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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.


  • Rental Property Income and Expenses Excel Template

    Free!

    Property management tool for landlords. Track monthly or yearly income and expense flows. Easy and useful Excel template with visual charts.

  • 5 Whys Excel Template

    Free!

    Excel spreadsheet for 5 whys analysis. Find and track root causes of problems. Automatic charts & bars. Fully printable and flexible dashboard.

  • Business Plan Excel Template

    Free!

    Excel spreadsheet to prepare professional design business plans. Present your company with a printable and clear plan. With step-by-step guide.

  • Business Model Canvas Excel Template

    Free!

    Excel spreadsheet to create visual business plans. Summarize your key business factors on a lean canvas within minutes! Detailed guidance included.

  • Sprint Planning Excel Template

    Free!

    Sprint Planning Template is an Excel tool for agile management. Ready-to-use spreadsheet to organize daily scrums and sprints. No installation needed.

  • Employee Leave Tracker Excel Template

    Free!

    Leave planner spreadsheet. Track the absence of your employees with printable dashboards. No more mysterious empty desks. All in Excel!

  • Product Database Excel Template

    Free!

    Product data spreadsheet. Keep track of your products with dynamic lists, forms and dashboard. No installation needed. All in Excel!

  • Employee Database Excel Template

    Free!

    HR employee data sheet. Track your human resources data with dynamic lists, forms and dashboard. No installation needed. All in Excel!

  • Customer Database Excel Template

    Free!

    Client dashboard in Excel. Track and analyze your customer data with interactive charts and filters. No installation needed. Ready to use.

  • Porter’s 5 Forces Excel Template

    Free!

    Excel spreadsheet for Five Forces Analysis. Deep dive into the competition in your niche. Detailed guide included. Ready for presentations.

  • Excel Etsy Seller Spreadsheet

    Free!

    Bookkeeping template in Excel for Etsy shop owners. Track your sales and expenses on a nice-looking dashboard. Import data feature with instructions.

  • Employee Training Tracker Excel Template

    Free!

    Organize and track employee training plan in Excel. Charts and dynamic calendar to stay tuned on employee development. Works in Mac & Windows.

  • Sales Pipeline Excel Template

    Free!

    Track your sales pipeline in Excel! Divide your sales process into stages, find the bottlenecks and visualize them in a summary dashboard.

  • Fishbone Diagram Excel Template

    Free!

    Ishikawa Fishbone Diagram Maker in Excel. Printable template to define root causes. Brainstorm and add the “bones”. Ready for your presentations.

  • Mail Merge & Email Sender Excel Template

    Free!

    This Mail Merge & Email Sender Template in Excel will help you to create a single message or bulk emails and send them via Outlook with VBA.

  • Excel CRM Template

    Free!

    Easy-to-use yet powerful CRM Template in Excel. Track your tasks, customers, meetings with a kanban dashboard and calendar. Works in Mac & Windows.

  • Internal Audit Excel Template

    Free!

    Internal Audit Template is an Excel spreadsheet to create a custom audit plan for your company processes and policies with a summary dashboard.

  • Kanban Board Excel Template

    Free!

    Automated Kanban Board in Excel. Manage your workflows and tasks in cards view. Easy-to-use spreadsheet. Works in Mac & Windows.