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A template knows what you need and offers it without any manual input, giving you the ability to focus on more important things \u2014 like translating the data itself.<\/p>\n In this post, we\u2019ll cover every template you\u2019ll ever need to easily and efficiently use Google Sheets for business. That includes templates for project management, reporting, people management, and customer tracking.<\/p>\n You’ll explore:<\/p>\n Let\u2019s get started.<\/p>\n Google Sheets templates are valuable business tools that can be used by teams of any size. Whether you\u2019re a business just starting out or an established enterprise firm, using Google Sheets templates gives you access to countless benefits.<\/p>\n Even if not used as a primary business tool, they can serve to supplement other tools. For instance, you might use afree CRM<\/a> to track customer information, then use a Google Sheets invoice template to quickly create invoices for each customer.<\/p>\n Let\u2019s go over the top benefits of using Google Sheets templates for business.<\/p>\n Google Sheets templates are completely free to use, and they cover a wide variety of needs. You won\u2019t have to spend hundreds of thousands of dollars getting an Excel subscription (or a subscription for another tool).<\/p>\n Everyone who signs up for a Google Workspace account will have immediate working access to these templates.<\/p>\n Google Sheets templates allow your team to collaborate with little gatekeeping. The only thing you have to do is click the \u201cShare\u201d button at the top right-hand corner of a document, and your team members will have access to the file.<\/p>\n You can also limit the collaboration aspect to commenting or viewing only. This is a great option for sensitive documents that only a few people should edit.<\/p>\n Using a Google Sheets template doesn\u2019t require much experience with spreadsheets. You don\u2019t need to know advanced formulas and functions to make them work for you.<\/p>\n All you have to do is plug in the numbers and populate the fields. The document will generate a report or calculate a total based on the built-in fields.<\/p>\n Using a Google Sheets template doesn\u2019t mean that you\u2019re stuck with its look and feel. You can easily change the fields, the colors, and the fonts using Google Sheets\u2019 built-in tools. This gives you the ability to make your sheets have a brand-specific look and feel.<\/p>\n Another great benefit of using Google Sheets templates? Unless a freak accident happens with Google\u2019s servers, it\u2019s near impossible to lose data.<\/p>\n All changes are stored in the cloud, and Google Sheets includes a version history of the document. You can always revert to a previous version if something happens.<\/p>\n If your laptop crashes or you lose an internet connection, Google Sheets simply freezes the copy until you\u2019re online again. You\u2019ll still want to take a few precautions, such as enabling offline editing and downloading a copy of the document to your local drive.<\/p>\n Ready to find a few templates that you can start using right now for your business? There are two common ways you can find and use free Google Sheets templates.<\/p>\n On your browser, go toGoogle Sheets<\/a>. Click \u201cTemplate Gallery\u201d at the top right. Explore the templates to find the right one for you.<\/p>\n Image Source<\/a><\/p>\n You\u2019ll find different templates for your personal, work, and project management needs. Here’s an example of what the Personal template library looks like.<\/p>\n Image Source<\/a><\/p>\n Another way to find free templates in Google Sheets is to download and install the Vertex42 add-on. Here\u2019s how.<\/p>\n Image Source<\/a><\/p>\n Image Source<\/a><\/p>\n Here you would find templates that can help with almost everything you need \u2014 whether you need to create an invoice, income\/expense tracker, or a dashboard to manage your projects.<\/p>\n Image Source<\/a><\/p>\n Let\u2019s now look at some of the free Google Sheets templates you may find useful as you run your business.<\/p>\n Whether your position requires you to send invoices to clients, track website analytics, or create expense reports, you\u2019ve undoubtedly found yourself working with spreadsheets in some form.<\/p>\n And if you\u2019re anything like me, those spreadsheets can feel frustratingly tedious when you\u2019re under a time crunch.<\/p>\n Fortunately, Google Sheets offers a wide variety of pre-built templates, allowing you to create reports and analyze data faster and more effectively.<\/p>\n The following Google Sheets templates cater to specific categories and allow you to cut hours, if not days, of work in one fell swoop. Let\u2019s go over the best Google Sheets templates you can start using now.<\/p>\n Unlock our collection of 10 customizable Google Sheets Templates.<\/em><\/a><\/p>\n Spreadsheets are a popular tool for bookkeeping and invoicing. Below, you\u2019ll find a curated selection of ready-to-go templates that allow you to:<\/p>\n The result is a ton of saved time; there\u2019s no need to create or choose any formulas that will help you calculate this data.<\/p>\n If you\u2019re a freelancer or work for a small business, you probably use invoices to bill clients for services. This invoice template<\/a> simplifies the process.<\/p>\n It provides space for all the necessary information and looks more professional than a plain spreadsheet. Plus, the template is customizable, so you can create a theme that aligns well with your brand image.<\/p>\n Click here<\/a><\/em> to use this template.<\/p>\n Image Source<\/a><\/p>\n This template<\/a> is more in-depth than it initially appears. There are tabs at the bottom \u2014 setup, income, expenses, summary \u2014 and each one includes several subcategories.<\/p>\n \u201cExpenses,\u201d for instance, covers everything from taxes and insurance to travel and customer acquisition.<\/p>\n The final tab, “summary,\u201d takes your income, subtracts your expenses, and automatically updates to display your ending balance each month. This template is a good option if your budget requires a lot of customization and many moving parts.<\/p>\n Click here<\/a> t<\/i>o use this template.<\/span><\/p>\n Image Source<\/a><\/p>\n The financial statements template<\/a> is an all-in-one resource to keep track of business transactions, profits, and losses. The \u201cprofit & loss\u201d tab automatically summarizes revenue, costs, and expenses for the year and can display your growth rate percentage.<\/p>\n If you work for a small business and need to manage your finances, this template makes the process easier and less prone to human error.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Knowing how much you spend is an essential part of running a successful business. But it\u2019s often easy to forget to record these expenses with the amount of work you have to do every day. This simple expense<\/a> report template makes it easy to record all of your expenses and those of your employees.<\/p>\n Click here <\/a>to use this template.<\/p>\n Image Source<\/a><\/p>\n 5. Purchase Order<\/strong><\/p>\n This template is a lifesaver for professionals in charge of tracking orders. With this sheet, you can save time and avoid the headaches that come with monitoring supplies or shipments.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Reporting dashboards are typically built into a wide variety of software products, such asMarketing Hub<\/a>. However, if you don\u2019t have the budget, you can easily create one using a Google Sheets template.<\/p>\n The below templates automatically gather data from Google Analytics, putting the information in a highly digestible, visual format that you can share.<\/p>\n If your role requires you to analyze website traffic using Google Analytics, this template is a fantastic supplemental tool to pull that data into an organized report.<\/p>\n Better still, you can use the dashboard template with the Supermetrics Google Sheets add-on to monitor and analyze data from PPC, SEO, social media, and website analytics.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n This template makes the process of analyzing and reporting on paid traffic relatively seamless. The spreadsheet is split into Overview, 12-month Trends, and Medium Breakdown categories.<\/p>\n It automatically collects data on your paid sources from Google Analytics and provides a clean chart with important information. That includes PPC\u2019s percentage of goal conversions, total traffic, and bounce rate.<\/p>\n You can also adjust the template to compare different periods, different channels, or segments. If you\u2019re looking for a way to demonstrate paid\u2019s influence on your business, this tool can help.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n If you don\u2019t have access to a CRM yet or your business is still growing, you can use spreadsheets to track customer information and see the growth of your business.<\/p>\n The below Google Sheets templates allow you to have a CRM and a sales dashboard without paying the cost typically needed for such software.<\/p>\n Remember, as your business starts to grow and you earn more customers, you\u2019ll want to switch over to adedicated CRM<\/a>.<\/p>\n To organize your contacts and automate an effective sales and marketing process, you must have a CRM. However, if you\u2019re a small company just starting out, you might not feel ready to implement a fully established CRM.<\/p>\n This CRM template is a great place to get your feet wet. It saves data automatically, so you never lose information. The share feature allows you to work with coworkers, which helps encourage collaboration between your sales and marketing departments.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n This template helps salespeople manage their leads, sales, and revenue all in one place. At the bottom of the template are different tabs where you can easily input your data that eventually shows up on the main dashboard.<\/p>\n There\u2019s also an \u201cinstructions\u201d tab to get you up to speed to use the sheet. Click h<\/a>ere<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n This template contains all the pre-built dashboards a sales manager, analyst, or operations specialist needs to monitor performance and maximize revenue.<\/p>\n Gain full visibility into your sales pipeline, set and track sales targets, and compare sales KPIs across monthly, quarterly, and yearly periods.<\/p>\n You can supercharge this template by connecting to your live HubSpot sales data using theCoefficient add-on for Google Sheets<\/a>. You\u2019ll always have real-time charts and sales metrics to make better decisions.<\/p>\n Click here<\/a><\/strong> to use this template.<\/p>\n Image Source<\/a><\/p>\n Google Sheets project management templates are cost-effective alternatives to buying project management software<\/a>.<\/p>\n The below templates are best for keeping track of a project\u2019s timeline, creating Gantt charts, creating product roadmaps, and generating action lists. They allow you to color-code and categorize action items and individual tasks.<\/p>\n Pro tip<\/strong>: If you\u2019re managing multiple projects, simply duplicate the initial tab and keep all projects in a single spreadsheet.<\/p>\n Whether this is your first significant project or you\u2019ve been managing projects for years, this timeline template is a valuable tool for organizing each project step. The template helps you visually break up a daunting project into smaller pieces.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n If you\u2019re juggling many projects simultaneously, this project-tracking template could become your new best friend.<\/p>\n This template takes project management to the next level by enabling you to organize your tasks into categories by date, deliverables, status, cost, and hours.<\/p>\n Best of all you can prioritize your projects. Visualizing what needs to get done first alleviates time-management stress.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n This event marketing template offers organization and structure when promoting your next event.<\/p>\n It provides categories you might\u2019ve forgotten to consider, including local and national marketing, PR, and web marketing, with subcategories ranging from an email newsletter to impact studies.<\/p>\n The template is already organized with all necessary categories for planning an event, reducing the time you spend on tedious manual input.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n When you\u2019ve got a complex project with overlapping components, timing is one of your primary concerns. This Gantt chart template can help.<\/p>\n Using the Gantt chart template helps you visualize all steps and delegate essential tasks more efficiently. Labeling the task with an owner on one chart is undoubtedly easier than individually following up via email.<\/p>\n While there are a variety of differentGantt chart templates<\/a>, Google Sheets is a good place to start. By sharing the template with coworkers, everyone is on the same page.<\/p>\n Click h<\/a>ere<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Without a roadmap, it\u2019s easy for your team to misunderstand the direction you want a project to take. With this template, you can solve that problem.<\/p>\n This product roadmap template provides a calendar summary of a project and the milestones you must reach as you go through the product development process.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n This template has everything you need to organize the best product launch you\u2019ve ever had. It has fields to help you outline your market and competitive analysis, project strategy, key messaging, and who your target audience is.<\/p>\n Click h<\/a>ere<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Managing a project requires that you track daily actions to ensure you don\u2019t lose focus. But sometimes, you\u2019ll have some tasks on your list that are more important than others.<\/p>\n You can easily arrange these tasks based on their importance with this action list template. You can also share this sheet with others if you\u2019re working as a team.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Away from the general business budget, most managers create budgets for each of their projects.<\/p>\n This project budget template offers a simple yet effective option. You can quickly estimate how much revenue a project would generate and how much it would cost. While other Google Sheets budget templates<\/a> might have more detail to them, this spreadsheet is great if you want to focus on the essentials.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Managing a team is easy and simple with Google Sheets templates. No need to send emails back and forth, or check in individually with each team member over Slack.<\/p>\n With this template, you can set employee shifts and track how many hours employees have spent on a certain project.<\/p>\n Plus, these templates are collaborative \u2014 meaning that your employees call fill out forms on their own time. The changes will immediately be reflected in the shared copy.<\/p>\n Keeping track of who works what hours and how much each employee gets paid, can feel confusing.<\/p>\n This template includes slots for employees\u2019 names, hours worked, and monthly wages, keeping your paycheck process straightforward and organized.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n Like the employee shift schedule, the weekly timesheet helps you track time and know how much to pay employees or subcontractors.<\/p>\n This weekly timesheet template works better if you want to quickly find out how much time each employee spends on a project.<\/p>\n Click here <\/a>to use this template.<\/p>\n Image Source<\/a><\/p>\n This template comes in handy if you want to create a contact list database.<\/p>\n You can easily use the template to store your contact information (say, phone number and email address), your employees\u2019 contact, and those of emergency services like the ambulance or fire department.<\/p>\n Click here<\/a> to use this template.<\/p>\n Image Source<\/a><\/p>\n No matter what your job is, using a suitable spreadsheet simplifies the process, and makes it a more enjoyable experience.<\/p>\n So what are you waiting for? Get started with using these free Google Sheets templates to save time and effort, and download ten additional ones to exponentially improve your productivity.<\/p>\n Editor’s note: This post was originally published in January 2018 and has been updated for comprehensiveness.<\/em><\/p>\n<\/a><\/span><\/span><\/p>\n
Why should you use Google Sheets templates for business?<\/h2>\n
Google Sheets templates are free to use.<\/strong><\/h3>\n
You have the ability to collaborate.<\/strong><\/h3>\n
Google Sheets templates are intuitive to use.<\/strong><\/h3>\n
Google Sheets templates are customizable.<\/strong><\/h3>\n
There\u2019s no data loss.<\/strong><\/h3>\n
How to Find Templates In Google Sheets<\/h2>\n
1. Google\u2019s In-Built Template Gallery<\/strong><\/h3>\n
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2. Add-Ons<\/strong><\/h3>\n
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Google Sheets Templates<\/h2>\n
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Google Sheets Templates for Finances<\/h3>\n
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1. Invoices<\/strong><\/h4>\n
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2. Annual Business Budget<\/strong><\/h4>\n
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3. Financial Statements<\/strong><\/h4>\n
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4. Expense Report<\/strong><\/h4>\n
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Google Sheet Templates for Reporting and Analytics<\/strong><\/h3>\n
6. Website Traffic Dashboard<\/strong><\/h4>\n
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7. Website Paid Traffic Report<\/strong><\/h4>\n
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Google Sheet Templates for Customers<\/strong><\/h3>\n
8. CRM<\/strong><\/h4>\n
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9. Sales Dashboard<\/strong><\/h4>\n
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10. Sales Operations Dashboard<\/strong><\/h3>\n
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Google Sheet Project Management Templates<\/strong><\/h3>\n
11. Project Timeline<\/strong><\/h4>\n
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12. Project Tracking<\/strong><\/h4>\n
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13. Event Marketing Timeline<\/strong><\/h4>\n
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14. Gantt Chart Template<\/strong><\/h4>\n
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15. Product Roadmap<\/strong><\/h4>\n
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16. Product Launch Plan<\/strong><\/h4>\n
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17. Action List With Ranking<\/strong><\/h4>\n
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18. Project Budget<\/strong><\/h4>\n
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Google Sheet Templates for Leading a Team<\/strong><\/h3>\n
19. Employee Shift Schedule<\/strong><\/h4>\n
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20. Weekly Timesheet<\/strong><\/h4>\n
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21. Contact List<\/strong><\/h4>\n
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Start Using Free Google Sheets Templates<\/h2>\n
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