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Excel Small Business Management Templates and Spreadsheets

If you have a small or mid-sized business, there will be so many details to take control of from the beginning. First of all, you have to go through its feasibility, then you have to track sales. Besides that you have to go over your company KPIs regularly in order to see if your business results are as expected. Without following your business up, you will see yourself losing control.

However, while looking into all those above, you have to work with user-friendly and simple tools. Those tools might be used for any employee in your company even if he doesn’t have great expertise on Excel. Someka Small Business Management Templates Collection ranges from Feasibility Study to Sales Reports and KPI Dashboard.

All small business templates are compatible with MS Excel. Additionally, they work both on Windows and Mac.


  • Customer Database Template

    Free!

    Customer Database Template is the ultimate Excel Spreadsheet to manage and analyze customer data. Customizable sections & interactive charts included.

  • Porter’s Five Forces Template

    Free!

    Porter's Five Forces Template to analyze competition and market entry profitability. Instant download Excel template with interactive charts.

  • Etsy Seller Spreadsheet

    Free!

    Excel template for Etsy shop owners and sellers. Track sales and income in simple steps. Import data from Etsy and analyze results with charts.

  • Employee Training Tracker

    Free!

    Organize and track employee training plan in Excel. Professional charts and dynamic calendar to stay tuned on employee development management.

  • Sales Pipeline Template

    Free!

    Track your sales pipeline in Excel! Divide your sales process into stages, find the bottlenecks and increase your return by managing each step.

  • Fishbone Diagram Template

    Free!

    The Fishbone Diagram template identifies the root causes of the issue under specified categories. Do a brainstorming and add the "bones" in Excel!

  • Email Sender Template

    Free!

    This Email Sender Template in Excel will help you to create a single message or bulk emails, prepare drafts and send them via Outlook.

  • Excel CRM Template

    Free!

    Excel CRM Template will allow you to track your tasks and their status, manage customer relations, and schedule your appointments and meetings!

  • Internal Audit Template

    Free!

    Internal Audit Template is an Excel solution to make the audit for your company's processes and policies to improve your performance.

  • Kanban Board Excel Template

    Free!

    This Kanban Board Excel Template lets you track your entire process and make event analysis to measure the performance of any act.

  • Stock and Inventory Tracker

    Free!

    Plan, track, and manage your incoming and outgoing stocks in Excel. The charts contain much more information to check inventory situation.

  • Healthcare KPI Dashboard

    Free!

    Healthcare KPI Dashboard is a performance tracking tool in Excel. It will measure your hospital performance and provide most used metrics of industry.

  • Research and Development KPI Dashboard

    Free!

    Research and Development KPI Dashboard Template measures the efficiency of your R&D department. With 26 performance metrics, all in Excel.

  • Recruitment Tracker Excel Template

    Free!

    Recruitment Tracker Excel Template will make recruitment process easier while keeping records and analyzing important data.

  • Order Planning and Invoicing Template

    Free!

    Order Planning and Invoicing Template is a solution for a well-functioning inventory management. Create sales orders, invoices and release delivery orders!

  • Real Estate KPI Dashboard

    Free!

    Real Estate KPI Dashboard will give specific metrics of acquisition and property management. Quantifiable measures, Past and Current Year Comparison in Excel!

  • Quality KPI Dashboard

    Free!

    Quality KPI Dashboard Template will help you to track and measure the impact of quality. Track your quality process and present effectively in Excel!

  • Supply and Inventory Planning Template

    Free!

    Supply Inventory Planning tool will help you to calculate needs of goods to keep healthy inventory management giving you control on safety stock of your business!