Free Excel templates for non-profits and NGOs — track donations and donors, monitor fundraising, budget your organisation, and manage grants and programme spending for funder reporting.
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
Project Charter Checklist
Category
Value
Status
Item 1
1,200
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Item 2
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Complete all project charter requirements before kickoff covering objectives scope stakeholders team budget timeline risks and sign-offs
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
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Plan project resource allocation across roles and tasks with allocation percent dates daily cost and total cost
Page 1 / 2 · 11 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
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
Page 1 / 2 · 10 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
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890
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Decision Log
Action Item Tracker
Action Item Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
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890
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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
Page 1 / 2 · 10 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
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
Page 1 / 2 · 10 templates
KPI Dashboard
RAG-status KPI dashboard with visual indicators for business performance monitoring.
Finance Dashboard
Executive finance dashboard with P&L, cash flow and balance sheet.
HR Dashboard
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
Animated Bar Charts
Animated Bar Charts
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
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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
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Item 3
890
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Animated donut charts for percentage visualization.
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
IT Helpdesk Ticket Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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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
Page 1 / 2 · 11 templates
IT Asset Inventory
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
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Maintain IT hardware asset register with tag device assignee department purchase date cost warranty status and location
Data Backup Schedule
Data Backup Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
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Plan and track system backups by type frequency owner location and status
Page 1 / 2 · 10 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
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
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Track corporate KPIs across departments with targets actuals achievement percentage status and owners by period
Page 1 / 2 · 9 templates
Sales Pipeline Tracker
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Lead Management Sheet
Comprehensive lead management with scoring and follow-up tracking.
Target vs Actual Dashboard
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
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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
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
Sales Pipeline & Forecast Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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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
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Plan and monitor sales promotions and discount offers with start and end dates and live status.
Sales Commission Tracker
Sales Commission Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Track sales by person and period with commission rate payout and target status
Page 1 / 2 · 13 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 Content 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
SEO Keyword Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Track target keywords search volume difficulty and ranking progress against each URL
Page 1 / 2 · 11 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
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
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Log daily work hours by employee project and task with approval status for the week
Page 1 / 2 · 12 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
Page 1 / 2 · 10 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
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Item 3
890
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Compare multiple job offers per position with package breakdown bonus benefits joining date counter offer and hiring decision
Recruitment Pipeline Tracker
Recruitment Pipeline Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Track recruitment candidates by position source applied and interview dates stage status and expected CTC
Page 1 / 2 · 10 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
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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
Page 1 / 2 · 11 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
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
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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
Page 1 / 2 · 13 templates
EMI Calculator
Calculate EMI for any loan with amortization schedule.
Debt Payoff Planner
Snowball or avalanche method debt payoff planning.
Credit Card Tracker
Track multiple credit cards, due dates and balances.
Lent Borrowed Money Tracker
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
Page 1 / 2 · 10 templates
Stock Portfolio Tracker
Track different Stocks for batter visibility & tracking & data driven decisions.
Mutual Fund Tracker
Agile sprint tracker with velocity and burndown chart.
Net Worth Calculator
IT change request management and approval tracker.
Insurance Policy Tracker
Insurance Policy Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Insurance Policy Tracker
Fixed Recurring Deposit Tracker
Fixed Recurring Deposit Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Gold Precious Metals Tracker
Gold Precious Metals Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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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
SIP Contribution Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Track monthly mutual fund SIP contributions NAV and units allotted across all folios
Page 1 / 2 · 13 templates
SWOT Analysis 001
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
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
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
Customer Complaint Register
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
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Capture customer complaints by category and priority and track them to resolution
Page 1 / 2 · 9 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
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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
Petty Cash Book
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record petty cash receipts and payments by voucher category and mode with approvals
Page 1 / 2 · 12 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
Balanced Scorecard
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
Strategic Initiative Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track strategic initiatives with objective owner priority start and target dates progress percent status and key KPI
Risk Assessment Matrix
Risk Assessment Matrix
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Identify and rate risks by likelihood and impact with owner mitigation and status
Page 1 / 2 · 10 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
NDA Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
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
Page 1 / 2 · 10 templates
Regulatory Compliance Checklist
Track regulatory compliance requirements and deadlines.
Audit Tracker
Plan, track and manage internal and external audits.
Policy Review Log
Track policy reviews, approvals and version history.
Training & Certification Log
Track employee certifications, expiry dates, and renewal requirements
ISO Audit Checklist
ISO 9001 internal audit checklist covering clause by clause findings non-conformance levels corrective actions and status
GDPR & Data Privacy Checklist
GDPR & Data Privacy Checklist
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track data privacy compliance requirements covering consent data subject rights security breach procedures and third parties
Anti-Bribery Compliance Checklist
Track anti-bribery compliance covering policies training due diligence gifts financial controls and reporting obligations
Contract Renewal & Expiry Tracker
Track all contract start and end dates notice periods annual values owners and renewal actions in one register
Statutory Filing Due Date Tracker
Statutory Filing Due Date Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track GST TDS PF ESI professional tax and ROC filings with due dates filed dates status and penalty exposure
Page 1 / 2 · 9 templates
MOU Tracker
Memorandum of Understanding tracker and management template.
Legal Expense Tracker
Track all legal expenses, attorney fees and case costs.
Court Date Tracker
Manage court dates, hearings and legal deadlines.
Power of Attorney Log
Maintain a register of all POA documents with scope, dates, and status
Non-Disclosure Agreement Register
Maintain a complete register of all NDAs with counterparties types terms signatories expiry dates and status
Company Resolution Register
Maintain a complete register of all company resolutions with voting results filing details and effective dates
Legal Notice Register
Track all incoming and outgoing legal notices with type parties subject response deadlines outcomes and case status
Board Resolution Template
Record all board resolutions with resolution type voting results quorum effective dates filing requirements and status
Legal Case Tracker
Track legal cases by type court hearing dates lawyer and current status
Page 1 / 2 · 9 templates
Monthly Bill Tracker
Track all monthly bills, due dates and payment status in one place.
EMI / Loan Tracker
Track all your EMIs, loan balances and repayment schedules.
Utility Bill Planner
Plan and track utility bills with monthly trend analysis.
Grocery Budget Tracker
Plan and track grocery spending with category-wise budgeting.
Vehicle Service & Fuel Log
Vehicle Service & Fuel Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Vehicle Service & Fuel Log
Subscription_Renewal_Tracker
Subscription_Renewal_Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Household Inventory Home Contents
Household Inventory Home Contents
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Utility Bill Comparison Tracker
Track all household utility bills including electricity water internet mobile gas and cooling month by month
Insurance Policy Register
Maintain a complete register of all insurance policies with cover amounts premiums expiry dates renewal alerts and agents
Household Expense Splitter
Household Expense Splitter
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track and split household expenses between two people with categories amounts agreed split percentages shares and settlement status
Monthly Household Budget
Monthly Household Budget
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan household budget by category and sub-item against actual spend with variance percent of income and status
Page 1 / 2 · 11 templates
Family Chore Chart
Weekly family chore chart to distribute household responsibilities.
Kids Allowance Tracker
Track kids allowance, savings and spending habits.
Family Calendar Planner
Monthly family calendar to plan events, appointments and activities.
Vacation Packing Checklist
Never forget anything with a comprehensive vacation packing checklist.
Birthday Anniversary Reminder
Birthday Anniversary Reminder
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Pet Care Records Tracker
Pet Care Records Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Family Emergency Contact Sheet
Keep all critical emergency contacts in one place — family medical utilities insurance and emergency services
Family Monthly Budget Planner
Track family income and expenses by category across all months with budget vs actual H1 variance and status
School Term Planner
Plan and track school terms for all children with key events exams homework deadlines parent meetings and fees
Family Vacation Planner
Plan the complete family vacation with flights hotels visas activities daily budget packing and task status
Kids Homework & Activity Planner
Kids Homework & Activity Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Organise children homework classes and activities by day and track completion status.
Page 1 / 2 · 11 templates
Home Repair Log
Track all home repairs, contractors and maintenance history.
Appliance Service Tracker
Track appliance warranties, service dates and repair history.
Annual Home Checklist
Annual home maintenance checklist organized by season.
Home Cleaning Schedule
Home Cleaning Schedule
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Annual Home Maintenance Schedule
Plan and track all home maintenance tasks contractors costs and completion status throughout the year
Seasonal Home Maintenance Planner
Plan home maintenance tasks by season and month with contractors estimated costs schedules and completion tracking
Home Repair Cost Log
Track all home repair and maintenance work with issues contractors quoted vs actual costs parts warranty and quality ratings
Seasonal Home Checklist
Plan and track seasonal home maintenance tasks with summer prep winter prep annual checks contractors costs and status
Home Improvement Project Tracker
Plan home improvement tasks by room contractor budget and status in one tracker
Page 1 / 2 · 9 templates
Weekly Meal Planner
Plan weekly meals with automatic grocery list generation.
Grocery Shopping List
Smart grocery list organized by store section.
Recipe Cost Calculator
Calculate cost per serving for any recipe.
Pantry Fridge Inventory
Pantry Fridge Inventory
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Weekly Meal Prep Planner
Plan weekly meals by day and type with ingredients prep and cook time calories and prep status
Grocery Shopping List Planner
Plan weekly grocery shopping by category with quantities brands estimated prices store and purchase status
Family Recipe Cost Calculator
Calculate the cost of family recipes with ingredient costs total recipe cost cost per serving and prep and cook times
Weekly Lunchbox Planner
Weekly Lunchbox Planner
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan weekly school lunchboxes for all children with main items fruit snacks drinks allergies prep time and child ratings
Monthly Meal Budget Tracker
Monthly Meal Budget Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Plan weekly food spend across groceries vegetables dairy eating out and snacks against budget with variance tracking
Page 1 / 2 · 9 templates
Property Comparison Sheet
Compare multiple properties side-by-side with scoring matrix.
Home Purchase Checklist
Complete checklist for the home buying process.
Mortgage Calculator
Advanced mortgage calculator with amortization schedule.
Property Viewing Log
Record property viewings, agent details, pros/cons, ratings and decisions
Property Due Diligence Checklist
Comprehensive property due diligence checklist covering title financial legal physical condition and community checks
First-Time Buyer Checklist
Step by step checklist for first-time property buyers covering finance search offer legal transfer and post-purchase tasks
Home Loan EMI Comparison Tracker
Compare home loan offers from 16 lenders with interest rate tenure processing fee monthly EMI total interest and total payable
Stamp Duty & Registration Cost Calculator
Estimate state-wise stamp duty and registration charges by property value with total charges for 16 Indian states
Property Offer Negotiation Tracker
Track listed prices offers counters and final agreed amounts with auto-calculated savings status and next steps
Open House Sign-In Sheet
Open House Sign-In Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Capture open house visitor details agent interest level and follow-up for every viewing
Page 1 / 2 · 10 templates
Rent Collection Tracker
Track rent collection, due dates and payment history for multiple properties.
Tenant Register
Complete tenant database with contact info and lease details.
Rental Income vs Expense
Track rental income vs expenses with profit/loss analysis.
Lease Renewal Tracker
Track lease expiry dates and renewal reminders.
Property Maintenance Expense Log
Track maintenance work orders, contractor costs, and payment status
Tenant Move-In Move-Out Checklist
Document property condition at tenant move-in and move-out with item by item inspection damage assessment and charges
Rental Property Inspection Log
Record detailed rental property inspection findings with condition issues severity repair costs and action required by area
Tenant Rent Payment Tracker
Track rent payments across all properties and tenants with due dates amounts payment receipts outstanding balances and status
Rent Roll & Collection Tracker
Rent Roll & Collection Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track monthly rent roll with rent due dates paid dates amount paid outstanding balance status and late fees per tenant
Security Deposit Tracker
Security Deposit Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track tenant security deposits received deductions and refunds across rental units.
Page 1 / 2 · 10 templates
Property ROI Calculator
Complete IT asset inventory with warranty and maintenance tracking.
Capital Growth Tracker
Track software licenses, renewal dates and compliance.
Multi-Property Dashboard
Monitor server uptime, incidents and SLA compliance.
Rental Property ROI Calculator
Rental Property ROI Calculator
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track property investments annual rent expenses gross and net yield capital gain and total ROI
Property Flip Profit Calculator
Track property flip investments with purchase price renovation costs sale proceeds gross profit and ROI per deal
Land & Plot Investment Tracker
Track all land and plot investments with purchase price current value capital gain holding costs and net returns
Holiday Home ROI Calculator
Calculate holiday home rental returns with nightly rates occupancy platform and management fees annual income and net yield
Property Renovation Budget
Track all property renovation costs by room with contractor quotes negotiated rates advances actual costs variance and status
Weekly Study Timetable
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Assignment Tracker
Assignment Tracker
Grade / Marks Calculator
Grade / Marks Calculator
Exam Preparation Planner
Plan exam preparation with topic-wise study schedule.
Reading Log
Reading Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Reading Log
Scholarship Application Tracker
Track scholarship applications, deadlines, eligibility, and outcomes
Study Goals & Habit Tracker
Track daily study goals hours topics covered and 4 key habits to build consistency and exam readiness
Scholarship Budget Planner
Plan and track all scholarship and university expenses by semester including tuition accommodation food and books
Online Course Progress Tracker
Track all online courses with modules completed hours invested progress certificates costs and status across platforms
Study Timetable Planner
Plan and track weekly study sessions for all students with subjects topics study types duration completion and difficulty ratings
Student Assignment Tracker
Student Assignment Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track student assignments by subject with assigned and due dates submission status marks max marks grade and status
Group Project Task Tracker
Group Project Task Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Assign and track student group project tasks with owners deadlines and progress.
Page 1 / 2 · 12 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
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
Page 1 / 2 · 9 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
Page 1 / 2 · 9 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
Freelance Quote & Estimate Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track client quotes and estimates with amount validity status and follow-up dates
Page 1 / 2 · 10 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
Step Count & Activity Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Track daily steps distance active minutes and calories against your activity goals
Page 1 / 2 · 10 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
Medication Tracker
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
Daily Symptom Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log daily symptoms with severity triggers medication and duration for your doctor
Page 1 / 2 · 13 templates
Mood Tracker
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
Room Booking Tracker
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
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
Lost & Found Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Log lost and found items with location finder guest and collection status
Page 1 / 2 · 11 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.
Page 1 / 2 · 10 templates
Stock Inventory Tracker
Complete stock inventory with reorder alerts and valuation.
Reorder Level Calculator
Calculate reorder points, safety stock and EOQ.
Warehouse Location Map
Map warehouse bin locations for efficient picking.
Goods Received Note (GRN)
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
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
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
Physical Stock Count Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record physical stock counts against system quantity and flag variances by location.
Stock Transfer Log
Stock Transfer Log
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Record stock movements between locations with item quantity route and status
Page 1 / 2 · 12 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
Purchase Requisition Form
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Raise and track internal purchase requisitions by item department and required-by date
Page 1 / 2 · 9 templates
Bill of Quantities (BOQ)
Comprehensive BOQ template for construction cost estimation.
Cost Estimation Sheet
Detailed cost estimation sheet with labour, material and overhead.
Material Take-Off Template
Accurate material quantity take-off for construction projects.
Material Procurement Tracker
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
Construction Material Takeoff Sheet
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
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
Page 1 / 2 · 11 templates
Daily Site Progress Report
Daily construction site progress report with activities, labour and equipment.
Snag List Tracker
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.
Page 1 / 2 · 10 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
Page 1 / 2 · 13 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
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
Page 1 / 2 · 11 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
Recurring Donor Pledge Tracker
Category
Value
Status
Item 1
1,200
✓
Item 2
3,450
✓
Item 3
890
—
Manage recurring donor pledges amounts schedules and payment status in one register
Page 1 / 2 · 10 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
Page 1 / 2 · 10 templates
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