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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.


  • Healthcare KPI Dashboard Excel Template

    Free!

    Excel spreadsheet to track hospital KPIs. Printable dashboard with monthly and cumulative trend analysis. No installation needed. Ready to use.

  • Research and Development KPI Dashboard Excel Template

    Free!

    Excel KPI spreadsheet for R&D departments. Track your key metrics with monthly and cumulative trend analysis. Printable and dynamic dashboard.

  • Recruitment Tracker Excel Template

    Free!

    Excel Recruitment Tracker Template will make hiring process easier and more organized. Includes HR reports and dashboard. Works in Mac & Windows.

  • Order Planning Excel Template

    Free!

    Inventory management tool in Excel. Plan, track & invoice your orders. With printable charts and reports. No installation needed. Ready-to-use.

  • Real Estate KPI Dashboard Excel Template

    Free!

    Excel KPI spreadsheet for real estate business. Track your key metrics with monthly and cumulative analysis. Printable and ready-to-present dashboard.

  • Quality KPI Dashboard Excel Template

    Free!

    Excel spreadsheet to track quality metrics. Most used quality KPIs. Printable dashboard with monthly and cumulative trend analysis. Ready to present.

  • Supply Planning Excel Template

    Free!

    Supply and inventory planner in Excel. Plan and track your orders by SKUs. Fully automated dynamic charts and tables. Ready to use.

  • Employee Evaluation Excel Template

    Free!

    Staff performance evaluation spreadsheet. Printable professional forms for annual personnel reviews. HR reporting with dashboard & database. All in Excel.

  • Construction KPI Dashboard Excel Template

    Free!

    Excel KPI spreadsheet for construction industry. Track your key metrics with monthly and cumulative trend analysis. Printable and ready-to-use template.

  • SaaS KPI Dashboard Excel Template

    Free!

    Excel KPI tracker for software business. Track your key metrics with monthly and cumulative analysis. Printable, dynamic and nice-looking dashboard.

  • Retail KPI Dashboard Excel Template

    Free!

    Excel KPI tracker for retail stores. Most used metrics for retail managers. Printable dashboard with cumulative analysis. Ready to use.

  • Procurement KPI Dashboard Excel Template

    Free!

    Excel spreadsheet for procurement metrics. Track your purchasing KPIs with monthly and cumulative analysis. Printable dashboard with on sheet guide.

  • CRM KPI Dashboard Excel Template

    Free!

    KPI spreadsheet for customer relations. Track your key metrics with monthly and cumulative analysis. Printable dashboard with charts. All in Excel.

  • IT KPI Dashboard Excel Template

    Free!

    Excel spreadsheet for IT departments. Track your key metrics in information technology with target-based and yearly comparisons. Printable trend charts.

  • Excel ERP Template

    Free!

    ERP spreadsheet template as a mini ERP application in Excel. Simple yet powerful. Manage your processes, see projections and calculate financials.

  • US Sales Map Excel Template

    Free!

    Sales territory mapping tool for USA. Create printable sales heat map for states with optional settings. No installation needed. All in Excel.

  • Mobile App Financial Model Excel Template

    Free!

    Easy-to-use Mobile App Financial Model tool. Feasibility study and budget for tech startups. Financial projections & cost breakdown. All in Excel!

  • Excel Packing Slip Generator and Tracker

    Free!

    Packing list generator and tracker in Excel. Create sleek design packing slips & export to PDF. Database included. Works on Mac & Windows.