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21 of the Best Free Google Sheets Templates for 2023

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21 of the Best Free Google Sheets Templates for 2023

Google Sheets templates help you create better spreadsheets while saving you valuable time.

→ Access Now: Google Sheets Templates [Free Kit]

A template knows what you need and offers it without any manual input, giving you the ability to focus on more important things — like translating the data itself.

In this post, we’ll cover every template you’ll ever need to easily and efficiently use Google Sheets for business. That includes templates for project management, reporting, people management, and customer tracking.

You’ll explore:

Let’s get started.

Why should you use Google Sheets templates for business?

Google Sheets templates are valuable business tools that can be used by teams of any size. Whether you’re a business just starting out or an established enterprise firm, using Google Sheets templates gives you access to countless benefits.

Even if not used as a primary business tool, they can serve to supplement other tools. For instance, you might use a free CRM to track customer information, then use a Google Sheets invoice template to quickly create invoices for each customer.

Let’s go over the top benefits of using Google Sheets templates for business.

Google Sheets templates are free to use.

Google Sheets templates are completely free to use, and they cover a wide variety of needs. You won’t have to spend hundreds of thousands of dollars getting an Excel subscription (or a subscription for another tool).

Everyone who signs up for a Google Workspace account will have immediate working access to these templates.

You have the ability to collaborate.

Google Sheets templates allow your team to collaborate with little gatekeeping. The only thing you have to do is click the “Share” button at the top right-hand corner of a document, and your team members will have access to the file.

You can also limit the collaboration aspect to commenting or viewing only. This is a great option for sensitive documents that only a few people should edit.

Google Sheets templates are intuitive to use.

Using a Google Sheets template doesn’t require much experience with spreadsheets. You don’t need to know advanced formulas and functions to make them work for you.

All you have to do is plug in the numbers and populate the fields. The document will generate a report or calculate a total based on the built-in fields.

Google Sheets templates are customizable.

Using a Google Sheets template doesn’t mean that you’re stuck with its look and feel. You can easily change the fields, the colors, and the fonts using Google Sheets’ built-in tools. This gives you the ability to make your sheets have a brand-specific look and feel.

There’s no data loss.

Another great benefit of using Google Sheets templates? Unless a freak accident happens with Google’s servers, it’s near impossible to lose data.

All changes are stored in the cloud, and Google Sheets includes a version history of the document. You can always revert to a previous version if something happens.

If your laptop crashes or you lose an internet connection, Google Sheets simply freezes the copy until you’re online again. You’ll still want to take a few precautions, such as enabling offline editing and downloading a copy of the document to your local drive.

How to Find Templates In Google Sheets

Ready to find a few templates that you can start using right now for your business? There are two common ways you can find and use free Google Sheets templates.

1. Google’s In-Built Template Gallery

On your browser, go to Google Sheets. Click “Template Gallery” at the top right. Explore the templates to find the right one for you.

google sheets templates: built-in gallery

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You’ll find different templates for your personal, work, and project management needs. Here’s an example of what the Personal template library looks like.

google sheets templates: built-in personal templates gallery

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2. Add-Ons

Another way to find free templates in Google Sheets is to download and install the Vertex42 add-on. Here’s how.

  • Open an existing Google sheet, or type “sheets.new” to create a new one.
  • On the top left menu, go to “Extensions,” then “Add-ons,” then “Get add-ons.”

vertex42 add-on; google sheets project management templates

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  • Type “Vertex42” into the search bar, and click enter.
  • Install the add-on.

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  • To access the templates, click on “Extensions,” then “Template Gallery for Sheets.”
  • From there, click “Browse Templates.”

google sheets project management template

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Here you would find templates that can help with almost everything you need — whether you need to create an invoice, income/expense tracker, or a dashboard to manage your projects.

Vertex42 template gallery

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Let’s now look at some of the free Google Sheets templates you may find useful as you run your business.

Google Sheets Templates

Whether your position requires you to send invoices to clients, track website analytics, or create expense reports, you’ve undoubtedly found yourself working with spreadsheets in some form.

And if you’re anything like me, those spreadsheets can feel frustratingly tedious when you’re under a time crunch.

Fortunately, Google Sheets offers a wide variety of pre-built templates, allowing you to create reports and analyze data faster and more effectively.

The following Google Sheets templates cater to specific categories and allow you to cut hours, if not days, of work in one fell swoop. Let’s go over the best Google Sheets templates you can start using now.

google-sheets-templates

Unlock our collection of 10 customizable Google Sheets Templates.

Google Sheets Templates for Finances

Spreadsheets are a popular tool for bookkeeping and invoicing. Below, you’ll find a curated selection of ready-to-go templates that allow you to:

  • Invoice clients
  • Maintain an annual business budget
  • Generate financial statements
  • Create expense reports
  • Generate purchase reports.

The result is a ton of saved time; there’s no need to create or choose any formulas that will help you calculate this data.

1. Invoices

If you’re a freelancer or work for a small business, you probably use invoices to bill clients for services. This invoice template simplifies the process.

It provides space for all the necessary information and looks more professional than a plain spreadsheet. Plus, the template is customizable, so you can create a theme that aligns well with your brand image.

Click here to use this template.

invoice template for Google sheets

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2. Annual Business Budget

This template is more in-depth than it initially appears. There are tabs at the bottom — setup, income, expenses, summary — and each one includes several subcategories.

“Expenses,” for instance, covers everything from taxes and insurance to travel and customer acquisition.

The final tab, “summary,” takes your income, subtracts your expenses, and automatically updates to display your ending balance each month. This template is a good option if your budget requires a lot of customization and many moving parts.

Click here to use this template.

annual business budget for Google sheets

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3. Financial Statements

The financial statements template is an all-in-one resource to keep track of business transactions, profits, and losses. The “profit & loss” tab automatically summarizes revenue, costs, and expenses for the year and can display your growth rate percentage.

If you work for a small business and need to manage your finances, this template makes the process easier and less prone to human error.

Click here to use this template.

financial statement template for Google sheets

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4. Expense Report

Knowing how much you spend is an essential part of running a successful business. But it’s often easy to forget to record these expenses with the amount of work you have to do every day. This simple expense report template makes it easy to record all of your expenses and those of your employees.

Click here to use this template.

expense report budget for Google sheets

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5. Purchase Order

This template is a lifesaver for professionals in charge of tracking orders. With this sheet, you can save time and avoid the headaches that come with monitoring supplies or shipments.

Click here to use this template.

purchase order template for Google sheets

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Google Sheet Templates for Reporting and Analytics

Reporting dashboards are typically built into a wide variety of software products, such as Marketing Hub. However, if you don’t have the budget, you can easily create one using a Google Sheets template.

The below templates automatically gather data from Google Analytics, putting the information in a highly digestible, visual format that you can share.

6. Website Traffic Dashboard

If your role requires you to analyze website traffic using Google Analytics, this template is a fantastic supplemental tool to pull that data into an organized report.

Better still, you can use the dashboard template with the Supermetrics Google Sheets add-on to monitor and analyze data from PPC, SEO, social media, and website analytics.

Click here to use this template.

website traffic dashboard for Google sheets

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7. Website Paid Traffic Report

This template makes the process of analyzing and reporting on paid traffic relatively seamless. The spreadsheet is split into Overview, 12-month Trends, and Medium Breakdown categories.

It automatically collects data on your paid sources from Google Analytics and provides a clean chart with important information. That includes PPC’s percentage of goal conversions, total traffic, and bounce rate.

You can also adjust the template to compare different periods, different channels, or segments. If you’re looking for a way to demonstrate paid’s influence on your business, this tool can help.

Click here to use this template.

paid traffic report template for Google sheets

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Google Sheet Templates for Customers

If you don’t have access to a CRM yet or your business is still growing, you can use spreadsheets to track customer information and see the growth of your business.

The below Google Sheets templates allow you to have a CRM and a sales dashboard without paying the cost typically needed for such software.

Remember, as your business starts to grow and you earn more customers, you’ll want to switch over to a dedicated CRM.

8. CRM

To organize your contacts and automate an effective sales and marketing process, you must have a CRM. However, if you’re a small company just starting out, you might not feel ready to implement a fully established CRM.

This CRM template is a great place to get your feet wet. It saves data automatically, so you never lose information. The share feature allows you to work with coworkers, which helps encourage collaboration between your sales and marketing departments.

Click here to use this template.

RM template for Google sheet

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9. Sales Dashboard

This template helps salespeople manage their leads, sales, and revenue all in one place. At the bottom of the template are different tabs where you can easily input your data that eventually shows up on the main dashboard.

There’s also an “instructions” tab to get you up to speed to use the sheet. Click here to use this template.

sales dashboard template for Google sheets

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10. Sales Operations Dashboard

This template contains all the pre-built dashboards a sales manager, analyst, or operations specialist needs to monitor performance and maximize revenue.

Gain full visibility into your sales pipeline, set and track sales targets, and compare sales KPIs across monthly, quarterly, and yearly periods.

You can supercharge this template by connecting to your live HubSpot sales data using the Coefficient add-on for Google Sheets. You’ll always have real-time charts and sales metrics to make better decisions.

Click here to use this template.

 sales operation dashboard template for Google sheets

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Google Sheet Project Management Templates

Google Sheets project management templates are cost-effective alternatives to buying project management software.

The below templates are best for keeping track of a project’s timeline, creating Gantt charts, creating product roadmaps, and generating action lists. They allow you to color-code and categorize action items and individual tasks.

Pro tip: If you’re managing multiple projects, simply duplicate the initial tab and keep all projects in a single spreadsheet.

11. Project Timeline

Whether this is your first significant project or you’ve been managing projects for years, this timeline template is a valuable tool for organizing each project step. The template helps you visually break up a daunting project into smaller pieces.

Click here to use this template.

project timeline template for Google sheets

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12. Project Tracking

If you’re juggling many projects simultaneously, this project-tracking template could become your new best friend.

This template takes project management to the next level by enabling you to organize your tasks into categories by date, deliverables, status, cost, and hours.

Best of all you can prioritize your projects. Visualizing what needs to get done first alleviates time-management stress.

Click here to use this template.

roject tracking template for Google sheets

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13. Event Marketing Timeline

This event marketing template offers organization and structure when promoting your next event.

It provides categories you might’ve forgotten to consider, including local and national marketing, PR, and web marketing, with subcategories ranging from an email newsletter to impact studies.

The template is already organized with all necessary categories for planning an event, reducing the time you spend on tedious manual input.

Click here to use this template.

event marketing timeline template for Google sheets

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14. Gantt Chart Template

When you’ve got a complex project with overlapping components, timing is one of your primary concerns. This Gantt chart template can help.

Using the Gantt chart template helps you visualize all steps and delegate essential tasks more efficiently. Labeling the task with an owner on one chart is undoubtedly easier than individually following up via email.

While there are a variety of different Gantt chart templates, Google Sheets is a good place to start. By sharing the template with coworkers, everyone is on the same page.

Click here to use this template.

Gantt chart template for Google sheets

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15. Product Roadmap

Without a roadmap, it’s easy for your team to misunderstand the direction you want a project to take. With this template, you can solve that problem.

This product roadmap template provides a calendar summary of a project and the milestones you must reach as you go through the product development process.

Click here to use this template.

product roadmap template for Google sheets

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16. Product Launch Plan

This template has everything you need to organize the best product launch you’ve ever had. It has fields to help you outline your market and competitive analysis, project strategy, key messaging, and who your target audience is.

Click here to use this template.

product launch plan template for Google sheets

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17. Action List With Ranking

Managing a project requires that you track daily actions to ensure you don’t lose focus. But sometimes, you’ll have some tasks on your list that are more important than others.

You can easily arrange these tasks based on their importance with this action list template. You can also share this sheet with others if you’re working as a team.

Click here to use this template.

action list with ranking template for Google sheets

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18. Project Budget

Away from the general business budget, most managers create budgets for each of their projects.

This project budget template offers a simple yet effective option. You can quickly estimate how much revenue a project would generate and how much it would cost. While other Google Sheets budget templates might have more detail to them, this spreadsheet is great if you want to focus on the essentials.

Click here to use this template.

project budget template for Google sheets

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Google Sheet Templates for Leading a Team

Managing a team is easy and simple with Google Sheets templates. No need to send emails back and forth, or check in individually with each team member over Slack.

With this template, you can set employee shifts and track how many hours employees have spent on a certain project.

Plus, these templates are collaborative — meaning that your employees call fill out forms on their own time. The changes will immediately be reflected in the shared copy.

19. Employee Shift Schedule

Keeping track of who works what hours and how much each employee gets paid, can feel confusing.

This template includes slots for employees’ names, hours worked, and monthly wages, keeping your paycheck process straightforward and organized.

Click here to use this template.

 employee shift schedule template for Google sheets

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20. Weekly Timesheet

Like the employee shift schedule, the weekly timesheet helps you track time and know how much to pay employees or subcontractors.

This weekly timesheet template works better if you want to quickly find out how much time each employee spends on a project.

Click here to use this template.

google sheets templates: weekly timesheet

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21. Contact List

This template comes in handy if you want to create a contact list database.

You can easily use the template to store your contact information (say, phone number and email address), your employees’ contact, and those of emergency services like the ambulance or fire department.

Click here to use this template.

contact list template for Google sheets

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Start Using Free Google Sheets Templates

No matter what your job is, using a suitable spreadsheet simplifies the process, and makes it a more enjoyable experience.

So what are you waiting for? Get started with using these free Google Sheets templates to save time and effort, and download ten additional ones to exponentially improve your productivity.

Editor’s note: This post was originally published in January 2018 and has been updated for comprehensiveness.

business google sheets templates

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The Future of Content Success Is Social

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The Future of Content Success Is Social

Here’s a challenge: search “SEO RFP” on Google. Click on the results, and tell me how similar they are.

We did the same thing every other SEO does: We asked, “What words are thematically relevant?” Which themes have my competitors missed?” How can I put them in?” AND “How can I do everything just slightly better than they can?”

Then they do the same, and it becomes a cycle of beating mediocre content with slightly less mediocre content.

When I looked at our high-ranking content, I felt uncomfortable. Yes, it ranked, but it wasn’t overly helpful compared to everything else that ranked.

Ranking isn’t the job to be done; it is just a proxy.

Why would a high-ranking keyword make me feel uncomfortable? Isn’t that the whole freaking job to be done? Not for me. The job to be done is to help educate people, and ranking is a byproduct of doing that well.

I looked at our own content, and I put myself in the seat of a searcher, not an SEO; I looked at the top four rankings and decided that our content felt easy, almost ChatGPT-ish. It was predictable, it was repeatable, and it lacked hot takes and spicy punches.

So, I removed 80% of the content and replaced it with the 38 questions I would ask if I was hiring an SEO. I’m a 25-year SME, and I know what I would be looking for in these turbulent times. I wanted to write the questions that didn’t exist on anything ranking in the top ten. This was a risk, why? Because, semantically, I was going against what Google was likely expecting to see on this topic. This is when Mike King told me about information gain. Google will give you a boost in ranking signals if you bring it new info. Maybe breaking out of the sea of sameness + some social signals could be a key factor in improving rankings on top of doing the traditional SEO work.

What’s worth more?

Ten visits to my SEO RFP post from people to my content via a private procurement WhatsApp group or LinkedIn group?

One hundred people to the same content from search?

I had to make a call, and I was willing to lose rankings (that were getting low traffic but highly valued traffic) to write something that when people read it, they thought enough about it to share it in emails, groups, etc.

SME as the unlock to standout content?

I literally just asked myself, “Wil, what would you ask yourself if you were hiring an SEO company? Then I riffed for 6—8 hours and had tons of chats with ChatGPT. I was asking ChatGPT to get me thinking differently. Things like, “what would create the most value?” I never constrained myself to “what is the search volume,” I started with the riffs.

If I was going to lose my rankings, I had to socially promote it so people knew it existed. That was an unlock, too, if you go this route. It’s work, you are now going to rely on spikes from social, so having a reason to update it and put it back in social is very important.

Most of my “followers” aren’t looking for SEO services as they are digital marketers themselves. So I didn’t expect this post to take off HUGLEY, but given the content, I was shocked at how well it did and how much engagement it got from real actual people.

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7 Things Creators Should Know About Marketing Their Book

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7 Things Creators Should Know About Marketing Their Book

Writing a book is a gargantuan task, and reaching the finish line is a feat equal to summiting a mountain.

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Being position-less secures a marketer’s position for a lifetime

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Optimove Positionless Marketer Optimove

On March 20, 2024, the Position-less Marketer was introduced on MarTech.org and my keynote address at Optimove’s user conference.

Since that initial announcement, we have introduced the term “Position-less Marketer” to hundreds of leading marketing executives and learned that readers and the audience interpreted it in several ways. This article will document a few of those interpretations and clarify what “position-less” means regarding marketing prowess.

As a reminder, data analytics and AI, integrated marketing platforms, automation and more make the Position-less Marketer possible. Plus, new generative AI tools like ChatGPT, Canna-GPT, Github, Copilot and DALL-E offer human access to powerful new capabilities that generate computer code, images, songs and videos, respectively, with human guidance.

Position-less Marketer does not mean a marketer without a role; quite the opposite

Speaking with a senior-level marketer at a global retailer, their first interpretation may be a marketer without a role/position. This was a first-glance definition from more than 60% of the marketers who first heard the term. But on hearing the story and relating it to “be position-less” in other professions, including music and sports, most understood it as a multidimensional marketer — or, as we noted, realizing your multipotentiality. 

One executive said, phrasing position-less in a way that clarified it for me was “unlocking your multidimensionality.” She said, “I like this phrase immensely.” In reality, the word we used was “multipotentiality,” and the fact that she landed on multidimensionality is correct. As we noted, you can do more than one thing.

The other 40% of marketing executives did think of the “Position-less Marketer” as a marketing professional who is not confined or defined by traditional marketing roles or boundaries. In that sense, they are not focused only on branding or digital marketing; instead, they are versatile and agile enough to adjust to the new conditions created by the tools that new technology has to offer. As a result, the Position-less Marketer should be comfortable working across channels, platforms and strategies, integrating different approaches to achieve marketing goals effectively.

Navigating the spectrum: Balancing specialization and Position-less Marketing

Some of the most in-depth feedback came from data analytic experts from consulting firms and Chief Marketing Officers who took a more holistic view.

Most discussions of the “Position-less Marketer” concept began with a nuanced perspective on the dichotomy between entrepreneurial companies and large enterprises.

They noted that entrepreneurial companies are agile and innovative, but lack scalability and efficiency. Conversely, large enterprises excel at execution but struggle with innovation due to rigid processes.

Drawing parallels, many related this to marketing functionality, with specialists excelling in their domain, but needing a more holistic perspective and Position-less Marketers having a broader understanding but needing deep expertise.

Some argued that neither extreme is ideal and emphasized the importance of balancing specialization and generalization based on the company’s growth stage and competitive landscape.

They highlight the need for leaders to protect processes while fostering innovation, citing Steve Jobs’ approach of creating separate teams to drive innovation within Apple. They stress the significance of breaking down silos and encouraging collaboration across functions, even if it means challenging existing paradigms.

Ultimately, these experts recommended adopting a Position-less Marketing approach as a competitive advantage in today’s landscape, where tight specialization is common. They suggest that by connecting dots across different functions, companies can offer unique value to customers. However, they caution against viewing generalization as an absolute solution, emphasizing the importance of context and competitive positioning.

These marketing leaders advocate for a balanced marketing approach that leverages specialization and generalization to drive innovation and competitive advantage while acknowledging the need to adapt strategies based on industry dynamics and competitive positioning.

Be position-less, but not too position-less — realize your multipotentiality

This supports what was noted in the March 20th article: to be position-less, but not too position-less. When we realize our multipotentiality and multidimensionality, we excel as humans. AI becomes an augmentation.

But just because you can individually execute on all cylinders in marketing and perform data analytics, writing, graphics and more from your desktop does not mean you should.

Learn when being position-less is best for the organization and when it isn’t. Just because you can write copy with ChatGPT does not mean you will write with the same skill and finesse as a professional copywriter. So be position-less, but not too position-less.

Position-less vs. being pigeonholed

At the same time, if you are a manager, do not pigeonhole people. Let them spread their wings using today’s latest AI tools for human augmentation.

For managers, finding the right balance between guiding marketing pros to be position-less and, at other times, holding their position as specialists and bringing in specialists from different marketing disciplines will take a lot of work. We are at the beginning of this new era. However, working toward the right balance is a step forward in a new world where humans and AI work hand-in-hand to optimize marketing teams.

We are at a pivot point for the marketing profession. Those who can be position-less and managers who can optimize teams with flawless position-less execution will secure their position for a lifetime.

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