Professional project charter template covering scope, objectives, stakeholders and authorization.
Scope Statement
Detailed project scope statement with in-scope and out-of-scope items.
Stakeholder Register
Identify, analyze and manage project stakeholders effectively.
Kickoff Meeting Agenda
Structured kickoff meeting agenda template for project launch.
Project Feasibility Assessment
Evaluate project feasibility across strategic financial technical operational and risk dimensions before approval
Project Assumptions Log
Log and validate all project assumptions with category impact if wrong probability validation status and outcomes
Project Charter Checklist
Complete all project charter requirements before kickoff covering objectives scope stakeholders team budget timeline risks and sign-offs
Project Intake Request Log
Project Intake Request Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log and evaluate incoming project requests with sponsor priority budget and approval decision in one place
Project Success Criteria Register
Project Success Criteria Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register measurable project success criteria with targets owners and agreement status for clear acceptance
Stakeholder Analysis Matrix
Stakeholder Analysis Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assess stakeholder power interest and attitude and plan the right engagement strategy at project initiation.
Project Initiation Approval Log
Project Initiation Approval Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track project initiation approvals with approvers requested and approved dates and sign-off status.
Project Resource Requirement Sheet
Project Resource Requirement Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate project staffing with role-wise headcount effort days day rate and auto-calculated cost totals.
Project Business Case Summary
Project Business Case Summary
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Three-year cost benefit business case with auto totals and net benefit line
Project Sponsor Briefing Sheet
Project Sponsor Briefing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Structured sponsor briefing sheet covering business need scope budget risks and the decision required before sign-off.
Project Feasibility Scorecard
Project Feasibility Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score project feasibility criteria with weights on a five point scale for go no go decisions
Project Benefits Realisation Plan
Project Benefits Realisation Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Define project benefits with baseline target improvement percentage measurement method and owner
Project Governance Structure Register
Project Governance Structure Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record governance roles decision authority review forums and meeting frequency for a new project
Project Kickoff Meeting Agenda
Project Kickoff Meeting Agenda
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan the project kickoff meeting with topics owners duration and priority in one page
Project Feasibility Study Sheet
Project Feasibility Study Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score a project across weighted feasibility criteria for an overall decision score
Project Risk Pre-Assessment Log
Project Risk Pre-Assessment Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assess and score early project risks by likelihood and impact with priority rating
Project Feasibility Scoring Matrix
Project Feasibility Scoring Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weighted decision matrix to assess project viability before initiation (score 1 to 5)
Project Go No-Go Decision Scorecard
Project Go No-Go Decision Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weighted feasibility scorecard that helps approve hold or reject a project on thirteen decision criteria
Project Feasibility Weighted Scorecard
Project Feasibility Weighted Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score and rank candidate projects on strategic fit ROI risk and resource ease
Project Concept Proposal Sheet
Project Concept Proposal Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture and screen early project ideas before formal initiation
Project Vision and Objectives Statement
Project Vision and Objectives Statement
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for project vision and objectives statement with ready-to-use columns and sample data.
Stakeholder Communication Log
Stakeholder Communication Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Stakeholder communication log template for tracking contact methods frequency and follow up dates
Project Charter Approval Workflow Tracker
Project Charter Approval Workflow Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track project charter submissions through review and sponsor approval stages
Page 1 / 4 · 27 templates
Gantt Chart 001
Gantt chart with task dependencies and milestone tracking.
WBS Template
Work Breakdown Structure template with 4-level hierarchy.
Risk Register
Comprehensive risk register with probability, impact and mitigation planning.
RACI Matrix
RACI matrix for clear role and responsibility assignment.
Communication Plan
Project communication plan with stakeholder matrix and reporting schedule.
Project Budget Template
Detailed project budget with cost tracking and variance analysis.
Gantt Chart 002
Built from real-world business experience by the ExcelGurukul team. Tested across multiple industries and roles.
Resource Allocation Tracker
Plan and monitor team member assignments, allocation percentages, availability and skills across project tasks
Project Communication Plan
Define and track all project stakeholder communications with frequency channel owner format and next scheduled date
Project Resource Plan
Plan and track project resource allocation by month with internal and external resources daily rates H1 costs and confirmation status
Project Resource Allocation Plan
Project Resource Allocation Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan project resource allocation across roles and tasks with allocation percent dates daily cost and total cost
Project Schedule Baseline Tracker
Project Schedule Baseline Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare baseline versus current schedule dates per task and track slippage in days with status.
Project Milestone Plan
Project Milestone Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Baseline vs forecast milestone plan with auto date variance and status
Work Package Breakdown Sheet
Work Package Breakdown Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Break the WBS into work packages with effort cost owner and schedule for planning phase baselining
Project Procurement Plan
Project Procurement Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan project procurement items vendors RFQ and PO dates with auto lead time and estimated cost
Procurement Planning Schedule
Procurement Planning Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan procurement packages with estimated value lead time required on site date and tender milestones
Project Assumption and Constraint Log
Project Assumption and Constraint Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log project assumptions and constraints with owner probability impact score and review date
Project Quality Management Plan
Project Quality Management Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Define quality standards acceptance criteria and control activities for every project deliverable
Project Stakeholder Engagement Plan
Project Stakeholder Engagement Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Map stakeholders by power and interest with engagement strategy cadence and channel
Project Cost Estimation Worksheet
Project Cost Estimation Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Bottom-up project cost estimate by work package with contingency and total budget
Project Cost Baseline Phasing Sheet
Project Cost Baseline Phasing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Month wise planned cost and cumulative baseline for the approved project budget
Project Resource Loading Plan
Project Resource Loading Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan team hours across four weeks and auto compute total hours and planned cost by role
Weekly Resource Loading Sheet
Weekly Resource Loading Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan weekly effort by resource and spot over-allocation before the sprint
Project Risk Response Planning Sheet
Project Risk Response Planning Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assess project risks and plan mitigation responses with scored severity
Project Scope Change Impact Assessment
Project Scope Change Impact Assessment
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for project scope change impact assessment with ready-to-use columns and sample data.
Resource Allocation Planner
Resource Allocation Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Resource allocation planner template for assigning team members to tasks with allocation percentage
Project Dependency Mapping Worksheet
Project Dependency Mapping Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Maps every project task to its predecessor dependency type and lag so the schedule logic is clear
Page 1 / 4 · 27 templates
Status Dashboard
Executive project status dashboard with RAG indicators.
Kanban Board (Agile)
Excel-based Kanban board for agile project management.
Issue Log Register
Track project issues, owners, priority and resolution dates.
Planned vs Actual Tracker
🔥 Popular
Compare planned vs actual progress on schedule and budget.
Daily Task Manager
Meeting Minutes – Project
Record agenda items, discussion summaries, decisions taken and action items with owner and due date for all project meetings
Project Change Log
Log all change requests with scope, schedule and budget impact assessment, approval decision and implementation status
Project Action Register
Track all project actions with owners priorities due dates completion status and impact if delayed
Task Dependency Tracker
Track project task dependencies with predecessor tasks dependency types planned and actual dates blockers and status
Issue Priority Matrix
Log and prioritise all project issues by impact and urgency with priority score assignment resolution and status tracking
Milestone Completion Tracker
Milestone Completion Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor project milestones with baseline vs actual dates and automatic variance in days.
Project Team Weekly Timesheet
Project Team Weekly Timesheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly project timesheet logging daily hours per team member with automatic person and day totals.
Daily Stand-Up Log
Daily Stand-Up Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Scrum stand-up record capturing yesterday today and blockers per team member with automatic blocker flag
Vendor Deliverable Tracker
Vendor Deliverable Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track vendor commitments against due dates with delivered-on dates delay days and acceptance status
Daily Progress Report Register
Daily Progress Report Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily planned versus achieved work quantities with manpower and achievement percentage
Daily Stand-Up Action Log
Log daily stand-up updates blockers and owners with automatic ageing and escalation flags
Project Escalation Tracker
Project Escalation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track escalated project issues by level priority owner ageing and closure status
Project Rework Tracking Log
Project Rework Tracking Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track rework items root cause effort lost and cost impact during project execution
Sprint Backlog Execution Tracker
Sprint Backlog Execution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sprint stories with point estimate points completed remaining status and owner
Project Deliverable Sign-Off Register
Project Deliverable Sign-Off Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register deliverable submission review and formal acceptance with turnaround days
Project Budget Burn Rate Tracker
Project Budget Burn Rate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly planned versus actual spend with cumulative burn and burn rate percentage
Project RAID Log Tracker
Project RAID Log Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Single log of Risks Assumptions Issues and Dependencies with owner due date and status
Sprint Burndown Tracker
Sprint Burndown Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare planned versus actual story points remaining across a sprint
Project Task Assignment Tracker
Project Task Assignment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assign schedule and monitor execution tasks across the delivery team
Project Lessons Learned Log
Project Lessons Learned Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for project lessons learned log with ready-to-use columns and sample data.
Project Execution Status Report
Project Execution Status Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track task status priority and percent complete across the execution phase of a project
Project Blocker and Impediment Log
Project Blocker and Impediment Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log project blockers with owner impact area and target resolution date to keep execution moving
Page 1 / 4 · 27 templates
Weekly Status Report
Professional weekly project status report template for stakeholders.
Earned Value Analysis
EVM template with SPI, CPI, EAC and VAC calculations.
Project Health Dashboard
Comprehensive project health dashboard with all key metrics.
Decision Log
Decision Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Decision Log
Action Item Tracker
Action Item Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Action Item Tracker
Project Milestone Tracker
Track planned vs actual milestone dates, calculate schedule variance in days, monitor completion % and overall project progress
Risk & Issue Summary Report
0007Consolidated log of all risks and issues with probability, impact, risk score, mitigation actions and resolution status
Issue Escalation Log
Track all project issue escalations with severity escalation path resolution actions and closure status
Project Budget Variance Report
Track project budget vs actual spend by cost category with monthly actuals Q1 variance forecast to complete and EAC
Change Impact Assessment
Assess people process and technology impact of organisational changes with readiness risks mitigations and communication plans
Project Status RAG Report
Project Status RAG Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly Red-Amber-Green status report covering scope schedule cost quality and risk with key highlights.
Schedule Variance Tracker
Schedule Variance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare planned vs actual milestone dates with automatic variance days and on-track or delayed status.
CPI & SPI Performance Tracker
CPI & SPI Performance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly earned value indices with CPI and SPI auto-calculated from PV EV and AC plus RAG health status
Quality Audit Findings Log
Quality Audit Findings Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Internal quality audit findings log with severity ratings owners target closure dates and current status
Milestone Slippage Tracker
Milestone Slippage Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track milestone slippage against baseline dates with auto slippage days and status
Schedule Variance Tracking Sheet
Schedule Variance Tracking Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare baseline versus actual task dates with start finish slippage and schedule health status
Project Resource Utilisation Tracker
Project Resource Utilisation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track planned versus actual hours per project resource and calculate utilisation percentage automatically
Project KPI Monitoring Dashboard
Project KPI Monitoring Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track key project performance indicators against targets with variance and RAG status
Project Cash Flow Forecast Tracker
Project Cash Flow Forecast Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Forecast monthly project inflows and outflows with net movement and running cumulative balance
Project Change Request Log
Project Change Request Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log project change requests with cost and schedule impact and approval status
Change Request Approval Register
Change Request Approval Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log and track project change requests from raising through approval and closure
Project Cost S-Curve Tracker
Project Cost S-Curve Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly and cumulative planned vs actual cost to plot the classic project cost S-curve
Earned Value Analysis Tracker
Earned Value Analysis Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track planned value earned value and actual cost to derive CPI and SPI
Project Milestone Payment Claim Tracker
Project Milestone Payment Claim Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track milestone billing with five percent retention and net payable amounts
Earned Value Tracker
Earned Value Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Earned value tracker template calculating cost variance and schedule variance for each task
Project Burn Rate and Runway Tracker
Project Burn Rate and Runway Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitors monthly project spend cumulative burn and remaining budget against the total approved project budget
Project Contingency Reserve Tracker
Project Contingency Reserve Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track approved contingency reserve against amounts drawn to see remaining balance by category
Page 1 / 4 · 27 templates
Lessons Learned Report
Capture and document project lessons learned for future projects.
Project Closure Report
Formal project closure report template with sign-off sections.
Benefits Realization Report
🔥 Popular
Track and report benefits realization post project completion.
Project Handover Checklist
Formal checklist to ensure all deliverables, documents, assets and responsibilities are transferred at project close
Post-Project Review Template
Document key variances, lessons learned and recommendations across scope, schedule, budget, quality and stakeholder management
Outstanding Items Log
Track all pending actions, open approvals and unresolved items remaining at project closure with owner and due date
Project Benefits Tracker
Track realisation of project benefits post-implementation with KPIs baseline targets actual values and benefit owners
Project Handover Report
Structured project handover report covering deliverables open items support transition lessons learned and sign-offs
Post-Implementation Review
Evaluate completed project across delivery quality stakeholders team and benefits capturing lessons learned and future actions
Benefits Realisation Tracker
Track all project benefits against baseline and targets with 6-month 12-month and 18-month reviews and realisation percentage
Contract Closure Checklist
Step-by-step checklist to close vendor contracts covering payments retention and documentation.
Project Archive Index
Project Archive Index
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Master index of archived project documents recording version archive date storage location and owner.
Final Deliverable Acceptance Register
Final Deliverable Acceptance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Closure-phase register of deliverable submissions acceptance dates turnaround days and sign-off status
Resource Release & Demobilisation Tracker
Resource Release & Demobilisation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Team ramp-down plan at project closure covering release dates handover completion and next assignments
Punch List Closure Tracker
Punch List Closure Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track project punch list items to closure with priority owner target dates and status
Project Handover Sign Off Register
Project Handover Sign Off Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record every project handover item with acceptance criteria sign off dates and open issue counts
Project Closure Financial Settlement Sheet
Project Closure Financial Settlement Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile approved budget committed spend paid amounts and closing balances at project closure
Project Vendor Closure Register
Project Vendor Closure Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record final settlement deliverable acceptance and formal closure for each project vendor
Project Warranty and Defect Liability Tracker
Project Warranty and Defect Liability Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track handover warranties and defect liability items by system expiry status and contractor
Project Retention Release Tracker
Project Retention Release Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track retention money held and released against vendor bills at project closure
Project Final Cost Variance Report
Project Final Cost Variance Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Cost head wise budgeted versus actual with variance amount and variance percentage at closure
Project Stakeholder Satisfaction Survey Log
Project Stakeholder Satisfaction Survey Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Captures closure feedback on communication delivery and quality with an auto overall score
Project Closure Sign-Off Register
Project Closure Sign-Off Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture final acceptance of each deliverable with approver and sign-off date
Project Asset Handover Register
Project Asset Handover Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record handover of project assets to operations at closure
Lessons Learned Register
Lessons Learned Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Lessons learned register template for capturing project retrospective findings and recommendations
Post-Project Client Testimonial and Case Study Tracker
Post-Project Client Testimonial and Case Study Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Captures client testimonials contact references and case study status as each project closes out
Project Post-Mortem Action Item Tracker
Project Post-Mortem Action Item Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture project post mortem lessons learned with root cause owner and action item
Project Client Feedback and NPS Survey Tracker
Project Client Feedback and NPS Survey Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track client feedback scores and calculate net promoter score automatically
Page 1 / 4 · 28 templates
KPI Dashboard
🔥 Popular
RAG-status KPI dashboard with visual indicators for business performance monitoring.
Finance Dashboard
🔥 Popular
Executive finance dashboard with P&L, cash flow and balance sheet.
HR Dashboard
🔥 Popular
HR metrics dashboard with headcount, attrition and performance data.
Sales Dashboard
Sales performance dashboard with pipeline, revenue and target tracking.
KPI Summary Dashboard
Monthly KPI tracking across Finance Sales Operations HR IT and Marketing with actuals vs targets and status indicators
Operations KPI Dashboard
Operations KPI Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly operations KPI dashboard comparing target vs actual with auto variance and achievement percentage.
Regional Sales Performance Dashboard
Regional Sales Performance Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Zone and territory-wise sales vs target dashboard with auto variance and achievement percentage in INR.
Inventory Stock Dashboard
Inventory Stock Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
At-a-glance stock dashboard with closing balance and automatic reorder alerts per item
Project Portfolio Dashboard
Project Portfolio Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Single-view project portfolio dashboard with budgets spend progress and auto health flags
Customer Service Dashboard
Customer Service Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Agent-wise ticket resolution dashboard with auto pending count resolution percent CSAT and performance rating.
Marketing Campaign Dashboard
Marketing Campaign Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Campaign budget vs spend dashboard with auto cost per lead conversions and conversion rate by channel.
Production Efficiency Dashboard
Production Efficiency Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Line-wise production efficiency dashboard with downtime-adjusted hourly output and auto status rating.
Logistics & Delivery Dashboard
Logistics & Delivery Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Route-wise shipment dispatch and delivery dashboard with on-time percentage average delivery days and performance rating
GST Sales Summary Dashboard
GST Sales Summary Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Month-wise GST sales summary with auto-calculated CGST SGST and IGST and total invoice values for FY 2026-27
Sales Funnel Dashboard
Sales Funnel Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Visualise the sales funnel from leads to closure with stage conversion drop off and in cell funnel bars
Inventory Ageing Dashboard
Inventory Ageing Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Dashboard of stock ageing with auto age days value and ageing bucket classification
Vendor Performance Scorecard Dashboard
Vendor Performance Scorecard Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weighted vendor scorecard dashboard rating delivery quality cost and service performance
Monthly Sales Performance Dashboard
Monthly Sales Performance Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track region wise monthly sales against target with achievement percent and variance
Monthly Sales KPI Dashboard
Monthly Sales KPI Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare target versus actual sales KPIs with variance achievement percent and status
GST Input Tax Credit Dashboard
GST Input Tax Credit Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Summarise monthly GST input tax credit across CGST SGST and IGST with balance
Sales KPI Summary Dashboard
Sales KPI Summary Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare target versus actual performance across key sales metrics at a glance
Monthly KPI Scorecard
Monthly KPI Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track KPIs against target with automatic variance and achievement percentage each month
KPI Scorecard Dashboard
KPI Scorecard Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare target and actual KPIs with automatic achievement percentage and RAG
TDS Deduction Summary Dashboard
TDS Deduction Summary Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Summarise TDS deducted by section with challan tracking
Cash Flow Dashboard
Cash Flow Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly summary of opening balance cash inflow outflow and closing balance
Employee Attendance Dashboard
Employee Attendance Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly department wise attendance summary with present absent and leave count
Procurement Spend Dashboard
Procurement Spend Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for procurement spend dashboard with ready-to-use columns and sample data.
Operational KPI Dashboard Tracker
Operational KPI Dashboard Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Operational KPI dashboard tracker template comparing targets against actual results by department
Page 1 / 4 · 28 templates
Animated Bar Charts
Animated Bar Charts
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Eye-catching animated bar charts for presentations.
Animated Speedometer / Gauge
Dynamic gauge charts for KPI visualization.
Animated Donut Charts
Animated Donut Charts
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Animated donut charts for percentage visualization.
Animated Task Progress Bars
Animated Task Progress Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Task tracker with dynamic in-cell data bars that visually grow as completion percentage is updated.
Animated KPI Progress Dashboard
Animated KPI Progress Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
KPI progress dashboard with dynamic in-cell data bars and auto status that update with progress percentage.
Animated Savings Goal Thermometer
Animated Savings Goal Thermometer
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Savings tracker with animated data-bar thermometer showing cumulative progress towards your goal
Animated Budget Utilization Bars
Animated Budget Utilization Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Animated budget bars that grow automatically as spend updates with utilization percent and status flags
Animated Sales Target Achievement Bars
Animated Sales Target Achievement Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Animated progress bars that redraw automatically as sales achievement against target changes with auto status.
Animated Star Rating Dashboard
Animated Star Rating Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Product star ratings displayed as animated star bars that update instantly when the average rating changes.
Animated Website Traffic Trend Bars
Animated Website Traffic Trend Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly visitor trend bars that animate as traffic numbers are entered with auto growth percent and peak highlight.
Animated Countdown Timer Dashboard
Animated Countdown Timer Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Visual countdown dashboard showing days remaining to key events with auto-updating progress bars and status flags
Animated Monthly Expense Race Bars
Animated Monthly Expense Race Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Racing-bar style monthly expense visual in INR where bars auto-scale against the highest spending month
Animated Habit Streak Tracker
Animated Habit Streak Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Formula-animated habit tracker where streak bars grow as you log completed days with automatic progress percentage.
Animated Team Score Leaderboard Bars
Animated Team Score Leaderboard Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Formula-animated leaderboard where score bars redraw and ranks update instantly as team points change.
Animated Progress Thermometer Chart
Animated Progress Thermometer Chart
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Goal thermometer that fills automatically as achievement updates with in cell progress bars per milestone
Animated Battery Charge Chart
Animated Battery Charge Chart
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
KPI battery bars that fill live as actuals change with auto charge status
Animated Milestone Timeline Bars
Animated in-cell milestone timeline bars that grow automatically with completion percentage
Animated Revenue Growth Bars
Animated Revenue Growth Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
In-cell REPT bar chart that grows with monthly revenue for an animated effect
Animated Attendance Rate Dashboard
Animated Attendance Rate Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Show department attendance rate with an in cell bar that grows with the present ratio
Animated Fitness Goal Progress Bars
Animated Fitness Goal Progress Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Animated in-cell bar chart showing progress against personal fitness goals
Animated Quarterly Revenue Race Bars
Animated Quarterly Revenue Race Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Quarter wise revenue versus target with achievement percentage ready for animated data bars
Animated Loan Repayment Progress Bars
Animated Loan Repayment Progress Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
In-cell data bars visualise how much of each loan is repaid at a glance
Milestone Progress Tracker
Milestone Progress Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track milestone owners dates and completion percentage with an overall roll-up
Animated Yearly Profit Growth Bars
Animated Yearly Profit Growth Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Year on year net profit with growth percentage and in-cell bars
Animated Sales Trend Dashboard
Animated Sales Trend Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Visualize monthly sales units revenue and cumulative revenue trends by region
Animated Employee Attrition Trend Bars
Animated Employee Attrition Trend Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Visualises monthly headcount and attrition rate with animated data bars for quick trend reading
Animated Customer Satisfaction Score Dashboard
Animated Customer Satisfaction Score Dashboard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Animated bar style dashboard tracking monthly customer satisfaction and NPS score
Animated Debt Payoff Progress Bars
Animated Debt Payoff Progress Bars
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Visualise debt payoff progress for every loan with animated text based progress bars
Page 1 / 4 · 28 templates
Bug / Defect Log
Track bugs, defects, severity, status and resolution for software projects.
Sprint / Agile Tracker
Agile sprint tracker with velocity and burndown chart.
Change Request Form
IT change request management and approval tracker.
UAT Test Cases
User Acceptance Testing template with pass/fail tracking.
IT Helpdesk Ticket Log
🔥 Popular
IT Helpdesk Ticket Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project Deployment Checklist
End-to-end deployment checklist — pre, go-live, and post-deployment steps
IT Change Request Log
Track all IT change requests with type priority approvals implementation dates rollback plans and post-implementation reviews
Software Release Notes Log
Track all software releases with version release type new features bug fixes known issues and deployment status
Software Testing Checklist
Track all software test cases with test type steps expected vs actual results pass fail defect IDs and test status
System Downtime Log
Track all IT system downtime incidents with cause duration impact users affected resolution actions and business loss
IT Incident Report Log
Log prioritise and track every IT incident from report through to resolution
Software Rollout Plan
Software Rollout Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Phased software deployment plan across locations with user counts rollout dates trainers and status.
Sprint Retrospective Action Log
Sprint Retrospective Action Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Sprint-wise retrospective improvement and action tracker with owners and due dates
Go-Live Readiness Checklist
Go-Live Readiness Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Go-live readiness checklist by area with owners status and an automatic readiness percentage.
Sprint Velocity Tracker
Sprint Velocity Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sprint committed versus completed story points with velocity and carry over
Sprint Velocity Tracking Sheet
Sprint Velocity Tracking Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sprint committed versus delivered story points with carry over velocity and predictability
Defect Severity Analysis Sheet
Analyse software defects by module severity ageing and closure rate across a release cycle
Server Patch Management Log
Server Patch Management Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track OS and application patches approvals downtime and rollback status per server
IT Change Request Approval Log
IT Change Request Approval Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log IT change requests with priority approver date and approval status
Data Backup and Recovery Log
Data Backup and Recovery Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log scheduled backups with verification and restore test status by system
IT Project Budget vs Actual Tracker
IT Project Budget vs Actual Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Work item level budget actual cost and variance with status for IT project delivery
Software Release Readiness Checklist
Software Release Readiness Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Verify every release gate is cleared and signed off before promoting a build to production
Software Release Tracker
Software Release Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track software releases across environments with dates and computed duration
API Integration Test Log
API Integration Test Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record API integration test cases with expected versus actual results
Software License Renewal Tracker
Software License Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track software licenses seats renewal dates and annual cost
IT Project RAID Log
IT Project RAID Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log project risks assumptions issues and dependencies with owner and priority
IT Asset Decommissioning Log
IT Asset Decommissioning Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for it asset decommissioning log with ready-to-use columns and sample data.
IT Project Task Tracker
IT Project Task Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track IT project tasks with estimated hours logged hours and percent complete
IT Service Change Approval Log
IT Service Change Approval Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log IT change requests with priority risk level and approval status
Page 1 / 4 · 29 templates
IT Asset Inventory
🔥 Popular
Complete IT asset inventory with warranty and maintenance tracking.
Software License Tracker
Track software licenses, renewal dates and compliance.
Server Uptime Log
Monitor server uptime, incidents and SLA compliance.
Network Device Inventory
Complete register of network devices, IPs, locations, and warranty status
Server & Database Inventory
Maintain a complete server and database inventory with OS IP role applications backup schedule warranty and status
IT Vendor Contract Register
Maintain a complete register of all IT vendor contracts with values support levels renewal dates and account managers
Cloud Cost Optimisation Tracker
Track cloud resource costs utilisation optimisation actions potential savings and implementation status across providers
Software Licence Audit Sheet
Audit all software licences with purchased vs in-use counts annual costs renewal dates compliance status and cost-saving actions
IT Asset Register
IT Asset Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Maintain IT hardware asset register with tag device assignee department purchase date cost warranty status and location
Data Backup Schedule
Plan and track system backups by type frequency owner location and status
IT Hardware Warranty Tracker
IT Hardware Warranty Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register of hardware assets with purchase date warranty expiry AMC coverage and assigned user.
IT Peripheral Allocation Register
IT Peripheral Allocation Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track issue and return of monitors keyboards headsets and other IT peripherals by user and department.
IT Asset Depreciation Register
IT Asset Depreciation Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Straight-line IT asset depreciation register with annual depreciation accumulated depreciation and written-down value
Server AMC Renewal Tracker
Server AMC Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track AMC coverage for servers and network assets with vendor cost expiry ageing and renewal alerts
UPS and Battery Maintenance Log
UPS and Battery Maintenance Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track UPS assets with capacity battery count service schedule and AMC costs
Data Centre Rack Inventory
Track data centre rack equipment with U positions power draw warranty end and owner team
Firewall Rule Review Register
Firewall rule recertification register with rule owner justification and automatic review due alerts
IT Asset Depreciation Schedule
IT Asset Depreciation Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
IT asset register with written down value depreciation and closing value per Companies Act
IT Asset Disposal and E-Waste Register
IT Asset Disposal and E-Waste Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register retired IT assets with disposal method authorised recycler and scrap value recovered
SSL Certificate Renewal Tracker
SSL Certificate Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor SSL certificate expiry issuer and renewal status across all domains
Fixed Asset Depreciation Schedule
Fixed Asset Depreciation Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Straight line method depreciation as per Schedule II of the Companies Act 2013
IT Asset Issue and Return Register
IT Asset Issue and Return Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks IT assets issued to employees with expected and actual return dates and condition
IT Asset Depreciation Register Schedule II
IT Asset Depreciation Register Schedule II
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Straight-line depreciation on IT assets over useful life as per Schedule II
Printer and Cartridge Consumption Log
Printer and Cartridge Consumption Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track cartridge issue quantity and cost per printer and location
IT Hardware Asset Register
IT Hardware Asset Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
IT hardware asset register template for tracking assigned equipment purchase and warranty dates
Laptop and Desktop Refresh Cycle Planner
Laptop and Desktop Refresh Cycle Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plans laptop and desktop replacement on a four year refresh cycle based on purchase date and current age
IT Asset Insurance and AMC Renewal Tracker
IT Asset Insurance and AMC Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track IT asset insurance and AMC contract expiry with automatic renewal status alerts
IT Helpdesk Ticket and SLA Tracker
IT Helpdesk Ticket and SLA Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track IT helpdesk tickets with resolution time and automatic SLA met or breached status
Page 1 / 4 · 28 templates
Board Meeting Agenda
Professional board meeting agenda with action item tracking.
Steerco Report Template
Steering committee report template for executive presentations.
Quarterly Review Dashboard
Executive quarterly review dashboard with KPI tracking.
Board Action Items Register
Track board meeting action items, ownership, due dates and status
Annual General Meeting Agenda
Structured AGM agenda template with agenda items presenters time slots resolutions voting outcomes and decisions
Committee Meeting Minutes
Record minutes decisions and action items across all board committees including audit risk HR finance and ESG
AGM Action Tracker
Track all Annual General Meeting resolutions and actions with responsible party due dates filing requirements and completion status
Board Resolution Register
Maintain a register of all board resolutions with date meeting type subject proposer status and ROC filing reference
Board Attendance Register
Maintain attendance of directors across board and committee meetings with mode and quorum confirmation
Board Meeting Calendar
Board Meeting Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan the full year of board committee and shareholder meetings with venue timing notices and status
Board Skills Matrix
Board Skills Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Map director competencies across finance legal industry technology and ESG to spot board skill gaps.
Board Committee Membership Register
Board Committee Membership Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Committee-wise register of board directors recording role category and membership tenure dates.
Director KYC and DIN Register
Director-wise DIN and DIR-3 KYC filing register with MCA due date status
Board Meeting Action Tracker
Board Meeting Action Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track board meeting action items with owner due date ageing and closure status for governance follow-up
Board Evaluation Score Sheet
Evaluate board directors on attendance contribution strategy and governance with auto average score and rating
AGM Preparation Checklist
Companies Act 2013 AGM preparation checklist with statutory timelines owners and filing tasks
Related Party Transaction Register
Related Party Transaction Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Related party transaction register for Section 188 board approval and AOC-2 disclosure tracking
Secretarial Compliance Report
Secretarial Compliance Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Companies Act 2013 compliance status of statutory filings registers and board processes
ROC Annual Compliance Calendar
ROC Annual Compliance Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track ROC and MCA filings with form purpose due date frequency and status
Board Sitting Fee and TDS Register
Board Sitting Fee and TDS Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record director sitting fees with TDS deduction and net payable per meeting
Board Meeting Action Item Tracker
Board Meeting Action Item Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track board resolutions and action items with owners - due dates and status
Board Resolution Action Follow-Up Log
Board Resolution Action Follow-Up Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track board resolutions with responsible owner due date and closure status for governance
Board Resolution Tracker
Board Resolution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register board and circular resolutions under the Companies Act with status
CSR Committee Spend Report Tracker
CSR Committee Spend Report Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track CSR project spend against budget under Section 135
Whistleblower Complaint Register
Whistleblower Complaint Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for whistleblower complaint register with ready-to-use columns and sample data.
Board Meeting Minutes Tracker
Board Meeting Minutes Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record board meeting agenda items decisions and follow-up actions
Board Meeting Quorum Tracker
Board Meeting Quorum Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track board and committee meeting attendance against quorum requirements automatically
Board Diversity and Composition Tracker
Board Diversity and Composition Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track board member category gender and tenure with automatic diversity percentages
Page 1 / 4 · 28 templates
Frequently Asked Questions
What should a board reporting pack include?
Typically a meeting agenda, a performance scorecard against key metrics, decisions required, and an action log carried forward from previous meetings. The formats on this page cover these building blocks.
How do I track board meeting action items in Excel?
Keep one action log with columns for the action, owner, due date, status and the meeting it came from, then review it as a standing agenda item — nothing gets lost between meetings.
What is a SteerCo report format?
A steering committee (SteerCo) report is a concise status pack — progress, risks, decisions needed — used to keep senior stakeholders aligned on a programme. A ready Excel format keeps it consistent every cycle.
Are these board reporting templates free?
Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price.
OKR Tracker
Track Objectives and Key Results at company, team and individual levels.
Balanced Scorecard
Strategic balanced scorecard linking vision to performance metrics.
Annual Report Summary
Annual performance report summary template for stakeholders.
ESG Reporting Tracker
Track E, S & G KPIs against annual targets across all four quarters
Balanced Scorecard Tracker
Track strategic KPIs across Financial Customer Internal Process and Learning and Growth perspectives
Departmental KPI Scorecard
Track quarterly and annual KPI performance by department with targets actuals RAG status and HOD accountability
Balanced Scorecard Template
Track strategic performance across all four BSC perspectives — financial customer internal process and learning and growth
Corporate Strategy Map
Map strategic objectives across BSC perspectives with KPIs targets initiatives owners budgets and implementation status
Corporate KPI Scorecard
Corporate KPI Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track corporate KPIs across departments with targets actuals achievement percentage status and owners by period
Quarterly Business Review Tracker
Quarterly Business Review Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture quarterly business review actions and decisions per department with owner due date and status
Annual Operating Plan Tracker
Annual Operating Plan Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track annual operating plan targets vs actuals by department with achievement percentage and RAG status.
Revenue vs Budget Performance Sheet
Revenue vs Budget Performance Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare business unit revenue against budget with automatic variance and achievement percentage in INR.
Monthly MIS Performance Summary
Monthly MIS Performance Summary
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Department target vs actual MIS summary with auto variance variance percent and RAG rating for reviews.
Quarterly KPI Scorecard
Quarterly KPI Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score corporate KPIs against quarterly targets with achievement percentage and RAG status
EBITDA Margin Trend Tracker
EBITDA Margin Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly revenue operating expenses EBITDA and margin percentage across the financial year
Quarterly OKR Progress Scorecard
Quarterly OKR Progress Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track quarterly objectives and key results with automatic attainment percentage and status flags
Cost Centre Performance Review Sheet
Compare budget versus actual spend per cost centre with variance percentage and performance rating
Balanced Scorecard KPI Tracker
Balanced Scorecard KPI Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track KPIs across the four balanced scorecard perspectives with target actual and score
Segment Wise Profitability Scorecard
Segment Wise Profitability Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Review revenue cost gross profit and margin by business segment for the board
Annual Target vs Achievement Scorecard
Annual Target vs Achievement Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Measure company objectives against annual targets with weighted achievement score
Return on Equity Trend Tracker
Return on Equity Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Quarter wise net profit and shareholders equity with resulting return on equity percentage
Working Capital Cycle Trend Tracker
Working Capital Cycle Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Cash conversion cycle = Inventory Days plus Receivable Days minus Payable Days
OKR Progress Tracker
OKR Progress Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track objectives and key results with target current value and progress percentage
Gross Profit Margin Trend Tracker
Gross Profit Margin Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor monthly revenue COGS and gross profit margin trend
Strategic Balanced Scorecard Planner
Strategic Balanced Scorecard Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Strategic balanced scorecard planner template covering financial customer process and growth perspectives
Days Sales Outstanding Trend Tracker
Days Sales Outstanding Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks monthly revenue receivables and days sales outstanding against a target collection cycle
Return on Assets Trend Tracker
Return on Assets Trend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly return on assets trend with net income total assets and change
Page 1 / 4 · 27 templates
Sales Pipeline Tracker
🔥 Popular
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Lead Management Sheet
🔥 Popular
Comprehensive lead management with scoring and follow-up tracking.
Target vs Actual Dashboard
🔥 Popular
Sales performance dashboard comparing targets vs actuals.
Quotation Tracker
Quotation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Quotation Tracker
Sales Pipeline with Weighted Forecast
📊 Dashboard
A sales pipeline tracker in Excel that forecasts revenue by deal stage and probability. Enter each deal's value and likelihood, and the dashboard calculates your weighted forecast, win rate and pipeline value by stage automatically. Built for Microsoft Excel 2016+.
Invoice Receivables Tracker With Aging Dashboard
🔥 Popular
Monthly Sales Call Log
Track all sales calls with rep company contact call outcome next actions deal value and pipeline stage
Sales Territory Planner
Plan and track sales performance by territory with accounts revenue targets YTD achievement pipeline and win rates
Customer Retention Tracker
Track all client accounts for retention with NPS scores satisfaction open issues at-risk flags and renewal status
Key Account Management Plan
Plan and manage key client accounts with tiers revenue targets contacts relationship scores upsell opportunities and action plans
Sales Pipeline & Forecast Tracker
Track sales pipeline deals by client stage value win probability weighted forecast owner and expected close date
Discount & Promotion Tracker
Discount & Promotion Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan and monitor sales promotions and discount offers with start and end dates and live status.
Sales Commission Tracker
Track sales by person and period with commission rate payout and target status
Sales Order Register
Sales Order Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Central register of confirmed sales orders with value delivery date payment status and order status.
Sales Beat Plan Tracker
Sales Beat Plan Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track field sales beat plan with outlets planned versus visited coverage percentage and orders booked
Dealer Secondary Sales Tracker
Track dealer wise secondary sales versus target with achievement stock days and scheme support
Record sales invoices with taxable value CGST SGST IGST and total under GST
Sales Rep Target vs Achievement Tracker
Sales Rep Target vs Achievement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track each sales rep against target with variance achievement percent and incentive
Sales Return and Credit Note Register
Sales Return and Credit Note Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sales returns credit notes and GST reversal against original invoices
GST Output Tax Invoice Register
GST Output Tax Invoice Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record outward supply invoices with taxable value - GST rate and tax collected
GST Tax Invoice Sales Ledger
GST Tax Invoice Sales Ledger
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record intra state tax invoices with taxable value CGST SGST and total for GSTR-1
GST Output Tax Sales Register
GST Output Tax Sales Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record taxable value and auto-split CGST and SGST to get the invoice total
GST E-Way Bill Register
GST E-Way Bill Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register e-way bills generated for goods movement under GST
Sales Lead Source Tracker
Sales Lead Source Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sales leads by source contact status and assigned sales representative
Customer Order Backlog Tracker
Customer Order Backlog Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor pending customer orders with value delivery dates and days outstanding
Sales Forecast Accuracy Tracker
Sales Forecast Accuracy Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for sales forecast accuracy tracker with ready-to-use columns and sample data.
Sales Rep Commission Calculator
Sales Rep Commission Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Sales rep commission calculator template computing commission earned from sale amount and rate
Page 1 / 4 · 28 templates
Marketing Budget Planner
Plan and track marketing budgets across channels.
Marketing Campaign Tracker
Multi-channel campaign tracker with ROI measurement.
ROI Calculator – Marketing
Calculate ROI for all marketing activities and channels.
Competitor Analysis Sheet
Analyse competitors by pricing, strengths, weaknesses and market position
Digital Marketing Campaign Tracker
Track digital marketing campaigns across platforms with budget spend impressions clicks conversions and ROI
Content Marketing ROI Tracker
Track content marketing performance with production costs views leads conversions revenue and ROI by piece
Influencer Marketing Tracker
Track influencer campaigns across platforms with followers fees reach engagement conversions and ROI
Email Campaign Performance Log
Track all email marketing campaigns with send metrics open rates click rates conversions revenue and top subject lines
Social Media Marketing Calendar
Plan and track all social media content across platforms with content type topic caption hashtags status and engagement metrics
Influencer Campaign Brief
Plan and track influencer marketing campaigns with platform niche deliverables fee discount codes tracked links and performance KPIs
SEO Keyword Tracker
Track target keywords search volume difficulty and ranking progress against each URL
Marketing Event Calendar
Marketing Event Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Annual calendar of trade shows webinars and campaigns with budget leads target owner and status.
Product Launch Marketing Plan
Product Launch Marketing Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
End-to-end product launch activity plan with channel budgets and auto durations
Diwali Sale Campaign Planner
Diwali Sale Campaign Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Diwali season campaign planner with channel dates budget versus spend and automatic utilisation percentage.
Festive Season Campaign Planner
Plan festive marketing campaigns with channels budgets expected leads and cost per lead
Diwali Campaign Budget Planner
Plan Diwali festive campaign spend by channel with reach leads cost per lead and return on investment
WhatsApp Marketing Campaign Tracker
WhatsApp Marketing Campaign Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track WhatsApp broadcast campaigns with delivery read reply rates and cost per conversion in INR
Marketing Channel ROI Comparison Sheet
Marketing Channel ROI Comparison Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare spend revenue and ROI across marketing channels to reallocate budget effectively
Lead Source ROI Comparison Sheet
Lead Source ROI Comparison Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare marketing channels by spend leads conversions revenue cost per lead and ROI
Google Ads Campaign Budget Planner
Google Ads Campaign Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan Google Ads budget clicks conversions and cost per acquisition by campaign
Marketing Funnel Conversion Tracker
Marketing Funnel Conversion Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Stage wise lead counts with step conversion and top of funnel conversion percentages
Instagram Reels Content Calendar
Instagram Reels Content Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plans reel concepts hooks hashtags and trending audio across the month
Marketing Campaign ROI Tracker
Marketing Campaign ROI Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Measure spend leads and revenue by channel and compute campaign ROI
Webinar Campaign Planner
Webinar Campaign Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan webinars and track registration to attendance conversion
Marketing Campaign Planner
Marketing Campaign Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan marketing campaigns and compare budget against actual spend
Marketing Content Repurposing Tracker
Marketing Content Repurposing Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plans and tracks how core marketing content pieces are repurposed across new formats and channels
Affiliate Marketing Commission Tracker
Affiliate Marketing Commission Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track affiliate referred sales commission rate and earnings by partner and platform
Trade Show and Exhibition ROI Tracker
Trade Show and Exhibition ROI Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track exhibition cost leads and revenue with automatic return on investment percentage
Page 1 / 4 · 28 templates
Monthly Attendance Tracker
Monthly attendance tracker with P/A/L status and automatic percentage calculation.
Annual Leave Tracker
Track annual, sick and casual leave for all employees.
Holiday Calendar
Company holiday calendar with optional and restricted holidays.
Monthly Attendance & Leave Tracker
📊 Dashboard🔥 Popular
31-day P/A/L/H/W grid with colour-coded cells; auto counts of present/absent/leave, attendance %, and a running leave balance against entitlement. Summary dashboard with average attendance and a day-type doughnut.
Remote Work Attendance Tracker
Track daily remote and hybrid employee attendance login times hours worked and task completion
Shift Schedule Planner
Plan weekly staff shifts across departments with daily assignments total hours overtime and days off
Staff Overtime Request Form
Record and track all staff overtime requests with dates hours reasons manager approvals OT rates and amounts payable
Maternity & Paternity Leave Planner
Plan and track all maternity and paternity leave with entitlement dates cover arrangements handover and return dates
Remote Work Log
Track daily remote work activity with location hours tasks completed manager check-ins connectivity issues and productivity ratings
Flexi-Time Request Log
Track all employee flexible working requests with flexi type dates hours reasons manager decisions and current hour balance
Comp-Off & Time-Off-in-Lieu Tracker
Comp-Off & Time-Off-in-Lieu Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record extra hours worked and track compensatory time-off entitlement and usage by employee.
Weekly Timesheet Tracker
Weekly Timesheet Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily work hours by employee project and task with approval status for the week
Employee Shift Swap Log
Employee Shift Swap Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record shift swap requests between employees with original and swapped shifts and manager approval.
Biometric Attendance Reconciliation Sheet
Biometric Attendance Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconciles biometric days OD and approved leave into total payable days per employee for payroll processing.
Late Coming Deduction Register
Late Coming Deduction Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record employee late arrivals against shift start with auto late minutes and salary deduction
Comp Off Tracker
Track compensatory off earned against holiday or weekend work with auto expiry and balance
Earned Leave Encashment Register
🔥 Popular
Earned leave balance and encashment register calculating per day rate on Basic plus DA
Earned Leave Encashment Calculator
🔥 Popular
Earned Leave Encashment Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Calculate earned leave encashment from EL balance and monthly basic plus DA per day
Employee Leave Balance Register EL CL SL
Employee Leave Balance Register EL CL SL
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track earned casual and sick leave entitlement availed and balance per employee
Loss of Pay Deduction Register
Loss of Pay Deduction Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute salary deduction for unpaid leave days and net pay per employee
Employee Gratuity Eligibility Tracker
Employee Gratuity Eligibility Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Years of service five year eligibility and gratuity estimate as per Payment of Gratuity Act
Factories Act Earned Leave Register
Factories Act Earned Leave Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute earned leave credited at one day per twenty days worked under the Factories Act
Employee Leave Balance Register
Employee Leave Balance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track Earned Casual and Sick leave with opening availed and computed balance
National Festival Holiday Register
National Festival Holiday Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
List national and festival holidays declared for the year
Half Day Leave Tracker
Half Day Leave Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record employee half day leave requests with session and approval details
Employee Punctuality Score Tracker
Employee Punctuality Score Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track employee arrival punctuality with late count and monthly score
Sabbatical Leave Tracker
Sabbatical Leave Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for sabbatical leave tracker with ready-to-use columns and sample data.
Shift Roster Planner
Shift Roster Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Shift roster planner template scheduling employee shifts by date and shift type
Page 1 / 4 · 28 templates
Salary Register
Monthly salary register with deductions, allowances and net pay.
Payslip Generator
Auto-generate professional payslips for all employees.
WPS Salary Register (UAE)
UAE Wages Protection System compliant salary register.
Salary Register with Auto-Calculations
📊 Dashboard
Summary sheet: payroll KPIs (employees, total gross/deductions/net, average) and a payroll-composition chart.
Register sheet: basic + allowances auto-sum to Gross, minus Deductions = Net, with a TOTAL row, AED formatting, status dropdown, and a data-bar on net salary.
Salary Revision Tracker
Track annual salary revisions with current salary increment percentage new salary performance ratings and approval status
Overtime & Allowance Register
Track monthly employee overtime hours allowances and gross pay calculations in one consolidated register
End of Service Gratuity Calculator
Calculate and track UAE end of service gratuity for all employees with service years entitlement days and net gratuity
Staff Benefits Summary Sheet
Track all employee compensation and benefits with salary allowances insurance leave entitlement air ticket and total package
Staff Loan Register
Track all employee salary loans with loan amount purpose repayment schedule monthly deductions outstanding balance and status
Payroll Reconciliation Sheet
Reconcile system payroll vs bank transfer amounts with gross pay deductions loans absences net pay and variance identification
PF & ESI Contribution Register
PF & ESI Contribution Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly PF and ESI contribution register with automatic 12 percent and ESI calculations for Indian payroll.
Salary Advance Register
Salary Advance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track employee salary advances with recovery entries auto balance and outstanding status in INR.
Professional Tax Deduction Register
Professional Tax Deduction Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Employee-wise professional tax register with auto slab calculation and annual totals
Form 16 Issuance Tracker
Form 16 Issuance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks Form 16 Part A and Part B readiness and issuance per employee with TDS amounts and automatic status.
Gratuity Provision Register
Gratuity Provision Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute employee gratuity provision with years of service and the statutory 15 by 26 formula in INR
Labour Welfare Fund Deduction Register
Labour Welfare Fund Deduction Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register state wise labour welfare fund deductions for employees and employer share
Bonus and Ex-Gratia Payment Register
Statutory bonus and ex-gratia register computing bonus on the wage ceiling with total payable
TDS on Salary Computation Sheet
TDS on Salary Computation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute annual taxable salary Chapter VI-A deductions net tax liability and monthly TDS deduction
Salary Slip with PF ESI TDS
Salary Slip with PF ESI TDS
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Generate a salary slip with earnings statutory deductions PF ESI TDS and net pay
Full and Final Settlement Sheet
Full and Final Settlement Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute employee full and final settlement dues deductions and net payable
Salary Structure with PF and ESI Calculator
Salary Structure with PF and ESI Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute gross - PF at 12 percent of basic and ESI at 0.75 percent of gross for net pay
Gratuity Calculator Payment of Gratuity Act
Gratuity Calculator Payment of Gratuity Act
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate gratuity using the fifteen by twenty six formula capped at twenty lakh rupees
CTC Salary Structure Calculator
CTC Salary Structure Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Break annual CTC into Basic HRA allowances employer PF and gratuity
Minimum Wages Compliance Register
Minimum Wages Compliance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Verify wages paid against notified minimum wages
Employee Reimbursement Claim Register
Employee Reimbursement Claim Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for employee reimbursement claim register with ready-to-use columns and sample data.
Overtime Pay Calculator
Overtime Pay Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Overtime pay calculator template computing overtime pay and total pay from hourly rate
Leave Encashment Calculation Sheet
Leave Encashment Calculation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Calculate leave encashment amount from monthly basic salary and encashed leave days
Payroll Cost Center Allocation Sheet
Payroll Cost Center Allocation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Allocate employee salary cost across departments by percentage with automatic amounts
Page 1 / 4 · 28 templates
Frequently Asked Questions
What is a salary register format in Excel?
A salary register is a month-wise sheet listing every employee's earnings, allowances, deductions and net pay in one place, giving you a clean payroll record. The free Salary Register on this page gives you that structure ready-made.
Can Excel calculate salaries automatically?
Yes — the Salary Register with Calculations version computes gross, deductions and net pay with built-in formulas. You enter the inputs for each employee and the sheet does the maths.
Can I adapt these payroll formats to my country's rules?
Yes. The allowance and deduction columns are fully editable, so you can rename or add components to match your local salary structure and statutory deductions.
Are the payroll templates free?
Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price.
Job Application Tracker
Track job applications, interview stages and candidate status.
Interview Scorecard
Structured interview scorecard for objective candidate evaluation.
Onboarding Checklist
Complete employee onboarding checklist for smooth induction.
Recruitment Tracker with Dashboard
📊 Dashboard
Dashboard sheet: live KPIs (Total, Hired, In Process, Hire Rate, Avg Days to Hire) and a hiring-funnel chart — all auto-updating from the tracker.
Tracker sheet: candidate pipeline with dropdowns (Source, Stage, Rating), automatic "Days in Pipeline," and conditional-formatting colors on stage (Hired=green, Rejected=red, Interview=amber, etc.).
Interview Scorecard with Auto-Scoring
📊 Dashboard
Rate candidates 1–5 across five weighted criteria; weighted score and automatic ranking compute live; auto recommendation (Strong Hire / Consider / Hold / Reject). Summary sheet with top candidate and a recommendation-mix doughnut. Verified: ties handled (two candidates at 4.65 both rank 1), Strong Hire = 3, Recommended = 7.
Interview Question Bank
Structured bank of interview questions by role competency and type with what to look for and red flags to watch
New Employee Induction Plan
Structured 4-week employee induction plan with daily activities hosts locations durations completion status and sign-offs
Headcount Planning Sheet
Plan annual headcount by department with new hires replacements quarterly timing budgeted salaries priority and hiring status
Job Offer Comparison Sheet
Job Offer Comparison Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare multiple job offers per position with package breakdown bonus benefits joining date counter offer and hiring decision
Recruitment Pipeline Tracker
Track recruitment candidates by position source applied and interview dates stage status and expected CTC
Candidate Interview Schedule
Candidate Interview Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Coordinate interview rounds per candidate with panel time slot mode and result tracking.
Offer Acceptance Tracker
Offer Acceptance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track offers released acceptance turnaround days joining dates and candidate status through onboarding.
Campus Recruitment Tracker
Campus Recruitment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track campus drives with registrations shortlists interviews and offers plus auto conversion ratios.
Campus Placement Drive Tracker
Track campus recruitment drives with registrations shortlists offers and joining conversion by college
Walk-In Interview Attendance Register
Walk-In Interview Attendance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register walk in interview candidates with position experience result and offered CTC
Walk In Interview Drive Tracker
Walk In Interview Drive Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track walk in interview drive funnel from registration to offer with round wise pass fail results
Employee Referral Bonus Tracker
Track employee referrals through hiring retention milestone and bonus payout with eligibility status
Candidate Background Verification Tracker
Candidate Background Verification Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor education employment address and criminal checks for each selected candidate
New Joiner PF and ESI Enrolment Tracker
New Joiner PF and ESI Enrolment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track new joiner PF and ESI enrolment with wage employee PF and ESI contributions
Notice Period and Buyout Recovery Tracker
Notice Period and Buyout Recovery Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track shortfall notice days and buyout recovery amount for exiting employees
Recruitment Offer Approval Tracker
Recruitment Offer Approval Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track candidate offers from interview through approval and joining confirmation
Contract Labour Compliance Register
Contract Labour Compliance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks contractor licences deployed workmen and statutory PF ESI and wage-register compliance
Interview Evaluation Scorecard
Interview Evaluation Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weight each competency and record a rating for a weighted candidate score
Recruitment Cost Per Hire Tracker
Recruitment Cost Per Hire Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute total recruitment spend and cost per hire by position
Candidate Interview Scorecard
Candidate Interview Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Candidate interview scorecard template totaling scores across technical communication and culture fit
Recruitment Vendor and Agency Invoice Tracker
Recruitment Vendor and Agency Invoice Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks recruitment agency placement fees invoiced against candidate CTC and payment status
Employee Exit Interview and Attrition Tracker
Employee Exit Interview and Attrition Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track employee exits with calculated tenure primary reason and rehire eligibility
Page 1 / 4 · 27 templates
Frequently Asked Questions
How do I track job applications and candidates in Excel?
Use a recruitment tracker with one row per candidate and columns for role, source, interview stage and status. The Recruitment Tracker with Dashboard on this page visualises your hiring pipeline by stage automatically.
What is an interview scorecard and why should I use one?
An interview scorecard is a structured sheet where every interviewer rates candidates against the same criteria, which keeps hiring decisions consistent and comparable. The advanced version here totals the scores for you automatically.
Are these recruitment templates free to download?
Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price before you download.
Which Excel version do these templates work with?
All templates work in Microsoft Excel 2016 and later. Simple trackers also open in Google Sheets, while dashboard versions are best used in desktop Excel.
Employee KPI Tracker
Individual employee KPI tracker with quarterly review support.
Appraisal Form
Annual appraisal form with self-assessment and manager rating.
360-Degree Feedback Template
Comprehensive 360-degree feedback collection and analysis template.
Employee Performance & Appraisal Tracker
Score employees 1–5 on five KPI areas; weighted scores, rating bands, and promotion-readiness calculate automatically from an adjustable Settings sheet (KPI weights + band thresholds, with a red warning if weights ≠ 100%).
360-Degree Feedback Form
Collect and consolidate multi-source employee feedback across key competencies for performance reviews
Employee Goal Setting Sheet
Set and track employee goals by category with KPIs targets progress and manager feedback for performance reviews
Probation Review Form
Record employee probation reviews with competencies ratings manager comments overall decision and next steps
Annual Appraisal Rating Sheet
Record annual employee appraisal ratings with competencies weights targets scores strengths development areas and grade
Performance Improvement Plan
Track employee PIPs with performance gaps SMART goals success measures support check-ins progress and outcomes
Employee KRA Goal Tracker
Employee KRA Goal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Set weighted employee KRAs with targets achieved values auto score ratings and review dates for performance reviews
One-on-One Meeting Log
Record manager and team member one-on-ones with topics actions owners and due dates
Training Needs Assessment Sheet
Training Needs Assessment Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture employee-wise training needs with source priority target quarter and delivery mode.
Bell Curve Rating Distribution Sheet
Bell Curve Rating Distribution Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare planned bell curve rating percentages against actual appraisal distribution with auto deviation.
Bell Curve Appraisal Distribution Sheet
Distribute appraisal ratings across the bell curve with headcount by rating band and validation check
Nine Box Grid Talent Matrix
Nine Box Grid Talent Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Classify employees into the nine box talent grid using performance and potential scores
Probation Confirmation Review Tracker
Probation Confirmation Review Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track probation periods for new joiners with review scores and automatic confirmation recommendation
Team Productivity Score Tracker
Team Productivity Score Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score team members on output quality timeliness and collaboration to produce a weighted productivity rating
360 Degree Feedback Summary Sheet
360 Degree Feedback Summary Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Summarise 360 degree feedback across self manager peer and report into an overall score
Quarterly Goal Review Scorecard
Quarterly Goal Review Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score quarterly goals by weight and achievement to compute a weighted attainment percentage
Competency Assessment Matrix
Competency Assessment Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Rate employee competencies compute average score and identify skill gaps
Employee Full and Final Settlement Sheet
Employee Full and Final Settlement Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Component wise payables and recoveries computing the net full and final settlement amount
Individual Development Plan Tracker
Individual Development Plan Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks each employee's development goals learning actions and progress to target
KRA Performance Appraisal Scorecard
KRA Performance Appraisal Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weight each KRA capture self and manager ratings and compute the final score
Employee Skill Matrix Assessment Sheet
Employee Skill Matrix Assessment Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Rate employees across core skills and derive average competency level
Employee Performance Review Tracker
Employee Performance Review Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score employee goals skills and teamwork with an automatic overall rating
Mid-Year Performance Check-In Tracker
Mid-Year Performance Check-In Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Captures goal progress ratings and manager comments for every employee at the mid year review point
Sales Incentive and Commission Performance Tracker
Sales Incentive and Commission Performance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sales target achievement percentage and calculate incentive earned per employee
Page 1 / 4 · 27 templates
Frequently Asked Questions
How do I run performance reviews in Excel?
Use a review template with each employee's goals, rating criteria, manager comments and a sign-off section, so every review follows the same structure. The formats on this page give you that starting point.
What should a performance appraisal template include?
At minimum: the goals or KPIs being assessed, a consistent rating scale, space for evidence and comments, development actions, and sign-off by employee and manager.
Can I track employee KPIs through the year in Excel?
Yes — a goal or KPI tracker lets you record targets at the start of the period and log progress against them, so the year-end review is based on data rather than memory.
Are these performance templates free?
Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price.
Monthly Budget Planner
🔥 Popular
Complete monthly budget planner with income, expense categories and savings tracker.
Annual Budget Tracker
12-month budget tracker with year-to-date analysis.
Zero-Based Budget Template
Allocate every rupee with zero-based budgeting methodology.
Savings Goal Tracker
Daily Expense Tracker
Daily Expense Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Zero-Based Budget Planner
Allocate every dirham of income to a category and track budgeted vs actual spending with zero unallocated balance
Monthly Savings Tracker
Track monthly savings against targets with income expenses actual savings savings rate and running bank balance
Annual Financial Goals Planner
Plan and track all financial goals for the year with targets current progress monthly contributions and strategies
Zero-Based Budget Worksheet
Justify every dirham of income and expenses each month with income essential spending savings debt and lifestyle variance tracking
Sinking Fund Tracker
Track multiple sinking funds with purpose target amounts monthly contributions progress balance remaining and target dates
Ramadan Budget Planner
Plan and track all Ramadan spending covering food and Iftar charity and Zakat gifts Eid shopping social and entertainment expenses
Vacation & Travel Budget Planner
Vacation & Travel Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan trip costs by category and compare estimated against actual spend to stay on budget.
Emergency Fund Tracker
Track monthly emergency fund contributions withdrawals and progress towards your target
Festival Budget Planner
Festival Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan Diwali or any festival spending by category with planned versus actual and difference tracking.
50-30-20 Budget Rule Planner
50-30-20 Budget Rule Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Allocate monthly take-home income into needs wants and savings with automatic share of income
Chit Fund Contribution Tracker
🔥 Popular
Chit Fund Contribution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly chit fund contributions dividends and net paid for a 20 member chit
Wedding Savings Budget Planner
Wedding Savings Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Wedding savings budget planner showing balance to save and monthly saving needed per expense head
EMI and SIP Monthly Cash Flow Planner
Plan monthly take home income against loan EMIs SIP investments and living costs with surplus tracking
Festival Expense Budget Planner
Festival Expense Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan festival spending across the year with budget versus actual and variance
80C Tax Saving Budget Planner
80C Tax Saving Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan Section 80C investments against the annual 1.5 lakh limit with progress
Monthly Zero Based Budget Planner
Monthly Zero Based Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assign every rupee a purpose and compare budgeted versus actual spend each month
50-30-20 Monthly Budget Planner
50-30-20 Monthly Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Split income into needs wants and savings and compare budget with actual spend
India Household Budget Planner
India Household Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan monthly expense heads and compare actuals with variance and share of budget
Monthly Grocery Budget Tracker
Monthly Grocery Budget Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan grocery spending by category and compare budget versus actual
Freelancer Monthly Budget Planner
Freelancer Monthly Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for freelancer monthly budget planner with ready-to-use columns and sample data.
Monthly Household Budget Planner
Monthly Household Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare budgeted and actual amounts across household income and expense categories
Cash Envelope Budgeting Tracker
Cash Envelope Budgeting Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assigns a monthly cash envelope budget per category and tracks remaining balance as you spend
Page 1 / 4 · 27 templates
EMI Calculator
Calculate EMI for any loan with amortization schedule.
Debt Payoff Planner
🔥 Popular
Snowball or avalanche method debt payoff planning.
Credit Card Tracker
Track multiple credit cards, due dates and balances.
Lent Borrowed Money Tracker
🔥 Popular
Lent Borrowed Money Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Loan & EMI Tracker
Track all active and closed loans with EMI amounts interest outstanding balances due dates and repayment status
Credit Card Payoff Planner
Plan and track credit card debt payoff with balances interest rates monthly payments and months to payoff by strategy
Loan Repayment Schedule
Track monthly loan repayments with opening balance EMI principal interest extra payments and closing balance month by month
EMI Comparison Sheet
Compare loan options from multiple banks with interest rates EMIs total payments fees and recommendations for each loan type
Debt Snowball Planner
Plan debt elimination using the snowball method with debt order payments payoff dates total interest and cleared debt celebrations
Credit Card Payoff Tracker
Track multiple credit cards using avalanche or snowball method with balances interest payments months to payoff and cleared celebrations
Debt Avalanche Planner
Debt Avalanche Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Order debts by highest interest first with balances minimum EMIs extra payments and payoff targets.
Gold Loan Tracker
Gold Loan Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track gold loans by lender with pledged grams interest rate tenure and auto interest and total payable in INR.
Home Loan Prepayment Calculator
Home Loan Prepayment Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Home loan prepayment scenario comparison with approximate interest saved per option
Loan Foreclosure Savings Calculator
Loan Foreclosure Savings Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Calculates net interest savings from foreclosing each loan today after foreclosure charges versus paying all remaining EMIs.
Gold Loan Repayment Tracker
Gold Loan Repayment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track gold loan repayment month wise with interest principal split and closing balance
Home Loan Prepayment Impact Tracker
Home Loan Prepayment Impact Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Model home loan part prepayments month by month with interest saved and closing balance impact
Credit Card EMI Conversion Tracker
Compare credit card EMI conversions with interest rate monthly instalment and total extra cost
Home Loan Prepayment Impact Calculator
Home Loan Prepayment Impact Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
See how yearly lump sum prepayments reduce outstanding home loan balance and interest
Personal Loan vs Gold Loan Comparison Sheet
Personal Loan vs Gold Loan Comparison Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare personal and gold loan offers on rate and tenure with EMI total payable and interest
Education Loan Repayment Planner
Education Loan Repayment Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan education loan EMIs after moratorium with interest and principal split
Reducing Balance Loan Amortization Schedule
Reducing Balance Loan Amortization Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Month wise interest principal and closing balance for a reducing balance loan amortization
Home Loan Section 24 Interest Deduction Tracker
Home Loan Section 24 Interest Deduction Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Amortise EMI into interest and principal and track interest deductible under Section 24
Home Loan Annual Prepayment Planner
Home Loan Annual Prepayment Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Simplified annual schedule showing how yearly prepayments reduce the loan balance
Two Wheeler Loan EMI Tracker
Two Wheeler Loan EMI Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Amortization schedule for a two wheeler loan with interest and principal split
Overdraft and Credit Line Usage Tracker
Overdraft and Credit Line Usage Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for overdraft and credit line usage tracker with ready-to-use columns and sample data.
Debt Snowball Payoff Tracker
Debt Snowball Payoff Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track debt balances interest rates and monthly payments using the snowball method
Buy Now Pay Later Repayment Tracker
Buy Now Pay Later Repayment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track Buy Now Pay Later purchases installment amounts paid and balance remaining
Business Loan EMI and Interest Tracker
Business Loan EMI and Interest Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly business loan EMI with automatic interest principal and closing balance
Page 1 / 4 · 28 templates
Stock Portfolio Tracker
Track different Stocks for batter visibility & tracking & data driven decisions.
Mutual Fund Tracker
🔥 Popular
Agile sprint tracker with velocity and burndown chart.
Net Worth Calculator
IT change request management and approval tracker.
Insurance Policy Tracker
🔥 Popular
Insurance Policy Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Insurance Policy Tracker
Fixed Recurring Deposit Tracker
🔥 Popular
Fixed Recurring Deposit Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Gold Precious Metals Tracker
🔥 Popular
Gold Precious Metals Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Real Estate Investment Log
Track property investments, value, rental income, yield and loan status
Stock Watch List
Track UAE and global stocks on your watch list with prices targets upside valuation metrics and buy triggers
Dividend Income Tracker
Track all dividend-paying stocks with shares held yield ex-dividend dates payment dates and dividend income received
Crypto Portfolio Tracker
Track your cryptocurrency portfolio with coins exchange units held buy price current value unrealised P&L ROI and storage details
Stock Watchlist Tracker
Track UAE and regional stock watchlist with prices 52-week range target prices upside P/E yield market cap and action signals
Fixed Deposit Maturity Tracker
Track all fixed deposits with principal interest rates tenure maturity dates maturity amounts auto-renewal and reinvestment actions
SIP Contribution Tracker
Track monthly mutual fund SIP contributions NAV and units allotted across all folios
NPS Contribution Tracker
NPS Contribution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks monthly own and employer NPS contributions with monthly totals and cumulative balance for the financial year.
ELSS Investment Tracker
ELSS Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track ELSS mutual fund investments with units NAV gains returns and lock in end dates
PPF Account Tracker
PPF Account Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track yearly PPF deposits interest earned and growing balance across the 15 year maturity period
Sovereign Gold Bond Tracker
Sovereign Gold Bond Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Sovereign Gold Bond tracker showing tranche wise investment current value capital gain and interest
PPF Maturity Value Calculator
PPF Maturity Value Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project PPF year wise interest and closing balance at 7.1 percent on annual contribution
80C Tax Saving Investment Tracker
80C Tax Saving Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track Section 80C investments against the 1.5 lakh limit with eligible and remaining amounts
Post Office Savings Scheme Tracker
Post Office Savings Scheme Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track post office small savings schemes with deposits interest and maturity dates
SIP Mutual Fund Investment Tracker
SIP Mutual Fund Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track systematic investment plans across funds with invested value and gain or loss
Sukanya Samriddhi Account Tracker
Sukanya Samriddhi Account Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Year-wise deposits and compounded interest at 8.2 percent with running closing balance
SIP Investment Goal Tracker
SIP Investment Goal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project SIP corpus year on year using assumed returns and a running invested total
NSC Investment Tracker
NSC Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track National Savings Certificate investments with compounded maturity value
Corporate Bond Investment Tracker
Corporate Bond Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track corporate bond holdings with coupon rate maturity and current value
REIT Investment Tracker
REIT Investment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track REIT unit purchases NAV movement and dividend income received
Portfolio Dividend Income Log
Portfolio Dividend Income Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Portfolio dividend income log template calculating total dividend from shares held and dividend per share
Page 1 / 4 · 27 templates
SWOT Analysis 001
🔥 Popular
4-quadrant SWOT Analysis template. Identify Strengths, Weaknesses, Opportunities and Threats for your business.
Business Plan Template
Comprehensive business plan template covering executive summary, market analysis, financial projections and more.
Business Model Canvas
One-page business model canvas to visualize your business strategy.
Company Profile Template
🔥 Popular
Professional company profile template for presentations and proposals.
SWOT Analysis 002
4-quadrant SWOT Analysis template. Identify Strengths, Weaknesses, Opportunities and Threats for your business.
Startup Launch Checklist
Step by step startup checklist covering ideation legal setup financial technology marketing and official launch
Competitive Pricing Analysis
Analyse pricing vs competitors with market range your position price gap and pricing recommendations by product
Break-Even Analysis Sheet
Calculate break-even point for each product and service with selling price variable costs contribution margin and profitability status
Market Research Summary Sheet
Market Research Summary Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Summarise market research findings by topic and segment with source confidence and follow up flags
Business Startup Cost Estimator
Business Startup Cost Estimator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate one-time and monthly business startup costs in INR with budget vs actual variance.
Annual Business Goals Planner
Plan company goals for the year with owner timeline measure of success and progress status.
12-Month Revenue Forecast Sheet
12-Month Revenue Forecast Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monthly revenue forecast driven by units and price with growth percent and cumulative totals
Business Expansion Feasibility Sheet
Business Expansion Feasibility Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weighted scoring model to compare expansion locations across market cost manpower and regulatory criteria.
MSME Business Loan Projection Sheet
MSME Business Loan Projection Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project monthly EMI interest and principal for an MSME term loan with running outstanding balance in INR
Partner Capital Contribution Sheet
Partner Capital Contribution Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record partnership firm capital contributions with PAN additional capital and auto profit sharing ratio
Franchise Investment Evaluator
Compare franchise options by fee setup cost royalty margin monthly profit and payback period in INR
MSME Working Capital Requirement Planner
MSME Working Capital Requirement Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate monthly current assets current liabilities and the working capital gap for an MSME loan application
Udyam Registration Readiness Checklist
Udyam Registration Readiness Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
MSME Udyam registration document and eligibility checklist for small enterprises
Startup Runway & Burn Rate Planner
Startup Runway & Burn Rate Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project monthly revenue expenses net burn and closing cash to estimate startup runway
GST Registration Readiness Checklist
GST Registration Readiness Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track documents and steps needed to complete GST registration for a business
Startup Break Even Analysis Calculator
Startup Break Even Analysis Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Find units to sell to cover fixed costs using contribution margin per product
Startup Cash Runway Planner
Startup Cash Runway Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project monthly cash inflow and outflow to see closing balance and remaining runway
Startup Cash Runway Calculator
Startup Cash Runway Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Roll monthly inflow and outflow into a running closing cash balance
Product Costing and Pricing Sheet
Product Costing and Pricing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Build up product cost and derive selling price from a target margin
One Page Business Plan Canvas
One Page Business Plan Canvas
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for one page business plan canvas with ready-to-use columns and sample data.
SWOT Action Planner
SWOT Action Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
SWOT action planner template converting strengths weaknesses opportunities and threats into action items
Pre-Revenue Startup Valuation Estimator
Pre-Revenue Startup Valuation Estimator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate pre-revenue startup valuation using a Berkus-style scorecard method
Business License and Registration Renewal Tracker
Business License and Registration Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track business licenses and registrations with issue and expiry dates and renewal status
Page 1 / 4 · 28 templates
Process Flow Chart
Excel-based process flow chart template for documenting business processes.
SOP Template
Standard Operating Procedure template for consistent business operations.
Daily Operations Checklist
Daily operations checklist to ensure all tasks are completed systematically.
KPI Operations Tracker
Track and monitor Key Performance Indicators with visual dashboards.
Standard Operating Procedure Log
Maintain a complete register of all SOPs versions owners review dates approval status and document links
Daily Operations Dashboard Log
Track daily operational KPIs across departments with targets actuals variances issues and actions taken
Daily Production Output Log
Daily Production Output Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily production output by shift and line with planned vs actual units rejects efficiency rates and downtime reasons
Shift Handover Report
Record daily shift handover notes with KPIs incidents open issues completed and pending tasks and acknowledgement by incoming supervisor
Customer Complaint Register
Capture customer complaints by category and priority and track them to resolution
Equipment Downtime Log
Log equipment breakdowns with cause downtime hours repair cost and current repair status
Preventive Maintenance Schedule
Preventive Maintenance Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Recurring equipment maintenance planner with frequency last service next due technician and status.
Supplier Performance Rating Sheet
Supplier Performance Rating Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score vendors on quality delivery price and service with auto weighted score and preferred rating.
Machine Utilization Log
Machine Utilization Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily machine run hours vs available hours with auto downtime and utilization percent
Daily Production Downtime Log
Daily Production Downtime Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record machine downtime incidents with cause duration and production loss for daily operations review
Vehicle Fleet Trip Log
Vehicle Fleet Trip Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log company fleet trips with route distance fuel consumption and automatic cost per km calculation
Machine Downtime Log
Machine Downtime Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record every machine stoppage with cause duration and production loss to reduce repeat failures
Diesel Generator Fuel Consumption Log
Daily diesel generator running hours fuel filled cost and litres per hour consumption log
OEE Calculation Sheet
OEE Calculation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute Overall Equipment Effectiveness from availability performance and quality by machine
Capacity Utilization Planning Sheet
Capacity Utilization Planning Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan work centre capacity and compare planned versus actual hours to track utilisation and idle time
Production Plan vs Actual Tracker
Production Plan vs Actual Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily planned versus actual production output with variance and achievement
Line-wise Production Efficiency Tracker
Line-wise Production Efficiency Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Target versus actual output with efficiency percentage and rejection rate for each production line
Daily Shift Production Output Sheet
Daily Shift Production Output Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log planned versus actual output per shift with rejects good units and yield percentage
OEE Calculator
OEE Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Derive availability from downtime and combine with performance and quality for OEE
Raw Material Consumption Log
Raw Material Consumption Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily raw material stock opening received consumed and closing
Quality Control Inspection Log
Quality Control Inspection Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record product batch inspections with parameters checked and defects found
Vendor Onboarding Checklist
Vendor Onboarding Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track new vendor onboarding tasks responsible person and target dates
Warehouse Safety Inspection Checklist
Warehouse Safety Inspection Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for warehouse safety inspection checklist with ready-to-use columns and sample data.
Vendor Performance Tracker
Vendor Performance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Vendor performance tracker template scoring vendors across quality delivery and cost criteria
Page 1 / 4 · 28 templates
Meeting Agenda & Minutes
Professional meeting agenda and minutes template for corporate meetings.
Office Expense Tracker
Track and manage office expenses with category-wise reporting.
Vendor List Manager
Manage vendor information, contacts and performance ratings.
Follow-Up & Reminder Tracker
Follow-Up & Reminder Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly_Planner_With_Priorities
Weekly_Planner_With_Priorities
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Meeting Minutes Template
Record meeting discussions decisions action items owners and due dates in one structured log
Office Asset Register
Maintain a complete office asset register with purchase details location assigned user warranty depreciation and value
Meeting Room Booking Register
Track all meeting room bookings with room capacity booker meeting title times equipment catering and usage status
Office Supply Inventory
Track all office supplies with current stock minimum levels reorder quantities unit costs total value and reorder status
Visitor Entry Register
Visitor Entry Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log visitor entries with date company purpose host in time out time contact and gate pass number for front desk security
Document Control Register
Document Control Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Maintain a controlled register of documents with version owner issue date and status.
Petty Cash Book
Record petty cash receipts and payments by voucher category and mode with approvals
Courier & Dispatch Register
Courier & Dispatch Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Office outward courier register with docket number destination contents charges and status
Stationery Issue Register
Stationery Issue Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Stationery issue register logging item recipient department quantity unit cost and automatic total cost per issue.
Office Stationery Indent Register
Office Stationery Indent Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record department stationery indents with issued quantity unit cost and monthly consumption value
Visitor Gate Pass Register
Visitor Gate Pass Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log every office visitor with pass number purpose host time in and time out for security records
Company Vehicle Log Register
Log company vehicle trips with odometer readings distance fuel issued and mileage per journey
Admin Purchase Order Register
Admin Purchase Order Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log admin purchase orders with vendor value delivery and payment status in one register
GST Purchase Invoice Register
GST Purchase Invoice Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record purchase invoices with GSTIN taxable value GST rate tax amount and invoice total
Facility Utility Bill Tracker
Facility Utility Bill Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track electricity water internet and utility bills with due dates and payment
Office Petty Cash Book Register
Office Petty Cash Book Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record office petty cash receipts and payments with a running balance
Professional Tax Monthly Payment Register
Professional Tax Monthly Payment Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
State Professional Tax deducted from salaries and remitted monthly with challan tracking
Statutory Registers Maintenance Tracker
Statutory Registers Maintenance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track statutory registers under the Companies Act with owner and review status
Office Housekeeping Attendance Register
Office Housekeeping Attendance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly housekeeping staff attendance with attendance percentage
Office Supplies Stock Register
Office Supplies Stock Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Office supplies stock register template calculating total value from quantity and unit cost
Office Equipment Issue and Return Register
Office Equipment Issue and Return Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Logs office equipment issued to staff members with condition notes and expected return dates
Office Furniture Asset Register
Office Furniture Asset Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track office furniture assets by location cost condition and ownership
Page 1 / 4 · 27 templates
PESTEL Analysis
Analyze Political, Economic, Social, Technological, Environmental and Legal factors.
BCG Matrix
Boston Consulting Group matrix for portfolio analysis and strategy.
Porter and Five Forces
Analyze competitive forces in your industry using Porter's framework.
Balanced Scorecard Framework
Balanced Scorecard Framework
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Strategic management tool linking vision, strategy and performance.
SWOT Analysis Template
Structured SWOT analysis framework to document strengths weaknesses opportunities and threats with action plans
OKR Planning Template
Plan and track Objectives and Key Results by department and quarter with targets progress and status
PESTLE Action Plan Tracker
Track all PESTLE factors with impact assessment likelihood strategic responses and action plans for each issue
SWOT to Action Plan
Convert SWOT analysis into actionable strategic plans covering strengths weaknesses opportunities and threats with owners and KPIs
Strategic Initiative Tracker
Track strategic initiatives with objective owner priority start and target dates progress percent status and key KPI
Risk Assessment Matrix
Identify and rate risks by likelihood and impact with owner mitigation and status
Ansoff Matrix Planner
Map growth initiatives to the four Ansoff strategies with owner risk level and execution status.
VRIO Analysis Worksheet
VRIO Analysis Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score resources on value rarity imitability and organisation with automatic competitive implication
McKinsey 7S Framework Worksheet
McKinsey 7S Framework Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assess all seven McKinsey 7S elements with current state desired state priority owner and target dates.
Ansoff Matrix Growth Planner
Map growth initiatives across four Ansoff strategies with investment risk and expected revenue impact
GE Nine Box Matrix Planner
GE Nine Box Matrix Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score business units on market attractiveness and competitive strength with auto matrix position and action
BCG Matrix Portfolio Planner
Classify products as Star Cash Cow Question Mark or Dog using market share and growth rate
Blue Ocean Strategy Canvas
Blue ocean strategy canvas scoring competing factors with eliminate reduce raise create actions
SOAR Analysis Worksheet
SOAR Analysis Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Strengths Opportunities Aspirations and Results positive strategic planning framework
Strategy Execution Roadmap Tracker
Strategy Execution Roadmap Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track strategic initiatives by pillar with owners timelines completion and delivery status
Value Chain Analysis Worksheet
Value Chain Analysis Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Map primary and support activities cost and value added per Porter value chain
OGSM Strategy Planning Worksheet
OGSM Strategy Planning Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Objectives goals strategies and measures linked to owners and target dates for strategy execution
Business Model Canvas Worksheet
Business Model Canvas Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Nine building blocks to map how the business creates delivers and captures value
PESTLE Analysis Worksheet
PESTLE Analysis Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assess political economic social technological legal and environmental factors
GAP Analysis Worksheet
GAP Analysis Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare current versus desired state and prioritise closing actions
SWOT and PESTLE Strategy Worksheet
SWOT and PESTLE Strategy Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture SWOT and PESTLE strategic factors with impact level and notes
Kano Model Feature Prioritization Worksheet
Kano Model Feature Prioritization Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Classifies product features using the Kano model and ranks them by customer satisfaction score
Strategic Options Prioritization Matrix
Strategic Options Prioritization Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Score and rank strategic initiatives by impact feasibility and cost to decide what to pursue first
Page 1 / 4 · 27 templates
Contract Tracker
Track all your contracts, renewal dates, parties involved and contract values.
Service Agreement Template
Professional service agreement template for freelancers and businesses.
NDA Template
Non-Disclosure Agreement tracking and management template.
Employment Contract
Employment contract tracker with terms, conditions and renewal dates.
Contract Renewal Tracker
Track all organisational contracts values expiry dates notice periods renewal alerts and status
Service Level Agreement Tracker
Track all SLAs with service providers covering response times uptime incidents breaches and penalty clauses
Vendor Contract Renewal Planner
Plan all vendor contract renewals with expiry dates notice periods negotiation points decisions and new contract terms
Non-Disclosure Agreement Register
Track all signed NDAs with parties type purpose duration expiry dates confidential information covered and status
NDA Tracker
Track all non-disclosure agreements with counterparty type effective and expiry dates term mutual flag owner and status
Contract Approval Workflow Log
Track each contract through submission review and approval with clear stage and status
Lease Agreement Tracker
Lease Agreement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register of lease agreements with rent deposits lock-in periods and renewal status tracking.
Contract Payment Milestone Tracker
Contract Payment Milestone Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track contract-wise payment milestones with due dates INR amounts paid dates and payment status.
Rent Agreement Renewal Tracker
Rent Agreement Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track rent agreements with tenants deposits expiry dates monthly rent and annual rent value.
Contract Renewal Alert Register
Monitor contract expiry with days remaining renewal alert status and notice period obligations
Franchise Agreement Obligation Tracker
Track franchise agreements with term expiry royalty rate and monthly royalty due
Contract Renewal Notice Tracker
Track contract expiry with notice period days and the calculated last date to serve renewal notice
Annual Maintenance Contract Register
Register annual maintenance contracts with coverage type contract value GST and renewal dates
Vendor Contract Expiry Tracker
Vendor Contract Expiry Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track vendor contracts with start end value renewal flag and days to expiry
Stamp Paper and Franking Cost Tracker
Stamp Paper and Franking Cost Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track stamp duty and franking charges per document by state with total statutory cost
Leave and License Deposit and Renewal Register
Leave and License Deposit and Renewal Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register leave and license deposit rent and renewal dates for properties
Vendor Agreement Expiry Tracker
Vendor Agreement Expiry Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor vendor agreements - contract value - notice period and renewal status
Leave and License Agreement Stamp Duty Calculator
Leave and License Agreement Stamp Duty Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate stamp duty and registration cost for residential leave and license agreements
Vendor Agreement Register
Vendor Agreement Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track vendor agreements with GSTIN validity dates and contract value
Power of Attorney Execution Register
Power of Attorney Execution Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register powers of attorney executed with stamp duty and registration details
Consultancy Agreement Tracker
Consultancy Agreement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track consultant agreements duration contract value and payment terms
Purchase Agreement Register
Purchase Agreement Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register of purchase agreements with supplier item and contract value
Freelance Contractor Agreement Tracker
Freelance Contractor Agreement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for freelance contractor agreement tracker with ready-to-use columns and sample data.
Track NEET mock test scores across Physics Chemistry and Biology with percentage and rank
CBSE Board Exam Revision Planner
CBSE Board Exam Revision Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan CBSE board revision by subject and chapter with hours and completion tracking
UPSC Prelims Revision Planner
UPSC Prelims Revision Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan subject-wise UPSC prelims revision hours and track completion progress
Student Semester CGPA Calculator
Student Semester CGPA Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute semester CGPA on the 10 point scale using credits and grade points
CGPA Calculator 10-Point Scale
CGPA Calculator 10-Point Scale
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute credit weighted CGPA from subject credits and grade points on the ten point scale
Student Semester Study Planner
Student Semester Study Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan study subjects and topics with hours planned versus completed
Student Education Loan EMI Tracker
Student Education Loan EMI Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute education loan EMI total repayment and interest by principal rate and tenure for each borrower
Internship Application Tracker
Internship Application Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track internship applications interview status and outcomes
College Application Tracker
College Application Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track college applications deadlines fees and admission status
Semester Textbook and Expense Tracker
Semester Textbook and Expense Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for semester textbook and expense tracker with ready-to-use columns and sample data.
Study Planner and Grade Tracker
Study Planner and Grade Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Study planner and grade tracker template comparing planned study hours with completed hours and grades
Page 1 / 4 · 28 templates
Class Attendance Sheet
Monthly class attendance sheet with automatic percentage calculation.
Lesson Plan Template
Structured lesson plan template for effective teaching.
Student Progress Report
Comprehensive student progress report with grade tracking.
School Fee Register
🔥 Popular
Track school fee collections, dues and payment history.
Parent-Teacher Meeting Log
Record PT meeting discussions, action items, and follow-up dates
Student Grade Book
Student Grade Book
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record and track student scores across all subjects with totals averages grades class rank and teacher remarks
Classroom Seating Plan
Classroom Seating Plan
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Organise classroom seating with student details learning styles special needs behaviour notes and teacher comments
Extracurricular Activity Register
Register and track all student extracurricular activities with enrolment attendance fees achievements and supervisor details
Lesson Plan Tracker
Lesson Plan Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan daily lessons with class subject topic learning objective resources homework and completion status
Class Homework Submission Log
Track homework assigned to the class with due dates submission counts pending students and follow up
Exam Timetable Planner
Exam Timetable Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Publish exam schedules with subject class date session duration room and invigilator.
Class Test Score Register
Class Test Score Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record three class tests per student with automatic total average grade and class averages
Class Timetable Planner
Class Timetable Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Day-wise class timetable with period time subject teacher and room
Teacher Substitution Register
Teacher Substitution Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily register of substitution arrangements recording absent teacher class period subject and assigned substitute.
Weekly Class Timetable
Weekly Class Timetable
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Period wise weekly timetable for a class with subjects teachers and period load summary
CBSE Term Exam Result Analysis
CBSE Term Exam Result Analysis
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Analyse CBSE term exam marks subject-wise with automatic total percentage grade and pass fail result
School Transport Route Register
School Transport Route Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register school bus routes with stops driver attendant capacity student count and monthly fee collection
School Fee Collection Register
School Fee Collection Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track student term fees with amount due paid and outstanding balance by class
Class Test Marks Grading Sheet
Class Test Marks Grading Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Enter test marks to auto calculate percentage and letter grade for each student
School Library Book Issue Register
School Library Book Issue Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record library books issued to students with due dates returns and fines
CBSE Term Exam Marks and Grade Sheet
CBSE Term Exam Marks and Grade Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Subject wise marks with percentage and CBSE nine point grade auto computed for term exam
CBSE Co-Scholastic Grade Assessment Sheet
CBSE Co-Scholastic Grade Assessment Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Grades life skills and co-scholastic areas on a 5-point scale with auto overall grade
School Fee Payment Ledger
School Fee Payment Ledger
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Class wise school fee receipts with paid amount and balance
School Annual Academic Calendar Planner
School Annual Academic Calendar Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan the full school year with terms exams holidays PTMs and events by date class and remarks
Lesson Plan Weekly Tracker
Lesson Plan Weekly Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan weekly lessons with subject topic objective and materials needed
Student Attendance Percentage and Eligibility Tracker
Student Attendance Percentage and Eligibility Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks student attendance percentage across the year and flags exam eligibility against the seventy five percent rule
School Uniform and Book Inventory Register
School Uniform and Book Inventory Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track school uniform and textbook stock levels by class reorder level and supplier
Teacher Lesson Observation and Feedback Log
Teacher Lesson Observation and Feedback Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log classroom lesson observations with ratings feedback notes and follow up dates
Page 1 / 4 · 28 templates
Content Calendar
Track Objectives and Key Results at company, team and individual levels.
Blog Post Planner
Strategic balanced scorecard linking vision to performance metrics.
Social Media Schedule
Annual performance report summary template for stakeholders.
YouTube Video Planner
Plan and track YouTube content pipeline from idea to publish
Social Media Content Calendar
Plan and track posts across platforms with content type status engagement and scheduling details
Podcast Episode Planner
Plan and track podcast episodes with guests topics recording dates editing status publish schedule and downloads
Newsletter Planning Calendar
Plan and track email newsletter issues with topics content sections send dates open rates and click rates
Video Script Template
Plan and script video content scene by scene with visuals voiceover on-screen text B-roll notes duration and music cues
YouTube Channel Growth Tracker
Track YouTube channel growth month by month with videos views subscribers watch time revenue top videos and engagement metrics
Instagram Reels Planner
Instagram Reels Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan Instagram reels with hooks themes audio hashtags durations and posting status
LinkedIn Content Planner
LinkedIn Content Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan LinkedIn posts with hooks formats CTAs and automatic engagement rate tracking.
Festival Campaign Content Planner
Festival Campaign Content Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan social media content around Indian festivals with platform content type theme status and owner
Content Repurposing Tracker
Content Repurposing Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track how one piece of content is repurposed into multiple formats and platforms with publish dates and status.
Regional Language Content Calendar
Regional Language Content Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan multilingual social content across regional Indian languages with platform status and engagement tracking
Podcast Guest Booking Tracker
Podcast Guest Booking Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track podcast guest invitations recording dates formats and confirmation status episode wise
YouTube Video Production Tracker
YouTube Video Production Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan scripting shooting editing and publishing for every YouTube video with views and CTR tracking
Brand Collaboration Rate Card
Publish deliverable wise creator rates with usage rights revisions turnaround and GST inclusive pricing
YouTube Content Calendar
YouTube Content Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan YouTube videos with publish date topic format production stage and target keyword
Podcast Season Content Planner
Podcast Season Content Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan a full podcast season with record and publish dates guests status and download counts
Content Idea Backlog Tracker
Content Idea Backlog Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture score and prioritise content ideas across channels by impact and effort
Social Media Engagement Rate Tracker
Social Media Engagement Rate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Post wise reach likes comments and shares with auto calculated engagement rate percentage
Multi Platform Content Publishing Calendar
Multi Platform Content Publishing Calendar
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan posts across platforms with format theme owner and publishing status
Content Publishing Pipeline Tracker
Content Publishing Pipeline Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track content across channels with word count and read time
Content SEO Keyword Planner
Content SEO Keyword Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan target keywords by intent monthly search volume difficulty target page and ranking status
Content Batch Recording Planner
Content Batch Recording Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for content batch recording planner with ready-to-use columns and sample data.
Content Calendar Planner
Content Calendar Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Schedule content publishing across platforms with status and owner
Content Collaboration and Guest Post Tracker
Content Collaboration and Guest Post Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track guest post and content collaboration outreach status and publish dates
Editorial Content Approval Workflow Tracker
Editorial Content Approval Workflow Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track content pieces through submission review and approval from author to publish date
Page 1 / 4 · 28 templates
Client Invoice (Creative)
Professional invoice template for creative freelancers.
Portfolio Tracker
Track portfolio projects, client feedback and revenue.
Freelance Income and Expense Log
Track freelance income, expenses and tax planning.
Project Brief Template
Project Brief Template
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture all client project details before starting a freelance engagement
Freelance Invoice Tracker
Track all freelance invoices VAT amounts due dates payment dates modes and outstanding balances
Client Onboarding Checklist
Manage freelance client onboarding step by step from consultation and contract through payment kickoff and project setup
Freelance Time & Billing Log
Track all freelance work hours by client and project with billable time rates amounts and invoice status
Portfolio Income Statement
Track freelance and portfolio income across all sources with invoices VAT expenses net income and payment status by month
Creative Project Brief Template
Document all creative project briefs with project overview target audience deliverables specs deadlines budgets and approval status
Freelance Quote & Estimate Tracker
Track client quotes and estimates with amount validity status and follow-up dates
Freelance Client CRM Tracker
Freelance Client CRM Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track freelance leads and clients from first contact to repeat work with value and next action.
Freelancer GST Invoice Register
Freelancer GST Invoice Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Freelance invoice log with taxable value and automatic 18 percent GST and invoice totals in INR
Freelance TDS Deduction Tracker
Freelance TDS Deduction Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Client-wise TDS tracker under Section 194J with net receipts and Form 16A follow-up
Freelancer TDS Deduction Log
Freelancer TDS Deduction Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track client TDS deductions under Section 194J and 194C with gross invoice TDS and net receipt totals
Freelance Retainer Agreement Tracker
Freelance Retainer Agreement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor freelance retainer clients monthly fees contract tenure and total contract value in INR
Client Retainer Tracker
Track monthly retainers hours consumed balance hours and renewal dates for every freelance client
Freelance Project Profitability Sheet
Freelance Project Profitability Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Freelance project profitability sheet comparing quoted fee actual hours direct costs and effective hourly rate
Freelancer Advance Tax Estimator
Freelancer Advance Tax Estimator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate quarterly advance tax on freelance income under the presumptive 44ADA scheme
Freelance Project Profitability Tracker
Freelance Project Profitability Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track freelance project fees hours effective rate expenses and net profit margin
Freelance Rate Card and Service Menu
Freelance Rate Card and Service Menu
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Published freelance service rates with unit base price and rush surcharge
Freelancer Retainer Income Tracker
Freelancer Retainer Income Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track retainer invoices with TDS deducted u/s 194J at 10 percent and net received
Freelancer Section 44ADA Presumptive Tax Sheet
Freelancer Section 44ADA Presumptive Tax Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Presumptive taxation for eligible professionals - 50% of gross professional receipts treated as income
Freelancer GST Invoice Tracker
Freelancer GST Invoice Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track freelance invoices with 18 percent GST and payment status
Freelancer Monthly Cash Flow Planner
Freelancer Monthly Cash Flow Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan freelance monthly income and expenses with net cash flow and a running cumulative balance
Freelance Project Invoice Tracker
Freelance Project Invoice Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Freelance project invoice tracker template monitoring invoice amounts due dates and payment status
Freelance Contract Milestone Payment Tracker
Freelance Contract Milestone Payment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks freelance project milestones contract value amounts due and payments received from each client
Freelance Client Testimonial and Review Tracker
Freelance Client Testimonial and Review Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track client testimonials star ratings and portfolio usage across platforms
Freelance Proposal and Win Rate Tracker
Freelance Proposal and Win Rate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track freelance proposals sent and won to calculate proposal value and win rate automatically
Page 1 / 4 · 28 templates
Gym Workout Log
Professional invoice template for creative freelancers.
30-Day Fitness Challenge
Track portfolio projects, client feedback and revenue.
Weight Loss Tracker
Track freelance income, expenses and tax planning.
Running & Cardio Log
Track cardio workouts — distance, pace, calories, and heart rate
Gym Workout Planner
Plan and log gym workouts by muscle group with exercises sets reps weights and calories burned
Body Measurement Tracker
Track weekly body measurements including weight BMI body fat and key measurements to monitor fitness progress
Weekly Workout Schedule
Plan and track weekly workouts with workout type focus area exercises sets and reps duration intensity and calories
Half Marathon Training Plan
Track a half marathon training programme with session types distances target and actual pace heart rate zones and effort levels
Strength Training Progression Log
Strength Training Progression Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log strength sessions with sets reps weight auto-calculated volume RPE and notes to track progressive overload
Step Count & Activity Tracker
Track daily steps distance active minutes and calories against your activity goals
Yoga Practice Log
Yoga Practice Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily yoga sessions with asanas pranayama duration and energy levels.
Swimming Workout Log
Swimming Workout Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log each swim session with stroke laps auto distance calculation and pace per 100 metres.
Cycling Distance Log
Cycling Distance Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily cycling log with auto average speed elevation and calories
Step Count Weekly Tracker
Step Count Weekly Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily steps against a 10000 step goal with distance calories and weekly achievement summary
Surya Namaskar Practice Log
Surya Namaskar Practice Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily surya namaskar rounds duration calories burned and energy levels
Step Count and Calorie Burn Log
Step Count and Calorie Burn Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily steps distance active minutes and estimated calorie burn against a personal step target
Push-Up and Plank Challenge Log
Push-Up and Plank Challenge Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Twenty day progressive push up and plank challenge log with daily achievement percentages
Daily Step and Activity Log
Daily Step and Activity Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily steps active minutes and distance against a personal step goal
Weekly Gym Split Routine Planner
Weekly Gym Split Routine Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan a weekly gym split by day and muscle group with exercises sets and reps and status
Home Workout Progress Tracker
Home Workout Progress Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log home workouts with sets reps weight and weekly training volume
Weekly Workout Progress Log
Weekly Workout Progress Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily exercises with sets - reps - load - duration and calories burned
Weekly Strength Training Progress Log
Weekly Strength Training Progress Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record sets reps and weight per exercise and auto calculate training volume
Weekly Workout Log
Weekly Workout Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log workouts with sets reps weight duration and calories
Monthly BMI and Body Fat Tracker
Monthly BMI and Body Fat Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log height weight and body fat weekly with automatically calculated BMI to monitor fitness progress
Personal Trainer Session Log
Personal Trainer Session Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for personal trainer session log with ready-to-use columns and sample data.
Workout Progress Tracker
Workout Progress Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Workout progress tracker template logging duration calories sets reps and weight per session
Weekly Flexibility and Mobility Tracker
Weekly Flexibility and Mobility Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log weekly stretch routines flexibility rating problem areas and mobility drills
Personal Best Records Tracker
Personal Best Records Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log personal best results across exercises with previous and new best comparisons
Page 1 / 4 · 28 templates
Diet and Calorie Tracker
Daily calorie and macro tracking for diet management.
Meal Plan Template
Weekly meal planning with calorie calculations.
Water Intake Log
Daily water intake tracker with goal setting.
Supplement & Vitamin Tracker
Record daily supplements, dosages, schedule, stock, and benefits
Weekly Calorie & Macro Tracker
Track daily food intake by meal type with calories protein carbs fat and fibre for every item
Intermittent Fasting Tracker
Track daily fasting windows eating periods calories weight energy and hunger levels to monitor IF progress
Meal Prep Shopping Budget
Plan and track weekly meal prep grocery shopping with items quantities stores budget vs actual spend and purchase status
High Protein Meal Planner
Plan high protein daily meals with full nutritional breakdown covering calories protein carbs fat prep times and daily totals
Sugar & Caffeine Intake Tracker
Sugar & Caffeine Intake Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily added sugar and caffeine intake against limits with sources and notes
Weekly Portion Control Planner
Weekly Portion Control Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan and record daily servings of grains protein vegetables fruits and dairy against portion targets
Vegetarian Protein Tracker
Vegetarian Protein Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily protein intake from vegetarian Indian foods against your target with percentage achieved.
Daily Fruit & Vegetable Intake Log
Daily Fruit & Vegetable Intake Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily fruit and vegetable servings against a five-a-day target with automatic check
Indian Thali Nutrition Planner
Indian Thali Nutrition Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Balanced Indian thali planner with calories protein carbs and fat per portion and percent of a 2000 kcal day
Protein Intake Tracker
Protein Intake Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily protein from Indian meals against a body weight based target with gap analysis
Iron and Calcium Intake Tracker
Iron and Calcium Intake Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily iron and calcium intake from foods against recommended daily targets
Indian Thali Macro Tracker
Indian Thali Macro Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track macros for common Indian thali items with protein carbs fat fibre and calorie totals
Millet Based Meal Planner
Millet Based Meal Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan weekly millet based Indian meals with portion size calories protein carbs and fibre per meal
Hydration and Electrolyte Tracker
Hydration and Electrolyte Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily water intake and electrolyte sources to stay hydrated through the day
South Indian Diet Nutrition Planner
South Indian Diet Nutrition Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan balanced South Indian meals across the week with approximate calories and protein
Diabetic Friendly Diet Planner
Diabetic Friendly Diet Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan low glycaemic Indian diabetic friendly meals across the week
Weekly Sports Nutrition Meal Planner
Weekly Sports Nutrition Meal Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Day wise pre workout post workout and main meals with hydration target for a training week
Indian Weight Loss Diet Chart Planner
Indian Weight Loss Diet Chart Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Balanced Indian meal plan with portion calories and protein for healthy weight loss
Daily Calorie and Macro Tracker
Daily Calorie and Macro Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track meals with calories and protein carbs and fat in grams
Weight Gain Diet Meal Planner
Weight Gain Diet Meal Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan a high calorie high protein Indian day meal plan by slot with calories and protein totals
Daily Macro and Calorie Tracker
Daily Macro and Calorie Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily meals with calories protein carbs and fat totals
Weekly Fiber and Micronutrient Intake Tracker
Weekly Fiber and Micronutrient Intake Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Logs daily fiber iron calcium and vitamin C intake to help spot micronutrient gaps over a week
Post Workout Nutrition and Recovery Tracker
Post Workout Nutrition and Recovery Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log post workout protein carbs hydration sleep and recovery quality by session
Kids School Tiffin Nutrition Tracker
Kids School Tiffin Nutrition Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track kids school tiffin items and snacks packed daily for balanced nutrition
Page 1 / 4 · 28 templates
Medication Tracker
🔥 Popular
Track daily medications, dosage, timing and refill dates.
Doctor Visit Log
Track doctor visits, diagnoses, prescriptions and follow-ups.
Health Vitals Tracker
Track blood pressure, sugar, weight and other vitals over time.
Medical Expense Record
Track all medical expenses for insurance claims and tax purposes.
Vaccination Record Tracker
Vaccination Record Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Vaccination Record Tracker
Daily Medication Log
Track daily medications dosages timing intake confirmation and side effects
Blood Pressure & Blood Sugar Log
Track daily blood pressure pulse and blood sugar readings with medication taken and activity notes
Sleep Quality Tracker
Track nightly sleep patterns including bedtime wake time quality deep sleep morning energy and lifestyle factors
Cholesterol & Heart Health Log
Track cholesterol levels blood pressure heart rate and weight over time with diet exercise and medication notes for each reading
Blood Sugar & Diabetes Log
Track daily blood sugar readings throughout the day with fasting pre and post meal HbA1c medication exercise and diet notes
Blood Pressure & Sugar Monitoring Log
Blood Pressure & Sugar Monitoring Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record daily blood pressure systolic diastolic pulse blood sugar and weight readings with notes to share with your doctor
Allergy & Reaction Log
Allergy & Reaction Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record allergen exposure symptoms severity and action taken for personal health records.
Daily Symptom Tracker
Log daily symptoms with severity triggers medication and duration for your doctor
Diabetes Sugar Level Tracker
Diabetes Sugar Level Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record fasting and post meal blood sugar readings with automatic status medication and diet notes
Thyroid Test Result Tracker
Thyroid Test Result Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record thyroid test results TSH T3 and T4 over time with automatic TSH range status
Health Checkup Package Comparison
Health Checkup Package Comparison
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare full body health checkup packages by price tests included and per test cost
Vitamin and Supplement Intake Log
Vitamin and Supplement Intake Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily vitamin and supplement intake log with dosage adherence percentage and remaining days of stock
Blood Pressure Monitoring Log
Blood Pressure Monitoring Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record home blood pressure readings with systolic diastolic pulse and category
Blood Pressure & Sugar Log
🔥 Popular
Blood Pressure & Sugar Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily blood pressure pulse and blood sugar readings with notes
Health Insurance Claim Tracker
Health Insurance Claim Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track cashless and reimbursement mediclaim settlements with approved and disallowed amounts
Family Medical Expense and 80D Tracker
Family Medical Expense and 80D Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track family medical spend and insurance premiums deductible u/s 80D
Personal Health Vitals Log
Personal Health Vitals Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track blood pressure pulse blood sugar and weight over time with monthly averages
Daily BP and Blood Sugar Log
Daily BP and Blood Sugar Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record daily blood pressure pulse and fasting sugar readings
Annual Preventive Health Checkup Planner
Annual Preventive Health Checkup Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Schedule preventive health tests by category frequency last done and next due date with status
Physiotherapy Session Tracker
Physiotherapy Session Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track physiotherapy sessions condition progress and next appointment
Menstrual Cycle Health Tracker
Menstrual Cycle Health Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track menstrual cycle dates length flow intensity and symptoms
Eye Checkup and Vision Prescription Tracker
Eye Checkup and Vision Prescription Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for eye checkup and vision prescription tracker with ready-to-use columns and sample data.
Medication Schedule Tracker
Medication Schedule Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Medication schedule tracker template recording dosage frequency and prescribing doctor
Page 1 / 4 · 28 templates
Mood Tracker
🔥 Popular
Daily mood tracker with pattern analysis and insights.
Mood and Habit Tracker
Build positive habits with a 30/66/90 day habit tracker.
Sleep Log
Track sleep patterns, quality and improvement over time.
Mood Stress Journal
Mood Stress Journal
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily mood and stress tracker to monitor patterns and build healthier habits
Anxiety & Panic Attack Journal
Track anxiety episodes with triggers symptoms severity coping strategies and recovery to identify patterns over time
Gratitude & Positivity Journal
Daily gratitude and positivity journal with 3 gratitudes daily wins affirmations kind acts and mood ratings
Therapy Session Notes Template
Track therapy sessions with topics discussed emotions explored key insights homework coping strategies and mood ratings
Stress & Burnout Assessment Log
Track daily stress and burnout levels with physical symptoms emotional state sleep energy coping strategies and recovery actions
Meditation & Mindfulness Log
Meditation & Mindfulness Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily meditation and mindfulness sessions with technique duration calm rating and streak
Self-Care Activity Planner
Self-Care Activity Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan self care activities across mind body and social categories with duration completion and energy rating
Digital Detox & Screen Time Log
Track daily screen time against your limit and log digital detox activities.
Daily Energy Level Tracker
Daily Energy Level Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track sleep hours and morning afternoon and evening energy levels with auto daily average and observations.
Weekly Mental Wellness Scorecard
Weekly Mental Wellness Scorecard
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily sleep mood stress and exercise for an auto wellness score out of 10 with daily signal.
Daily Mood and Sleep Tracker
Log daily mood score sleep hours screen time and gratitude notes to spot wellness patterns
Work Life Balance Tracker
Work Life Balance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily work hours family time personal time and sleep with automatic balance status
Weekly Mood and Sleep Journal
Weekly Mood and Sleep Journal
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record daily mood sleep energy and stress ratings with a calculated wellbeing index
Yoga and Pranayama Practice Log
Yoga and Pranayama Practice Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily yoga asana and pranayama practice with duration focus area calmness score and reflections
Weekly Reflection and Journaling Planner
Weekly Reflection and Journaling Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
A gentle weekly space to note wins gratitude learnings and one small intention
Daily Habit and Trigger Journal
Daily Habit and Trigger Journal
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Note daily habits mood triggers and a simple wellbeing rating to spot patterns over time
Weekly Wins and Gratitude Planner
Weekly Wins and Gratitude Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture daily wins gratitude and one kind act to build positivity
Weekly Self-Care Routine Planner
Weekly Self-Care Routine Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Day wise plan for morning routine physical activity mindfulness and evening wind down
Daily Sleep Hygiene Tracker
Daily Sleep Hygiene Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Logs bedtime wake time screen exposure and sleep quality to build healthier sleep habits
Daily Mood and Stress Log
Daily Mood and Stress Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily mood stress sleep and coping actions over time
Monthly Wellness Habit Streak Tracker
Monthly Wellness Habit Streak Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track wellness habits days completed against days in the month with completion percent and current streak
Mood and Stress Tracker
Mood and Stress Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily mood stress level sleep hours and coping strategies
Caregiver Burnout Self-Assessment Tracker
Caregiver Burnout Self-Assessment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Lets family caregivers log weekly self ratings for exhaustion sleep quality and support received
Monthly Mood Trigger and Coping Strategy Log
Monthly Mood Trigger and Coping Strategy Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily mood triggers coping strategy used and how effective it was
Monthly Emotional Wellness Check-In Sheet
Monthly Emotional Wellness Check-In Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily mood energy level and self care actions to monitor emotional wellness monthly
Page 1 / 4 · 28 templates
Room Booking Tracker
🔥 Popular
Track all home repairs, contractors and maintenance history.
Guest Feedback Form
Track appliance warranties, service dates and repair history.
Housekeeping Checklist
Annual home maintenance checklist organized by season.
Maintenance Request Log
Log, assign, and track hotel maintenance issues by priority and status
Guest Feedback & Complaint Log
Track all hotel guest feedback complaints and compliments with resolution actions ratings and closure status
Room Occupancy & Revenue Tracker
🔥 Popular
Track hotel room occupancy guest details nightly rates F&B revenue extras and total revenue by stay
Hotel Housekeeping Schedule
Schedule and track daily housekeeping tasks by room with staff assignment task type linen amenities and inspection
Guest Complaint Resolution Log
Track all guest complaints with type severity action taken resolution time compensation offered and guest satisfaction rating
Maintenance Work Order Log
Maintenance Work Order Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track all hotel maintenance work orders with issue priority assigned trade parts costs completion dates and status
Hotel Room Booking Register
Hotel Room Booking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Manage hotel room bookings with guest room type check-in and check-out dates nights tariff per night and total amount
Lost & Found Log
Log lost and found items with location finder guest and collection status
Hotel Laundry Tracking Register
Hotel Laundry Tracking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track guest laundry items sent returned pending pieces and charges per room with totals
Hotel Minibar Consumption Register
Hotel Minibar Consumption Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Room-wise minibar consumption register with auto amount calculation and folio posting status.
Hotel Room Tariff Card with GST
Hotel Room Tariff Card with GST
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Publish room wise tariffs with GST slab taxes and gross rate per night for front desk use
Hotel Banquet Booking Register
Hotel Banquet Booking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register hotel banquet bookings with pax plate rate automatic GST at 18 percent and total billing
Hotel Housekeeping Room Status Board
Hotel Housekeeping Room Status Board
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily housekeeping room status by floor with attendant assignment and cleaning turnaround time
Hotel Staff Duty Roster
Hotel Staff Duty Roster
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan hotel staff shift allocation across departments with weekly off duty hours and overtime tracking
Hotel GST Invoice Register
Hotel GST Invoice Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record guest invoices with taxable value CGST SGST and total as per GST rules
Hotel Room Tariff GST Calculator
Hotel Room Tariff GST Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Calculate GST and gross tariff for each hotel room category by GST slab
Hotel No-Show and Cancellation Log
Hotel No-Show and Cancellation Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log hotel cancellations no-shows and retention charges by booking
Hotel Restaurant GST Billing Register
Hotel Restaurant GST Billing Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Bill wise food and beverage amount with CGST and SGST at two point five percent and total bill
Hotel Room Tariff GST Billing Sheet
Hotel Room Tariff GST Billing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Auto apply GST on room tariff at twelve or eighteen percent based on the nightly rate
Hotel Room GST Billing Register
Hotel Room GST Billing Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Hotel room bills with 12 percent GST and total payable in INR
Hotel Front Desk Shift Handover Register
Hotel Front Desk Shift Handover Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record front desk shift handovers with pending tasks cash handed over and remarks by date and shift
Hotel Guest Loyalty Points Tracker
Hotel Guest Loyalty Points Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for hotel guest loyalty points tracker with ready-to-use columns and sample data.
Hotel Room Reservation Tracker
Hotel Room Reservation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Hotel room reservation tracker template calculating total amount from nights and nightly rate
Hotel Corporate Client Billing and Credit Tracker
Hotel Corporate Client Billing and Credit Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks corporate account room nights total billing credit terms and outstanding balances for the hotel
Hotel Spa and Wellness Booking Register
Hotel Spa and Wellness Booking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register hotel spa and wellness bookings with guest room therapist and time slot details
Page 1 / 4 · 28 templates
Daily Sales Report
Daily restaurant sales report with category-wise breakdown.
Food Cost Calculator
Calculate food cost percentage and recipe costing.
Staff Roster
Weekly staff roster and shift management template.
Menu & Pricing Sheet
Manage menu items, cost price, selling price, and auto-calculated markup
Daily Sales & Cash Settlement Sheet
Track daily restaurant sales by shift cash and card breakdowns closing cash variance and supervisor sign-off
Weekly Staff Rota Planner
Plan weekly restaurant staff shifts by role with daily shift assignments total hours overtime and days off
Food Waste & Cost Control Log
Track daily restaurant food waste with quantities costs waste reasons preventability and corrective actions
Daily Restaurant Revenue Log
Track daily restaurant revenue with covers food and beverage sales average spend target vs actual and payment split
Menu Engineering Worksheet
Analyse menu item performance by popularity and profitability and classify as Stars Puzzles Plowhorses or Dogs with recommendations
Table Reservation Log
Table Reservation Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log restaurant table bookings with date time party size and reservation status.
Restaurant Kitchen Stock Register
Restaurant Kitchen Stock Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily kitchen stock register with opening received used wastage and automatic reorder flags.
Beverage Stock Consumption Log
Beverage Stock Consumption Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily beverage stock log with purchases consumption closing units and consumption value
Restaurant GST Sales Register
Restaurant GST Sales Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily restaurant sales register with auto CGST and SGST at 2.5 percent each
Online Food Order Reconciliation Sheet
Online Food Order Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconciles daily Zomato and Swiggy sales with automatic commission and TCS deduction to arrive at net payout.
Thali Costing Sheet
Thali Costing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Cost each component of a veg thali with quantity rate per unit auto cost and share of total cost
KOT Daily Summary Register
KOT Daily Summary Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily kitchen order ticket summary with covers void tracking and average KOT and cover value
Banquet Function Booking Register
Banquet function booking register tracking pax per plate rate hall rental advance and balance due
Restaurant Menu Food Cost Sheet
🔥 Popular
Restaurant Menu Food Cost Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Calculate menu item food cost against selling price with margin and food cost percent
Swiggy Zomato Payout Reconciliation Sheet
Swiggy Zomato Payout Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile daily online food orders aggregator commission and GST to arrive at net payout
Restaurant Recipe Costing Sheet
Restaurant Recipe Costing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Per dish ingredient cost selling price and gross margin analysis
Restaurant Daily Sales and GST Summary
Restaurant Daily Sales and GST Summary
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily sales split by channel with 5 percent GST collected and total collection
Restaurant Table Turnover and Covers Log
Restaurant Table Turnover and Covers Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks seating duration covers served and bill value per table to improve turnover
Restaurant Menu Cost and Pricing Sheet
Restaurant Menu Cost and Pricing Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Restaurant dish food cost selling price and gross margin
Cafe and QSR Daily Sales Tracker
Cafe and QSR Daily Sales Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily cafe sales split by dine in takeaway and online with total sales covers and average per cover
Restaurant Daily Sales Log
Restaurant Daily Sales Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily restaurant food and beverage sales by shift
Restaurant Staff Tip Pooling and Distribution Sheet
Restaurant Staff Tip Pooling and Distribution Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Pools daily restaurant tips and calculates a fair per staff share for each shift
Restaurant Vendor Payment and Credit Tracker
Restaurant Vendor Payment and Credit Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track restaurant vendor invoices credit period due date and outstanding balance
Restaurant Ingredient Wastage and Spoilage Log
Restaurant Ingredient Wastage and Spoilage Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log wasted restaurant ingredients with quantity and cost calculated automatically
Page 1 / 4 · 28 templates
Stock Inventory Tracker
🔥 Popular
Complete stock inventory with reorder alerts and valuation.
Reorder Level Calculator
🔥 Popular
Calculate reorder points, safety stock and EOQ.
Warehouse Location Map
Map warehouse bin locations for efficient picking.
Goods Received Note (GRN)
🔥 Popular
Goods Received Note (GRN)
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Goods Received Note (GRN)
Product Expiry Date Tracker
🔥 Popular
Monitor product batch expiry dates, stock levels, and take timely action
Stock Reorder Alert Tracker
Monitor stock levels against minimum thresholds with reorder points supplier details lead times and status
Warehouse Receiving Log
Record all incoming goods receipts with quantities conditions storage locations variances and actions taken
Expiry Date Tracking Register
Track stock expiry dates with batch numbers quantities storage conditions days to expiry and action required per item
Warehouse Bin Location Register
🔥 Popular
Map all warehouse bin locations with zone aisle shelf level SKU item description current quantity capacity and stock status
Stock Ageing Report
Stock Ageing Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Identify slow-moving inventory by SKU quantity unit cost stock value days in stock and ageing bucket with action
Physical Stock Count Sheet
Record physical stock counts against system quantity and flag variances by location.
Stock Transfer Log
Record stock movements between locations with item quantity route and status
Dead Stock Analysis Sheet
Dead Stock Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Identify slow and dead stock by days since last sale with blocked value and action flag
Batch & Lot Number Tracking Register
Batch & Lot Number Tracking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Batch and lot tracking register with manufacturing and expiry dates shelf life calculation and automatic expiry alerts.
Minimum Maximum Stock Level Register
Minimum Maximum Stock Level Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Set minimum and maximum stock levels per item with automatic status flag and reorder quantity
Stock Ageing Analysis
Stock Ageing Analysis
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Age inventory by days since receipt with stock value ageing buckets and slow moving flags
Consignment Stock Register
Consignment stock register tracking consignor owned goods sold quantity stock value and commission payable
Stock Reorder Level Calculator
Stock Reorder Level Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute reorder level and reorder flag from daily usage lead time and safety stock
Stock Reorder Level Tracker
Stock Reorder Level Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor on hand stock against reorder level and flag items to replenish
E-Way Bill Register
E-Way Bill Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track e-way bills for goods movement above the value threshold with validity
Inventory Reorder Point Monitor
Inventory Reorder Point Monitor
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Flag items at or below reorder level to trigger timely replenishment
GST HSN Code Stock Register
GST HSN Code Stock Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Maintain stock by HSN code with quantity rate stock value and applicable GST rate
Stock Reorder Level Register
Stock Reorder Level Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor stock against reorder level with auto reorder flag
Inventory ABC Analysis Sheet
Inventory ABC Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Classify inventory items into A B and C by annual consumption value and share of total inventory value
FIFO Inventory Valuation Sheet
FIFO Inventory Valuation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Value closing stock using the first in first out FIFO costing method
Inventory Write-Off Register
Inventory Write-Off Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record damaged expired or obsolete stock written off with approval
Cycle Count Variance Report
Cycle Count Variance Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for cycle count variance report with ready-to-use columns and sample data.
Stock Reorder Planner
Stock Reorder Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Stock reorder planner template comparing current stock against reorder point by supplier lead time
Page 1 / 4 · 28 templates
Purchase Order Tracker
Professional purchase order template with automatic calculations.
Supplier Evaluation Sheet
Evaluate and score suppliers on quality, price and reliability.
Delivery Schedule Tracker
Track delivery schedules, ETAs and delivery performance.
Freight & Shipping Cost Log
Track shipments, carriers, freight costs, insurance, and delivery status
Supplier Evaluation Scorecard
Evaluate and score suppliers across quality delivery pricing communication and compliance criteria
Vendor Performance Scorecard
Evaluate vendor performance quarterly across quality delivery pricing responsiveness compliance and recommended actions
Import Shipment Tracker
Track all import shipments with supplier origin costs freight customs duty ETD ETA clearance and delivery status
Freight Cost Comparison Sheet
Compare freight costs across 3 carriers per shipment by mode rates cheapest carrier cost savings and transit days
Purchase Requisition Form
Raise and track internal purchase requisitions by item department and required-by date
Goods Received Note Log
Goods Received Note Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log goods received notes against purchase orders with supplier quantity condition and storage location
Supplier Contact Directory
Supplier Contact Directory
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Central supplier directory with category contact person phone email payment terms city and rating.
E-Way Bill Tracking Register
GST e-way bill register with consignment value vehicle number validity date and delivery status
Delivery Challan Register
GST delivery challan register for job work stock transfer and exhibition movements
Transporter Rate Comparison Sheet
Transporter Rate Comparison Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compares freight quotes from three transporters per route and picks the lowest rate and best transporter automatically.
E-Way Bill Shipment Register
Track GST e way bills with route vehicle invoice value and auto validity days
E-Way Bill Consignment Register
Register GST e-way bills with consignment value distance and automatic validity expiry calculation
Vendor Lead Time Performance Sheet
Vendor Lead Time Performance Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare promised versus actual vendor delivery lead times with variance days and performance rating
Supplier Lead Time Tracker
Supplier Lead Time Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor supplier lead time by comparing actual delivery days against promised days
GST Purchase Invoice Reconciliation Sheet
GST Purchase Invoice Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile purchase invoices against GSTR 2B with taxable value GST and invoice total
Import Landed Cost Calculation Sheet
Import Landed Cost Calculation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compute import landed cost per item with duty freight IGST and clearing
GST E-Invoice IRN Register
GST E-Invoice IRN Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Invoice wise IRN acknowledgement taxable value and GST at eighteen percent with total invoice value
Reorder Point and Safety Stock Planner
Reorder Point and Safety Stock Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reorder point = average daily demand times lead time plus safety stock with reorder alert
Purchase Order Tracking Sheet
Purchase Order Tracking Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track purchase orders with supplier dates quantity and value
Supplier Payment and Credit Days Tracker
Supplier Payment and Credit Days Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track supplier invoices credit days computed due dates invoice amount and payment status in one register
Vendor Delivery Performance Tracker
Vendor Delivery Performance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track vendor delivery dates and calculate days late automatically
Returnable Packaging and Pallet Tracking Register
Returnable Packaging and Pallet Tracking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks returnable pallets crates and roll cages dispatched to customers against quantities returned
Container and Consignment Tracking Register
Container and Consignment Tracking Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track container shipments by origin destination transit days and current status
Supplier Quality Rejection and RMA Tracker
Supplier Quality Rejection and RMA Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track supplier material rejections and RMA status with quantity and reason logged
Page 1 / 4 · 28 templates
Bill of Quantities (BOQ)
🔥 Popular
Comprehensive BOQ template for construction cost estimation.
Cost Estimation Sheet
🔥 Popular
Detailed cost estimation sheet with labour, material and overhead.
Material Take-Off Template
🔥 Popular
Accurate material quantity take-off for construction projects.
Material Procurement Tracker
🔥 Popular
Track construction materials quantities costs suppliers PO numbers and delivery status
Construction Budget Tracker
Track all construction work packages with budgeted costs payments advance amounts completion percentage and status
Subcontractor Payment Tracker
Track all subcontractor contracts invoices advance payments retention net payable amounts and payment status
Equipment Rental Cost Tracker
Track all construction equipment rentals with rates dates total costs invoices operators and payment status
Labour Cost Estimation Sheet
Estimate construction labour costs by trade with workers daily rates working days overtime allowances and total cost per trade
Material Take-Off Sheet
Quantify all construction materials with specifications quantities wastage order quantities rates costs suppliers and delivery status
Construction Material Takeoff Sheet
Estimate construction material quantities rates amounts wastage and adjusted costs for the project bill of quantities
Tender Comparison Sheet
Compare vendor quotes side by side with lowest price selection and delivery time
Cement & Steel Consumption Register
Cement & Steel Consumption Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Daily site register for cement and steel with opening receipts consumption and auto closing stock
Project Cost Variance Tracker
Project Cost Variance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
BOQ budget vs actual cost tracker with auto variance and over-budget flags
Bar Bending Schedule BBS
🔥 Popular
Bar Bending Schedule BBS
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Bar bending schedule computing unit weight by the D squared by 162 formula and total steel weight per bar mark.
Rate Analysis Sheet for Civil Works
Rate Analysis Sheet for Civil Works
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Rate analysis for one cum of M20 RCC covering material labour machinery water charges overheads and profit
Brick Masonry Rate Analysis
Brick Masonry Rate Analysis
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Per cubic metre rate analysis for brickwork in cement mortar with material labour and overheads
Shuttering and Formwork Cost Sheet
Shuttering and Formwork Cost Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Element wise shuttering and formwork cost sheet with repetition factor material and labour rates
Construction Material Reconciliation Sheet
Construction Material Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile theoretical against actual material consumption with variance and value impact
Civil Work BOQ Cost Estimator
Civil Work BOQ Cost Estimator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate civil construction cost by item unit quantity rate and amount with total
Plastering Rate Analysis Sheet
Plastering Rate Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Per square metre rate analysis for 12mm cement plastering with material and labour
Construction BOQ Rate Analysis Sheet
Construction BOQ Rate Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Bill of quantities with CPWD style civil items - rates and computed amounts
Works Contract GST BOQ Cost Sheet
Works Contract GST BOQ Cost Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Price a bill of quantities and apply eighteen percent GST to get total contract value
BOQ Rate Analysis Sheet
BOQ Rate Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Bill of quantities rate analysis with computed line amounts in INR
Flooring and Tiling Rate Analysis Sheet
Flooring and Tiling Rate Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Build up flooring and tiling rate with material labour and overheads by quantity and rate to a total
Painting Work Rate Analysis Sheet
Painting Work Rate Analysis Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Analyse material and labour rates for painting works by area
Waterproofing Cost Estimation Sheet
Waterproofing Cost Estimation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Estimate material and labour cost for waterproofing works by area
Excavation and Earthwork Cost Sheet
Excavation and Earthwork Cost Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for excavation and earthwork cost sheet with ready-to-use columns and sample data.
Construction Material Cost Tracker
Construction Material Cost Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Construction material cost tracker template calculating total cost from quantity and unit cost
Page 1 / 4 · 28 templates
Daily Site Progress Report
🔥 Popular
Daily construction site progress report with activities, labour and equipment.
Snag List Tracker
🔥 Popular
Track snags, defects and punch list items to completion.
Labour Attendance – Site
Daily site labour attendance with contractor-wise tracking.
Site Safety Inspection Checklist
Site Safety Inspection Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Site Safety Inspection Checklist
Snag List with Status Dashboard
📊 Dashboard
A ready-to-use snag list format in Excel for tracking site defects through to close-out. Log each snag by location, trade and severity, update its status, and let the dashboard show your % complete, overdue items and snags-by-location automatically. Built for Microsoft Excel 2016+.
Daily Site Inspection Log
Record daily site inspection findings risk levels corrective actions and closure status
Material Delivery Log
Record all construction material deliveries with quantities received condition storage location and discrepancies
Site Labour Productivity Log
Track daily construction site labour productivity with planned vs actual output hours delay reasons and productivity rates
Concrete Pour Schedule
Schedule and track all concrete pours with element type volume mix design timing supplier curing method and approval status
Site Equipment Usage Log
Site Equipment Usage Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily construction equipment usage operators hours and fuel consumption.
Scaffolding Inspection Register
Scaffolding Inspection Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly scaffolding inspection register with tag status defects and corrective action tracking.
Contractor RA Bill Tracker
Track contractor running account bills with auto retention TDS and net payable calculations in INR.
Site Material Reconciliation Sheet
Site Material Reconciliation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile received consumed and wastage quantities per material with auto balance and wastage percent alerts.
Site Material Reconciliation Register
Site Material Reconciliation Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile cement steel and aggregates issued versus consumed with wastage percentage against permissible norms
Site Diesel Consumption Register
Site Diesel Consumption Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track site diesel stock issued and consumed per equipment with closing balance and cost in INR
Site Labour Muster Roll
Site Labour Muster Roll
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly site labour attendance and wage muster with daily marks days present and payable wages
Site Safety Toolbox Talk Register
Site Safety Toolbox Talk Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record site toolbox talks with topic presenter attendance duration and safety observations raised
Site Machinery Hire Charges Register
Site Machinery Hire Charges Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track hired machinery usage hours hourly rate and payable charges to hire vendors
Site Cement Consumption Reconciliation Register
Site Cement Consumption Reconciliation Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare theoretical versus actual cement bags per activity and flag consumption variance on site
Steel Reinforcement Consumption Register
Steel Reinforcement Consumption Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reconcile TMT steel received versus consumed against bar bending schedule
Site Petty Cash Expense Register
Site Petty Cash Expense Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Date wise cash received and paid at the construction site with running closing balance
Concrete Cube Test Result Register
Concrete Cube Test Result Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compressive strength of 150mm cubes computed from failure load and checked against target grade
Site Labour Wage Register
Site Labour Wage Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Trade wise site labour attendance with daily and gross wage
Site Material Indent and Requisition Register
Site Material Indent and Requisition Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log site material indents quantity requested versus issued with balance pending and requisition status
Site Daily Progress Log
Site Daily Progress Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily construction site activity crew size and progress percent
Construction Safety Inspection Checklist
Construction Safety Inspection Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track construction safety inspections and corrective actions by area
Site Visitor and Contractor Entry Log
Site Visitor and Contractor Entry Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Logs every visitor and contractor entering the construction site with purpose timing and PPE compliance
Site Crane and Heavy Equipment Log
Site Crane and Heavy Equipment Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log construction site cranes and heavy equipment usage hours inspection and status
Page 1 / 4 · 28 templates
Frequently Asked Questions
What is a snag list format in Excel?
A snag list (or punch list) is a site-inspection sheet recording each defect with its location, trade, severity, responsible party and closure status. The free snag list format on this page is ready to use — the dashboard version also charts open versus closed snags automatically.
How do I use a snag list during project handover?
Walk the site, log every defect as a numbered row, assign each to the responsible contractor with a target date, then track items to closure. Handover completes when all critical snags show closed.
What is the difference between the simple and dashboard snag list?
The simple version is a lightweight tracking sheet you can print or share. The dashboard version adds status formulas and charts, giving you an instant picture of open, in-progress and closed snags.
Are these site management templates free?
Most templates on this page are free with instant download and no sign-up. Any premium template is clearly marked with its price.
Event Budget Planner
Complete event budget planner with vendor tracking and expense management.
Guest List Manager
Manage guest lists with RSVP tracking and seating arrangements.
Vendor Checklist
Event vendor checklist with contact details and contract tracking.
Event Timeline / Run Sheet
Minute-by-minute event run sheet for seamless execution.
Event Attendance Register
Event Attendance Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track registrations, check-in/out times, ticket types and attendees
Conference Planning Checklist
End to end conference planning checklist from venue booking to post event follow up with costs and status tracking
Award Ceremony Planning Checklist
End to end award ceremony checklist covering planning judging logistics communications and post-event tasks
Training Workshop Planner
Plan and track all corporate training workshops with dates venues trainers attendance materials costs and completion status
Product Launch Event Planner
Plan and track a product launch event covering strategy venue product prep marketing logistics event day and post-launch follow-up
Conference Session Planner
Plan all conference sessions with tracks speakers rooms AV requirements moderators capacity and session status
Corporate Event Budget Planner
Corporate Event Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan corporate event budget by item category and vendor with estimated actual variance payment status and due dates
Webinar Planning Checklist
Webinar Planning Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan webinar tasks from setup to follow-up with owners deadlines and status.
Trade Show & Exhibition Planner
Plan every trade show and exhibition task owner budget and deadline in one place
Team Building Event Planner
Team Building Event Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan team offsite activities with schedule facilitator participants cost materials and status.
Annual Day Function Planner
Plan company annual day activities vendors budget versus actual spend with variance and status
Conference Speaker Coordination Tracker
Coordinate conference speakers across invitation confirmation travel and slide submission milestones
Corporate Offsite Logistics Planner
Plan corporate offsite travel stay meals and activity logistics with owner deadline and cost per head
Corporate Diwali Celebration Planner
Corporate Diwali Celebration Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan office Diwali celebration tasks vendors budget and owners for a smooth event
Conference Vendor Payment Tracker
Conference Vendor Payment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track conference vendors with cost advance paid balance due date and status
Event Vendor GST and TDS Payment Tracker
Event Vendor GST and TDS Payment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track event vendor bills GST and TDS deduction with net payable amount
Corporate Event Budget Tracker
Corporate Event Budget Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan and control corporate event spend by head with estimated versus actual costs
Corporate Conference Budget Planner
Corporate Conference Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan conference costs by head with budgeted actual and variance tracking
Corporate Event Cost Sheet
Corporate Event Cost Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Corporate event budget versus actual spend with variance in INR
Corporate AGM Planning Checklist
Corporate AGM Planning Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan an Annual General Meeting with Companies Act tasks responsibility statutory reference timelines and status
Corporate Retreat Planning Checklist
Corporate Retreat Planning Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for corporate retreat planning checklist with ready-to-use columns and sample data.
Event Budget Tracker
Event Budget Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Event budget tracker template calculating variance between estimated and actual event costs
Corporate Event Post-Event Feedback and ROI Sheet
Corporate Event Post-Event Feedback and ROI Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Captures attendance total cost leads generated and feedback score after every corporate event
Corporate Event Sponsor Tracker
Corporate Event Sponsor Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track event sponsors by tier committed and received amounts with automatic balance due
Page 1 / 4 · 28 templates
Wedding Budget Tracker
Complete wedding budget tracker with vendor payments and balance due.
Wedding Guest List
Wedding guest list with RSVP, dietary preferences and table assignment.
Seating Plan Template
Visual seating plan template for weddings and events.
Wedding Vendor Tracker
Manage wedding vendors, bookings, quoted prices, advances and balance due
Birthday Party Planner
🔥 Popular
Plan and track all birthday party tasks vendors costs and completion status in one organised sheet
Anniversary Celebration Planner
Plan a perfect anniversary celebration covering venue gifts flowers experiences dining and all special touches
Baby Shower Planner
Plan and track all baby shower tasks vendors estimated and actual costs bookings and completion status
Gender Reveal Party Planner
Plan and track all gender reveal party tasks vendors estimated and actual costs bookings and completion status
Hen Party Planner
Plan and track all hen party tasks vendors estimated and actual costs bookings and completion status for a perfect celebration
Baby Shower Budget Tracker
Plan and track all baby shower tasks vendors estimated and actual costs bookings and completion status
Wedding Day Timeline Planner
Wedding Day Timeline Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan the full wedding day hour by hour with activities vendors and responsibilities
Mehndi & Sangeet Event Planner
Mehndi & Sangeet Event Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan mehndi and sangeet functions with vendors budgets advances and balance payments.
Haldi Ceremony Planner
Haldi Ceremony Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan haldi decor rituals attire and vendors with budget vs actual tracking and auto savings.
Mehendi Ceremony Planner
Mehendi Ceremony Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan the mehendi function covering artists decor catering and entertainment with budget versus actual
Roka Ceremony Planner
Roka Ceremony Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan roka ceremony arrangements shagun and vendors with estimated cost advance paid and balance
Sangeet Night Planner
Sangeet Night Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan sangeet performances vendors budget advances and run of show for the wedding sangeet night
Griha Pravesh Ceremony Planner
Griha Pravesh Ceremony Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Griha pravesh house warming ceremony planner with vendor budget versus actual and advance payment tracking
Indian Wedding Budget Planner
Indian Wedding Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan an Indian wedding budget by function against actual spend with variance and status
Wedding Function-wise Budget Planner
🔥 Popular
Wedding Function-wise Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan an Indian wedding budget function by function with estimated versus actual spend
Wedding Gift and Shagun Register
Wedding Gift and Shagun Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record wedding gifts and shagun received with giver relation and thank you
Wedding Catering Per Plate Cost Planner
Wedding Catering Per Plate Cost Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Counter wise per plate cost and number of plates to plan the total wedding catering budget
Wedding Muhurat and Rituals Schedule Planner
Wedding Muhurat and Rituals Schedule Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Function-wise muhurat timing venue and in-charge for every wedding ritual
Indian Wedding Function Budget Planner
🔥 Popular
Indian Wedding Function Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Indian wedding function budget with estimated versus actual spend
Wedding Trousseau and Shopping Checklist
Wedding Trousseau and Shopping Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan wedding trousseau shopping by item and person with budget actual spend and variance and totals
Wedding Photography & Videography Cost Tracker
Wedding Photography & Videography Cost Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track photography and videography vendor quotes advances and balances
Retirement Party Planner
Retirement Party Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan retirement celebration tasks budget and responsible owners
Wedding Guest List and RSVP Tracker
Wedding Guest List and RSVP Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track wedding guest RSVP status meal choice and table assignment
Wedding Budget Planner
Wedding Budget Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare estimated and actual wedding costs with balance due
Page 1 / 4 · 28 templates
Donation Tracker
Calculate EMI for any loan with amortization schedule.
Donor Database
Snowball or avalanche method debt payoff planning.
Fundraising Progress Tracker
Track multiple credit cards, due dates and balances.
Volunteer Hours Log
Log volunteer names, activities, hours contributed, and supervisors
Donor Contribution Register
Maintain a complete record of all donor contributions purposes receipt numbers and recurring giving status
Corporate Partnership Tracker
Track all corporate partnerships with MOU details financial and in-kind contributions programme support and renewal dates
In-Kind Donation Register
Record all non-cash in-kind donations with items estimated values conditions storage locations and programme allocation
Memorial Tribute Donation Log
Record all memorial tribute donations with donor details tribute messages designated programmes and certificate status
Corporate Sponsorship Tracker
Track all corporate sponsorships with tiers pledge amounts payments received outstanding balances benefits and renewal status
Recurring Donor Pledge Tracker
Manage recurring donor pledges amounts schedules and payment status in one register
80G Donation Receipt Register
80G Donation Receipt Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register donations with 80G receipt numbers donor PAN payment mode and eligibility for Indian NGOs.
FCRA Foreign Contribution Register
FCRA Foreign Contribution Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register foreign contributions with donor country purpose INR amount and utilisation status for FCRA records.
Donor Communication Log
Donor Communication Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Chronological log of donor touchpoints across phone email WhatsApp and meetings with follow-up dates and status
Festival Donation Drive Tracker
Festival Donation Drive Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Campaign-wise fundraising tracker for Indian festival drives with targets amounts raised donor counts and achievement status
Crowdfunding Campaign Tracker
Track NGO crowdfunding campaigns across platforms with goal amount raised donors and achievement percentage
CSR Donor Pipeline Tracker
Track corporate CSR donor prospects from outreach to MoU with expected and weighted grant value
CSR Fund Utilisation Report
Report CSR funds received against Schedule VII activities with amount spent beneficiaries and unspent balance
Donor 12A Contribution Ledger
Donor 12A Contribution Ledger
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log donor contributions by corpus or general fund with PAN and running cumulative total
NGO Volunteer Hours Log
NGO Volunteer Hours Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log volunteer name activity date hours and location with total hours served
Lapsed Donor Re-Engagement Tracker
Lapsed Donor Re-Engagement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Identify lapsed donors and track re-engagement outreach and renewed gifts
NGO 80G and 12A Renewal Compliance Tracker
NGO 80G and 12A Renewal Compliance Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Registration wise validity and renewal due dates with auto status for NGO statutory compliance
80G Donation Receipt and Exemption Register
Log donations with receipt number PAN and mode and compute fifty percent eligible under 80G
80G Donation Receipt Log
80G Donation Receipt Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Donation receipts with donor PAN and 50 percent 80G amount
NGO Membership and Subscription Register
NGO Membership and Subscription Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Maintain NGO members by type join date subscription amount paid till period and active or lapsed status
Major Gift Donor Cultivation Tracker
Major Gift Donor Cultivation Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Free downloadable Excel template for major gift donor cultivation tracker with ready-to-use columns and sample data.
Donor Contribution Tracker
Donor Contribution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Donor contribution tracker template recording donation amounts campaigns and acknowledgement status
Donor Retention Rate Tracker
Donor Retention Rate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track year over year donor retention rate alongside new donors acquired and lost
Donor Acknowledgment Letter Tracker
Donor Acknowledgment Letter Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track donor acknowledgment letters sent with donation amount date and mode of sending
Page 1 / 4 · 28 templates
NGO Budget Template
NGO annual budget template with programme and admin cost allocation.
Grant Application Tracker
Track grant applications, deadlines, amounts and status.
Program Expense Report
Program-wise expense report for donor reporting and accountability.
Event Sponsorship Tracker
Track sponsors, pledge amounts, payments received, and benefits offered
Annual Fundraising Budget
Track annual fundraising revenues and programme expenses by quarter with budget vs actual and variance analysis
Programme Expense Tracker
Track all NGO programme expenditures with categories vendors amounts approvals receipt numbers and budget balances
Volunteer Expense Claim Form
Record and track volunteer expense claims with transport meals materials approvals payment dates and reimbursement status
Project Impact Report Template
Track NGO programme impact against targets with KPIs beneficiaries reached direct and indirect impact and budget utilisation
Grant Disbursement Tracker
Track all grant disbursements by tranche with funder programme recipient purpose supporting documents authorisation and balance remaining
Volunteer Sign-Up Sheet
Collect volunteer sign-ups by event date shift and role with confirmation status
CSR Fund Utilization Tracker
Track CSR grant utilization by activity with sanctioned vs utilized amounts and balances.
Grant Utilization Certificate Tracker
Grant Utilization Certificate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track grant sanction utilization balance and UC due dates for NGO funder reporting
Grant Budget vs Actual Variance Sheet
Grant Budget vs Actual Variance Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Donor budget line vs utilization sheet with balance percent and spend flags
CSR Grant Utilization Tracker
Track CSR grant utilization against approved budget heads with balance and utilization percentage
FCRA Fund Utilization Register
Track FCRA foreign contribution receipts utilization balance and utilization percentage
FCRA Grant Utilisation Statement
FCRA Grant Utilisation Statement
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Report FCRA foreign contribution grant utilisation head-wise against sanctioned budget with balances
Grant Proposal Budget Worksheet
Grant Proposal Budget Worksheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Line item grant proposal budget worksheet with unit costs grant requested own contribution and budget share
12A and 80G Donation Receipt Register
12A and 80G Donation Receipt Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Register donations with PAN mode and 80G receipt details for Form 10BD reporting
Section 135 CSR Committee Spend Tracker
Section 135 CSR Committee Spend Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Monitor CSR projects under Section 135 by theme with budget spend balance and utilisation
Donor Contribution and 80G Register
Donor Contribution and 80G Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record donations mode 80G receipt number and acknowledgement status
NGO Grant Utilization Report
NGO Grant Utilization Report
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Report grant sanctioned - utilized and balance by head for FCRA and CSR compliance
NGO Darpan and Registration Renewal Tracker
NGO Darpan and Registration Renewal Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks Darpan 12A 80G FCRA and other registrations with validity and renewal fees
FCRA Foreign Grant Utilization Register
FCRA Foreign Grant Utilization Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Project wise FCRA foreign grant received utilized and balance
Project Fund Allocation and Burn Rate Tracker
Project Fund Allocation and Burn Rate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track programme wise fund allocation utilisation balance and burn rate percent with an overspend flag
Grant Budget vs Actual Tracker
Grant Budget vs Actual Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Compare approved grant budget against actual spend by line item
Multi-Year Grant Milestone and Disbursement Tracker
Multi-Year Grant Milestone and Disbursement Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Tracks grant milestones target dates disbursed amounts and balances across multi year NGO programmes
NGO Program Cost Allocation Sheet
NGO Program Cost Allocation Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Break down NGO program budget into admin fundraising and direct program cost
Page 1 / 4 · 27 templates
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