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Microsoft Excel (.xlsx) Catalog • Zero Macros

Operational Excel Templates (103)

Inventory & Reorder Tracking System
Inventory & Reorder Tracking System

Live stock levels from one movement log, safety stock and reorder point alerts, and a supplier directory.

Operations & Supply Chain•6 Sheets
$9$7.20 w/ code
Small Business 12-Month Cash Flow & P&L
Small Business 12-Month Cash Flow & P&L

Revenue and expense ledgers, a 12-month P&L statement, and net cash generation at a glance.

Finance & Cash Flow•7 Sheets
$9$7.20 w/ code
Contractor Job Costing & Estimate Builder
Contractor Job Costing & Estimate Builder

Quote-to-job costing, labor hour tracking, subcontractor fees, and material margin calculator.

Contractor & Field Services•7 Sheets
$9$7.20 w/ code
Cleaning Business Income & Expense Tracker
Cleaning Business Income & Expense Tracker

Job profitability, recurring route revenue, cleaner payroll hours, and chemical supply costs.

Contractor & Field Services•7 Sheets
$9$7.20 w/ code
Landlord Rental Property Cash Flow Ledger
Landlord Rental Property Cash Flow Ledger

Multi-unit rent roll, tenant lease expiry tracker, repair logs, and Schedule E tax matrix.

Real Estate & Property•6 Sheets
$9$7.20 w/ code
Warehouse Bin Location & Inbound Receiving Manager
Warehouse Bin Location & Inbound Receiving Manager

Aisle, shelf and bin location manager with barcode scanner column support and receiving log.

Operations & Supply Chain•7 Sheets
$9$7.20 w/ code
Freelancer Invoicing & Quarterly Tax Ledger
Freelancer Invoicing & Quarterly Tax Ledger

Client ledger, aged accounts receivable, printable invoice builder, and quarterly tax reserve.

Finance & Cash Flow•7 Sheets
$9$7.20 w/ code
Employee Leave & PTO Accrual Tracker
Employee Leave & PTO Accrual Tracker

Fiscal year accruals, team vacation calendar view, rollover balances, and balance slips.

HR & Team Operations•7 Sheets
$9$7.20 w/ code
Complete Small Business Suite (8 Core Flagship Systems)
Complete Small Business Suite (8 Core Flagship Systems)

The complete 8-system macro-free Microsoft Excel core operations library. Operations, finance, field services, real estate, and team operations.

Executive Operations Bundle•16 Files
$35$28.00 w/ code
Restaurant Recipe Costing & Menu Engineering Excel Template
Restaurant Recipe Costing & Menu Engineering Excel Template

Ingredient portion costing, prep yield % waste factors, and BCG menu profitability matrix.

Industry Specific•7 Sheets
$9$7.20 w/ code
E-Commerce Net Margin & Multi-Channel Fee Calculator
E-Commerce Net Margin & Multi-Channel Fee Calculator

Amazon FBA size tier fees, Shopify Payments, marketplace commissions, and blended ad spend.

Sales & E-Commerce•7 Sheets
$9$7.20 w/ code
SaaS MRR Waterfall & Cohort Retention Tracker
SaaS MRR Waterfall & Cohort Retention Tracker

Subscription ledger, monthly MRR waterfall with churn and NDR, and a cohort retention heatmap.

Finance & Cash Flow•6 Sheets
$9$7.20 w/ code
Fleet Vehicle Maintenance & IRS Mileage Log
Fleet Vehicle Maintenance & IRS Mileage Log

Service interval alerts, fuel efficiency MPG tracking, and IRS standard mileage tax deductions.

Operations & Supply Chain•7 Sheets
$9$7.20 w/ code
Project Milestone & Gantt Timeline Tracker
Project Milestone & Gantt Timeline Tracker

Task WBS with dates and progress, a weekly Gantt timeline, labor budget variance and a risk register.

Contractor & Field Services•6 Sheets
$9$7.20 w/ code
BRRRR & Fix-and-Flip Rehab Deal Analyzer
BRRRR & Fix-and-Flip Rehab Deal Analyzer

70% Rule maximum allowable offer (MAO), 35-point rehab estimate, and hard money holding costs.

Real Estate & Property•7 Sheets
$9$7.20 w/ code
Gym & Fitness Studio Membership Management Tracker
Gym & Fitness Studio Membership Management Tracker

Recurring monthly dues cash flow, member check-ins, personal trainer splits, and churn rate.

Industry Specific•7 Sheets
$9$7.20 w/ code
Bill of Materials (BOM) Excel Template & Unit Cost Roll-Up
Bill of Materials (BOM) Excel Template & Unit Cost Roll-Up

Sub-assembly component costing, direct labor hours, machine overhead allocation, and batch pricing.

Operations & Supply Chain•6 Sheets
$9$7.20 w/ code
Law Firm Billable Hours & Client Trust Escrow Ledger
Law Firm Billable Hours & Client Trust Escrow Ledger

Attorney billable rate tiers, retainer replenishment alerts, and IOLTA compliant trust escrow tracking.

Industry Specific•7 Sheets
$9$7.20 w/ code
B2B Sales Pipeline Velocity & Commission Tracker
B2B Sales Pipeline Velocity & Commission Tracker

Stage-weighted revenue forecast, sales cycle days, win rate %, and tiered rep commission splits.

Sales & E-Commerce•7 Sheets
$9$7.20 w/ code
Airbnb & STR Multi-Unit Revenue & Expense Tracker
Airbnb & STR Multi-Unit Revenue & Expense Tracker

Property registry, reservation log with platform fees and net payouts, and Schedule E-ready expenses.

Real Estate & Property•6 Sheets
$9$7.20 w/ code
Construction Draw Schedule & AIA G702/G703 Billing
Construction Draw Schedule & AIA G702/G703 Billing

AIA G702 Application for Payment, G703 Continuation Schedule of Values, retainage %, and change order log.

Contractor & Field Services•6 Sheets
$9$7.20 w/ code
Marketing Agency Multi-Client Ad Spend & Blended ROAS Tracker
Marketing Agency Multi-Client Ad Spend & Blended ROAS Tracker

Client directory with retainers and ROAS targets, a daily multi-channel ad log, and blended ROAS across clients.

Sales & E-Commerce•5 Sheets
$9$7.20 w/ code
Equipment Depreciation & Fixed Asset Register (Straight-Line)
Equipment Depreciation & Fixed Asset Register (Straight-Line)

Fixed asset register with straight-line depreciation, salvage value, and MACRS property class tagging.

Finance & Cash Flow•4 Sheets
$9$7.20 w/ code
Medical & Dental Clinic Patient Billing & Revenue Tracker
Medical & Dental Clinic Patient Billing & Revenue Tracker

Claim-by-claim billing ledger with insurance paid, patient copays, outstanding balances and provider collection rates.

Industry Specific•4 Sheets
$9$7.20 w/ code
Personal Debt Snowball & Net Worth Wealth Tracker
Personal Debt Snowball & Net Worth Wealth Tracker

Debt list with APR and monthly interest, snowball or avalanche payoff order, and a net worth ledger.

Finance & Cash Flow•5 Sheets
$9$7.20 w/ code
Event & Wedding Catering Menu Recipe Cost Estimator
Event & Wedding Catering Menu Recipe Cost Estimator

Per-guest plate costing with prep waste, food cost % and margin per course, plus an event staffing budget.

Industry Specific•5 Sheets
$9$7.20 w/ code
Purchase Order Register, Receiving & Vendor Lead-Time Tracker
Purchase Order Register, Receiving & Vendor Lead-Time Tracker

Log PO lines and receipts; backorder balances, lead times, late lines and spend by vendor are worked out for you.

Operations & Supply Chain•8 Sheets
$9$7.20 w/ code
Supplier Scorecard: OTIF Delivery, Reject PPM & Weighted Ranking
Supplier Scorecard: OTIF Delivery, Reject PPM & Weighted Ranking

Score suppliers on OTIF delivery, incoming reject PPM and price, with a weighted ranking and a claims ledger.

Operations & Supply Chain•8 Sheets
$9$7.20 w/ code
Production Schedule, Work-Center Capacity & Material Requirements Planner
Production Schedule, Work-Center Capacity & Material Requirements Planner

Sequence work orders, load work centers against available hours and net material requirements through the BOM.

Operations & Supply Chain•10 Sheets
$9$7.20 w/ code
Quality NCR Log, Cost of Poor Quality (COPQ) & CAPA Tracker
Quality NCR Log, Cost of Poor Quality (COPQ) & CAPA Tracker

Log non-conformances, price them as scrap, rework and concessions, rank causes in a Pareto and track CAPA due dates.

Operations & Supply Chain•7 Sheets
$9$7.20 w/ code
Equipment Preventive Maintenance Schedule, Work Order & Downtime Log
Equipment Preventive Maintenance Schedule, Work Order & Downtime Log

Next-due PM dates per asset, work order costs, breakdown downtime with MTBF and MTTR, and spend against budget by zone.

Operations & Supply Chain•8 Sheets
$9$7.20 w/ code
Import Landed Cost Calculator: Freight, Duty & Fee Allocation by SKU
Import Landed Cost Calculator: Freight, Duty & Fee Allocation by SKU

Spread each shipment's freight, duty, tariffs, MPF/HMF and fees across its SKUs by value, weight or CBM and get a landed cost per unit.

Operations & Supply Chain•8 Sheets
$9$7.20 w/ code
Trucking Load Ledger: Cost Per Mile, Deadhead & IFTA Fuel Tax Estimate
Trucking Load Ledger: Cost Per Mile, Deadhead & IFTA Fuel Tax Estimate

Loaded vs deadhead miles, revenue and cost per mile, driver pay and profit on every load, plus a quarterly IFTA miles-and-gallons estimate by state.

Operations & Supply Chain•10 Sheets
$9$7.20 w/ code
Last-Mile Delivery Route Log, Driver Settlement & Zone Margin Sheet
Last-Mile Delivery Route Log, Driver Settlement & Zone Margin Sheet

Daily route stops, completion, on-time and POD rates, billing by zone rate, driver pay with bonus and deductions, and margin per route.

Operations & Supply Chain•9 Sheets
$9$7.20 w/ code
Packaging Supplies Inventory, Reorder Point & Carton Cost Tracker
Packaging Supplies Inventory, Reorder Point & Carton Cost Tracker

Track boxes, mailers, labels and wrap with reorder points, a peak-season multiplier, price breaks and a carton-fit cost optimizer.

Operations & Supply Chain•10 Sheets
$9$7.20 w/ code
Workplace Safety Incident Log, TRIR/DART Calculator & Near-Miss Tracker
Workplace Safety Incident Log, TRIR/DART Calculator & Near-Miss Tracker

Incident log with TRIR and DART rates per 200,000 hours, near-miss corrective actions, audit scores and incident cost.

Operations & Supply Chain•9 Sheets
$9$7.20 w/ code
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