66 Excel templates, with the formulas already done

Annual Budget Planner

Monthly figures roll into annual totals, with each category shown as a share of income.

25 formulas

12-Month Cash Flow Forecast

Opening balance carries forward all year; flags your lowest point and any deficit months.

43 formulas

Loan Amortisation Schedule

PMT-driven schedule — change the amount, rate or term and all payments redo themselves.

102 formulas

Debt Payoff Tracker

Snowball ordering with months-to-clear and the true interest cost of paying minimums.

23 formulas

Savings Goal Tracker

Progress bars per goal, with months remaining worked out from your monthly contribution.

22 formulas

Profit & Loss Statement

Gross and net margin calculated from your own line items, each shown against revenue.

15 formulas

Break-Even Analysis

Break-even units and revenue move the moment you change price or costs.

59 formulas

Aged Debtors Report

Unpaid invoices bucketed into current, 30, 60 and 90+ days, with the value at risk in each.

129 formulas

Mortgage Overpayment Calculator

What an extra amount each month actually buys you — the interest saved and the years knocked off.

95 formulas

Rental Property Yield Analyser

Gross and net yield, cash-on-cash return and the occupancy you need just to break even.

38 formulas

VAT Return Summary

A quarter of sales and purchases logged once, adding straight up into the figures a VAT return asks for.

57 formulas

Quote / Estimate

Line totals, an optional discount, tax and a valid-until date that sets itself.

11 formulas

Purchase Order

Supplier details, line items, delivery and tax — totalled and ready to send.

9 formulas

Inventory Tracker

Flags "Reorder" and "Out of stock" against your own levels, with total stock value.

19 formulas

Petty Cash Log

Running balance down every row, so the last figure is what should be in the tin.

11 formulas

Mileage Log

Set your rate once and every journey plus the claim total follows it.

9 formulas

Weekly Timesheet

Hours from start and end times, minus breaks, costed at your rate.

19 formulas

Job Costing Sheet

Labour, materials and subcontractors priced per line, with the margin on the job worked out as you go.

67 formulas

Cost of Employment Calculator

What a salary really costs once employer NI, pension and everything else is added on top.

58 formulas

Business Startup Cost Estimator

One-off spend and monthly running costs separated out, then turned into how long your funding lasts.

41 formulas

Fixed Asset Register

Every asset with its straight-line depreciation, accumulated charge and current book value.

65 formulas

Gantt Chart

12-week bars that draw themselves from a start week and a duration.

96 formulas

Project Budget Tracker

Variance per work package with an over-budget flag that colours itself.

25 formulas

Risk Register

Likelihood × impact scoring with a rating band that sets itself.

17 formulas

Meeting Action Log

One row per action, with overdue flagged against today automatically.

10 formulas

RACI Matrix

Who is Responsible, Accountable, Consulted and Informed — with a check that every task has exactly one A.

12 formulas

Milestone Tracker

Baseline against forecast, showing slippage in days per milestone.

11 formulas

Resource Capacity Planner

Hours booked against each person week by week, with anyone over their capacity flagged before it hurts.

61 formulas

Sprint Burndown

Ideal against actual points remaining each day, with the velocity you would need to finish on time.

63 formulas

Issue & Bug Tracker

Issues scored by severity and priority, aged against today, with the open queue counted for you.

49 formulas

Sales Pipeline Tracker

Weighted forecast, win rate and open deal value — the realistic number, not the wish list.

14 formulas

Commission Calculator

Tiered rates that step up with attainment — change the tiers and every rep recalculates.

24 formulas

Customer Contact List

Full names build themselves, with days since last contact so nobody goes cold.

17 formulas

Sales Forecast

Monthly target against actual, with a running variance and a year-end projection.

44 formulas

Lead Tracker

Scores every lead out of 100 from fit and engagement, and tells you which to call first.

17 formulas

Quote Follow-Up Tracker

Stops quotes going quiet — flags what is due for chasing and what has expired.

17 formulas

Discount & Margin Calculator

What a discount does to your margin, and how much extra volume you would have to sell to stand still.

70 formulas

Customer Lifetime Value Calculator

Lifetime value per segment from churn and margin, set against what each one costs to acquire.

52 formulas

MRR Movement & Churn Tracker

New, expansion, contraction and churn each month, adding up to net revenue retention you can defend.

90 formulas

Employee Leave Tracker

Allowance minus taken and booked, per person, with a flag when someone has none left.

26 formulas

Attendance Register

Ten-day grid that tallies present, absent, holiday and sick per person.

38 formulas

Interview Scorecard

Weighted scoring across candidates that names the strongest on the numbers.

22 formulas

Onboarding Checklist

Every task a new starter needs, by owner and due day, with completion tracked.

18 formulas

Performance Review

Weighted objectives with self and manager ratings side by side, and the gap between them.

16 formulas

Training Matrix

Who is trained on what, where the gaps are, and which certificates expire soon.

17 formulas

Staff Rota Planner

A week of shifts with hours and wage cost per person, and the day totals that show where you are thin.

45 formulas

Recruitment Pipeline Tracker

Candidates by stage and source, aged against today, with the funnel conversion worked out.

56 formulas

Staff Turnover & Headcount Tracker

Joiners and leavers month by month, with the turnover rate calculated on average headcount, properly.

79 formulas

KPI Dashboard

Target against actual with on/off-target status, direction-aware so lower can be better.

23 formulas

Weighted Decision Matrix

Scores options against weighted criteria so the choice is calculated, not argued.

23 formulas

Data Cleaning Checklist

Twelve checks to run before any analysis, with progress tracked as you work.

4 formulas

Survey Results Analyser

Turns 1–5 responses into averages, top-box scores and a distribution per question.

26 formulas

Feature Comparison Matrix

Compare vendors or products feature by feature, with a must-have check that fails loudly.

6 formulas

Time Tracking Analysis

Where the hours actually went, split billable against non-billable by client and activity.

14 formulas

A/B Test Significance Calculator

Whether a conversion difference is real or noise — z-score, p-value and a plain verdict.

19 formulas

Descriptive Statistics Summary

Mean, median, quartiles, spread and z-scores for a column of numbers, with outliers flagged.

144 formulas

Moving Average & Trend Forecast

A three-month moving average, a fitted trend line and the next three periods, with the error measured.

74 formulas

Habit Tracker

30-day grid with completion rate and a data bar per habit.

16 formulas

Meal Planner & Grocery List

A week of meals plus a costed shopping list that totals itself.

13 formulas

Event Planner & Guest List

RSVP counts, dietary needs and a cost per head that updates as replies come in.

7 formulas

Grade Calculator

Weighted average and letter grade, plus what you still need on remaining assessments.

16 formulas

Net Worth Tracker

Assets minus liabilities, with each line shown as a share of the total.

14 formulas

Subscription Tracker

Every recurring payment normalised to a monthly and annual cost, with renewal dates.

21 formulas

Car Running Cost Tracker

Fuel logged by odometer reading, giving real MPG, a true cost per mile and what the car costs a year.

79 formulas

Household Bills Splitter

Shared bills split however you agreed, then netted off against who actually paid, so nobody argues.

65 formulas

Wedding Budget Planner

Budget against actual by supplier, with deposits paid, balances still due and what is left to allocate.

72 formulas