TemplateSmithsExpert-built Excel templates

Business Management Excel Templates

Business plans, KPI dashboards, sales trackers, CRM and inventory sheets for owners and managers. Built for business owners, managers, start-ups and operations teams.

Launching soon. These tools are in final testing. Join the list to get notified.

Run your business on clear numbers

Our business templates turn everyday records into decisions: KPI dashboards show performance at a glance, while sales, CRM and inventory sheets keep operations organised without expensive software.

What's coming

KPI dashboard, sales pipeline tracker, simple CRM and inventory management sheet. Join the free-templates list to be notified at launch.

Related reading: TemplateSmiths guides.

Frequently asked questions

Who are the business management templates for?

They are designed for business owners, managers, start-ups and operations teams.

Which Excel versions are supported?

Excel 2016, 2019, 2021 and Microsoft 365 on Windows and Mac.

Do the files include instructions?

Yes. Every file includes an instructions sheet and a worked example.