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Ready-To-Use Business Templates save you hours
Built from Actual Executive Experience
Over the years as an executive, I developed early versions of these tools to track and monitor everything I needed to successfully lead Sales, Marketing, HR, Product, and more. I’ve since refined and enhanced them into ready-to-use templates that keep teams aligned and goals on track.
And when you eventually outgrow spreadsheets? You’ll have a proven, data-backed proof of concept to guide your next software investment.
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Skip the guesswork and get started on what matters
Know where projects are at with a monday.com project management template
Plan it. Track it. Deliver it.
A no-subscription project manager in Excel that mirrors Monday.com’s layout, perfect for organizing tasks, teams, and timelines without the learning curve. At any moment see project status, budget, and who is responsible.
Track any KPIs you can dream up to goals you set with this universal dashboard tracker
You can only improve what gets measured.
Work with your teams to determine their metric and goals and get started tracking here. Suggested metrics are inputted to help you out. This is fully customizable to track what you need to goal. They all roll up at the top to see how the company is doing as whole to goal. You may also use it by department and roll up how the entire department is doing to goal.
Ensure your team is aligned and tracking towards your big vision
Keep your vision front and center for EVERYONE.
You can’t hit your million-anything goal without knowing exactly where you stand and where you’re headed. This Level 10 meeting–ready Excel tool, inspired by the EOS framework, lets you track quarterly Rocks, weekly progress, and year-to-date execution in one place. Eliminate misalignment and get your entire team marching to the same beat.
Ensure your employees & you are sharing feedback and expectations with a performance tool
Everyone has to have goals.
As a leader, keep track of their goals and progress each quarter. Check in and give and get feedback on key areas you determine. Suggested areas are inputted to help you out. From performance issue handling to promotions, you're covered here. Get the most out of employees and ensure you're providing support at regular intervals.
Successful companies track where time is spent
Transparency. Accountability.
Inspired by ConnectTeam, QuickBooks Time, and ClockShark but without the subscription fee. Employee or personal time tracking template. Timestamp in and out, handle breaks, paid time off, overtime calculations and keep key employee info like birthdays, anniversaries, and emergency contacts all in one place.
Monitor trends with customer interactions and satisfaction (CSAT)
You're too busy to be on the phone.
Make sure you're watching the high-level metrics to ensure customers are being helped and they are satisfied with this dashboard. Input your own top metrics or use the suggested ones. You will now have a baseline you can start to work to improve.
Organize everyones thoughts in one place after interviews
Never lose track of top talent.
This candidate tracker helps you remember key details after every interview, ensuring fair, consistent scoring for all candidates. Share it with every interviewer to streamline decision-making and quickly identify the best fit. Customize scoring areas and weightings to match your priorities, or use the built-in recommendations. Add candidate photos at the top so everyone can easily match names to faces.
Sales Dashboard to Monitor new business, revenue and rep contribution
Know exactly who & what contributes to revenue.
Track new vs. reordering customers, sales and units by rep along with the number of customers they sold to in the period. Track sales by period or day to identify successful promotions or other activities and track sales and units by product. This is set up to be monthly but you may use any time period.
Don't reivent the wheel figuring out a payroll template
Payroll without the payroll system.
Set up employees, input hours, and let the formulas handle the rest. Built for small businesses that want control without the cost.
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