Small Business Management Templates

50+ Excel Templates for Business

As a small or medium sized business owner, there is so much to take care of. Getting control of all things related to business can appear daunting. But our Excel and Google Sheets templates help simplify the entire process. With our focus on simplicity and effectiveness, even those new to Excel can begin to take control in no time.

Our philosophy is ‘Simple and Effective’.

Our Excel templates cover many areas of small business management.

Please click on any of the categories below to jump to the templates that belong to that category. 

Inventory or Stock Management

Product-based businesses need an easy and simple tool to track inventory levels.

These are common and critical questions for a business. You can use our free Excel templates designed for inventory management to handle this critical need.

Enter your purchase and sales orders and let our templates calculate inventory levels automatically.

Whether you are in retail business (buying products from suppliers and selling them to customers exactly the same products), or in manufacturing business (buying raw materials from suppliers, manufacturing products from raw materials and selling finished products to customers), or in Rental business (renting assets or items to customers for a period of time for rental fees), we got you covered.

Free Inventory management Excel Templates

Retail Inventory Tracker
Inventory & Sales Manager Excel Template
Manufacturing Inventory Tracker - Free Inventory Excel Template
Rental Inventory Tracker

You would notice that there are four templates for 3 types of businesses. For retail business, we have two versions. Here are the key differences between the two.

The Retail Inventory Tracker is newer and more modern looking. It will auto-populate the price for the orders, based on price data you enter once. Saves you time in data entry. It also has advanced and extensive reporting where it can calculate Cost of Goods Sold (COGS) and Profit.

Summary Business Performance Metrics for Retail Business
Summary Business Performance Metrics for Retail Business

The Inventory and Sales Manager is one of our first published templates and still the most popular one. It will be a good fit for your business, if the price for the same product can change for each customer and each order. If you need more flexibility of the price, this is the template to use.

If you prefer to use Google Sheets instead of Excel, we got you covered there as well

Free Google Sheets for inventory management

Invoices

While tracking inventory may not be a fun activity, generating invoices is definitely fun.

You can use our free sales invoice template to create an invoice for your sales transactions.

You can add your logo and make it your own.

Sales Invoice Excel Template
Sales Invoice Excel Template

Tip: Remember to save the invoices as PDFs for your records.

Payments (Accounts Receivable)

Once the invoices are sent to customers, the most rewarding part of a business comes next. Payments! Customers making payments against your invoices are rewarding, but if you have a lot of invoices and different customers have different payment schedules, it can quickly become a task to keep track of which customers owe how much.

Not to worry. You can use our free invoice tracker template to keep track of all invoices and payments.

For a Google sheets version, please use Invoice tracking in Google Sheets.

For more additional features, try our premium Invoice Manager.

Invoice Manager

  • Payments across multiple invoices can be automatically handled.
  • Interactive Dashboard allows more insights and clear visibility to invoices and sales.
  • Unpaid Invoice report shows all unpaid invoices for easier action.
Invoices Dashboard - Small Business Management
Invoices Dashboard – Small Business Management

Google sheets version of the Invoice Manager template can be purchased here.

Business Management (Invoicing, Inventory, Orders & Sales)

If you like the convenience of invoicing, inventory, and sales management all in one file, you could try our premium templates.

  • Create on-demand invoices and purchase orders automatically.
  • Handle Taxes and Discounts with built-in functionality.
  • Track payments made on the orders.
  • Reporting is extensive, giving you instant access to top selling products, profit and a lot more.

For a retail business with one warehouse, use our Retail Business Manager for Excel. Or Retail Business Manager for Google sheets

For a retail business with multiple warehouse locations and would like to track inventory in those locations separately, use our Retail Inventory & Sales Manager template.

In addition to the purchase and sales orders, this template allows creating transfer orders where inventory can be moved from one location to another. You can also choose which location will receive the incoming inventory and which location will be sending the inventory to customers.

For a manufacturing business, use our Manufacturing Business Manager template. The template provides invoicing and inventory management in one file.

For Rental Business, use our Rental Business Manager

 

Rental Availability Calendar - Easy to Customize
Rental Availability Calendar – Easy to Customize

We also have a Google sheets version of Rental Business Manager if you use Google sheets in your business.

Customer Relationship Management (CRM)

If your business does not need inventory management but instead needs a way to track sales leads and manage the Sales Pipeline, you can use our free sales pipeline tracker.

Google sheets version of Sales Pipeline Tracker is also available to download.

For more advanced features, use our Sales Pipeline Manager Excel template.

Sales Pipeline Manager (CRM) thumbnail

  • Understand the effectiveness and efficiency of your sales funnel or pipeline.
  • Determine any weak areas in your sales funnel. Take actions to improve conversion rates.
  • Identify any bottlenecks in the sales process. Take actions to shorten the sales cycle.
  • Know exactly how rich the currently active pipeline is. Allows forecasting of future sales.
  • Actionable insights on what type of deals are successful. Allows prioritization on those deals.
  • Track all activities related to customer relationship management in one file.
Sales Pipeline Manager Dashboard
Sales Pipeline Manager Dashboard

Google sheets version of the Sales Pipeline Manager (CRM) template is also available.

Finance Management

As a small business, having clear visibility to profit and loss is crucial. You can manage all your financial transactions in one file. Our Small Business Finance Manager is designed to make it simple and effective.

Small Business Finance Manager Excel Template - Highlights
Small Business Finance Manager Excel Template – Highlights

It will automatically generate Profit and Loss Statement (also called Income Statement) for your business, calculate the balances in all your Financial accounts (bank accounts, credit cards and cash), and generate a Cash Flow Report showing money flowing in and out of your accounts.

If you are generating invoices and paying bills for your business, you want to know which invoices are unpaid by your customers and which bills are due to be paid by you. No problem. You can use our automated Reports that show unpaid bills and invoices.

Small Business Finance Manager

Google Sheet version of the Small Business Finance Manager Template will be available soon.

Administrative Tools

Catalog

If you are looking for a simple way to showcase your products in a catalog, use our free Small Business Catalog template.

For more features, try our Premium Digital Catalog template.

You can create an interactive catalog of your own products just like the one below.

Digital Catalog Excel Template - Features
Digital Catalog Excel Template – Features

The premium template supports up to 200 products and 20 categories.

Calendars

When you need to print calendars, try our free customizable calendar template to create calendars.

All our calendars are designed to work for any year. Just change the Year yourself and customize the calendar.

For more features, we also have a premium Event Calendar Maker.

Any Year Calendar
Any Year Calendar
  • Categorize events into 12 Event Types and assign different colors
  • 7 Calendar Designs (2 Yearly, 3 Monthly, Weekly and Daily calendars)
  • 12 Frequency Types (automatically generate recurring events like daily, weekly, bi-weekly, monthly)
Excel Calendar Template 2020 - Monthly Calendar Design Full
Excel Calendar Template 2020 – Monthly Calendar Design Full

Human Resource Management

As your business starts to grow and you have the need for more employees, the need for managing the employees also appears. Of course, we got you covered there as well.

If you are looking for customized Excel templates for your business, please reach out to support@indzara.com with your requirements. We will review your requirements and provide an estimate for development.