Browse free Excel templates by business task

inspection checklist photos

Construction Inspection Checklist Template

A template that makes it easier to organize inspection items, field input, photo review, and corrective actions.

Audience: Teams that want to standardize inspections and corrective actions
Typical contents: Kontrolne postavke, fotodnevnik, seznam popravkov

Logistics Shipping Management Template

A template that makes it easier to manage shipping lists, picking, packing, and delivery schedules in one workbook.

Audience: Teams that want to keep shipping and delivery checks in one place
Typical contents: Shipping list, packing log, delivery schedule

shipping packing

production planning progress tracking

Manufacturing Process Management Template

A template that makes it easier to organize production orders, process progress, and quality records.

Audience: Teams that want to visualize production plans and process progress
Typical contents: Production orders, process progress, quality records

Retail Store Operations Template

A template that makes it easier to organize daily sales, stock, replenishment, and stock counts.

Audience: Teams that want to keep daily store operations in one workbook
Typical contents: Store overview, daily sales, stock list

store operations sales

Delivery Tracking Template

A template that makes it easier to organize tracking numbers, carriers, ETA, and delivery completion in one workbook.

Audience: Teams that want to keep shipment tracking and delivery confirmation in one place
Typical contents: Tracking number, carrier, delivery status

delivery tracking ETA

cash flow incoming payments

Cash Flow Forecast Template

A template that makes it easier to manage incoming payments, outgoing payments, balance trends, and cash shortfall warnings in one workbook.

Audience: Teams that want to organize incoming cash and payment timing
Typical contents: Incoming payments, outgoing payments, balance trend

Accounts Receivable Tracker Template

A template for organizing invoice lists, overdue items, collection notes, and follow-up timing.

Audience: Teams that want to keep unpaid invoices and follow-ups visible
Typical contents: Invoice list, overdue board, collection history

invoices collections

More templates

All

Continue browsing the remaining templates in the same task-based structure.

Budget vs Actual Template

A template for organizing budgets, actual results, variances, and review notes.

Teams that want to compare budget and actual results each month

budget variance

Vehicle Operation Log Template

A template that makes it easier to organize inspection schedules, maintenance history, and repair requests in one workbook.

Teams that want to organize fleet & equipment operations

operations driving record

Vehicle Dispatch and Daily Report Template

A template that keeps dispatch schedules, daily reports, and operating status in one workbook.

Teams that want to keep dispatch plans and daily reports together

dispatch daily report

Vehicle Maintenance Log Template

A template that keeps inspection schedules, maintenance history, and repair requests in one workbook.

Teams that want to organize vehicle and equipment maintenance history

inspection maintenance history

Equipment Inspection Log Template

A template that makes it easier to organize equipment inspections, maintenance plans, and repair history in one workbook.

Teams that want to organize vehicle and equipment inspections

equipment inspection maintenance plan

Maintenance Plan and Repair History Template

A template that keeps maintenance plans, repair history, and work records in one workbook.

Teams that want to organize vehicle and equipment maintenance plans

maintenance plan repair history

Equipment Repair Request Log Template

A template that keeps equipment repair requests, inspection results, response status, and completion history in one workbook.

Teams that want to organize vehicle and equipment repair requests

repair requests response status

Stock Count Discrepancy Log Template

A template that makes it easier to organize count results, discrepancy findings, correction history, and review notes in one workbook.

Teams that want to manage stock count gaps and corrections

stock count discrepancy

Attendance Management Template

A template that makes it easier to organize attendance, leave, and overtime in one workbook.

Teams that want to organize attendance, leave, and overtime

attendance leave

Warehouse Stock Movement Log Template

A template that makes it easier to organize stock-in, stock-out, and counting in one workbook.

Teams that want to organize stock-in, stock-out, and counting

stock-in stock-out

Picking and Stock Issue Log Template

A template that makes it easier to organize picking, stock issue, and work status in one workbook.

Teams that want to organize picking, stock issue, and work status

picking stock issue

Quality Inspection Log Template

A template that keeps inspection results, defects, and corrective actions in one workbook.

Teams that want to organize inspection results and corrective actions

inspection defects

Nonconformance Corrective Action Log Template

A template that keeps nonconformance details, causes, and corrective actions in one workbook.

Teams that want to track nonconformance handling

nonconformance cause

Quality Improvement Log Template

A template that keeps improvement proposals, implementation status, and review history in one workbook.

Teams that want to manage ongoing quality improvement

improvement proposal implementation status

Escalation Tracker Template

A template that keeps escalations, priorities, responses, and history in one workbook.

Teams that want to organize escalations

escalation priority

Facility Inspection Log Template

A template that keeps facility inspections, maintenance plans, and repair history in one workbook.

Teams that want to organize facility inspections

inspection maintenance

Repair Request Log Template

A template that keeps repair requests, response status, and history in one workbook.

Teams that want to organize repair requests

repair response

Maintenance Plan Log Template

A template that keeps maintenance plans, repair history, and work records in one workbook.

Teams that want to organize maintenance plans and results

maintenance plan

Service Ticket Log Template

A template that makes it easier to organize ticket intake, response details, and history in one workbook.

Teams that want to organize service intake flow

ticket response

Logistics Dispatch Schedule Template

A template that keeps dispatch schedules, vehicle assignments, shipment lists, and delivery plans in one workbook.

Teams that want to organize dispatch schedules and vehicle assignments

dispatch vehicle

Construction Daily Site Report Template

A template that keeps daily reports, site progress, issues, and follow-up history in one workbook.

Teams that want to organize construction daily reports and site progress

daily report progress

Operations Data Daily, Weekly, and Monthly Report Automation Template

A template for organizing reporting items, charts, exception alerts, and review notes in one workbook.

Teams that want to automate daily, weekly, and monthly reports

daily report weekly report

New Hire 1-30 Day Training and Mentoring Plan

A template for organizing learning checklists, practice checks, mentor notes, and 30-day targets in one workbook.

Teams that want to plan a new hire's first 30 days

onboarding OJT

Inventory Replenishment Log Template

A free Excel template for replenishment, reorder thresholds, stocktake, and response history.

Teams that want to keep daily store operations in one workbook

store operations sales

Shift Handover Log Template

A template for shift handover, closing checks, daily reports, and handover notes.

Teams that want to organize closing checks and handover

handover closing

Retail Promotion Plan Template

A template for campaign timing, display changes, markdown actions, and results review.

Teams that want to manage campaign timing and display changes

campaign display

Production Shift Log Template

A template that keeps shift handovers, output checks, and issue notes in one workbook.

Teams that want to organize shift handovers and results

shift handover

Work Order Tracking Template

A template that keeps work orders, progress, and completion checks easy to follow in one workbook.

Teams that want to track work orders, progress, and completion

work orders progress

Production Line Daily Report Template

A template that organizes runtime output, downtime, defects, and handover notes in one workbook.

Teams that want a daily report by production line

daily report downtime

Incoming Material Inspection Log Template

A template that keeps receiving checks, lot verification, and disposition results in one workbook.

Teams that want to organize incoming material checks and disposition

receiving lot

Lot Traceability Log Template

A template that keeps input lots, process history, and shipment lots easy to review in one workbook.

Teams that want to trace lots through the process and shipping steps

lot tracking history

Logistics Loading Checklist Template

A template that keeps loading, vehicle checks, and departure readiness in one workbook.

Teams that want to standardize loading checks

loading vehicle check

Logistics Receiving Inspection Template

A template that keeps inbound receipts, inspections, and putaway plans in one workbook.

Teams that want to organize receiving and inspection

receiving inspection

Logistics Delivery Exception Template

A template that keeps delays, misdeliveries, and re-delivery actions in one workbook.

Teams that want to organize delays and misdeliveries

delay misdelivery

Construction Crew Attendance Log Template

A template that keeps attendance, assignment sharing, and overtime management in one workbook.

Teams that want to organize crew attendance and assignment sharing

attendance assignment

Construction Equipment Inspection Log Template

A template that keeps inspections, photo logs, and repair tracking in one workbook.

Teams that want to organize equipment inspections and repair follow-up

inspection photos

Lot Traceability Log Template

A template that keeps input lots, process history, and shipment lots easy to review in one workbook.

Teams that want to trace lots through the process and shipping steps

lot tracking history

Expense Reimbursement Log Template

A free Excel template that makes expense requests, approvals, settlements, and receipt notes easier to keep in view.

Teams that want to organize expense requests, approvals, settlements

expense requests approvals

Leave Request Management Template

A free Excel template that makes it easier to organize leave requests, approvals, balances, and team calendars in one workbook.

Teams that want to organize leave requests, approvals, balances

leave requests approvals

Overtime Approval Log Template

A free Excel template that makes it easier to organize overtime requests, approvals, limits, and work-hour records in one workbook.

Teams that want to organize overtime requests, approvals, limits

overtime requests approvals

Shift Schedule Management Template

A free Excel template that makes it easier to organize shift schedules, coverage, assignments, and handoff notes in one workbook.

Teams that want to organize shift schedules, coverage, assignments

shift schedules coverage

Receiving Inspection Log Template

A free template that makes it easier to organize receiving checks, quantity verification, putaway status, and exception history in one workbook.

Teams that want to organize receiving checks, quantity verification, putaway status

receiving checks quantity verification

Cycle Count Log Template

A free template that makes it easier to organize cycle counts, variance findings, correction history, and review notes in one workbook.

Teams that want to organize cycle counts, variance findings, correction history

cycle counts variance findings

Incoming Quality Inspection Log Template

A free Excel template that makes it easier to organize incoming inspection results, defects, corrective actions, and review history in one workbook.

Teams that want to organize incoming inspection results, defects, corrective actions

incoming inspection results defects

Profit and Loss Statement Template

A template for keeping revenue, expenses, gross profit, operating profit, and net profit in one workbook.

Teams that want a monthly P&L view first

profit and loss gross profit

Meter Reading Log Template

A free Excel template that makes it easier to organize meter readings, usage history, meter reading records, and parts replacement in one workbook.

Teams that want to organize meter readings, usage history, meter reading records

meter readings usage history

Asset Check Log Template

A free Excel template that makes it easier to organize facility asset checks, check results, check status, and check history.

Teams that want to organize facility asset checks, check results, check status

facility asset checks check results

Follow-up Call Log Template

A free template that makes it easier to organize follow-up calls, owners, response results, and history in one workbook.

Teams that want to organize follow-up calls, owners, response results

follow-up calls owners

Ticket Routing Log Template

A free template that makes it easier to organize tickets, assignments, and history in one workbook.

Teams that want to organize tickets, assignments, and history

tickets assignments

Issue Resolution Log Template

A free template that makes it easier to organize issues, priorities, responses, and history in one workbook.

Teams that want to organize issues, priorities, responses

issues priorities

Cycle Count Log Template

A free template that makes it easier to organize cycle counts, variance findings, correction history, and review notes in one workbook.

Teams that want to organize cycle counts, variance findings, correction history

cycle counts variance findings

Incoming Quality Inspection Log Template

A free Excel template that makes it easier to organize incoming inspection results, defects, corrective actions, and review history in one workbook.

Teams that want to organize incoming inspection results, defects, corrective actions

incoming inspection results defects

Customer Database / CRM Template

A customer database template for storing basic info, contacts, acquisition sources, and tags.

Sales teams that need a customer master and CRM base

customer database customer info

Quotation & Pricing Tracker Template

A quotation tracker that keeps standard quotes, revision history, customer feedback, and wins in one workbook.

Sales reps who want to keep quotation history and price responses

quotation pricing

Sales Order Tracker Template

A sales order template that makes confirmation, shipping, collection, and completion easy to follow.

Sales and admin teams who need to track post-order progress

orders shipping

Meter Reading Log Template

A free Excel template for recording water, electricity, gas, and other facility meter readings.

Teams that organize utility readings, usage variance, and exception checks

meter readings usage variance

Sales Follow-up Tracker Template

A follow-up tracker that keeps conversation notes, next contact dates, and intent stage in one workbook.

Sales reps who want to keep customer follow-up history organized

follow-up customer log

Sales Pipeline & Funnel Template

A template that makes stage distribution and funnel conversion easy to review in one workbook.

Sales leaders who want to see deal flow and close rate

pipeline funnel

Sales Performance & KPI Tracker Template

A KPI tracker that keeps actuals, targets, attainment, and gaps easy to review.

Managers who compare monthly and quarterly results against targets

KPI targets

Follow-up Call Log Template

Organize contacts, owners, outcomes, and next actions so promised follow-ups are less likely to be missed.

Teams that want to organize follow-up calls, owners, response results

follow-up calls owners

Ticket Routing Log Template

Track ticket sources, routing owners, status, and history so ownership stays clear.

Teams that want to organize tickets, assignments, and history

tickets assignments

Issue Resolution Log Template

Organize customer issues, priorities, actions, and resolution results for cleaner review of similar issues.

Teams that want to organize issues, priorities, responses

issues priorities

Employee Information Management Template

Organize employee profiles, role details, emergency contacts, files, and change history so HR can maintain a reliable employee roster.

HR teams and managers who need a cleaner employee information management workflow

employee records department

Project Milestone Tracker Template

A template for organizing project milestones, monthly plans, weekly updates, and delivery checkpoints in one workbook.

Teams that want to keep milestones and handoffs visible

milestone tracking handoff

Project Charter Template

A template for organizing goals, scope, stakeholders, and budget notes in one workbook.

Teams that want to define scope at kickoff

kickoff scope

Issue and Risk Register Template

A template for tracking issues, risks, response plans, owners, and review history in one workbook.

Teams that want to manage issues and risks

issues risks

Project Tools & Resources Comparison Library

A template for comparing PM tools, naming rules, and reference notes in one workbook.

Teams that want a reference library for project tools

tools comparison

Project Progress Visual Board Template

A template for turning progress notes into a visual board in one workbook.

Teams that want to track progress visually

progress status

Retrospective Report Template

A template for capturing findings, actions, owners, and follow-up in one workbook.

Teams that want to review work after delivery

retrospective lessons

Customer Inquiry Log Template

Organize intake, routing, responses, and follow-up history in one support workflow.

Teams that want to organize inquiries, reception notes, responses, and history

inquiries responses

Safety Stock and Reorder Point Calculator Template

Enter average daily demand, demand variance, supplier lead time, and service level to calculate safety stock, reorder point, and suggested order quantity.

Supply-chain and purchasing teams that need to decide when and how much to reorder

safety stock reorder point

Supplier 360 Scorecard and Risk Tier Template

Set weights for quality, delivery, cost, and service, then calculate total score, risk tier, and a radar view of supplier performance.

Purchasing managers who need a presentation-ready supplier performance report

supplier scorecard risk tier

Landed Cost and Freight Route Comparison Template

Enter actual weight, package volume, freight rate, and full cost items to calculate chargeable weight and recommend the lowest-cost route.

Purchasing, logistics, and finance teams comparing total cost across freight routes

landed cost freight comparison

Slow-Moving Inventory Alert and Turnover Analysis Template

Enter last movement date, quantity, and unit cost to calculate age, aging bucket, inventory value share, and monthly and quarterly turnover.

Supply-chain, warehouse, and finance teams that need to find inventory tying up cash

slow-moving inventory turnover

Procurement Should-Cost Breakdown Template

Break product cost into five components and model how raw material increases affect total cost.

Purchasing teams that need cost evidence for supplier negotiations

should-cost cost breakdown

Sales and Operations Demand Forecast Alignment Template

Enter monthly baseline forecast, seasonal factor, and actual sales to calculate adjusted forecast, variance rate, and forecast accuracy trend.

Operations, sales, and supply-chain teams that need one shared forecast number

demand forecasting sales alignment

AQL Sampling Plan Lookup Calculator

Select lot size, inspection level, severity, and AQL to return the sample size, acceptance number, and rejection number in one workbook.

Quality teams that need fast AQL sampling plan lookup by lot size and inspection condition

AQL sampling plan

SPC X-bar and R Control Chart Dashboard

Enter subgroup measurements and the workbook calculates control limits, draws X-bar and R charts, and highlights out-of-control points.

Quality managers who need a ready X-bar and R control chart dashboard

SPC X-bar chart

LEC Risk Assessment Auto Scoring Template

Enter likelihood, exposure, and consequence scores to calculate D = L × E × C and return the risk level and control measures automatically.

Safety managers who need a consistent risk ranking method

LEC risk assessment

Safety Production KPI Dashboard Template

Summarize work hours, incident records, and hazard corrections with automatic LTIFR and corrective action completion metrics.

EHS leads who report safety status to management

KPI LTIFR

RCA Fishbone and 5 Whys Template

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Safety and operations teams that need deeper incident analysis

RCA fishbone

EHS Compliance and License Expiry Tracker Template

Compare expiry dates with TODAY(), highlight items due within 30 days in yellow, expired items in red, and track renewal actions.

Safety administrators managing certificates, inspections, and permits

EHS license expiry

JSA Job Safety Analysis and Work Permit Checklist

Provide risk identification lists and checkbox-style permit confirmations for hot work, work at height, excavation, confined spaces, and similar high-risk jobs.

Supervisors and safety staff managing high-risk work execution

JSA work permit

Occupational Health and PPE Management Template

Manage PPE inventory, issuance, service life, and receipt records with automatic reorder alerts below safety stock.

Safety and warehouse teams tracking PPE issuance and inventory alerts

PPE stock alert

Equipment Repair or Replace Decision Analyzer

Compare repair history, downtime loss, replacement cost, savings, and residual value to produce a repair, watch, or replace recommendation.

Facility managers who need to justify whether expensive equipment should be repaired or replaced

lifecycle cost repair or replace

Facility Work Order Performance Dashboard

Summarize completion rate, response time, MTTR, service target attainment, overdue work orders, repeat repairs, satisfaction, and repair cost.

Facility and property managers who need to turn repair records into response, service target, and service quality indicators

performance service targets

Utility Consumption Anomaly Alert Dashboard

Compare current readings with previous periods, historical averages, and budgets to flag abnormal consumption, data errors, and possible leaks.

Facility, property, and energy managers who want to detect abnormal water, electricity, and gas usage before month-end

energy anomaly alert

Construction Earned Value Management Monitor

Keep construction WBS items, planned value, earned value, actual cost, and recovery actions in one workbook with automatic SPI, CPI, EAC, and ETC calculations.

project managers, cost engineers, and general contractor controls teams

earned value progress control

Subcontractor Lifecycle Performance Scorecard

Score subcontractors across qualification, contract delivery, site cooperation, safety, quality, schedule response, and closeout review using a weighted model.

procurement, construction management, contract, cost, safety, and quality teams

subcontractors performance scoring