Financial records, team activity & operating performance
Excel Tracking Templates Bundle
Keep useful records and turn them into a clearer view of your business. Explore tracking templates for cash, sales, payroll, projects, inventory and more, with Excel and Google Sheets formats available across the collection.
From everyday entries to a useful review
Start with the records you need to keep, then use the right template to make those records easier to understand.
Define what you are tracking
Select a tool for a specific task, such as receivables, sales opportunities, payroll, billable time or inventory movement.
Keep the inputs current
Enter the dates, amounts, statuses and other details requested by your chosen tracker. Consistent entries make the reports more useful.
Look beyond individual entries
Review totals, trends, aging, stages or milestones where supported. Use budget-versus-actual views in the templates that include them.
Decide what needs attention
Use the results to guide the next conversation or task, whether that means collecting an invoice, reviewing a job or following up on a project.
This bundle is a strong fit if...
You manage several kinds of records or want a collection of practical starting points for different business workflows.
An individual template may be enough if...
You have one clearly defined tracking task and a single product provides the fields and reports you need.
Start with these tracking templates
Explore cash planning, receivables and payables, sales pipelines, payroll, inventory and project tracking.
13-Week Cash Flow Planner
A 13-week cash flow planner for any business. Includes budget vs actual reporting.
Use for: Weekly cash inflows and outflows, with budget-versus-actual comparisons across a 13-week planning period.
View template detailsAccounts Receivable and Payable Tracker
Accounting template for tracking invoices, payables & receivables with aging buckets. Includes Excel & Google Sheets versions with visual reports.
Use for: Invoice balances, amounts due, and receivable or payable aging, with Excel and Google Sheets versions.
View template detailsSales Pipeline Tracker
Elevate your sales strategy with a versatile Excel template. Easy data entry, visualize your sales funnel, and gauge key metrics such as win rate.
Use for: Pipeline value and account counts by stage, plus gauges for win rate, deal size, and sales-cycle length.
View template detailsPayroll Tracker
Sharpen your payroll process with this editable Excel template. Perfect for accounting departments seeking more organized payroll calculations.
Use for: Pay-period calculations for hourly and salaried employees, with individual and total budget comparisons.
View template detailsInventory Tracker
Master inventory management across multiple sites with our dynamic Excel template. Track SKU movement, assess stock at diverse locations, and more.
Use for: SKU and equipment quantities across locations, transfer records, and monthly movement by site.
View template detailsProject Tracker
Optimize project management with this Excel template, ideal for tracking multiple concurrent projects & milestones.
Use for: Concurrent projects, milestone completion, and timelines with hourly, daily, weekly, or monthly views.
View template detailsExplore everything included
Search all 21 templates or filter by workflow. Open each listing for its features, demonstration and available formats.
Showing 21 templates
Manufacturing Database Example
Manufacturing tracking database with product, equipment and supplier records plus production runs, quality inspections and maintenance logs. Includes weekly production goals and a 12-month dashboard for throughput, defects, yield, scrap and maintenance urgency.
Use for: Production runs, quality inspections, equipment maintenance, and throughput against weekly and monthly goals.
13-Week Cash Flow Planner
A 13-week cash flow planner for any business. Includes budget vs actual reporting.
Use for: Weekly cash inflows and outflows, with budget-versus-actual comparisons across a 13-week planning period.
Accounts Receivable and Payable Tracker
Accounting template for tracking invoices, payables & receivables with aging buckets. Includes Excel & Google Sheets versions with visual reports.
Use for: Invoice balances, amounts due, and receivable or payable aging, with Excel and Google Sheets versions.
Payroll KPI Tracker (12-month view)
Single-tab payroll KPI tracker with a 12-period view, year-to-date totals and averages, visualizations, and budget-versus-actual comparisons for overtime hours, overtime spending and total payroll expense.
Use for: A 12-period payroll dashboard covering overtime, total payroll spending, and budget-versus-actual performance.
Billable Time Tracker
Efficient Excel tool for precise time & activity tracking on a per client/job basis. Streamlines invoicing, monitors work hours, and offers analysis.
Use for: Time and activity records by client or job to support billing and review hours worked.
Sales Tracker
Easy-to-use sales tracker for all businesses. Track & print monthly, YTD sales. Excel & Google Sheets versions available.
Use for: Monthly and year-to-date sales reports that can be printed, with Excel and Google Sheets versions.
Construction Job Success Tracker
KPI dashboard for contractors: track average Gross Profit & Margin per job.
Use for: Historical job performance, including gross profit and gross margin for general contractors.
Sales Pipeline Tracker
Elevate your sales strategy with a versatile Excel template. Easy data entry, visualize your sales funnel, and gauge key metrics such as win rate.
Use for: Pipeline value and account counts by stage, plus gauges for win rate, deal size, and sales-cycle length.
Sales Pipeline Tracker (version 2)
Efficiently track customer stages, annual value, and manage leads. Enhanced with dynamic arrays for real-time insights. Proactive sales management.
Use for: A current customer pipeline with annual account values and separate views for each stage.
SaaS KPI Tracker
Optimize ad spend effectively. Tailored for unique revenue profiles. Input monthly cohort data to calculate LTV, CAC, and more KPIs.
Use for: Monthly customer cohorts, retention patterns, lifetime value, and customer acquisition cost for recurring revenue.
Included in this bundle: SaaS Version.
Employee Training Tracker
Optimized for HR managers, this Excel template tracks employee training completions for up to 499 staff. Sharpen your organizational structure.
Use for: Employee training completions and annual records for up to 499 staff.
Expense Tracker
User-friendly expense tracker spreadsheet for detailed monthly & annual reporting across 250 categories.
Use for: Expense entries across up to 250 categories, with monthly and annual reporting.
Payroll Tracker
Sharpen your payroll process with this editable Excel template. Perfect for accounting departments seeking more organized payroll calculations.
Use for: Pay-period calculations for hourly and salaried employees, with individual and total budget comparisons.
Profit and Loss Tracker
Effortlessly track your business's financial performance with our comprehensive template. Input data in 3 columns, and get instant visuals.
Use for: Recorded income and expense activity, with financial performance reports and visuals that update as you enter data.
Cash Conversion Tracker
Calculate and track the cash conversion cycle over time using inventory, receivables and payables, with quarterly comparisons.
Use for: Quarterly working-capital timing, tracking inventory, receivable, and payable days against a cash-cycle goal.
Depreciation Expense Tracker
Easy-to-use tool for calculating monthly/annual depreciation over 30 years. Input asset details, view book value, and more.
Use for: Asset depreciation, remaining book value, and monthly or annual expense schedules over up to 30 years.
Inventory Tracker
Master inventory management across multiple sites with our dynamic Excel template. Track SKU movement, assess stock at diverse locations, and more.
Use for: SKU and equipment quantities across locations, transfer records, and monthly movement by site.
To-Do List Tracker
Streamline recurring tasks with this dynamic Google Sheets to-do list. Track completion dates, view tasks due in 'x' days, and visualize frequency.
Use for: Recurring task completion dates, upcoming due items, and task frequency in Google Sheets.
Job Costing Tracker
Advanced Excel tracking spreadsheet for analyzing billed hours and their value across various jobs. Features database-style entry and dynamic visuals.
Use for: Hours billed and their billed value, filtered by job, crew, or crew member across weekly and monthly reports.
Project Tracker
Optimize project management with this Excel template, ideal for tracking multiple concurrent projects & milestones.
Use for: Concurrent projects, milestone completion, and timelines with hourly, daily, weekly, or monthly views.
Net Worth Tracker
Free Google Sheets tool for tracking monthly assets, liabilities, net worth and solvency across up to 10 years.
Use for: Monthly assets, liabilities, and net worth over up to 10 years; this Google Sheets tool is also available free.
No exact match found
Try a broader workflow or keyword, or clear the search and filters.
These are separate spreadsheet tools, each with its own inputs and reports. Excel and Google Sheets availability, tracking periods and supported features vary by template. Review the linked product page to choose the right tool and format.
Give the records a practical purpose
Track what helps you make the next decision.
A useful tracker connects the information you enter with a question you need to answer regularly.
Frequently asked questions
Choose the right tool, version and spreadsheet format for the records you want to keep.
How do the two payroll templates differ?
Payroll KPI Tracker (12-month view) provides a single-tab view of payroll performance, including year-to-date totals and averages and budget-versus-actual comparisons for overtime hours, overtime spending and total payroll expense. Payroll Tracker uses separate pay-period tabs for hourly and salaried employee calculations, with employee-level and total budget comparisons. Review the demonstrations to choose the level of detail that fits your process.
How do the two sales pipeline templates differ?
Sales Pipeline Tracker uses funnels to show stage values and counts, plus gauges for win rate, deal size and sales-cycle length. Sales Pipeline Tracker (version 2) is a separate six-stage tool that provides a current account snapshot, annual customer values and filtered views by stage. The linked product pages show the layouts and workflow for each.
Which version of the SaaS KPI Tracker is included?
The bundle includes the SaaS Version of the customer lifetime value and CAC payback tracker. Use it to review monthly customer cohort data and related acquisition metrics. The Mobile App Version offered on the same product page is not included in this bundle.
Are all templates available in both Excel and Google Sheets?
No. The collection includes Excel tools, Google Sheets tools and products with both formats available. Each template has its own inputs, tracking period and reports. Check the individual product page for formats and any software requirements before choosing the tool you will use.
Is the Net Worth Tracker available for free?
Yes. Net Worth Tracker is a free Google Sheets tool that is also included in this collection. It tracks monthly assets, liabilities, net worth and solvency over up to ten years. If that is the only template you need, open its individual listing for free access.
Can I get one template, and how is the bundle delivered?
Each listing links to its individual product page if you only need one tool. The bundle is downloadable after purchase. If you purchase on a phone, you can use the emailed download link later on a desktop or laptop that supports the relevant spreadsheet files.
One-time purchase
Get the Excel Tracking Templates Bundle.
Download all 21 templates to organize financial records, review activity and manage tracking needs across your business.
