanks or modity to get sales prospecting underway.

I saw that you were checking out (your product, company or solution) and wanted to reach out quickly after checking out (prospect company) site.. We at (your company name) are already working with hundreds of organizations such as (happy customer company names 1, 2 and 3) to improve (specific issue) by (brief description of what your company does).. (Prospect company name) is on my radar because we’ve helped a lot of companies in (prospect industry) with (specific issue) .. Template #3: For little-known prospects Subject: (Prospect name) , need help with (specific issue)?. We at (your company name) work with organizations in your same industry such as (happy customer company names 1, 2 and 3) to improve (specific issue) by (brief description of what your company does).. Template #4: For little-known prospects Subject: (Prospect name) , looking for help with (specific issue)?. I want to introduce myself because (prospect company name) is similar to many of the organizations we work with every day – some of which you might know such as (happy customer company names 1 and 2) .. We at (your company name) work with organizations within your industry such as (happy customer company names 1 and 2) to improve (what your company does best).. I understand you are (prospect title) at ( prospect company name ) and you use (competitor company name) .. (Your company name) has been busy solving (critical prospect issue) , and I believe you’d see immediate benefits from (your product, service or solution) that could result in (scalable solution such as increased revenue, lowered cost, boosted efficiency) like (happy customer company name 1) has.. Our company specializes in (a relevant issue to prospect), and we’ve worked with (companies similar to the prospect) .

Definition and Importance of Lean Management Part 1 6 Benefits of Lean Management Part 2 Disadvantages of Lean Management Part 3 Lean Management Best Practices Part 4   Part 1 Definition What Is Lean Management? Lean management is all about the creation of value. What is making your company revenue? Whatever is not included in...

Lean management involves a lot of process examination, the addition of perspectives from various leaders in the organization, and mapping the processes that are adding to the company.. An Improvement Culture — When a company understands the importance of lean management and begins to implement the strategies, then a new way of thought begins to take over in the company.. Increased Employee Morale — Since lean management favors an approach where managers are in regular communication with employees about their work and their process, employees could feel they are empowered to make better decisions.. High Implementation Cost — Most of the time, when lean management is implemented in a company that has never before used it, it is likely that all systems and production processes will have to end in their current state.. As stated above, lean management can increase costs, so leaders need to know if their spending is worth it for the company.. Train Workers on Lean Management Principles The more that workers are aware of the benefits and intricacies of lean management, the more allies leaders have in understanding the value of cutting of wasteful projects and processes.. Leaders should develop a plan for how they are going to introduce employees to the new practices, steps to implement procedures in each department, and the future vision for the company after lean management is performed.. Quick sharing: Reports can be either - exported to files and printed , or sent by email; - shared with the manager online (in real time) ; - optionally shared online as team-wide status reports, i.e., all team members share their progress with each other to spend less time on meetings.

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