30+ Small Business Excel Templates for Workplace Productivity

There’s a reason Microsoft Excel is so ubiquitous in the workplace. Its versatility allows you to do a plethora of different things, from tracking KPIs and creating invoices to managing your business budget and recording time cards, all without expensive software. For small businesses especially, where every dollar and hour counts, that flexibility is invaluable.

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 the number one skill gap.

To make your life a little easier, we’ve compiled some of our favorite small business Excel templates. Whether you need to manage invoices, track your budget, or keep your team organized, there’s a spreadsheet here for you.

1. Timeline template

Time is a resource that can’t be gained back, which is why it’s essential to track it. This timeline template by Vertex42 gives you an overview of the milestones and events that team members should be aware of, making it an ideal business spreadsheet for keeping projects on schedule.

2. Gantt chart template

Need something more sophisticated than a project timeline? Look no further than this Gantt chart template by Vertex42. A go-to for project management, 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

A big part of the solution-creating process is simply knowing what needs to get done. This to-do list spreadsheet 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. Small businesses will find it especially handy for staying organized without dedicated project management software.

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4. Issue-tracking template

Learning from mistakes is key to growth, both professionally and personally. Enter the issue-tracking template, a simple but powerful business spreadsheet.

This template allows you to keep a log of what went wrong, the priority of the issue, and the team assigned to tackle it, as well as a comment section to note any findings. Having a bird’s-eye 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

An economical alternative to time-card software is this free Excel template. The weekly time card by Vertex42 calculates hours per week, per project, which is particularly handy for smaller businesses that need to track budgets without investing in dedicated payroll software.

6. KPI tracker template

This handy KPI tracker Excel template 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 a graphical layout, giving small business owners a clear view of performance at a glance.

7. Party planning template

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, keeping your event costs balanced and accounted for.

8. Payment invoice template

Save time by using this free invoice Excel template when receiving payments from customers. A clean, professional invoice spreadsheet is one of the most essential tools for any small business billing clients regularly.

9. Portfolio management template

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 Excel spreadsheet also has a summary section for a broad view of your portfolio, helping you monitor balance and equity across holdings.

10. Service invoice template

This invoice template is ideal for service-based businesses. It has empty fields to populate with information pertaining to the services you provide, making it easy to customize for your specific workflow.

11. Shipping invoice template

Save money on invoicing software with this free Excel template. With this business spreadsheet, you can include shipping information, alternate addresses, product codes, and notes, everything a product-based small business needs on a single sheet.

12. Account statement template

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. It gives you a running balance of charges, credits, and payments due, a lightweight alternative to a full balance sheet.

13. Packing slip template

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

14. Price quote template

Simplify your quoting process with this price quote Excel template. The template has sections for the quote description, special notes, customer information, and more, making it easy to customize for any service or product offering.

15. Purchase order template

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template. A straightforward business spreadsheet that keeps your procurement process tidy.

16. Sales receipt template

Use this template to send your customer a sales receipt, a must-have for any small business that handles in-person or direct sales.

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17. Rent receipt template

This rent receipt template is handy if you rent out your office space or home. The simple Excel spreadsheet allows you to keep a record of payments made on your property, maintaining a clear balance of what’s been received.

18. Home office expense tracker template

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. Tracking income and expense separately by category, from mortgage to telephone, makes year-end accounting far simpler.

19. Time card template

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 uses Excel formulas to calculate regular hours and overtime hours, along with the total hours spent each week.

20. Weekly time card template

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. A simple but effective timesheet for small businesses with hourly workers.

21. Weekly timesheet

This weekly timesheet includes breaks, so you can get a more accurate picture of how many hours your employees are working each week. It calculates subtotals for basic hours, overtime, sick leave, vacation, and holidays, everything you need for accurate payroll processing.

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

22. Payroll calculator template

This payroll calculator template helps you account for deductions when determining gross pay. It covers federal, state, and local tax withholdings alongside post-tax deductions, making it a critical Excel spreadsheet for any small business managing payroll in-house.

23. Startup business plan template

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 spreadsheet template includes instructional sections for an executive summary, marketing plan, startup expenses, and more, laying a strong foundation for tracking cash flow and early-stage liability.

24. Existing business plan template

Are you an established business without a formalized financial plan? This business template might be the one for you. It helps you map out forecasted revenue, cost of goods sold, and a structured view of income and expense, a practical starting point if you’ve been running things informally.

25. 12-month marketing plan template

Plan for the year ahead with this 12-month marketing plan Excel template. The highly detailed spreadsheet template helps you identify your market, your target customer, your business goals, strategies and tactics, and budget, all in one organized view.

26. Editorial content calendar template

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 across channels over a few months, a useful business spreadsheet for lean marketing teams.

27. On-page SEO template

This on-page SEO template is great for organizing an on-page SEO strategy, documenting any changes, and more. A practical Excel template for small businesses managing their own digital presence.

28. SWOT analysis template

Use this SWOT analysis template to ensure you and your team are systematically identifying and adapting to opportunities and potential threats. One of the most versatile business templates in this list, useful at any stage of growth.

29. Event planning template

In the event planning a business, or simply want to celebrate a milestone with your team? Check out this event planning template so yours runs without a hitch. It tracks planned vs. actual costs, keeping your event budget in balance.

30. Job application template

Looking to expand your team in a smart, efficient way? This job application Excel template might be the tool you need. You can use it as is, or customize the entry fields so you can screen for the skills and qualities necessary for the role.

31. World meeting planner

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

Download this business financial plan template to track and forecast your spending and income for the future. It covers start-up costs, a P&L template, and cash flow projections, giving small business owners a comprehensive financial picture beyond a basic balance sheet.

33. Business budget expense template

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, making it one of the most powerful income and expense spreadsheet templates on this list. It's especially valuable for small businesses that need to monitor cash flow and keep liability in check without a dedicated accounting tool.

34. To-do list template

This to-do list Excel template visually displays your tasks on a daily, weekly, and monthly basis, a great way to stay on top of priorities across your team without any extra software.

Become an Excel pro

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

For more Excel templates, check out this handy article.