#freeexceltemplate
Explore tagged Tumblr posts
Text
🎉 Event Budget – Excel Template
Planning an event? Whether it’s a corporate conference, wedding, or community meet-up, the Event Budget Template helps you organize costs, track expenses, and stay on budget—without the stress.
📊 What’s Inside: ✅ Categories for venue, catering, marketing, logistics, and more ✅ Fields for estimated cost, actual cost, and variance ✅ Auto-calculating totals and balance tracking ✅ Simple Excel layout for easy sharing with your team or clients
Take control of your event finances and avoid surprise costs.
💼 Best For: ✔️ Event planners ✔️ Marketing teams ✔️ Wedding coordinators ✔️ Non-profits organizing fundraisers
💡 Pro Tip: Use the variance column to adjust in real-time as expenses change during planning.
🟩 Plan your event with financial clarity → 🔗 excelguru.io/templates/finance-and-budgeting/event-budget
#exceltemplate#eventbudget#budgetplanner#eventplanning#costmanagement#excelguru#freeexceltemplate#eventfinance#budgetingtools#eventmanagement
0 notes
Text
💸 Expense Variance Analysis – Excel Template
Wondering why your actual spending doesn’t match your budget? The Expense Variance Analysis Template helps you break down budget vs. actual costs, spot overspending, and control expenses more effectively.
📊 What’s Inside: ✅ Side-by-side comparison of planned vs. actual expenses ✅ Auto-calculating variance in both value and % terms ✅ Visual indicators for under/over budget ✅ Perfect for monthly reviews, audits, and financial reports
Stay financially sharp by knowing exactly where your money is going—and where it shouldn’t be.
💼 Best For: ✔️ Finance teams ✔️ Accountants ✔️ Small business owners ✔️ Department managers
💡 Pro Tip: Use color coding to highlight critical overspending categories for faster decision-making.
🟩 Track your budget with precision → 🔗 excelguru.io/templates/finance-and-budgeting/expense-variance-analysis
#exceltemplate#expensevariance#budgettracking#financialplanning#budgetvsactual#costcontrol#excelguru#freeexceltemplate#expensemanagement#businessfinance
0 notes
Text
📑 Sales Order Confirmation – Excel Template
Need a simple way to confirm sales orders with your clients? The Sales Order Confirmation Template helps you create clear, professional confirmations—making transactions smooth, transparent, and fully documented.
📦 What’s Inside: ✅ Editable fields for order number, customer details, product info, and pricing ✅ Auto-calculations for totals, taxes, and discounts ✅ Space for terms, delivery notes, and signatures ✅ Clean design, ready for print or PDF sharing
Perfect for sales teams, freelancers, wholesalers, and small business owners looking to streamline order management.
💼 Best For: ✔️ Sales reps & account managers ✔️ Retail and wholesale businesses ✔️ Freelancers & service providers ✔️ Admin and order processing teams
💡 Pro Tip: Save time by customizing this template with your logo and turning it into a reusable client communication tool.
🟩 Confirm orders with confidence → 🔗 excelguru.io/templates/sales-related/sales-order-confirmation
#exceltemplate#salesorder#orderconfirmation#invoicingtool#ordermanagement#excelguru#freeexceltemplate#salestools#smallbusiness#orderprocessing
0 notes
Text
📅 Weekly Sales Tracker – Excel Template
Need a clear view of your weekly sales performance? The Weekly Sales Tracker Template helps you log daily figures, monitor targets, and compare results—perfect for staying on top of revenue, reps, and results.
📊 What’s Inside: ✅ Daily columns for logging product sales or rep activity ✅ Weekly totals auto-calculated with performance summaries ✅ Comparison against targets with variance tracking ✅ Sleek layout for sales teams, managers, or small business owners
Track progress, set goals, and keep your sales game sharp—week after week.
💼 Best For: ✔️ Sales managers ✔️ Retail teams ✔️ Freelancers & solopreneurs ✔️ Business owners tracking team output
💡 Pro Tip: Use it during weekly meetings to celebrate wins and spot slow days early.
🟩 Stay on target every week → 🔗 excelguru.io/templates/sales-related/weekly-sales-tracker
#exceltemplate#weeklysales#salestracker#salestargets#teamperformance#salesreporting#excelguru#freeexceltemplate#retailtracking#businessmetrics
0 notes
Text
🍽️ F&B Stock Take Sheet – Excel Template
Managing food and beverage inventory just got easier. The F&B Stock Take Sheet Template helps restaurants, cafes, and hospitality teams track stock levels, monitor usage, and reduce waste—all in a clean, easy-to-use Excel format.
📦 What’s Inside: ✅ Columns for item names, units, opening/closing balance, and variance ✅ Auto-calculations for actual vs. recorded stock ✅ Sections for remarks and loss tracking ✅ Fully editable for any F&B operation—big or small
Whether you’re doing weekly counts or month-end reconciliations, this template keeps your kitchen numbers accurate and audit-ready.
💼 Perfect For: ✔️ Restaurant managers ✔️ Hotel F&B teams ✔️ Bar supervisors ✔️ Inventory controllers
💡 Pro Tip: Use it alongside your POS data to catch shrinkage or over-ordering early.
🟩 Take control of your stock today → 🔗 excelguru.io/templates/inventory-management/fnb-stock-take-sheet
#exceltemplate#fnbstocktake#inventorysheet#restaurantinventory#foodandbeverage#stockcontrol#excelguru#freeexceltemplate#kitchenmanagement#inventorytracking
0 notes
Text
📦 Basic Physical Stock Take Sheet – Excel Template
Need to run a stock count without the hassle? The Basic Physical Stock Take Sheet Template makes inventory checks fast, accurate, and paper-friendly. It’s a must-have tool for warehouses, stores, and back-office audits.
📋 What’s Inside: ✅ Columns for item code, description, location, system quantity, and physical count ✅ Auto-calculations for variance (over/under) ✅ Space for remarks and verifier initials ✅ Clean Excel layout ready for printing or tablet use on the floor
Whether you’re preparing for monthly audits or an annual stock check, this template keeps your inventory organized and accountable.
💼 Perfect For: ✔️ Warehouse managers ✔️ Retail supervisors ✔️ Logistics teams ✔️ Inventory controllers
💡 Pro Tip: Use separate sheets by department or aisle to streamline the counting process.
🟩 Download your free stock take sheet → 🔗 excelguru.io/templates/inventory-management/basic-physical-stock-take-sheet
#exceltemplate#stocktakesheet#physicalinventory#inventoryaudit#warehousetools#stockmanagement#excelguru#freeexceltemplate#inventorycount#retailinventory
0 notes
Text
🕒 Basic Employee Attendance Tracker – Excel Template
Tired of chasing timesheets and attendance logs? The Basic Employee Attendance Tracker Template makes it easy to monitor presence, absences, and leave in one clean Excel file—perfect for small teams and HR departments.
📋 What’s Inside: ✅ Monthly view with dates auto-filled ✅ Columns for Present, Absent, Late, Leave, and Holidays ✅ Totals auto-calculated for each employee ✅ Fully customizable for departments, shifts, or remote teams
Whether you’re managing an office, a retail team, or field staff—this tool keeps your records accurate and audit-ready.
💼 Perfect For: ✔️ HR professionals ✔️ Office administrators ✔️ Small business owners ✔️ Team leads
💡 Pro Tip: Use conditional formatting to flag excessive absences or late marks.
🟩 Track attendance the smart way → 🔗 excelguru.io/templates/human-resources/basic-employee-attendance-tracker
#exceltemplate#attendancetracker#employeeattendance#hrtools#timemanagement#workforceplanning#excelguru#freeexceltemplate#humanresources#payrollsupport
0 notes
Text
📝 Candidate Screening Tracker – Excel Template
Hiring new talent? The Candidate Screening Tracker Template helps you stay on top of every applicant’s journey—from résumé to final interview—all in a structured, easy-to-use Excel sheet.
📋 What’s Inside: ✅ Fields for candidate name, role, source, status, and notes ✅ Track interview stages, assessment scores, and recruiter comments ✅ Status filters like Shortlisted, Interviewed, Hired, Rejected ✅ Ideal for small HR teams, startups, and consultants managing multiple roles
Keep your recruitment organized, fast, and bias-free with this all-in-one hiring dashboard.
💼 Perfect For: ✔️ HR professionals ✔️ Recruiters ✔️ Hiring managers ✔️ Staffing agencies
💡 Pro Tip: Add conditional formatting to highlight top-rated candidates for quick review during hiring meetings.
🟩 Streamline your hiring process → 🔗 excelguru.io/templates/human-resources/candidate-screening-tracker
#exceltemplate#candidatescreening#hiringtracker#recruitmenttools#hrmanagement#excelguru#freeexceltemplate#applicanttracking#jobinterviews#talentacquisition
0 notes
Text
⚖️ Break-Even Analysis – Excel Template
Want to know the exact point where your business starts turning a profit? The Break-Even Analysis Template helps you calculate your break-even point with ease—so you can make smarter pricing, sales, and investment decisions.
📈 What’s Inside: ✅ Input fields for fixed costs, variable costs, and unit price ✅ Automatic calculation of break-even quantity and revenue ✅ Visual chart for break-even point and margin of safety ✅ Ideal for product planning, business cases, or startup forecasting
No more guesswork—just clear insight into how much you need to sell to cover your costs.
💼 Perfect For: ✔️ Entrepreneurs & startups ✔️ Financial analysts ✔️ Sales strategists ✔️ Business students
💡 Pro Tip: Play with different cost and pricing scenarios to see how small changes affect profitability.
🟩 Know when your business breaks even → 🔗 excelguru.io/templates/sales-related/breakeven-analysis
#exceltemplate#breakevenanalysis#pricingstrategy#financialplanning#startupfinance#profitcalculator#excelguru#freeexceltemplate#salesforecast#costanalysis
0 notes
Text
📬 Cold Email Sales Tracker – Excel Template
Running cold outreach campaigns? The Cold Email Sales Tracker Template helps you stay organized, monitor replies, and follow up like a pro—all from a single Excel file.
📊 What’s Inside: ✅ Columns for lead name, company, email, status, and response ✅ Dropdowns for tracking open rates, replies, and follow-up stages ✅ Clear layout for batch outreach and performance analysis ✅ Perfect for B2B sales reps, freelancers, and startup founders
No more missed follow-ups or messy spreadsheets—just clear visibility into your cold email funnel.
💼 Best For: ✔️ SDRs & sales reps ✔️ Founders doing outreach ✔️ Freelancers & consultants ✔️ Business development teams
💡 Pro Tip: Use filters to prioritize warm leads and track response rates over time.
🟩 Stay on top of your cold outreach → 🔗 excelguru.io/templates/sales-related/cold-email-sales-tracker
#exceltemplate#coldemailtracker#salespipeline#outreachtool#b2bsales#leadtracker#excelguru#freeexceltemplate#salescrm#followuptracker
0 notes
Text
📆 Daily Sales Report – Excel Template
Need a quick and reliable way to track daily sales? The Daily Sales Report Template gives you a structured Excel format to log revenue, monitor performance, and spot trends—day by day.
📊 What’s Inside: ✅ Input fields for product, quantity sold, unit price, and total ✅ Auto-calculating totals and summaries by day ✅ Clean layout to track performance by employee or location ✅ Ideal for retail, F&B, service businesses, and sales teams
Keep your sales organized, compare daily results, and make faster decisions based on real data.
💼 Perfect For: ✔️ Store managers ✔️ Sales teams ✔️ Franchise owners ✔️ Field sales reps
💡 Pro Tip: Use conditional formatting to highlight best-performing days or products.
🟩 Stay on top of daily revenue → 🔗 excelguru.io/templates/sales-related/daily-sales-report
#exceltemplate#dailysalesreport#salestracking#retailtools#salesperformance#excelguru#freeexceltemplate#saleslog#businessreporting#fnbtracking
0 notes
Text
🔮 Forecasted Sales from Leads – Excel Template
Want to turn your lead pipeline into revenue predictions? The Forecasted Sales from Leads Template helps you estimate future sales based on deal value, lead stage, and probability—all in one streamlined Excel sheet.
📈 What’s Inside: ✅ Fields for lead name, stage, expected value, and closing probability ✅ Automatic weighted forecasts per lead ✅ Summary view for total pipeline and monthly forecasts ✅ Customizable for any sales cycle or funnel structure
Perfect for planning quotas, setting targets, and sharing realistic revenue projections with your team or investors.
💼 Best For: ✔️ Sales managers ✔️ Startup founders ✔️ Business development teams ✔️ CRM-lite users who prefer Excel
💡 Pro Tip: Regularly update lead status and close dates to keep forecasts accurate and actionable.
🟩 Predict your revenue with precision → 🔗 excelguru.io/templates/sales-related/forecasted-sales-from-leads
#exceltemplate#salesforecast#leadtracking#salespipeline#revenueprediction#b2bsales#excelguru#freeexceltemplate#crmtool#salesplanning
0 notes
Text
🎯 Individual Salesperson Performance Tracker – Excel Template
Tracking team performance just got easier. The Individual Salesperson Performance Tracker helps you measure each rep’s sales, targets, and conversion rates—so you can reward top performers and coach those who need support.
📊 What’s Inside: ✅ Fields for name, region, sales volume, targets, and achievement % ✅ Automatic calculation of performance gaps and goal completion ✅ Visual summary for comparisons across your sales team ✅ Ideal for weekly reviews, dashboards, and commission tracking
Whether you're leading a large team or managing a few reps, this template makes performance management simple and fair.
💼 Best For: ✔️ Sales managers ✔️ Team leads ✔️ HR & incentive planners ✔️ Sales reps tracking their own KPIs
💡 Pro Tip: Use conditional formatting to instantly highlight overachievers and underperformers.
🟩 Drive performance with visibility → 🔗 excelguru.io/templates/sales-related/individual-salesperson-performance-tracker
#exceltemplate#salesteamtracker#salespersonperformance#kpidashboard#salesreporting#salesmetrics#excelguru#freeexceltemplate#performanceanalysis#commissiontracking
0 notes
Text
💰 Net Sales and Profit Breakdown – Excel Template
Need to break down your revenue and see what really drives profit? The Net Sales and Profit Breakdown Template helps you analyze gross sales, discounts, returns, and costs—so you get a clear picture of your bottom line.
📊 What’s Inside: ✅ Input sections for gross sales, returns, discounts, and net revenue ✅ Cost of goods sold and overhead fields for calculating net profit ✅ Visual profit summary with auto-calculating margins ✅ Perfect for monthly reviews, investor decks, and financial planning
Whether you're running a store, managing client accounts, or pitching to investors—this Excel tool makes your numbers crystal clear.
💼 Ideal For: ✔️ Business owners ✔️ Accountants & analysts ✔️ Startup founders ✔️ Sales managers
💡 Pro Tip: Track month-over-month changes to see where profit leaks or spikes are happening.
🟩 Understand your true profit → 🔗 excelguru.io/templates/sales-related/net-sales-and-profit-breakdown
#exceltemplate#netsales#profitbreakdown#salesreport#financialanalysis#businessfinance#excelguru#freeexceltemplate#margintracker#revenuereport
0 notes
Text
🧾 Blue Sales Receipt – Excel Template
Looking for a clean, professional way to issue receipts? The Blue Sales Receipt Template gives your sales team a polished Excel layout to confirm payments, share with customers, and keep internal records organized.
🔹 What’s Inside: ✅ Pre-formatted receipt layout with fields for items, quantity, price, and totals ✅ Space for company details, logo, payment method, and tax ✅ Clean blue design that’s easy to customize ✅ Auto-calculating totals for accurate billing
Perfect for small businesses, retail shops, freelancers, and service providers.
💼 Best For: ✔️ Sales reps & clerks ✔️ Small business owners ✔️ Freelancers ✔️ Point-of-sale teams
💡 Pro Tip: Add your digital signature and export as PDF to speed up the checkout process.
🟩 Keep your sales tidy and professional → 🔗 excelguru.io/templates/sales-related/blue-sales-receipt
#exceltemplate#salesreceipt#bluereceipt#billingtemplate#smallbusiness#invoicingtool#excelguru#freeexceltemplate#salestools#receiptgenerator
0 notes
Text
📘 Blue Sales Report – Excel Template
Need to keep tabs on your sales performance? The Blue Sales Report Template gives you a sleek, Excel-based way to track revenue, analyze trends, and present sales data—fast and professionally.
📊 What’s Inside: ✅ Clean blue design with sections for product, date, region, quantity, and total sales ✅ Automatic calculations and daily/weekly/monthly summaries ✅ Easy filtering by sales agent, product, or timeframe ✅ Perfect for reports, presentations, or client reviews
Stay organized, make better decisions, and share your numbers with confidence.
💼 Ideal For: ✔️ Sales managers ✔️ Business owners ✔️ Account executives ✔️ Retail & B2B teams
💡 Pro Tip: Use conditional formatting to highlight top-selling products and underperformers.
🟩 Turn raw data into real insight → 🔗 excelguru.io/templates/sales-related/blue-sales-report
#exceltemplate#salesreport#salesanalytics#bluereport#salesperformance#excelguru#freeexceltemplate#salesdashboard#retailreport#salestracking
0 notes