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Excel and Google Sheets Templates

Skip the frustrating formulas and dozens of hours creating spreadsheets from scratch with customizable and powerful spreadsheet templates for all your business needs.

Simple Sheets has 115+ templates ranging from accounting & finance to supply chain & ops to make your spreadsheets work for you.

✅ Fully Customizable to your org standards
✅ Thousands of automated Formulas to reduce entry errors and save you time
✅ Powerful Dashboards for reading and gathering insights to your Data
✅ Excel & Google Sheets compatible

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Or purchase individual templates from the library below.

Accounting and Finance Templates

Accounts Payable

Organize your invoices and payment dates with our Accounts Payable Excel Template. Improve your accounting workflow with smart ledgers, pre-formulated cells and dynamic reports.

Accounts Receivable

Organize your invoices due and receivable dates with our Accounts Receivable Excel Template. Improve your accounting workflow with smart ledgers, pre-formulated cells and dynamic reports.

Balance Sheet

Calculate a Profit and Loss Statement in minutes with our P&L Excel Template. Designed with slicers, spark lines, and visualizations to help you identify income, expense and profit trends.

Break Even Analysis

Calculate when a new product, service or venture will reach a break even point and cover the costs of investment with our Break Even Analysis Excel Template. Equipped with dynamic formulas and graphs.

Budget Goal Seek

Calculate your missing variable with our Goal Seek Excel Template. Built with dynamic cells for quickly running calculations for your sales, budgeting, or cost input.

Cap Table

Our Cap Table Excel Template makes it easy to track ownership, dilution and value of equity in each round of investment by founders, investors and employees. Perfect for Pre-Seed, Seed and Series A startups, our Cap Table is pre-built for with formulas and a circle graph that updates as your data does.

Cash Flow

Our Pre-Built Cash Flow Calculator Excel and Google Sheets Template is designed to consolidate your accounts receivable and payable to generate a cash flow statement for your business. Built with dynamic formulas and structured tables for maximum usability.

Credit Card Payoff Calculator

Track and map your credit card payments with our Credit Card Payoff Calculator Excel Template. Built with smart formulas, formatting, and dynamic tables, you can view credit payoff performance to stay on top of your personal finances.

Depreciation Methods Analysis

Know what depreciation method works best for your business and asset types in an instant. Skip the trial and error and get forecasts instantly using our Depreciation Methods Analysis Excel and Google Sheets Template, built with dynamic formulas and charts.

Expense Report

Easily track and categorize your expenses with our Expense Report Excel and Google Sheets Template. With features like report consolidation, printable individual reports and instructions for customization, you can make expense reports a painless process for your employees.

Interest Only Loan Calculator

Track and maintain your personal loans with optional extra payments and interest-only periods. Do all these with our Interest-Only Loan Calculator Excel and Google Sheets Template, built with smart formulas and dynamic tables.

Invoice

Create beautiful invoices in a matter minutes with our Invoicing Excel and Google Sheets Template. Easily track your product offerings, customer data, and company details. With dynamic formulas, your data auto populates and is easily sendable to customers.

Loan Amortization Schedule

Calculate your loans (business, mortgage, auto, etc.) with our Loan Amortization Schedule spreadsheet. Equipped with a fully automated dashboard to view up to 5 loans and your payment + interest data.

Mortgage Calculator

Calculate your mortgage and payment schedule with our Mortgage Calculator and Rental Income Excel and Google Sheets Template. Equipped with dynamic charts and graphs to view your principal and interest payments over a 15 or 30 year loan.

Net Worth Calculator

Calculate your net worth with our Net Worth Excel Calculator. Built with dynamic formulas and charts to help you visualize your wealth over time. For business and personal use.

Personal Budget

Take your personal finances to the next level with our Personal Budget Excel Template. Manage your personal budget, from gross salary all the way and expenses to your net disposable income. Dynamic formulas and graphs help you visualize your net worth and savings.

Profit and Loss Statement

Calculate a Profit and Loss Statement in minutes with our P&L Excel and Google Sheets Template. Designed with slicers, spark lines, and visualizations to help you identify income, expense and profit trends.

Profitability Analysis

Sell more of the winners and less of the losers with our Profitability Analysis Excel and Google Sheets Template. This spreadsheet helps you identify your highest margin and volume products as well as the regions in which you're selling most. Comes with a Power BI template for an enhanced dashboard.

Stock and Crypto Portfolio Tracker

Manage and analyze your investment holdings with our Stock and Crypto Portfolio Tracker for Excel. Simply input your holdings and our Dashboard will showcase your returns and accumulated growth through dynamic charts, graphs and slicers.

What If

Calculate your payback period on an investment in seconds with our dynamic What If Analysis Excel Template. Built with color-coded formatting, smart tables and a graph to showcase repayment scenarios.

Human Resources Templates

Annual Leave Tracker

Track and manage unusual and infrequent scenarios in which employees need an extended leave of absence with our Annual Leave Tracker Excel Template. Built with dynamic formatting, visuals and a Dashboard for maximum usability and reporting.

Contract Management

Organize, manage and analyze the status of contracts with vendors and partners with our Contract Management Excel Template. Built with smart formulas and a dynamic dashboard with graphs and charts for easy visualization.

COVID-19 Dashboard

Explore the global affects of the pandemic with our COVID-19 Excel Dashboard, equipped with dynamic formulas, charts, graphs and slicers for analyzing data.

COVID-19 Tracker

Is there anything more important than keeping your employees safe right now? Our COVID Employee Health Tracker Excel and Google Sheets Template is designed to prevent outbreaks at workplaces through temperature logging and a dashboard to track cases.

Employee Appraisal

Track and compare employee performance over several data points to help you identify the best, worst and average employees with our Employee Performance Appraisal Excel Template.

Employee Scheduling

Our Employee Scheduling Excel and Google Sheets Template is pre-formulated to make scheduling easy. Fully customizable, it allows you to change or edit the number of employees, employee type and their role.

Fishbone Diagram

Identify and diagram causes and effects to a problem with our color-coded, customizable and dynamic Fishbone Diagram Excel and Google Sheets Template.

HR Metrics Dashboard

Define and organize your HR KPIs with our HR Metrics Excel Dashboard. Designed with dynamic charts, graphs and slicers that give you insights into the health of your HR department.

Internal Audit Evaluation

Audit processes, departments and organizational standards with our Internal Audit Evaluation Excel Template. Pre-built with dynamic formulas and charting for deep insights into the performance of your organization.

Organizational Chart

Assistant Regional Manager or Assistant to the Regional Manager? There's a difference. Make that difference clear in our Organizational Chart Excel Template. In less than 10 minutes, you can make sure the Dwight Schrute in your office knows his role.

Payroll

Our Payroll Excel and Google Sheets Template allows you to quickly and easily calculate your company payroll. Equipped with dynamic filters and tables, simply input your payroll information and the template will do the rest.

Recruitment Management

Our Recruitment Management Excel Template is a comprehensive template designed to streamline your recruiting processes and showcase your KPIs through a dynamic Dashboard. With this spreadsheet, you can track your recruiting, hiring, job advertising, application forms and interviews.

Time Management System

Record and track employee hours with our Employee Timesheet Excel and Google Sheets Template. Built with dynamic formulas and slicers for ultimate flexibility.

Project Management Templates

12 Week Year Planner Excel and Google Sheets Template

Set and track goals on a weekly basis with our 12 Week Year Planner Excel Template. Designed with smart tables and dynamic visuals for maximum usability.

Affinity Diagram

Organize your ideas and brainstorming sessions with our Affinity Diagram Excel Template. Dynamic and color-coded to help bring your ideas to life.

Burndown Chart

Track and predict the amount of work to do and when you will finish it with our pre-built Burndown Chart Excel Template. Designed with smart formulas and dynamic visuals for maximum understanding of your project's progress.

Event Planning

Organize and plan the details, task and expenses of your event with our Event Planning and Management Excel and Google Sheets Template. Perfect for planning a graduation, birthday, or office party.

Flow Chart

Seamlessly create a flow chart for illustrating a step-by-step approach or an algorithm to a process. This dynamic tool can be applied to software development, assembly lines, customer service and more!

FMEA Diagram

Our FMEA Excel and Google Sheets Template provides a structure to identifying and reporting failures in a design or production process. Equipped with dynamic formulas and automation for maximum reporting.

Gantt Chart

Pre-Built Gantt Chart Excel Template designed to track the status of projects. Fully automated and formulated, simply plug in your data and see your project visualized through our dynamic chart.

Gap Analysis

Our Gap Analysis Excel and Google Sheets Template enables you to assess the potential performance with the actual performance. Built with dynamic charting, formulas and a Dashboard for reporting.

Kanban

Organize, Track and Visualize Your Workflow with our Kanban Board Excel and Google Sheets Template. Manage up to 6 projects at once, view dynamic charts and graphs of ongoing and high-priority tasks and get more done!

Objectives and Key Result

Our Objectives and Key Results Excel Template makes it easy to ensure your organization's departments are keeping in line with your goals. This template is equipped with fully automated and dynamic functions, as well as smart charts with dynamic slicers.

RACI Matrix

Our RACI Matrix Excel and Google Sheets Template is designed to help teams stay on track and accountable for specific tasks, built with dynamic cells and formatting for enhanced visualization.

Time Management System

Record and track employee hours with our Employee Timesheet Excel and Google Sheets Template. Built with dynamic formulas and slicers for ultimate flexibility.

Weekly Team Meeting

With our Weekly Team Meeting Excel Template, you can easily track and record team meetings, events and notes. Pre-built with dynamic formulas, a calendar and filters, this may be the organizational tool your team needs to stay on track.

Real Estate Templates

Commercial Property Management

Manage and organize your commercial real estate properties with our Commercial Property Management Excel Template.

Lease Tracker

Our Lease Tracker Excel Template can be used to track all your apartment units, buildings, and tenants all in one place. This also displays the total monthly rent and certain notes provided regarding the units/tenants.

Property Valuation

Calculate your investment, monthly cash flow, monthly expenses and ROI on a real estate purchase with our Property Valuation Excel Template.

Sales and Marketing Templates

CRM

Our Pre-Built CRM Excel and Google Sheets Template is designed for sales and account management teams, allowing you to easily track, organize and update contacts and leads. It's easily customizable so you can manipulate it to your sales processes.

Daily Call Report

Our Daily Call Report Excel and Google Sheets Template is designed for sales and account management teams to log call data made in day-to-day operations. It can also monitor the total number of hours spent on calls according to date, call receiver, and client.

Marketing Budget Analysis

Track and optimize marketing performance across multiple channels with our Marketing Budget Analysis Excel Template. Equipped with a Dashboard and dynamic charts, graphs and slicers for in-depth analysis.

Public Relations Campaign Management

Track your Public Relations Campaigns and outreach efforts with our Public Relationship Management Excel Template. Fully customizable and designed with a dynamic Dashboard for KPI analysis.

Business Management and Strategy Templates

Balanced Scorecard

Track the achievement and % fulfillment of strategic goals set for your company with our Balanced Scorecard spreadsheet. It is a convenient tool, giving you insights into how your company is performing against your defined goals.

Business Risk Analysis

Identify and manage potential problems that may undermine key business initiatives or projects with our Business Risk Analysis Excel Template. Heat Maps, Graphs, and Charts update dynamically and help put your business risks into perspective.

Business Valuation

Identify a business' health and future based on profitability and other key metrics with our Business Valuation Excel Template. Calculate different revenue scenarios, such as pessimistic and optimistic, for insights into upside and risk.

Competitor Price Analysis

Organize, manage and analyze the status of contracts with vendors and partners with our Contract Management Excel Template. Built with smart formulas and a dynamic dashboard with graphs and charts for easy visualization.

Contract Management

Organize, manage and analyze the status of contracts with vendors and partners with our Contract Management Excel Template. Built with smart formulas and a dynamic dashboard with graphs and charts for easy visualization.

Flow Chart

Seamlessly create a flow chart for illustrating a step-by-step approach or an algorithm to a process. This dynamic tool can be applied to software development, assembly lines, customer service and more!

Gap Analysis

Our Gap Analysis Excel and Google Sheets Template enables you to assess the potential performance with the actual performance. Built with dynamic charting, formulas and a Dashboard for reporting.

KPI Management

Track your most important metrics and visualize them through dynamic charts and graphs with our KPI Management Excel Template. Highlight your most important data points so you can make better business decisions.

Product Consumer Wise Analysis

Analyze, track and optimize your product offerings, costs and ROI by customer base with our Product-Customer Wise Analysis Excel Template. Equipped with dynamic formulas, charts and graphs for easy visualization.

SaaS Metrics Visualization

Track, analyze and optimize your subscriptions, revenue, churn rate and users with our SaaS Metrics Dashboard Excel Template. Equipped with dynamic formulas and graphs that highlight your most important metrics.

SWOT Analysis

Our SWOT Analysis Excel and Google Sheets Template makes it easy for you to run Strengths, Weakness, Opportunities and Threats Analysis in a fully customizable and color-coded matrix.

Year Wise Analysis

Our Year over Year Analysis Excel and Google Sheets Template makes it easy to compare two or more measurable events on an annualized basis. Fully equipped with dynamic graphs and charts, this template brings your data to life.

Supply Chain and Operations Templates

Bill of Materials

Easily organize the individual components needed to manufacture a product with our Bill of Materials Excel & Google Sheets Template. By tracking the unit cost, you can also quickly identify the raw material costs incurred in the course of the production.

Capacity Analysis

Our Capacity Planning Analysis Excel Template helps you evaluate production capabilities at a plant or similar facility. Equipped with pre-built formulas, dynamic charts, graphs and dashboards, you'll have all the data you need to evaluate your production capacity.

Check Sheet

Our Check Sheet Excel and Google Sheet Template provides a structured format to collecting and analyzing production data. Equipped with dynamic Pareto and Defects charts and formulas, improve your quality control processes with this spreadsheet.

Cost of Quality

Streamline your process for identifying appraisal costs, prevention costs and internal and external failures with our CoQ Excel Template. Equipped with dynamic charts and formulas for greater automation and insights.

Daily Call Report

Our Daily Call Report Excel and Google Sheets Template is designed for sales and account management teams to log call data made in day-to-day operations. It can also monitor the total number of hours spent on calls according to date, call receiver, and client.

Equipment Maintenance Management

Log, track and manage maintenance of your equipment with our Equipment Maintenance Management Excel and Google Sheets Template. Built with a dynamic Dashboard for highlighting your most important metrics.

Farm Machinery Management

No matter what kind of farmer you are, be able to track and stay on top of keeping your farm machines in tip top shape with our Farm Machinery Management Excel Template.

Fishbone Diagram

Identify and diagram causes and effects to a problem with our color-coded, customizable and dynamic Fishbone Diagram Excel and Google Sheets Template.

FMEA Diagram

Our FMEA Excel and Google Sheets Template provides a structure to identifying and reporting failures in a design or production process. Equipped with dynamic formulas and automation for maximum reporting.

HSE Management Dashboard

Stay on top of ensuring the safety of your employees with our HSE Management Dashboard Excel and Google Sheets template. Made with dynamic formulas and an interactive dashboard.

Idle Time Analysis

Identify, evaluate and reduce unprotective time for machines as well as employees with our Idle Time Analysis Excel and Google Sheets Template. Built with dynamic formulas and charting for highlighting where you can reduce idle time in manufacturing.

Interrelationship Diagram

Dial in on your customer requirements with our House of Quality Excel Template. Also known as Quality Function Deployment, specify your engineering specifications with our dynamic matrix to help you visualize product specifications.

Inventory Management

Our Inventory Management Excel and Google Sheets Template helps you take inventory and create orders from inventory counts. Simple to use and designed with automation to streamline your inventory systems.

Make or Buy

Make better manufacturing decisions with our Make-or-Buy Analysis Excel Google Sheets Template. Simply plug in your data and watch our formulas, graphs and dashboards calculate whether you should outsource a process or make it in house.

Manufacturing KPI

Monitor, analyze and optimize your production processes with the help of our Manufacturing KPI Excel and Google Sheet Template. Designed with a dynamic dashboard and smart formulas for automation.

Master Production Schedule (MPS)

Analyze, display and schedule the production of items on your line with our Master Production Schedule Excel and Google Sheets Template. Equipped with dynamics formulas for automation, just input your data and you’re set.

Operation Budget Analysis

With our Operation Budget Analysis Excel Template, you can input your raw data and our pre-built template will spit out crucial information related to projected revenues, expenses and efficiencies.

Pareto Diagram

Analyze and identify relationships between your data with our Pareto Chart Analysis Excel Template. Equipped with dynamic formulas and a bar graph to display distribution of data.

Process Capability

Identify and understand process variability with our Process Capability Excel and Google Sheets Template. Equipped with dynamic formulas and graphs for easy visualization.

Process Decision Program Chart (PDPC)

Implement a system for evaluating the performance of suppliers or vendors with our Supplier Relationship Management Excel Template. Structured tables and dynamic visualizations (graphs and charts) give you all the tools you need to track vendor performance.

Procurement Management

Manage and optimize your procurement efforts with our Procurement Management Excel and Google Sheets Template. Designed to help you track Purchase Orders, Suppliers and Custom Orders.

Product Quality Control

Enhance your manufacturing efforts and reduce defects with our Product Quality Control Excel Template. Designed for customization over Product Measure Limits and dynamic charts for analyzing Control Charts and Process Capability.

Product Consumer Wise Analysis

Analyze, track and optimize your product offerings, costs and ROI by customer base with our Product-Customer Wise Analysis Excel Template. Equipped with dynamic formulas, charts and graphs for easy visualization.

Production Scanning System

Our Production Scanning System Excel Template utilizes bar code scanning capabilities to manage your operating lines and products.

Shipping & Receiving

Track your logistical efforts with our Shipping and Receiving Excel Template, equipped with structured tables and a dynamic Dashboard for reporting.

Statistical Process Control

Identify how a process changes over time with our automated Statistical Process Control Excel Template. Equipped with dynamic Control and Range Charts as well as easy to enter tables for your inputs.

Supplier Relationship Management

Implement a system for evaluating the performance of suppliers or vendors with our Supplier Relationship Management Excel and Google Sheets Template. Structured tables and dynamic visualizations (graphs and charts) give you all the tools you need to track vendor performance.

Tender Management

Our Tender Management Analysis Excel Template creates a structured flow for planning, selecting and publishing bids. Pre-built with dynamic tables, formulas and charts.

Warehouse Management System

Track orders, inventory, supplier details and more with our Warehouse Management System (WMS) Excel Template. Equipped with dynamic formulas and charts as well as automatic barcodes for scanning.

Work Order Management

Manage your customer base and work orders with our dynamic Work Order Management Excel and Google Sheets Template. Customizable to your business and built with dynamic reporting and visuals that showcase your most important KPIs.

Workload Analysis

Learn your the human capital requirements of your business and projects like the back of your hand. Instantly view and analyze your project's work hours, overtime, and output with the Workload Analysis Excel Template.

General Templates

Box & Whisker Plot

Create a 5-number summary in seconds for up to two datasets with our Box and Whisker Plot Maker Excel Template. Easily identify trends and distribution with our simple to use formulas and chart.

Cost Benefit Analysis

Make better decisions with our Cost Benefit Analysis Excel Template. With smart formulas and charts, you can easily perform Cost vs Benefits analysis and get ROI, BRC, Payback Period, and NPV.

Earned Value Analysis

Objectively evaluate a project's performance and predict final results with our Earned Value Analysis Excel Template. Easily compare your Planned Value (PV) vs. Earned Value (EV) vs. Actual Cost (AC). processed) for a comprehensive look at your project's status.

Employee Timesheet

Forget expensive software or old-school hole punch systems. Our Employee Timesheet Excel and Google Sheets Template is a simple and elegant way to streamline how your employees' hours.

Employee Training Tracker

Track your employee training efforts with our Employee Training Tracker Excel Template. Fully customizable and flexible to your business and built with a dynamic Dashboard for visual reporting.

Energy Management

Track, manage and decrease your energy consumption with our Energy Management Excel and Google Sheets Template. Customizable and designed with a Dashboard to highlight trends, outliers and other key metrics.

Family Tree Diagram

Does the apple fall far from the tree? Visualize your family tree with our Family Tree Diagram for Excel. Easily customizable and printable.

House of Quality

Dial in on your customer requirements with our House of Quality Excel Template. Also known as Quality Function Deployment, specify your engineering specifications with our dynamic matrix to help you visualize product specifications.

Lab Testing Management

Manage and track lab testing procedures with our Lab Testing Management Excel and Google Sheets Template, customizable and built with a Dashboard for reporting.

Meetings Organizer

Never miss a meeting schedule for your business! Track and manage your commitments and company meetings with the Meetings Organizer Excel Template. Discuss with your team, enter your agenda, time, participants, location, and you're set to view your weekly schedule all laid out in a calendar format all in one page!

Panel Analysis

Compare longitudinal data over a period of time with our Panel Analysis Excel Template. Completely automated, simply plug in your data for dynamic charting.

PDCA

Our Plan Do Act Check Excel and Google Sheets Template is a four-step model for carrying out changes. This cycle is one of the best ways to proactively make positive improvements to a process through testing and tracking.

Sales Forecast

The Sales Forecasting Excel Template is designed to help you forecast sales of your products and services. Simply, input historical data and key forecasts like Growth Rate, Year over Year Change and Gross Profit will be automatically calculated and visually displayed in the Dashboard sheet.

Sales Management

Our Sales Management Excel and Google Sheets Templates enables you to customize your sales process and effectively manage your employees, prospects and clients. Pre-built with dynamic formulas and slicers for reporting.

Sales Trend Analysis

Sell more of the winners and less of the losers with our Profitability Analysis Excel Template. This spreadsheet helps you identify your highest margin and volume products as well as the regions in which you're selling most.

Scatter Diagram

Analyze and identify a relationship between two sets of data with our Scatter Diagram Excel Template, equipped with an organized table for your inputs and a dynamic chart to easily view trends.

Stratification Data Analysis

Analyze and identify trends from sampling data using our automated Stratification Data Analysis Excel Template, equipped with charting and for up to 6 processes.

Variance Analysis

Our Variance Analysis Excel and Google Sheets Template is pre-formulated to help you easily track your performance (Actuals) versus a pre-defined goal (Budget). Dynamically updating charts, as well as conditional formatting, allow for a quick visual display of monthly variances.