Sheets
5
Separate the basics of shift handover
Retail Excel Template
Download the Shift Handover Log Template for free. Keep shift handover, checks, and handover notes in one workbook.
A free Excel template for shift handover, closing checks, daily reports, and handover notes. The page also shows a web-screen sample of the same workflow.
Free download
Daily report
Checks
Handover
Differences
Use case
Sales and stock
Review checks and notes at the same time
Input
From 1 store
Easy to run with a small team
Replenishment
Shortage prevention
Decide before closing
Input example
Shift operating conditions
Store name, person in charge, daily sales, and stock status stay aligned when they are captured first.
Store name
Main branch
Person in charge
Hanako Yamada
Daily sales
JPY 238,000
Replenishment items
3 products
Stock count day
2026-04-18
Free download
See the workbook structure first
A free Excel template for shift handover, closing checks, daily reports, and handover notes. The page also shows a web-screen sample of the same workflow.
File
retail_shift_handover_log_template_en.xlsx
Sheets
5 sheets
Use case
Shift handover, closing checks, daily reports
Enter the shift name, person in charge, and target date first to align the daily view.
Because handover checks and notes live in the same workbook, it is easier to spot omissions.
Keeping closing checks and handover history in one flow also makes it usable as a manager report.
Start with the shift name and person in charge.
How Excel runs the workflow
What shift handover looks like in Excel
Keeping shift overview, handover checks, daily reports, and handover notes separate makes daily operations easier to manage.
Step 1
Shift setup
Prepare the shift name, person in charge, and target date before the day starts.
Step 2
Handover input
Enter handover checks and notes to keep the day-end picture aligned.
Step 3
Closing checks
Compare closing checks and differences to pick up items that need correction.
Step 4
Handover complete
Keep handover history so the manager report stays traceable.
How Excel maps to screens
Which Excel columns become which screens
Turning the shift data you already keep in Excel into the same web screens makes it easier for both field staff and management to use.
Excel element
System element
Notes
Excel element
Shift Overview
System element
Sidebar summary + settings screen
Notes
A starting point for shift name, owner, and target date.
Excel element
Handover checks
System element
Searchable master list
Notes
Keeps check items and owners in one place.
Excel element
Daily report
System element
Daily input table
Notes
Track reports and contact notes separately by day.
Excel element
Handover list
System element
Current stock table
Notes
Shows current status, follow-up alerts, and handover items in one view.
Excel element
Difference and handover log
System element
History timeline
Notes
Tracks checks and handover history over time.