Templates - 2026-01-21

Excel Templates for Small Businesses

Run your small business more efficiently with these essential Excel templates for invoicing, inventory, and more.

Excel Templates Every Small Business Needs

  • Small businesses can't afford expensive software for every task. Excel templates fill the gap. See Excel Templates Guide for template best practices.

Essential Business Templates

  • Invoice Template Bill clients professionally: Company logo placement Line item calculations Tax handling Payment terms Expense Tracker Monitor business spending: Category breakdowns Monthly summaries Receipt logging Tax-deductible flagging Inventory Manager Track stock levels: Current quantities Reorder alerts Cost tracking Supplier info Excel for Inventory → Customer List (Simple CRM) Manage customer relationships: Contact information Purchase history Follow-up dates Notes Project Tracker Keep projects on schedule: Task lists Due dates Status tracking Team assignments

Sales & Revenue

  • Sales Tracker Daily/weekly/monthly sales Product performance Sales rep tracking Quote/Estimate Template Professional quotes Line item pricing Terms and conditions

Employee Management

  • Timesheet Template Hours tracking Overtime calculation Pay period summaries Employee Directory Contact info Roles and departments Emergency contacts

Key Functions Used

  • Template Functions Invoice SUMPRODUCT, IF Inventory SUMIF, COUNTIF Timesheet NETWORKDAYS, SUM

Download Templates

  • Browse Business Templates →

Related

  • Excel Templates Guide Excel Use Cases

After you download a template

  • Read the Features and FAQs on the template page before changing formulas. Keep a backup tab with the original layout. Link totals to SUMIFS or XLOOKUP when your data lives on another sheet. Browse: Free Excel templates

Frequently asked questions

  • Can I customize this template for my business? Yes — edit labels, categories, and rates. Avoid deleting entire rows that feed summary formulas; insert rows inside the data block instead.
  • How do I fix #REF! after editing a template? A formula still points to a deleted cell. Use Find for #REF! or trace precedents from the summary cell to rebuild the reference.