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21 of the Best Free Google Sheets Templates for 2024

Published: March 07, 2024

Google Sheets templates help you create better spreadsheets while saving you valuable time. And it’s no secret to anyone who knows me that I love a good formula to keep manual math to a minimum (and, therefore, data as accurate as possible).

So, what do Google Sheets templates do? Short of reading minds, a template knows what you need and offers it with minimal manual input, giving you the ability to focus on more important things — like analyzing and translating the data itself.

In this post, I’m touching on the most important templates you’ll need to efficiently use Google Sheets for business — including templates for project management, reporting, people management, and customer tracking.

You’ll explore:

Why should you use Google Sheets templates for business?

How to find templates in google sheets.

• Helpful Google Sheets Templates

Let’s get started.

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 is highly beneficial.

Even if not a primary business tool, they can 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 explore the top benefits of using Google Sheets templates for business.

Google Sheets templates are free to use.

Google Sheets templates are free and cover a wide variety of needs without forcing anyone to spend big bucks on a subscription to Excel or other platforms. When you sign up for a Google Workspace account, you get immediate access to these templates.

Google Sheets templates make collaboration easy.

What I love about Google Workspace and Google Sheets templates, in particular, is how they allow your team to collaborate seamlessly and easily. By clicking the “Share” button at the top right-hand corner of a document, you can give team members access to the file.

10 Free Google Sheets Templates

10 Google Sheets templates for your marketing, sales, and customer service needs.

• Budget templates
• Goal-setting templates
• SEO and email templates
• Sales KPI templates

You're all set!

Click this link to access this resource at any time.

One of the most common ways to use spreadsheets is as a tool for bookkeeping and invoicing. Here are some of my favorite ready-to-go templates that save you time and make it easy to:

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

Best of all? You don’t have 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, this invoice template simplifies the process of using invoices to bill clients for services.

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.

Don't forget to share this post!

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21 free Google Sheets templates to boost productivity [2024]

In this blog post, I'll share 21 ready-to-use Google Sheets templates made by yours truly and walk you through how they can bring efficiency to your projects.

Is a Google Sheets template right for you?

First, ask yourself what you're trying to achieve. While the below templates offer convenience and efficiency for various tasks, there are scenarios where dedicated software might be a better fit. Here's how to determine what's right for you.

Use a Google Sheets template if:

You need a quick, straightforward solution for tasks like budget tracking or simple project planning.

Basic, pre-designed formats and structures suit your needs without much alteration.

You want to collaborate without a headache. If you're the type who loves group projects, Google Sheets lets you collaborate without wanting to pull your hair out.

You're looking for a free or cost-effective tool that integrates well with other Google apps.

Consider dedicated software if:

Your tasks require complex, specialized functionalities that a basic spreadsheet looks at with wide-eyed terror.

You need software customized to your unique needs, like a made-to-order burrito—add what you want, leave out what you don't, guac costs extra.

Advanced data analysis, with sophisticated reporting and forecasting tools, is a necessity.

You require robust integration capabilities with a wider range of applications beyond the Google ecosystem.

Evaluating your specific needs against these points can tip the scale between Google Sheets templates and dedicated software. It's like deciding between staying in pajamas all day or putting on your fanciest evening outfit. (Mine also happens to be pajamas.) Both have their charm, but it really depends on what kind of day you're planning.

If you think a specialized tool might be more your speed, check out the following app roundups that do a lot of the same things these templates do, and more:

The best project management software for small businesses

The best social media management tools

The best accounting software for small business

The best employee management software

The best ERP software

The best CRMs for small businesses

The best invoicing software

The best time blocking apps

21 free Google Sheets templates

The following Google Sheets templates let you hit the ground running, so you can focus on the important stuff, like taking credit for these beautiful spreadsheets.

1. Expense report template 

An expense report template helps track and organize expenses incurred by employees or departments. It simplifies the process of managing expenditures by providing structured fields for items like date, category, and amount spent, supporting easy recording and analysis. Perfect for when you need to justify that "business lunch" that was really just you eating a sandwich while hovering over the break room sink.

2. Cash flow template

A cash flow spreadsheet helps you stay on top of your business's income and expenses. This template makes it easy to track your cash flow over time, so you can spot trends, anticipate shortfalls, and make data-driven decisions.

3. Invoice template 

Use Google Sheets to create and manage client invoices for services rendered or products sold. This template tracks details like customer information, itemized charges, payment terms, and outstanding balances. You can even connect it to Zapier to automate your invoicing process .

4. Balance sheet template

A balance sheet template provides a snapshot of your business's financial health. It shows what you own (assets), what you owe (liabilities), and your net worth (equity) at a given point in time.

It's a useful tool for managing your company's funds and ensuring you have enough cash on hand to cover expenses. It also helps determine if business is booming or if you should start selling office furniture.

5. Profit and loss statement template

A profit and loss statement, or P&L, is one of the most important spreadsheets for any business because it shows whether you're making or losing money. It's like a business's report card, revealing whether you're top of the class or the kid who eats paste in the back.

This Google Sheets P&L template makes it easy to track your revenue, costs, and profits over a period of time. Simply plug in your income sources and expenses, and the spreadsheet automatically calculates your net profit.

 6. Small business budget template

When it comes to budgets, most mere mortals would rather read the entire tax code than create one from scratch, which is why I'm repurposing one from Zapier's small business budget templates .

This template makes it simple to track all of your budgets and projections, forecasting your revenue and expenses for the fiscal year.

Staying on budget is key to the success of any small business. It's the financial tightrope you walk, juggling hopes, dreams, and the harsh reality of how much printer ink actually costs. This free Google Sheets template gives you an easy way to monitor your financial performance and make data-driven decisions. 

7. Payroll template

A Google Sheets payroll template provides an easy, low-cost solution to handle employee compensation for small businesses that don't outsource payroll or use specialized software.

The template has areas to track hours worked, pay rates, and formulas to automatically calculate gross and net pay for each employee based on their hourly rates and deductions.

At the end of each pay period, you can use automation to generate payslips to send to your staff along with their direct deposits or checks. Keeping good records of all payments and deductions will make managing tax season much easier.

8. Project plan template

This project plan Google Sheets template helps you map out all the steps required to complete a project. Break down your project into actionable tasks, assign deadlines, and allocate resources, so you have a clear roadmap to get the work done.

With a comprehensive project plan in place, you'll have confidence that no detail will slip through the cracks.

9. OKR template

Let's face it: coming up with objectives and key results (OKR) is rough enough without having to build your own template to track them. Luckily, some kind soul has done the work for you. (It's me—I'm the kind soul.)

This template lets you define your OKRs, set deadlines, note progress, and see how you stack up against key milestones at a glance. All you need to do is plug in your goals, add some metrics to measure success, and you've got yourself an accountability mechanism. What more could an aspiring overachiever ask for?

Not only will you have a roadmap to keep your team on track, but you'll also get to unleash your inner control freak. Win-win.

10. Project management template

A project management spreadsheet is clutch for keeping tasks, timelines, and team members organized. This Google Sheets template gives you a pre-built sheet with sections for tasks, owners, start/end dates, durations, and notes. Fill in the details for your project, assigning tasks to the appropriate team members and setting realistic timelines.

A good project management spreadsheet predicts how the chaos of your projects might settle into success, showing who's doing what, which balls are in the air, and when they might land.

11. Gantt chart template

A Gantt chart template helps you visually lay out project timelines and schedules. Using horizontal bars, it breaks down task durations, dependencies, and critical paths. It helps manage project schedules, identify bottlenecks, and communicate progress effectively.

To get started, list your project tasks in the first column. In the next column, estimate how long each task will take. See at a glance which tasks overlap or depend on others finishing first. It's like a timeline wearing a party hat. 

12. Inventory template

I originally created this inventory template a few years ago because I needed a simple solution to track my small business's stock. Its simplicity means it can fit a variety of inventory tracking needs. Use it to keep tabs on office supplies, company-owned equipment, or your vintage muscle car collection. (Ok, Jay Leno.)

Track all your items and their location, quantity, value, and comments (in case you want to record that dent in your '67 Mustang's fender). Formulas calculate totals automatically, so you can stop struggling with the calculator app on your phone. You can even integrate this template with Zapier to automatically pull in up-to-date product inventory details. 

13. Event budget template

An event budget spreadsheet provides an easy way to track your event income, expenses, sponsors, and more. Simply plug in your numbers, and the spreadsheet will automatically calculate totals, so you always know where you stand financially.

Whether planning a conference, fundraiser, or company event, this free template puts you in control of your budget and ensures no cost is left unaccounted for. You'll be able to throw the party of the year without dreading the financial aftermath. Let the spreadsheet do the math while you focus on more important things, like showcasing those sweet Macarena moves. 

14. Project timeline template

A timeline template is a visual way to represent and track events or tasks over time. It's a handy feature for project management, historical timelines, and even personal scheduling.

You can create a timeline in Google Sheets by selecting the data range that contains your dates and tasks and then clicking Insert > Timeline .

15. Sales dashboard template

A sales dashboard gives you an at-a-glance view of your sales metrics and KPIs, so you can check progress and spot trends. You'll want to customize it to show the numbers that matter most to your company.

Keep it simple by focusing on essentials like:

Total sales volume

Sales growth

Average deal size

Share the file with your sales team, so everyone's on the same page about progress and priorities. Schedule time each week to review the dashboard together and determine ways to boost numbers or address issues.

With a few clicks, this template transforms into a dashboard tailored to track your sales team's progress so you can whip them into shape. Or gently encourage them with pizza.

16. Social media calendar template

This social media calendar template helps take the guesswork out of your social strategy so you can focus on creating content your audience will love. With all your social posts mapped out in one place, it's hard to double-book content or miss an opportunity to post. Using a Google Sheets social media calendar keeps your online presence organized and consistent.

17. Content calendar template

If there's one thing marketers love, it's convincing you that your life is a desolate wasteland without their latest product. Coming in a close second is content calendars.

A content calendar template offers a structured framework for planning and organizing all content-related activities, including blog posts, videos, email newsletters, and more. Typically, it includes fields for content topics, responsible parties, deadlines, and publishing channels.

By effectively tracking your publication schedule, a content calendar template ensures consistent and timely content delivery, contributing to a more successful content marketing strategy.

18. Timesheet template

This timesheet spreadsheet lets you log your hours and tasks for each day of the week, keeping a running total, so you always know where you stand—no more guesswork or scrambling to remember what you did three days ago. Just plug in your hours as you go for a clear picture of your time usage and maximum time management .

 19. Time-blocking template

A time-blocking template helps you visualize how you spend your time each day, so you can optimize your schedule. This template breaks down your day into 15-minute increments, with columns for each day of the week.

If used properly, this template can transform you into a productivity pro . But also remember that no spreadsheet can replace listening to your body and honoring your own humanity. Take a walk sometimes. Call your mom. Scream into a pillow. Your time-blocking sheet will be there when you get back.

20. To-do list template

A Google Sheets to-do list template is a simple yet effective way to organize your day. It can help you gain clarity, focus your efforts, and achieve more.

You can customize the template by adding or removing columns to suit your needs. For example, you may want columns for:

Priority: Assign a priority level like high, medium, or low

Due date: Add the target completion date for the task

Subtasks: Break down larger tasks into smaller steps

Status: Update the status to not started, in progress, or completed

Keep your list up-to-date, and be sure to regularly review priorities to maintain an efficient workflow . Before you know it, you'll be on top of your to-do list and have a squeaky clean slate. Easier than dealing with all those crumpled Post-it notes, no?

21. Habit tracker template

A habit tracker keeps you accountable and helps you build better habits. This Google Sheets template is so shiny and full of promise, like that gym membership I enthusiastically signed up for and then used exactly once so I could take a shower when my plumbing was out.

Simply list the habits you want to track down the left column. Each day you complete a habit, check off the corresponding box. At the end of the month, you'll have a visual record of your progress. 

The great thing about digital habit trackers is you can tweak them as needed. Maybe you want to track habits over a year to get the bigger picture. You might add columns for rewards or accountability partners. Get creative—the point is to make this template work for you so you'll actually stick with it.

Tips for creating your own Google Sheets template

Google Sheets is a powerful tool, but that power means nothing if you can't figure out how to harness it for your specific needs. Herepe are a few simple tips for building templates in Google Sheets that you can use again and again.

Understand your data: Before you can build an effective template, you need to understand what kind of data you're working with. Are you tracking expenses, managing a project, or something else?

Keep it simple: Once you determine the purpose, think about the most essential information. Keep your template simple by only including crucial details. You can always add more later, but start with the basics. If you want to show off your spreadsheet skills, start a YouTube channel.

Utilize advanced features for enhanced functionality: Once you have the basics down, utilize some of Sheets' advanced features to make your template even more powerful.

Formulas can calculate sums, averages, percentages, or whatever metrics you need. With a simple =SUM() or =VLOOKUP() , your template will instantly become more dynamic.

Conditional formatting allows you to apply custom styles automatically based on cell values. Use it to highlight numbers over a certain value, color-code categories, or flag outliers.

Add-ons are mini-apps that extend the functionality of Google Sheets. There are add-ons for project management, billing, inventory management, and more. The right add-on can turn a basic template into a robust tool.

Collaborate with team members: One of the best parts of Google Sheets is its ability to collaborate with others. Give teammates access to your template and work together in real time. Take advantage of features like comments, chat, and revision history to keep everyone on the same page, literally. 

Integrate Sheets with other Google tools: As part of the Google ecosystem, Sheets plays well with other Google Workspace apps. For example, you can create a chart from data in a Gmail message, embed Google Sheets directly into Google Docs, use Google Forms to collect data that is then automatically populated in a Google Sheet, or use Google Apps Script to automate tasks in Google Sheets.

Streamline Google Sheets templates with automation

To get the most out of Google Sheets templates, you can connect them with other tools you already use. Zapier lets you connect Google Sheets to thousands of other apps. Set up a Zap to instantly transfer info between Sheets and your other tools. Learn more about how to automate Google Sheets , or get started with one of these pre-made workflows.

Post to Microsoft Teams channels with new or updated Google Sheets rows

Send Gmail emails for new Google Sheet spreadsheet rows

Add new Facebook Lead Ads leads to rows on Google Sheets

Collect new Typeform responses as rows on Google Sheets

Related reading:

Google Sheets vs. Excel: Which is right for you?

How to save URLs to Google Sheets without leaving your browser

How to add a dropdown list in Google Sheets

How to create Google Calendar events from a Google Sheets spreadsheet

RACI model: A map for team structure

How to automatically create documents from a template

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Allisa Boulette

Based in New England, Allisa is a content marketer and small business owner who hopes to make the internet a more interesting place than she found it. When she’s not working, you can find her lying very still not doing anything.

• Project management
• Google Sheets

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Google Docs Business Plan Template

In today’s fast-paced and ever-evolving business landscape, having a comprehensive and well-structured business plan is crucial for success. Whether you’re a seasoned business owner or just starting your entrepreneurial journey, a Google doc business plan template offers a valuable resource to help you organize your ideas, refine your strategies, and present a compelling roadmap for your business. In this article, we’ll explore the features and benefits of a business plan template using Google docs and how it can enhance your business planning process.

Following a step-by-step business plan creates an all-in-one solution for small business owners and entrepreneurs. And, by using a pre-designed framework, you can craft your business plan to focus on the “why” behind your business and the steps you’ve already taken to make your business a true success. In the following, we’ll show you exactly how to create your compelling plan. Let’s get started: 

Download our Google Docs Business Plan Template here >

Google Doc Business Plan

Executive summary.

The first few pages of your business plan contain the executive summary. It highlights the key points, findings and recommendations inside your business plan google docs template. Why create a summary when the business plan holds all the details? We’re glad you asked. The executive summary allows busy executives to quickly grasp the main ideas and make informed decisions about your business concepts and plans. It serves as a snapshot of the document, capturing its essence and presenting it in a clear and concise manner. By providing an executive summary, you’re allowing decision-makers to first discover a “teaser” bit about your business, and then become more intrigued as the full plan is unveiled. 

Company Overview

The next portion of your free business plan template google docs is composed of a full company overview. You’ll establish facts, explain the company history, outline the services or products to be offered, and detail the milestones you’ve already achieved to get your business started. This is the “big-picture” story and it’s integral to your plan, as it contains the “why” behind your business. You’ll want to provide details in this portion of the business plan, such as descriptions of your products or services, a brief description of your management team, the issues or problems that brought you to the place of finding the best solutions, and other factors that are singular to your business and your vision for the future. You’ll also include any partnerships, you’ll detail innovative products or ideas, and you’ll emphasize that your goal is to drive positive change.

Industry Analysis

The next section of your business plan, the industry analysis, reveals crucial insights into the current state and future prospects of your industry sector. An industry analysis requires market research to help show market trends, competitors, customer preferences and regulatory influences. The analysis within your business plan also provides a solid depth of understanding regarding the dynamics of the industry and it helps identify growth potential, possible risks, and key challenges that may be ahead. And, finally, after reviewing the results of the analysis, a business leader repositions plans as needed and makes informed choices to move ahead with clarity. 

Customer Analysis

In the customer analysis section of the business plan, the vital component of your business strategy is revealed: valuable insights into the behavior, preferences, and needs of customers are detailed. And, with that reveal, a deeper understanding of the target market is gained, enabling your business to better tailor products, services and your initial marketing efforts accordingly. Gathering and analyzing data offers a sneak peek at the purchasing choices of consumers, and with that snippet of knowledge, you’ll be able to better meet that need, solve that pain, or serve that drive for satisfaction. Whether your target market analysis is extensive or defined, you’ll want to include all of the information gleaned from it in the business plan template google docs for optimal results.

Competitive Analysis

With the industry and customer analyses section of the business plan template complete; it’s the right time to examine the competitive analysis, as well. A data-driven study of competitors is a critical component of any business strategy, as it provides valuable insights into the strengths and weaknesses of key competitors operating in the same market. By evaluating and understanding the competitive landscape, businesses can identify opportunities for differentiation to gain that much-desired competitive edge. Your competitive analysis should reveal everything available about your competitors, including their brand reputation, customer loyalty, distribution channels and the financial resources they hold. Because your goal is to capitalize on market opportunities, you’ll want to understand the environment of every competitor your company may have. 

Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

You can download Growthink’s Ultimate Business Plan Template (including a full, customizable financial model) and finish your plan in just 8 hours or less!

Click here to finish your business plan today.

Marketing Plan

The next step in building the business plan is found in creating a strategic marketing plan. This involves using the data compiled from the analyses to create a targeted and compelling message to consumers. Your marketing plan will outline the goals and tactics to promote your product or service in the most effective marketing strategy possible. And, tailoring marketing efforts to meet the parameters of the data and industry findings guarantees a better result in the marketing strategies utilized. In short, your marketing strategy will encompass various elements such as branding, advertising, digital marketing, public relations, and social media to create a cohesive and impactful marketing campaign. The ultimate objective of marketing plans is to achieve your desired business outcomes. As it should.

Operations Plan

The operations plan outlines the specific actions and strategies required to achieve the goals and objectives of the business. It provides a roadmap for how the business will carry out its daily operations, deliver products or services, and meet customer demands. It typically includes several key components; operational goals and objectives, desired outcomes, and performance metrics. This helps align the activities of different departments or teams with the broader organizational objectives. Processes and procedures are the highlights of the operations plan, along with the timelines and scheduling of implementing those objectives. Knowing how your business will actually conduct business is the perfect starting place for your success. 

Management Team

Comprised of experienced professionals, the management team brings together a shared commitment to excellence. They will understand the collaboration and strong leadership skills needed to effectively manage the entire team, and they will be guided by a customer-centric approach. A brief sketch of the management leaders and their relevant professional backgrounds completes this section of the business plan. 

Financial Plan

The financial plan completes the final section of the business plan template. It is a summary of the financial goals, along with the strategies and actions needed to achieve them. It also outlines key aspects, such as budgeting, savings, investment plans, and debt management that can adapt to changing circumstances and maximize financial stability and growth. Ultimately, the financial plan serves as a roadmap for informed decision-making and long-term financial success. Important financial projections such as a balance sheet and a cash flow statement can be made using google sheets

Crafting a well-thought-out, professional google docs business plan is vital for any entrepreneur or business owner. Using business plan template free google docs makes the effort less stressful, more cohesive, and simply inviting for potential stakeholders to review. We trust the creation of your business plan will lead to new beginnings, new directions and sustained long-term growth in your successful business ahead. 

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Free Business Plan Templates Google Docs

Ajay Jagtap

• December 29, 2023

12 Min Read

We know you—this may be your first visit to our site, but we know exactly who you are.

You must be an aspiring entrepreneur, small business owner, or perhaps a business student looking for a customizable Google Docs business plan template to draft your very first business plan— but no luck so far .

Since you’ve already been down that road—you know preparing a detailed business plan from scratch is no walk in the park.

It requires thorough market research, validated data, and thoughtful analysis of various aspects of an enterprise to put together a well-written plan.

A well-written plan that’s no paper stack collecting dust on your desk, but a business document that helps strategize business growth and secure funds.

Although it’s no easy feat—using a Google Docs template can make things a lot easier.

A professional business plan template can help you refine your strategies, organize ideas, and outline the structure of your plan through step-by-step instructions.

In this article, we’ll discuss the top 5 free business plan templates available in Google Docs, their features, benefits, and how you can use them to simplify your business planning process.

Ready to get started? Let’s dive right in.

Understanding Business Plan Templates

As you already know—your business plan is a document that summarizes your business objectives and outlines strategies or plans to achieve them.

In contrast, a business plan template is a format that helps entrepreneurs prepare a structural outline while drafting a perfect business plan.

It’s not that you can’t create a plan without using a business plan template.

However, having a well-structured template can help you develop a detailed and visually appealing plan and make sure you won’t miss out on any critical information.

Let’s quickly overview the key components of a business plan template:

Key components of a business plan template

While there could be multiple types of business plans, the standard outline is almost similar for business plans across industries. The following are the key components of a business plan template.

Executive Summary:

Company overview:, market analysis:, products and services:, sales and marketing strategies:, operations plan:, management team:, financial plan:.

That’s pretty much it about the components of a business plan template. Let’s move ahead and discuss the top #5 Google Docs templates for business planning.

Download Top Business Plan Templates in Google Docs

Considering different business plan types, multiple templates are available in Google Docs, but do you know which one you need?

Well done if you do, and don’t worry if you don’t.

The following are the top Google Docs business plan templates you can download for free. While we will share access to them, we’ll also discuss which will suit your requirements the best.

So let’s cut to the chase.

Template #1: Startup Business Plan Template

As its name suggests, a startup business plan template is specifically designed to meet the specific needs of new startups.

This ultimate template can help new-age entrepreneurs predict challenges, achieve their business objectives and goals, understand business financials, and revise strategies—in short, it is a roadmap for them to get started.

The primary objective of a startup business plan is to put forth the steps to get a business up and running.

A startup business plan template emphasizes providing detailed information about the startup, its product or service offerings, a thorough industry, market, SWOT, and competitive analysis, marketing strategies, management team, operational plan, and financial projections.

Best for : New entrepreneurs and small business owners seeking investment or bank loans.

Template #2: Lean Business Plan Template

Consider a lean business plan template as a condensed version of a traditional one—that’s the best way to put it. It’s a shorter version of a business plan highlighting and summarizing all its sections.

A lean business plan primarily focuses on critical elements, including strategies, tactics, metrics, and finances.

Since it’s comparatively shorter, drafting a lean business plan is easier, quicker, and efficient compared to a traditional plan. It’s flexible enough to update and revise, providing sufficient room for improvisation.

It consists of short texts and mainly represents relevant information using bullet points.

While a lean business plan template is for businesses uncertain about the business planning process, it’s ideal for everyone to use a lean business plan template to create the first draft of their business plan—and then move ahead with creating a detailed one.

Best for: Businesses in fast-changing industries, startups with limited resources, sole proprietors, and internal planning.

Template #3: One Page Business Plan Template

A one-page business is a condensed, simplified, and one-page version of a standard business plan. Consider this as an outline of a lean business plan.

(that we discussed earlier)

A one-page plan is often used to present a quick overview of your business to your employees, partners, and vendors and as a summary to banks and investors.

It’s just a one-page plan, so it doesn’t mean it’s only for a specific group of people or businesses—no.

In fact, a one-page plan can be a viable option in multiple scenarios. It can be used by idea-stage businesses, startups & pre-revenue businesses, and businesses planning to expand for various purposes.

If you need a plan for internal use or don’t intend to share lots of details while sharing with outside vendors—a one-page business plan will do.

However, companies seeking outside investment or bank loans must prepare a detailed business plan—there’s no other way around.

Best for : Idea stage startups, side-hustlers, solopreneurs, micro-businesses, and business idea testing.

Template #4: Business Plan Template For Small Business

If you plan to start a small business or grow an existing one, this is the free business plan template you need for your small business.

This template gives you a layout for your business plan to get started that you can easily customize depending on your requirements, ensuring you won’t miss out on any critical information.

Similar to a traditional business plan, the key elements of a small business plan template include an executive summary, company overview, products and services, sales and marketing strategy, operations plan, management team, and financial projections.

Best for : Small business owners seeking funding or bank loans.

Template #5: Restaurant Business Plan Template

Every successful business requires a business plan, and your restaurant is no exception. Whether you plan to open a new restaurant or grow an existing one, this template can help you lay out a perfect plan for your business.

This restaurant business plan is specifically designed for restaurant businesses, so it’s a no-brainer; it covers all the essential elements of a restaurant business plan that go into making a restaurant a success.

These elements include restaurant concept, target market, sample menu, marketing strategy, and others.

That’s not it—this comprehensive restaurant business plan template comes with step-by-step instructions, so you can start writing a plan in no time.

Best for : Small to medium-sized restaurant and food-based business owners

That was the list of top Google Docs business plan templates, but that’s not it. Let’s move forward to discussing the Google Sheets financial forecast template.

Download the Financial Forecast Template In Google Sheets

You must be like— yeah, got a Google Docs template to write a business plan , but what about financial forecasts and statements? Worry not—we’ve got you covered.

Since we can’t prepare financial statements in Google Docs, we’ve created a Google Sheet for you. This financial statement template includes a balance sheet, income, and cash flow statement.

You can download and use this template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use a Google Docs Business Plan Template

We talked about so many things in this article so far—business plan template, its key elements, top Google Docs templates, and so forth. It’s time we learn how to use a Google Docs template to create a business plan.

Ready? Here’s how to use a Google Docs business plan template:

Download a Google Docs Template

You need to download the template first to use it, right? So, download one of the top 5 templates we discussed earlier in the article.

Make sure you have a Google Account to open this document.

(That’s obvious, of course!)

We can proceed to the next step once you download and access the template.

Customize the Template

It’s time to customize the template to turn it into a business plan.

You can make modifications to the design, update the logo and company details, and follow step-by-step instructions and the outline while modifying text.

We never said that customizing it would be an easy deal—there will be some serious legwork. However, there’s another way around it.

Need a way out from manual editing and business plan writing work?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Start Planning Now

Understood how to use a Google Docs template? Great. Let’s discuss the benefits of using these templates to prepare a business plan.

Benefits of Using Google Docs Business Plan Templates

Following are the key benefits of using a Google Docs template to prepare a business plan.

Real-time Collaboration

Google Docs makes collaborating with your team members or partners in real-time while working on your plan easier.

The real-time collaboration feature helps team members make the most of available resources and develop a business plan in the present moment, ensuring the best results.

Access Control

In extending to real-time collaboration, Google Docs allows you to control your team members’ access. So, you can grant role-based access to your team members (view, edit, or comment)

Comments and Suggestions

Google Docs also allows readers or reviewers to comment or suggest any changes in the document. So, you can share your plan with your partners or mentors, asking for their suggestions or input.

Version History

Remember the days when we had to start over if we forgot to save a Word file or could not recover it if it was altered unnecessarily? Well, that’s not the case with Version history.

This incredible feature enables you to revisit the previous version of your documents and even restore them. So, don’t worry if you made any unnecessary changes—you can always go back in time.

Offline Access

Although Google Workspace is a cloud-based solution, you can access and update your document offline with “Offline Access”. Just make sure your browser is up-to-date, and you’ve installed and turned on the Google Docs offline access extension.

Ease of Use

Using a Google Docs template for business planning is one of the easiest methods for creating a business plan. There’s no extraordinary learning curve, and you won’t need any technical skills to get started—it’s pretty simple and easy to use.

Cost Efficient

Upmetrics offers free business plan templates, while Google Docs is free for individual users. This is what makes this business planning method ideal for beginners.

That’s it, now you know the benefits too. This brings us to the conclusion.

To conclude, using these Google Docs templates is an easy and cost-effective way to develop your business plan. Is it the best? Not sure. These templates are free versions of Upmetrics’ comprehensive business plan templates, so you may not make the most of them.

Google Docs may also fall short when forecasting financials or preparing complex sections and visual reports— business plan software is necessary for detailed business planning by all means.

A business planning tool like Upmetrics could be an incredible choice, it comes with 400+ business plan examples and an AI writing assistant to write sections of your plan.

Anyway, I hope you found what you were looking for. Start planning!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan using google docs.

Using any one of Upmetrics’ business plan templates could be an easy way to create a business plan using Google Docs.

Can I customize a business plan template in Google Docs to fit my specific needs?

Indeed. Once you download a Google Docs business plan template, you can easily customize it to fit your specific business needs.

Can I share my business plan with others using Google Docs?

Of course, you can easily share your business plan with others using Google Docs. All you need to do is enter the email address of the person you want to share it with under the section “share with people and groups”.

Are there any free business plan templates available in Google Docs?

Yes, Upmetrics offers 5 free Google Docs business plan templates to download and use. You can easily download any one of them that best fits your needs and start writing your plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Business Plan Google Sheets Template

Business Plan in Google Sheets. Analyze and present your business feasibility with step by step guide. Fully printable and accessible from all devices.

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TEMPLATE DESCRIPTION

Preparing and representing your business plan is crucial when you start your own company. Then, here is a Business Plan Google Sheets Template you can use online to get your business plan ready.

Why is a business plan so crucial?

• Provides a clear vision for the future
• Ensures team members are working towards a  common goal helps you plan for the future
• Clarifies your goals and the  potential obstacles to achieving them
• clear strategy to follow when things get busy and messy.

With this Business Plan Google Sheets Template, you will be able to summarize the  nature of your business in a detailed manner. In addition, you can display your business drivers, company descriptions,  marketing strategies , organizational structures,  financial projections , and other background information in this Google Sheets Template.

Business Plan Google Sheets Template Features:

There are six major parts to this Business Plan template besides the Navigation Menu. To clarify, if you use this template, you define your company’s  internal and external goals  and strategies, so you’ll have to purchase one template, but you’ll save a lot of time, energy, and money by not having to use too many tools.

Navigation Menu:

Above all, the  shortcuts  for all sheets are in this section as buttons. Clicking on a button will transfer you to a specific sheet. In addition, you can easily see which sections are complete and which sections need to be completed by choosing (✓) from the dropdown menu as soon as you’re done with one section.

1. Cover of Business Plan Google Sheets Template

Firstly, this Cover Sheet lets you add your  contact information : Phone, Email, and Website. You can also add your logo and company name.

2. Introduction

Secondly, for this title, you have two sheets:  Company Description  and  Products & Services . In Company Description, simply fill in the business name,  mission statement , core values, etc. In Product & Services, you can include the same information.

3. Marketing

This Marketing title includes 6 different sheets for a detailed Business Plan Google Sheets Template.

• Industry Analysis: Here you can add the general characteristics of your industry , such as the size of your industry, the size of your targeted market , and other notes.
• Target Market Analysis: Using this part, you can figure out if your market has enough buyers or not. Just clarify each of the following: the Geographical Level, the Demographic Level, the Psychographic Level, and the Behavioral Level.
• Competitive Analysis: One of the most valuable assets you can find in this part is that it gives you a great overall picture of your competitors based on a scale from 1-100 by checking nine items such as Price, Quality, Reliability, etc. You will then be able to identify the weaknesses and strengths of your competitors by using the template to calculate your company’s “Overall Scores” for each of your competitors.
• Porter’s Five Forces Analysis: With this tool, you can analyze the competitive environment using: Power of Buyers and Suppliers. The threat of Substitutes and New Entrants, and Competitive Rivalry.

• SWOT Analysis: SWOT stands for Strengths, Weaknesses, Opportunities, and Threats, and so a SWOT analysis is a technique for assessing these four aspects of your business. SWOT Analysis is a tool that can help you to analyze what your company does best now, and to devise a successful strategy for the future.
• Distribution Channels: In your Business Plan Google Sheets Template, this section discusses the distribution channels of your business.

4. Organization

The purpose of this report is to give you a general idea about your HR and Management Strategies . For example, you can analyze your total employee number and HR budget here.

5. Financials of Business Plan Google Sheets Template

The financials section of this template mainly consists of Sales Forecasts , three major Financial Statements , and a Financial Summary .

• Sales Projections : You can easily modify the sales projections for the five target markets in this area, as well as calculate the total sales and growth from year to year.
• Income Statement : It is also known as a Profit and Loss Statement . Additionally, the income statement allows you to calculate the company’s revenues and expenses .
• Balance Sheet : Business balance sheets are summarized here.
• Cash Flow Statement : Business Plan Google Sheets Template also includes this section. You can see how much cash was generated and spent at a particular time. Investing, financing, and operational activities are also important parts of this section.
• Financial Summary : The dashboard displays key ratios and professional-looking charts for the business’ five-year projections, based on previous sales forecasts and financial statements.

6. Summary:

Finally, in this section, you will outline a general overview of your company. To clarify, this section consists of three parts.

• Business Model Canvas : A business model canvas is a visual representation of a business model, highlighting all  key strategic factors . In other words, it is a general, holistic and complete overview of the company’s workings, customers, revenue streams, and more. Simply  drag and drop  your notes into this section and change the font size, color, or size of the notes.
• Business Timeline : Basically, list your expected major milestones and set a target date for each one. Additionally, if you have any notes, please include them in the Description column.
• Executive Summary : It gives the business owner the chance to present his business in his own words to the  target audience . In one page, the Executive Summary summarizes the company’s mission, goals, and prospects.

Meanwhile, all you need is an internet connection and a  Google account  to get started. And everything will be in sync!

Business Plan Google Sheets Template Features Summary:

• All-in-one Business Plan in Google Sheets
• An overview for Marketing, Management, and Finance
• Business Model Canvas with drag & drop post-its
• Fully customizable and ready to print
• Informational notes included
• Ready-to-use template
• Works on any operating system
• Suitable for any device including mobile, tablet, desktop

Business Plan is a ready-to-use Google Sheets Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our Custom Services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

User reviews & comments, 9 reviews for business plan google sheets template.

Philip Gosain – May 17, 2023

The Marketing section of this template is fantastic!! It helped me understand my market and competitors better 🙂

Carla A – March 21, 2023

I love the fact that this template works on all devices and operating systems. It makes it easy to work on my business plan from anywhere, anytime.

Soha Afif – February 6, 2023

I found it hard to delete the yellow note on the cover sheet. It was a minor inconvenience, but it would have been better if the instructions were clearer.

Someka – February 6, 2023

Thank you for taking the time to provide us with your feedback. If you have any issue, please don’t hesitate to email us at [email protected] .

Ted Mason – January 16, 2023

Ok, we think we will buy this template for our new projects but can we change some of the titles?

Someka – January 16, 2023

Hi Ted, yes, you can change the titles in our spreadsheets. All our full-version templates are fully customizable.

Anna Erica – January 14, 2023

Meryl Mo – January 5, 2023

The file is view-only??? Should I pay?

Mahmoud Ali – December 16, 2022

Seems great! Is there any graphs for financials to present the projections etc?

Thank you for your question Mahmoud!

Yes, Business Plan Template has a dashboard for you to visualize the financial projections and income statements! You can see the page below and you can download the free version to study it in detail!

Gloria B. – December 5, 2022

Does Someka have any access to them once the sheets or excel docs have been purchased and donwloaded ?

Someka – December 6, 2022

Thanks for your comment Gloria!

We don’t have any kind of access to your Excel templates and spreadsheets after you download them. It is the same with the Google Sheets templates. After you make a copy and save it to you own Drive, we don’t and can’t monitor or have any kind of access to it.

Hope this helps! If you have any other questions, please let us know.

Bertrand – November 30, 2022

So far, a useful tool. Thanks.

You must be logged in to post a review.

Only verified users who have downloaded and used the template may leave a review.

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The 12 Best Google Sheets Templates to Streamline Your Life

• Last updated January 18, 2024

Using Google Sheets templates can significantly speed up your workflow. Whether you build your own specific ones from scratch, use the Google Sheets template library, or download others from the web, you’re bound to benefit. Join us as we guide you through our best free templates. Read on to find the ones that are useful to you.

Table of Contents

Custom Google Spreadsheet Templates

Google provides several prebuilt templates to use. However, if the templates offered by Google don’t suit your needs, you can download ones from other sites such as ours or ProductivtySpot.com . You can even design your own custom templates from scratch.

All you have to do is enter the information and formatting you want for your template and simply navigate to File > Make a copy each time you want to make a new edit for the template. We’d recommend following these steps every time you use a premade template from the web too.

Here are a few standard templates that you can use on Google Sheets .

Google Sheets Financial Templates

Google sheets expense tracker template.

Expense trackers allow you to keep track of your costs, letting you see how much you spend and earn throughout the year. This helps you plan where to spend your money and set attainable goals and realistic budgets.

Our Google Sheets expense tracker template is easy and free to use, with a simple-to-use UI that professionals and total beginners can use. The template is divided into two parts, which are the expenses and the income. Add your expenses by clicking on the sheet towards the bottom and adding data in the Money In  and Money Out  columns.

The template also includes a pie chart that visualizes the expenses by categories, and a bar graph shows your expenses and your total income for that month.

Check out our Google Sheets expense tracker  article for more information.

Google Sheets Ledger Template

Ledgers are financial documents that can be used to track your expenses and assets. It lists all financial transactions in separate accounts called balance sheets , which allow you to review them when needed. This helps you manage finances and identify any miscalculations. Different types of ledgers include sales ledgers, purchase ledgers, and general ledgers.

The process of keeping financial accounts takes a lot of focus. Our ledger template has all the elements of a general ledger, including the dates, references, account, credit and debit amount, and balance to help you keep track of everything. All the elements of the ledger template exist on a single, compact sheet, so you won’t have to change the sheet or scroll to find a specific account.

The template is meant to add the accounts for a year. However, you can change it to monthly or quarterly, depending on the size of your business. To create accounts for multiple months, you can create multiple sheets by simply duplicating the original one, like this:

• Right-click on the sheet’s name and click on the Duplicate option.
• Right-click on the duplicated sheet’s name and click on the Rename option.

Check out our article on the free Google Sheets ledger template  for more information.

Google Sheets Profit and Loss Template

A profit and loss statement is one of the crucial documents used in a scaling company. It helps you know your financial standing, which then helps you make the right strategic decisions. Profit and loss statements summarize the company’s profits, losses, revenue, and expenses over a tax year. Learning the origin of the expenses can help you cut down costs, which will help make your business more profitable. P&L statements can also be used to fill tax reports.

Our Google Sheets profit and loss template has all the basic elements of the P&L statement. Every individual data column is used to specify the month, while the rows have various elements like sales, costs, operating expenses, and add-backs. The spreadsheet then uses several simple formulas, to sum up the values. A yearly total of a specific parameter is shown in the column towards the very right.

Check out our article on the free Google Sheets profit and loss template  for more information.

Google Sheets Payroll Template

Keeping a payroll spreadsheet for your organization or business is the key to boosting productivity and reducing errors. It also allows you to ensure that your employees are paid on time which can increase their job satisfaction. Using payroll management software can sometimes be tedious and cost you money, which is why we created a free payroll template that can be great for small businesses.

Our monthly payroll template is great for tracking a monthly payroll for the employees. The template has all of the most essential elements, such as the payment data, period, employee name, total hours, and gross pay. The payroll template has formulas that can calculate the gross and net pay automatically once you add the total hours.

You can make copies of the sheet for multiple businesses or departments in a company. The template can also be shared with other team members, and any changes made will be updated in real-time.

For more information, check out our article on the free payroll template for Google Sheets .

Google Sheets Business Planning Templates

We also found Google Sheets templates specifically designed for business planning. Here are a few of our favorites.

Google Sheets Content Calendar Template

A content calendar allows you to arrange your content. It will enable you to create a schedule of where and when you want to publish content and other things you want to keep track of, such as keywords, descriptions, type of content, and much more.

Our content calendar template allows you to plan the upcoming months using the simple-to-understand and use interface. The template has a small calendar towards the left corner that gives you an overview of the entire month. Towards the screen’s right side is a heading containing some essential details for your content, such as the title, format, due date, and links.

A checklist allows you to track the status of your content, and a dropdown menu will allow you to select the status of the content. A notes section also allows you to add additional information about your content.

Check out our Google Sheets content calendar templates  article for more information.

Google Sheets Project Management Template

Being a project manager can be demanding as you have to ensure that the project flow is efficient and completed without problems. A project management spreadsheet gives you the outline of elements youneed to complete within a timeframe. These allow you to schedule work, prioritize tasks, keep track of deadlines, and ensure that the project doesn’t exceed the budget.

You can easily find a project management template online or use a third-party one. To use one of the prebuilt project management templates by Google, follow these steps:

• Open Google Sheets on your web browser and log in.

• Click on the Template gallery option towards the top right of the main interface.

• Scroll down to find the Project management section and choose a template that suits your needs.

Make the necessary changes to the template and add the details of your project. Check out our article on 5 useful Google Sheets project management templates  for more information.

Personal Growth and Productivity Spreadsheets for Google Sheets

Google sheets meal planning template.

Meal planning has become increasingly important due to the availability of expensive, unhealthy food options. Using a meal planning template saves you a lot of time as your shopping trips will become shorter and less frequent. You’ll also stop buying unnecessary items when you plan out your meals, which saves you money.

Our meal planner template has two components. The first is the meal planner, while the second is a grocery list on a separate sheet. In the meal planner sheet, you can add the recipes in the Notes section and items to the grocery list sheet.

The grocery list sheet is intended to be used as a checklist for when you go shopping. You can click on the checkmark beside the item to mark it as purchased. The spreadsheet doesn’t use formulas, so it should be very easy for people new to Google Sheets.

Check out our article on meal planning spreadsheet template for Google Sheets .

Google Sheets Address Book Template

Spreadsheet software like Google Sheets has made it easy to create, maintain and share address books. These address books can be shared with friends and family who can make edits in real-time. You can keep an updated contact list that can be accessed on any device with a browser and an internet connection.

The template has a very easy-to-use interface that allows you to add names, phone numbers, emails, and addresses. The address book template has two other sheets. The first is a sorted contact list, while the other is a search list that allows you to enter a search term toward the top of the sheet. The template will filter the search and show the results accordingly.

The template can be hard to create for someone just starting out with Google Sheets. However, creating a basic version of the address book template is fairly easy, even if you don’t have any prior knowledge about Google Sheets.

Check out our article on the free Google Sheets address book template  for more information.

Google Sheets Task List Template

A task list allows you to keep track of upcoming tasks or events, and you can mark the tasks once you complete them. You can prioritize certain tasks or even break large tasks down into smaller ones so you can work on them at your own pace.

You can use the prebuilt to-do list in Google Sheets, or you can create your own template. If you’re a Google Sheets beginner, you can keep the task list template simple, but if you know your way around Google Sheets, you can easily create a to-do list that fulfills your needs. You can add checkboxes, conditional formatting, and progress bars.

Check out our article on the free Google Sheets task list template  for more information.

Google Sheets Sales & Marketing Templates

Sales and marketing teams also rely on Google Sheets templates to conduct business. We found a few that connect directly with your data sources, which automatically update right inside your spreadsheet. These are  offered by Coefficient . The tool features more than 30 Google Sheets templates that sync with live data from platforms like HubSpot, Salesforce, Google Analytics, Mailchimp, Quickbooks, Stripe, and others. Below are a few of our favorites.

HubSpot MRR Dashboard

This MRR dashboard is an ideal solution for PLG and SaaS firms focused on generating consistent monthly recurring revenue, as opposed to sporadic one-time transactions. By seamlessly integrating your real-time HubSpot data into this template, you can effectively monitor both MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) directly within your spreadsheet.

Additionally, this tool empowers you to delve into comprehensive insights, including total customer counts, churn rates, the reasons behind churn, and net revenue retention, enabling you to quickly identify emerging trends and address potential issues.

Salesforce Pipeline Analysis Template

Need to track your pipeline? Use this Google Sheets template to monitor critical sales metrics and conduct rigorous month-over-month analyses of pipeline generation, win rates, average deal maturity and magnitude, and sales velocity.

It uses embedded filters that empower you to dissect and visualize data by sales team, time span, or opportunity category. That means the Google Sheets template refines your data. It applies filters based on sales teams, time intervals, or opportunity types. This comprehensive perspective enables sales leaders to follow the progression of leads through the sales funnel, pinpoint bottlenecks, identify pipeline delays, and pinpoint optimal conversion junctures. Handy!

Google Analytics Web Performance Template

Need visibility across key stakeholders that aren’t familiar on how to drill down into the data inside of Google Analytics? Sync your live GA data into this free Google Sheets template. Your website traffic is critical to understand where you should double down and where you should shift focus. With this template, visualize web performance in real-time and dive deep into acquisition and best performing pages and campaigns.

As with the others, it syncs with your live data. That means the whole team gets the latest site stats without manual data entry.

Paid Google Sheets Templates

Creating a template from scratch can be a hassle for many users of Google Sheets. This can be due to several reasons. Some users don’t know enough about Google Sheets to create an in-depth template, while some wish to save time, some simply don’t want to go through the hassle of creating a Google Sheets template.

While there are many excellent free template, the best of the best are almost always paid options.

Using a suitable spreadsheet template can make it easier and more enjoyable. Check out some of the best Google Sheets templates,  that you can check out from our store. Here are some of the templates you can expect to find in our store:

• Inventory and Sales Tracking Spreadsheet Template
• Weight Loss Spreadsheet Template
• Simple Investment Template
• Mortgage Calculator Spreadsheet with Amortization Table
• Extra-Payment Mortgage Calculator
• Google Sheets Wedding Budget Template

Wrapping Up

Hopefully, you’ve found the perfect template for your needs from our list of the best free Google Sheets templates. If not, make sure you check out our template store  for our most useful templates. If you’d like to make a request for a particular type of template, please let us know in the comments.

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Business Plan Template in Google Docs

Unlock your business potential with our comprehensive Business Plan Template in Google Docs, available exclusively on Template.net. Craft professional plans effortlessly with included templates for financial projections, market analysis, and executive summaries.

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• Business Letter of Intent
• Business Letterhead
• Business List
• Business Loan
• Business Loan Agreement
• Business Management
• Business Manager
• Business Marketing
• Business Meeting
• Business Meeting Invitation
• Business Meeting Letter
• Business Meeting Minutes
• Business Memo
• Business Mindmap
• Business Mission
• Business Networking
• Business Operating Agreement
• Business Organizational Chart
• Business Partnership
• Business Partnership Agreement
• Business Partnership Letter
• Business Plan
• Business Plan Financial
• Business Policy
• Business Poster
• Business Power of Attorney
• Business Process
• Business Project
• Business Proposal
• Business Proposal Letter
• Business Purchase
• Business Purchase Agreement
• Business Quotation
• Business Rack Card
• Business Reference
• Business Relationship Letter
• Business Report
• Business Requirements Document
• Business Roadmap
• Business Roll Up Banner
• Business Sale
• Business Sales
• Business Services Flyer
• Business Spreadsheet
• Business Startup
• Business Statement
• Business Strategy
• Business Succession Plan
• Business SWOT Analysis
• Business Thank You Card
• Business Timeline
• Business Training
• Business Travel
• Business Tri-Fold
• Business Tri-Fold Brochure
• Business Trip
• Business White Paper
• Basic Business Card
• Formal Business
• New Business Proposal
• Printable Business Card
• QR Code Business Card

Putting up a business is challenging. You need to layout steps, procedures and strategies to start up. You also need to think of a marketing strategy for your business to be known. If you wish to put up a business, we offer a variety of business plans that are ready-made and 100% customizable and printable. Get to prepare a proposal template for your future business here with us now! These are compatible with google docs and can be shared with Gmail users. So what are you waiting for? Create schemes with our Business plan Guidelines Templates by downloading them here at Template.net   

How to Make Business Plan Template In Google Docs

What is a business plan? A business plan is a written description of your future business. There states what your future plans are for your business. In business, you can make a living by selling or buying a product for you to earn decent money. You cant be a well-known businessman without having a business and to do so, you should have a small business to start off with.  As a businessman,  you will deal with a lot of aspiring entrepreneurs who will challenge your entrepreneurial skills. In line with that, you will have to budget and make presentations and market your products to the public. Studies have shown that 82% of successful business owners think that they possess the right qualification for startup small business.

Here are some tips for you

1. Type of business

It may be difficult to think of a business that will suit you. However, knowing what type of business you want would lead to a new start. It can be a restaurant business , a coffee shop business or a manufacturing business it all depends on you. You can also partner with an established company so that you won't have to pull out a lot of money in your pocket. You can use a planner template to help structure your business.

2.Know your Passion

A person who is passionate about something and putting his passion into business would result in a successful endeavor on the field that he/she chooses. This is one key for a person who wants to start up a business because anyone who has a dedication to what he does, he won't be burden to make an effort to do such task for the sake of his/her business. You can make a business card for your future clients with your business contacts in it.

3. Be Realistic

Knowing your goal and sticking to it would be much harder than imagining it. So in order for you to achieve your goal, act it out. Don't be scared to try and market your plan to people that can help you out. You can come up with commercials and we have marketing templates that can help you market your product to a potential customer or even shareholders for your company.

4. Find Statistics

Before putting up a business, you need to put in mind all the possibilities that you would encounter while you are starting your business. There would be competencies on the increasing amount of entrepreneurs who are also starting their businesses. It may be a challenge for someone who is just starting that's why you need to find credible sources for your business. Have an analysis template to track your marketing situation for your business.

5.Review and Finalize Everything

Your good to go!. You just have to finalize everything that's needed for your business. You can also use forms to manage your employee information. Settle agreements and contracts with your future partners and earn a good partnership in the future.

Get Instant Access to 30,000+ Google Docs Templates

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10 Google Sheets templates to help you run your startup

Caroline Forsey

ThinkGrowth.org

Your startup needs to manage a lot of data: from budgets and expense reports to invoices and and traffic trends.

Eventually, you’ll have a SaaS tool that helps you manage each of these jobs, but today, you need something simple and cheap. Yes, it’s going to be Google Sheets.

But before you lose an entire afternoon building a Google Sheets masterpiece, let me remind you: Google Sheets offers 26 pre-built templates, allowing you to create reports and analyze data in spreadsheets faster and more effectively.

Best of all, Google Sheets templates cater to specific categories — if you click the Paid Traffic Report template, for instance, your spreadsheet is already organized into Overview, 12-month Trends, and Medium Breakdown categories. It knows what you need, and offers it without any manual input.

Here are 10 of the best free Google Sheets Templates for startups, so you can create better spreadsheets while saving valuable time to focus on more important things — like the data itself.

Google Sheets Templates for Finances

Depending on what growth state you’re at or the services you provide, you probably use invoices. This invoice template makes the process simple — 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.

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 a number of 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 has a lot of moving parts.

Financial Statements

The financial statements template truly 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. This template also offers resources and guidance to make the process easier, and less prone to human error.

Google Sheet Templates for Reporting and Analytics

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

Website Paid Traffic Report

This template makes the process of analyzing and reporting on paid traffic relatively seamless. It automatically collects data on your paid sources from Google Analytics, and provides a clean chart with important information, including PPC’s percentage of goal conversions, total traffic, and bounce rate. You can also adjust it to compare different time periods, or different channels or segments. If you’re looking for a way to demonstrate paid’s influence on your business, this is the tool to do it.

Google Sheet Templates for Customers

To organize your contacts and automate an effective sales and marketing process, it’s important you have a CRM — but if you’re a startup, you might not feel ready to implement a fully-established CRM with all the features. This CRM template is a great place to get your feet wet. It saves automatically so you never lose data, and the share feature allows you to work with coworkers within the CRM, which is helpful for encouraging collaboration between your sales and marketing departments.

Google Sheet Templates for Project Management

Project timeline.

Whether this is your first major project or you’ve been managing projects for years, the project timeline template is a useful tool for organizing and implementing each project step. The template helps you visually break-up a daunting project into smaller pieces, ideally making it easier and less stressful to organize and delegate tasks.

Project Tracking

No doubt your startup is juggling a bunch of projects simultaneously, this project tracking template could become your new best friend. It enables you to organize your projects into categories by date, deliverables, status, cost, and hours — best of all, it lets you prioritize your projects. Hopefully, simply visualizing what needs to get done first will alleviate time-management stress.

Event Marketing Timeline

Sponsoring your first conference? Organizing a user meetup? This template has you covered. The event marketing template offers organization and structure if you’re implementing an upcoming business event or campaign. It offers categories you might’ve forgotten to consider, including local and national marketing, PR, and web, with subcategories ranging from 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.

Gantt Chart Template

If your Product Managers aren’t already using this, they should be. The Gantt chart template helps you alleviate any concern you might have over timing — and, when you’ve got a complex project with overlapping components, I’m willing to bet timing is one of your major concerns.

Using the Gantt chart template helps you visualize all steps and delegate important tasks more efficiently — labelling the task with an owner on one chart is certainly easier than individually following up via email, and by sharing the template with coworkers, everyone is on the same page.

Learned something? Click the 👏 to say “thanks!” and help others find this article.

A version of this post was first published on The HubSpot Marketing Blog .

Written by Caroline Forsey

Caroline Forsey is a staff writer for the Marketing Blog, HubSpot, and is passionate about all things related to reading and writing.

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6 Google Sheets templates your business needs in 2024

Making sure your company grows to its biggest possible potential is a challenging task. Luckily, there are many useful tools available for us to incorporate into our business workflow.

Ever-improving technology allows us to manage huge amounts of data with just the click of a button. But, let’s be honest, sometimes it can get very overwhelming to face these massive amounts of information. Let alone report from them.

This is why we set out a handful of templates below, that will help you in not only registering your data but also closely monitoring it on a relevant and customizable dashboard.

Take a look at these Google Sheets templates and find exactly what you need to boost your business just that extra bit more!

Why use Google Sheets templates

The greatest and most widely available tool for data manipulation is Google Sheets. Compared to other spreadsheet softwares it is one of the best options. Unlike other programs, Google Sheets is free, cloud-based, multi-user friendly, and — because it’s part of G Suite — integrates nicely with other Google products like Gmail.

However, Google Sheets alone isn’t enough to keep up with the fast-paced business world. To do that, you need more than just a spreadsheet; you need a spreadsheet with superpowers.

Spreadsheets with superpowers

For Google Sheets, templates are as close as you can get to super-powered spreadsheets. They’re basically prebuilt spreadsheets designed to do specific tasks. Templates combine formatting and functions to make spreadsheets perform in a certain way. That saves you from having to build something yourself.

Another reason templates are great is, it provides the structure for growth. When tracking your business processes, it’s hard to know where to start. All of the templates in our list give you the framework to get a hold of your business and develop with it. Over time you can adjust, add to, or improve upon the functions of the templates in this list to suit your business as it achieves growth.

Below is our list of the top 6 Google Sheets templates your business needs and how they can take your business from just keeping up to supercharged. Want to get started straight away? Click here to browse all of Sheetgo’s automated templates.

1. Automated income statement template

Income statements are indispensable for your business. This is the sheet that tells you if you’re profitable or not. Also known as the profit-and-loss statement, the income statement compares expenses and revenue over a certain period of time, usually monthly. It takes money-in and money-out and shows the net earning of your business. It’s important to keep an eye on your total income while you track more nuanced expenses like interest, taxes, and uncategorized expenses.

This Income statement template lets you register your income and expenses, and does the calculations for you. Avoid wasting time crunching numbers and get back to the things you love about your business. No more errors in your numbers. No more running it twice, just in case you missed something. This template takes the mathwork out of keeping track of your company’s profitability. You no longer have to spend long nights with your nose in a pile of receipts. Record all of your expenses and revenue, or upload them as a CSV file, and you’re done. It’s as simple as that.

Income statement

2. invoice generator.

For any business, invoices are a constant hassle. Especially when you’re creating them for services from various clients. Use this Automated invoice generator to simplify the process. Follow the instructions in the article linked above and you’ll be able to create custom invoices from your clients’ raw information and export them as Google Docs & PDFs, before sending them out via Gmail automatically. All from Google Sheets.

This is a very powerful tool if you work with invoices. Design your template once and never bother with it again. Simply fill in the information for the person you’re sending the invoice to, and their custom invoice is created instantly when your workflow runs.

Get to know more about the Invoice Generator template for Google Sheets.

3. Inventory management template

Keeping your inventory manageable while sustaining all your customers can seem like a magic trick. If you’re not efficiently tracking all the data related to your stock, you’re losing money to overhead and carrying costs that could be spent bringing in new customers.

This Google Sheets inventory management template comes with a powerful dashboard to help visualize the different areas of your inventory strategy. Generate insights without having to lift a finger with this template.

Your money is precious. Don’t keep it locked away in imprecise stock numbers. Upgrade your inventory report with this great template. Serve more customers with better supply distribution.

Inventory management

4. company okrs template.

OKRs (Objective and Key Results) are a great way to promote goals for your teams or employees. Over the past five years, teams have begun to adopt quarterly, monthly, or even weekly OKRs. To see how your teams are performing, you need a sturdy tracking system in place. If you don’t have the time to build an OKR tracking system, your teams might be stuck reporting for no reason. Decentralized OKR reporting across your organization means the insentive to set and achieve goals diminishes.

Use this Company OKRs template to take advantage of a detail-oriented OKR tracking system without wasting time on building it yourself. Each of your team members reports on their OKRs. That data is then synced to a master sheet where you or your team leads can get a better picture. Making it easier for you to adjust and pivot for underperforming areas or to push over-performing departments even further.

Company OKRs template

5. cash flow template.

Cash is king! Money plays a huge role in how you run your business. A healthy organization monitors and maintains its cash-on-hand very strictly. To keep your numbers precise, you need a system that does the math for you. There is no room for mistakes when it comes to your balance sheet.

This Cash flow statement template lets you track accounts receivable and accounts payable and automatically generates a monthly cash flow report. Not only will this save you from creating calculation errors, but it also generates an intuitive dashboard that makes decision-making simple.

Cash flow template

6. marketing kpis template.

Last, but certainly not least, is this Marketing KPIs template . Track all of your marketing efforts through this single spreadsheet system. Tracking all the different marketing channels your company uses can be tricky. This single spreadsheet system can combine SEM, SEO, email marketing , content marketing, and social media marketing among many others. Each channel has their own KPIs (Key Performance Indicators).

That’s why it’s important to keep track of them in one place and gain awareness of their progress. Do so with this great dashboard and reporting system. Whether you have different team members assigned to different channels, or it’s just you and you need to keep your head on while you manage everything, this dashboard is for you.

Final thoughts

There you go! Six amazing Google Sheets templates. Automating repeated tasks and manual data entry is one of the quickest ways to increase production in your company. Find more templates in our template gallery .

Once you have a robust system of templated spreadsheets in place, your business will be free to do the things that make money instead of the clerical work of reporting financials and growth metrics.

Check out our wide selection of solutions for ready-made Sheetgo applications.

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Google Sheets Project Management 2023 (10 Free Templates)

Content Partnership Specialist

March 8, 2022

Curious about Google Sheets project management?

Google Sheets is a pretty nice spreadsheet software .

So why not try and make it a permanent part of your project management process, right?

Let’s stop right there. 

Just because Google Sheets can handle tons of data for free doesn’t mean that it can solve all your problems. 

In this article, we’ll explore the benefits of carrying out project management in Google Sheets, the limitations of doing so, and a better way to go about it. 

What Is Google Sheets Project Management?

3 benefits of google sheets project management, 1. google sheets monthly expense tracker, 2. google sheets project charter template, 3. google sheets project plan template, 4. google sheets simple gantt chart template, 5. google sheets event planning gantt chart template, 6. google sheets project tracking dashboard template, 7. google sheets schedule template, 8. google sheets construction gantt chart template, 9. google sheets website traffic tracker template, 10. google sheets crm template, limitations of google sheets as a project management tool (with solutions).

Let’s get started. 

Google Sheets is an online spreadsheet program that’s free, like most other Google apps. 

And unless you’ve been living under a rock, we’re pretty sure that you’re familiar with the Google Sheet interface. 

It’s essentially one large spreadsheet, like Excel! 

Want to know the differences between the two?

Check out our Google Sheets vs Excel guide and article on Excel project management . 

Using Google Sheets for project management is the go-to solution for professionals who want to create open-source data sets, conduct basic data analysis, and other complicated math-related problems that make you go. 😵

For example, you can even manually create a Google Sheets calendar !

Google Sheets offers multiple features for project management, such as:

• Basic templates for a project timeline, plans, trackers, etc
• Gantt chart functionality to track your project start date, task duration, and end date
• Charts like a bar chart, stacked bar chart, line chart, etc., for visualization
• Conditional formatting, data validation, and pivot tables for advanced data analysis
• Sharing and real-time collaboration support

Most importantly, Google Sheets gels effortlessly with other Google project management tools like Slides, Docs , and Gmail. 

So once you’re in the Workspace, Google is your oyster. 

Bonus: Learn more about Google project management . 

A spreadsheet is nothing short of life-changing. 

And when it’s a Google spreadsheet? Well, you’re in for quite a ride of productivity!

Here’s what we think are the three key advantages of using Google Sheets for project management. 

1. User-friendliness

Google Sheets is all about the DIY charm.

As long as you’re familiar with the spreadsheet format, you’ll pick up Google Sheets in no time. 

However, Google doesn’t stop there. 

It also offers templates for a range of personal and professional projects. 

Still think you’ll get stuck? 

You can always ‘Google it!’ 

Google’s detailed online user guides and close-knit user community will always be around to help you. 

2. Effortless collaboration

Google Sheets is a pretty great place to collaborate over data.

It can easily handle up to 100 users at a time, while the spreadsheet’s owner retains rights to edit its access. 

Even if a user doesn’t have a Google ID or is outside your network, Google Sheets will show them as ‘Anonymous *insert exotic animal name*.’

What a handy way to build your knowledge of the wild!

3. Free software

Nobody would love Google Sheets as much if it were behind a paywall. 

Sure, you may need to pay for Google Drive storage if you cross the personal limit of 15 GB. However, until then, the entire Google Workspace is free for all !

Don’t know how to use Google Sheets for project management?

Let these templates take care of it for you:

10 Google Sheets Project Management Templates

Fast forward your Google Sheets project management with these effortless templates. 

Every penny counts. But not if you don’t maintain a crystal clear record of your expenses. 

Ease your troubles with this super handy monthly expense tracker template in Google Sheets.  

Download this Google Sheets monthly expense tracker to create a price list for your team!

The project charter is a foundational document of any new venture. 

Make sure you get the details right with this project charter template in Google Sheets. 

Download this Google Sheets project charter template . 

Don’t fill multiple notebooks with your grand project plans. 

Here’s a comprehensive project plan template that covers almost everything you need. 

Download this Google Sheets project management template . 

Gantt charts can be a great way to visually track your project’s progress.

This simple Gantt chart template is a great place to start if you are new to Gantt charts.

Download this simple Gantt chart template .

Planning an event can be stressful!

Use this Google Sheets event planning Gantt chart template to manage all the moving parts of your event!

Download this Google Sheets event planning Gantt chart template .

It’s important to have a spot to look at your entire project at a glance.

This Google Sheets project tracking dashboard allows you to look at every part of your project in one view.

Download this Google Sheets project tracking dashboard template .

Having a daily schedule can help your team stay on track.

This Google Sheets schedule template makes it easy to plan out your day.

Download this Google Sheets schedule template .

If you manage a construction team , using a Gantt chart to manage your projects is a great option.

Download this Google Sheets Construction Gantt chart template .

If you manage a website it’s important to stay up to date on your site’s traffic and analytics.

This Google Sheets website traffic template displays your website’s traffic on an easy-to-understand dashboard.

Download this Google Sheets website traffic dashboard template .

This project management template enables you to easily organize and update contacts for your business.

Download this Google Sheet CRM template .

Templates or not, Google Sheets is pretty great. 

However, it still has a long way to go. 

While it could be the right fit for your personal, passion project, handling large-scale, professional projects is a whole different ball game. 

That’s where Google Sheets falls short. 

Try as hard as you want, Google can’t spread its sheets to cover all your project management needs. 

But don’t worry.

ClickUp , the world’s highest-rated project management software , is here to cover the gaps in Google Sheets ’ project management. 

Simply because your project can’t run on spreadsheets alone. 

Check out what Google Sheets can’t do and how ClickUp fills the gaps. 

1. No task assigning functionality

Sure, you can use Google Sheets cells and rows to carry out basic data and project planning. 

However, after that… not much else. 

I mean, who’s going to execute the plan if you can’t assign tasks to people from the Google spreadsheet?

You have only two ways to fix this: 

• Assign tasks manually (through some one-on-one interaction), OR 
• Rope in another project task management software. 

And if you ask us, that’s one too many steps. 

ClickUp solutions: Tasks, Subtasks, and Assigned Comments

ClickUp isn’t just about dreaming. It works just as hard as you. 

Ready for action? 

Just hit the ‘+’ sign in your ClickUp Workspace and fire up a Task. 

Within your Task, you can add a task description, Subtasks , Checklists , and task Dependencies . 

Now just assign tasks to the relevant persons (or team) and let them take over. 

Try ClickUp’s Task Management Template to manage your tasks!

Each task has its own designated Comments Section meant for task-specific conversations. 

You can also tag a stakeholder in a comment and make it a task for them to perform. Now that’s a fruitful conversation!

2. Dashboards are complicated to build

A dashboard is like a scoreboard for your project. 

Without one, how’ll you know how far you’ve come? 

However, it’s easier to build a physical dashboard instead of jumping the hoops on Google Sheets Dashboard !

You’d have to=build the dashboard’s backend data entirely and update it manually . And even then, the problem of getting people to update their task progress remains. 

Once again, Google Sheets – 0, ClickUp – 1.

ClickUp solutions: Dashboards and Sprint Widgets

ClickUp’s Dashboards display every important project metric at one glance. 

From how close you’re to achieving your Goals to the total time spent, you can see everything on your Dashboard. 

And are you running an Agile project ? 

You’re in luck. 

Use the Dashboard space to embed Sprint Widgets such as:

• Velocity Chart : track team capacity
• Burnup Chart : visualize completed work
• Burndown Chart : visualize remaining work
• Cumulative Flow Diagram : track project bottlenecks

Try ClickUp’s Agile Project Management Template ! This template will help you map out your sprints, plan upcoming tasks, and keep track of the progress of each feature. With this template, you can quickly identify any issues or delays in process and adjust accordingly. Manage your backlog, prioritize tasks , and ensure that everyone is working together to meet deadlines. Get started with ClickUp’s Agile Project Management

3. Needs manual task updates

Do your project team members often break into dance routines to celebrate completing a task?

Hey, no judgment. We think that’s a perfectly sane way to say you’re ‘done!’

But in case you want a slightly more… traditional route , Google Sheets doesn’t offer one. 

And without such updates, there’s no way of knowing where the project is heading. 

Once again, you’d have to do it manually . Or…

ClickUp solution: Custom Task Statuses

ClickUp’s Custom Task Statuses are the complete package. 

Not only does it let you update task status as you go, but it also lets you design these statuses to fit any complex project. 

For example, if you’re an HR executive managing the hiring pipeline, you can label your tasks using Custom Statuses like ‘Applied,’ ‘Interviewed,’ ‘Hired,’ etc. 

You can always pick from ClickUp’s ready-made templates or create your own custom workflow. 

4. No space for long-form documentation

Eventually, even the most seasoned spreadsheet native is going to feel a little lost in Google Sheets. Because sometimes, you need more than just rows and columns for your ideas. 

When that happens, you’re going to feel like the characters in Westworld …all stuck in the maze. 👀

But here’s the thing, 

No need to start typing in a new Google Doc. Just try ClickUp.

ClickUp solutions: Docs, Notepad, and Mind Maps

Draft to your heart’s content in ClickUp’s Docs . 

Create detailed documents containing rough ideas or fully fleshed out plans with powerful writer-friendly features. 

• Rich text editing for beautifully formatted documents
• Flexible sharing options to secure your doc
• Importing options in PDF, Markdown, and HTML formats
• Nested pages for easy organization

Maybe you don’t always need to draft a masterpiece. 

Sometimes a quick note does the job. 

Don’t scramble to find a pen and paper the next time you’re on creative overdrive. 

Just use ClickUp’s Notepad . 

Click on the ‘four dots’ symbol in your Workspace and start taking notes. It offers you all the rich text editing options that the rest of ClickUp has, in a bite-sized function.

And because of ClickUp’s powerful search functionality, you can find your old notes easily. 

Finally, for the ideas still in the pipeline, you can use ClickUp Mind Maps .

Create a simple chain of events or a complicated web of thoughts and ideas, all in a day’s work with ClickUp’s intuitive Mind Maps!

5. No time tracking

Do you hear the clock ticking towards the deadline ⏰?

Not in Google Sheets. 

Because it doesn’t measure time!

If you charge clients by the hour or just want to track project tours to measure efficiency, you’re out of luck on Google Sheets.  

While you can set time limits, you’ll need a whole new tool to see if you’re working within these limits. 

Unless you use…

ClickUp solution: Native Time Tracking

Losing precious time on your project? Not on our watch 😉! Because ClickUp’s Native Timer follows you around wherever you go. 

Enable the Time Tracking ClickApp to add the timer icon on top of every task in the Workspace. Each time you begin a task, just hit start to record how long it takes to complete it. 

And since it’s a Global Timer, you can track time on our web app, pause it, and then resume tracking time on our desktop or mobile app too!

ClickUp gathers information on time spent to generate detailed usage reports that you can use to reward and enhance your team’s performance.  

If you’re already using a third-party time tracker, sync it into your ClickUp Workspace using one of our many integrations for Time Doctor, Clockify, Pomodoro Timer, and more!  

6. Limited integrations

Google Workspace is a universe in itself. 

Need a chart? Pick one from the tens of varieties it offers. 

Looking for an illustration? Google Sheets can help you with that too. 

However, eventually, you’re going to need more. 

More tools. More functions. 

Google will try its best to satisfy you with its many extensions. They’re great, no doubt. 

But that’s all they are…just extensions. 

Not full-fledged software capable of complex tasks. 

ClickUp solution: Integrations

At ClickUp, we pride ourselves on fulfilling every project management need. 

That’s why we offer a host of amazing integrations . 

Fuse your Slack conversations , screen recordings from Loom, and much more with your ClickUp Workspace. 

Here’s a list of some of ClickUp’s most popular integration options:

• Google Calendar

And the list goes on!

7. Limited mobile app functionality

Some things are just not meant for the mobile screen, like that selfie during a bad hair day or spreadsheets on the Google Sheets mobile app. 

Good luck accessing your data on a tiny mobile screen when you’re in a car or on the subway. 

Squint. Scroll. Repeat. 🙄

To give them credit, Google did a lot to make their app light enough without compromising core functions. But it remains a shadow of its desktop version. 

And we’re getting major #FOMO. 

Luckily, the no-compromise solution to working on-the-go is:

ClickUp solution: Mobile Apps

The ClickUp phone app is both lightweight and comprehensive. 

In fact, you won’t miss anything at all from the desktop version. 

It’s equally effective on Android and iOS platforms and fully optimized to work on your mobile device. It’s the complete productivity tool!

Now ClickUp won’t be a complete project management tool with just these many features, right?

Here’s a list of some of our other favorite features:

• Automation : pick one of ClickUp’s 50+ ways to automate repetitive tasks
• Pulse : stay on top of your team’s activity throughout the day
• Gantt chart view : build a comprehensive project timeline
• Profiles : observe your team members’ past, present, and future tasks
• ClickUp Views : manage your project via multiple views like task List, Board, and more
• Time Estimates : calculate project completion dates with task-wise time estimates

Jet Set To The Future Of Project Management 

Google Sheets are like spreadsheet training wheels for beginners. 

It’s the foundation for basic data management and sets the ground for complex planning. 

But you can’t go too far with the training wheels, right? 

If you want to become a superstar project manager, you’ll need the horsepower of a powerful tool. 

And that’s what ClickUp offers. 

Leverage ClickUp’s superior task management, communication, and Agile project management features to push towards the finish line. 

Still have doubts?

Just get ClickUp for free and manage projects and communicate effectively with stakeholders at the speed of light.

Questions? Comments? Visit our Help Center for support.

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Free Google Docs Business Model Canvas Templates

By Courtney Patterson | March 29, 2024

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In this article, you’ll find the top Google Docs business model canvas templates for entrepreneurs, startup founders, and strategic planners. Use the structured framework of the templates to articulate, develop, and refine business strategies. Included on this page are a Lean business model canvas template , a social enterprise canvas template for Google Docs , a customer-focused model canvas template , an innovation canvas template , and more. You’ll also find details for using each of these templates, along with free templates related to business model canvas templates .

Google Docs One-Page Business Model Canvas Template

Download the Sample One-Page Business Model Canvas Template for Google Docs Download the Blank One-Page Business Model Canvas Template for Google Docs  

When to Use This Template: This one-page business model canvas template, available with or without sample copy, is useful for entrepreneurs and freelancers who are looking for a concise method to develop their business strategy. It’s an ideal choice when you’re pressed for time and want to crystallize your business concepts in a succinct format, avoiding the complexity of extensive documentation. Notable Template Features: The template’s straightforward, single-page layout encapsulates the core elements of a business strategy, from your unique value proposition to target customer segments and key revenue streams. Check out this easy-to-customize free Google Docs simple small business plan template to efficiently forecast revenue, expenses, and profit, complete with sample graphics, structured subsections, and an appendix for a comprehensive plan ready to impress investors. 

Google Docs Lean Business Model Canvas Template

Download the Lean Business Model Canvas Template for Google Docs

When to Use This Template: This Lean business model canvas template is a treasure for entrepreneurs and those kick-starting new ventures, especially during the initial brainstorming phase. It's tailor-made for quick experimentation and refining business ideas. Notable Template Features: The template’s Lean methodology focuses on essential startup elements, such as identifying the problem, proposing solutions, measuring key metrics, and defining a unique value proposition. Designed for fast-paced evaluation and tweaks, the template is a practical choice for entrepreneurs who thrive on agility. Discover additional tools for organizing and illustrating your strategic vision with this collection of free business model canvas templates .  

Google Docs Standard Business Model Canvas Template

Download the Sample Standard Business Model Canvas Template for Google Docs  

Download the Blank Standard Business Model Canvas Template for Google Docs

When to Use This Template: The standard business model canvas template is a go-to for CEOs and top managers aiming to take a deep dive into strategic planning. Perfect for well-established enterprises looking to scrutinize and polish their market stance and overall strategy, this template can help them fine-tune their business approaches. Notable Template Features: This template, available with or without sample data, stands out for its detailed structure, covering everything important to a business, from what makes it unique to how it connects with customers and earns money. Adaptable to different business models and sectors, this template is highly sought after.

Google Docs Social Enterprise Canvas Template

Download the Social Enterprise Canvas Template for Google Docs

When to Use This Template : Ideal for social entrepreneurs and leaders of nonprofits, this social enterprise canvas template helps you design business plans that prioritize social change along with financial health. It’s especially useful for those looking to strike a balance between making a significant social impact and ensuring the organization's financial stability. Notable Template Features: This template emphasizes both social objectives and economic success. It includes dedicated areas to detail your social mission, the community you serve, and how you plan to measure your impact. The template also covers essential business elements, such as what your organization offers and how it makes money.

Google Docs Customer-Focused Canvas Template

Download the Sample Customer-Focused Canvas Template for Google Docs    

Download the Blank Customer-Focused Canvas Template for Google Docs  

When to Use This Template: For marketing leaders and those crafting customer experiences, this customer-focused canvas template is useful for grasping what customers truly desire. Use it when launching new offerings or adjusting your methods for reaching out and connecting with your audience to meet their expectations more closely. Notable Template Features: This customer-centric template, available with or without sample data, highlights customer insights, allowing you to dive into the nuances of different groups, their unique requirements, and how your offerings can solve their problems. It provides a deep dive into what makes customers tick: their tasks and hurdles, as well as what they want to achieve. 

Google Docs Innovation Canvas Template

Download the Innovation Canvas Template for Google Docs

When to Use This Template: Ideal for leaders in research and development, as well as those in charge of innovation, this innovation canvas template can help you navigate the journey from brainstorming to launching groundbreaking products or services. It shines in scenarios that demand inventive solutions to complex issues or aim to position a business ahead of the curve with unique offerings. Notable Template Features: Crafted to facilitate the innovation journey, this template includes specialized areas for fleshing out innovative concepts, assessing their appeal in the marketplace, and strategizing their rollout. Its emphasis on marrying creativity with practicality provides a structure that promotes thinking beyond conventional boundaries while ensuring ideas are grounded in market realities.

Related Business Model Canvas Templates

Explore our collection of complementary templates connected to business model canvas methodologies. These resources can help bolster your strategic business planning efforts, addressing various critical aspects such as strategic planning, market analysis, value proposition, and customer journey, all aimed at crafting a robust and efficient business model.

Free Google Docs and Spreadsheet Templates

Explore our collection of  Google Docs and Spreadsheet templates , designed to empower professionals across various roles to streamline workflows, enhance organization, and achieve strategic goals efficiently.

Free Value Proposition Templates

Adopt these  value proposition templates to articulate and convey the unique benefits your product or service delivers to customers, improving your market stance and boosting customer interaction.

Free SWOT Analysis Templates

Employ these  SWOT analysis templates for a comprehensive evaluation of your organization's strengths, weaknesses, opportunities, and threats, and use those findings to facilitate informed strategic planning and decision-making.

Free Strategic Planning Templates

Utilize these  strategic planning templates to foresee and prepare for future business scenarios, ensuring comprehensive readiness and advanced strategic insight.

Free Competitive Analysis Templates

Draw on these  competitive analysis templates to evaluate your competitors' strategies, strengths, and weaknesses, as well as guide your strategic positioning and decision-making.

Free Product Roadmap Templates

Implement these  product roadmap templates to outline and communicate the evolution and timing of your product.

Free Balanced Scorecard Examples and Templates

Access these  balanced scorecard templates and use them to track and manage your organization's performance across key areas, aligning everyday operations with broader strategic goals. 

Free Lean Six Sigma Templates

Apply these  Lean Six Sigma templates to refine your business processes, targeting and eliminating inefficiencies to boost quality, minimize waste, and elevate operational effectiveness.

Move Beyond Your Business Model Canvas with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

10 Best Google Sheet Templates for Small Businesses (2022)

In this article we have curated 10 best templates to for your small business.

Sep 6, 2022

Table of Contents

1 Mini CRM template

2 small business sales template, 3 project management template, 4 business budget template, 5 small business invoice template by wave, 6 product- roadmap-template-prod-camp, 7 simple inventory template by sheetgo, 8 employee shift schedule, 9 task list by vertex, 10 annual calendar.

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Home » Google Sheets » 20 Best☝️ Free Google Sheets Business Budget Templates for 2023

• Updated: April 16, 2023

20 Best☝️ Free Google Sheets Business Budget Templates for 2023

Business budgeting is a chore. 

However, nothing is worse than not having a precise estimate of your business expenses and income beforehand. 

In this article, we review the 20 best free Google Sheets business budget templates that are easy to customize and fun to use. With these free and ready-to-use templates, you can save tons of time, energy, and resources.

Let’s jump in.

1. Free Downloadable Business Budget Template

Designed by Smartsheet

We’re starting off with this detailed and color-coded business budget template by Smartsheet. 

The template is split into two sections:

The first section has a summary of the monthly income and expenses. 

The second section contains the categorized breakdown of your income and expenses, which lets you know how your company funds are being managed at all times.

It includes most of the operating income and expense categories you’d need in a business, like payroll expenses, office, insurance, travel, web, etc. Since it’s built on Google Sheets, you can easily add more categories to it.

The side-by-side presentation of budgeted vs. actual expenses gives you the exact numbers on your over/under expenditures and income for the month.

2. Small Business Budget Template

Designed by Nav

This template is specifically made to replace obscure cashbooks. 

It contains a beginning cash balance column, ‘cash in’ (what you made), and ‘cash out’ (what you spent) fields. 

You can use it on a daily basis instead of physical notebooks by changing the date at the top of the template.

From operating cash flow to investments and finances, the template takes care of all recurring and non-recurring incomes and expenses. 

3. Start-Up Business Budget Template

Designed by Kira Deutch

Hello, startup owners! You can use this comprehensive business budgeting template to plan your budget for the year. 

This template categorizes expenses by their level of priority and urgency. This will give you a clear purview of the costs you must carry to the next month. 

With the padding column, you can also plan ahead for some overhead or incidental expenses, which always occur in startups.

4. Annual Business Budget Template

Designed by Billie Anne Grigg

Keeping a record of monthly income is a crucial part of the budgeting process. The process gets trickier when you are dealing with multiple avenues of income.

This thorough Google Sheet lays out every possible source of income for a business, like commission income, sales, service income, portfolio income, and more. You can also edit it out as per your requirement.

Enter your estimated income to see the numbers add up automatically. 😉

5. Monthly Business Budget Template

Designed by HubSpot

We have this simple monthly budget template for the operating expenses of your business. 

You can log in all the recurring expenses for the month and put them in categories. 

This all-inclusive view of your monthly expenses sets you up for the entire year. The automatic tally will add the estimated budgets of the months and give you the desired yearly projection.

6. Business Trip Budget Template

Designed by Charlie on Travel

Need to create a specific, meticulous budget for a business trip? Here you go. 

This itemized business trip budget worksheet can help you track the expenses and plan for some incidental expenses. 

A budget is the best way to keep travel spending under control. The rows account for all possible travel costs like accommodation, transportation, drinks, gifts, and more.

7. New Business Budget Template 

Designed by Vertex42

Setting up a new business? Congratulations! Consider this super-precise budget template as our gift to you!

The spreadsheet breaks down the operating income and expenses into categories. It covers most income sources like interest, rental, gifts, operating, etc.

You can edit the subheads based on your unique needs.

8. Lawn Care Business Budget Template

Designed by Yottled

Use this brilliant business budget template by Yottled to sort out the budget and manage the finances of your lawn care business. 

This explicit budget planner lays out the cash-in-hand and revenue at the start of the month. The following section takes care of the expenses. 

We also appreciate the monthly layout. This allows you to learn all about the monthly income, expenses, overall profits, and their individual progression over the year. 

9. Business Proposal Budget Template

Designing business proposals requires a ton of time, labor, and resources, most of which often need to be accounted for. 

You can step ahead and plan out the entire project through this template. 

Since time is of greater essence to business proposals, this very simple and to-the-point template divides tasks and subtasks into status, planned start date, and actual start date. 

It also includes columns for accounting for the labor charges, helping you estimate the cost of developing the proposal.

10. Real Estate Investor Business Budget Template

Designed by Liveflow

This one-of-a-kind budget sheet by Liveflow is ideal for an established real estate investor.

The spreadsheet helps you track your gross and net revenue across your entire real estate portfolio. The following sections cover most of the specific real estate expenses, investments, and miscellaneous costs. 

11. Catering Business Budget Template

Designed by Stylist Mindset

Budgeting for a catering business is tricky, as the job is filled with variable costs. For an accurate view of the financials, use this Catering Business Budget Template by Stylist Mindset. 

This specially designed template breaks down the catering business expenses into four major heads:

• Miscellaneous   

Within the heads, you will find subheads for each area of spending. The final difference between the estimates and the actuals for each month helps in getting a better command over your business’ monthly operating expenses.

12. Construction Business Operating Budget Template

Designed by Archdesk

A construction business is large, multilevel, complex, making it vital to have a comprehensive budget plan. 

This concise and actionable template by Archdesk breaks down the operation by projects and tasks. 

Here’s how you can approach this template:

Step 1) Assign the project, location, project manager, and deadline on the left side of the spreadsheet.

Step 2) Update the total budget allocated for the project on the right side of the spreadsheet. 

Step 3) Fill in the tasks and the third party (contractor/subcontractor/vendor).

Step 4) Lastly, enter the estimated costs for each task.

The final under/over column will automatically fill in the difference between your estimates and real spending – so that’s another thing off your plate. 

13. Business Budget vs. Actual Template

In case you want to get a hold of your over/under income from different areas of your business, then this budget vs. actual dashboard is a great choice for you. 

Listed in the template are the multiple income streams that a business has. You can track down each source, enter your best estimates, and then fill in the actual figures. 

The variance column will take care of itself, and by the end of the month, you get to introspect where you steamed ahead and where you lacked.

14. Operating Budget Template for Small Business

Designed by Spreadsheet Daddy

Preparing an operating budget is an essential business practice, and this template makes the job easy for your small enterprise. 

From recurring payments and investments to miscellaneous expenses, the template helps you keep track of every penny.

Put this template to use, and get a clear perspective on the cost of running your business. 

15. Landscape Business Budget Template

This fully customizable Google Sheet template by Spreadsheet Daddy is all you need to get started with your landscaping business.

Fill out the date and other details in the first section of the sheet. 

The next step is to tackle the major expense categories of your business, along with their individual labor, resources, and equipment cost per area. 

You can then use Google Sheets formulas to automatically multiply the area by the price to get an accurate total!

16. Retail Business Budget Template

Don’t know how to go about with your retail business income assessment? Start here. 

This specially designed template includes two main sections. 

Fill out the first section with your product-wise sales to get to the second column with recurring and non-operating income. 

17. Online Business Budget Template

Spreadsheet Daddy’s handy and customizable Online Business Budget Template lays out every notable expense that comes with running an online business. 

You can enter all the major subheads such as payroll, utilities, rent, salaries, insurance, transportation, professional services, and more.

18. Fashion Business Budget Template 

Fashion budgeting comes with its own stressors and complexities. This template takes care of them all. 

The project-based budget template is split into two sections. 

The first section has columns for categories, price, inventory, and item-wise cost. 

The second one is dedicated to the labor cost per task. 

19. Fix and Flip Business Budget Template

We have the fix-and-flip business template for out-of-the-box businesses with unique working processes. Instead of tweaking the spreadsheets to make room for relevant subheads, you can download this template and start budgeting. 

The five compact columns cover:

• A brief description
• Allocated cost
• Incurred cost
• The over/under difference

20. Cleaning Business Budget Template

This cleaning business budget template contains essential expenses you’ll incur while running a cleaning business. 

It’s best to stay on top of them with this template by Spreadsheet Daddy. 

This exhaustive cleaning business budget template includes expenses like staff, cleaning equipment, materials, training, and more.

How to Create a Business Budget Template in Google Sheets

If you would like to learn about how you can create your own business template, with all the details and the subheads, then follow the step-by-step guide. 

Step 1 . Open a new Google Sheet, click on blank cells, and enter the data you need.

Step 2 . Change the font size, color, alignment, and other aspects of your text with the help of the toolbar menu. 

Step 3 . If you wish to apply specific colors to your template, select the cell, click on Fill color , and then you will see a palette of colors you can choose from.

Step 4 . Add borders by selecting cells, going to the toolbar menu, selecting the Border icon, and choosing the color, style, and type of border you wish to apply.

Step 5 . To add formulas that will automatically calculate your indicators, click on the cell where you want to get the result, then enter the formula you need. As you can see, we’ve used the =SUM(B4:B10) formula that will calculate the sum of data. Apply formulas to other data sets as well. 

That’s all. Here are the results!

Don’t let any expense sneak by you!

Google Sheets make budgeting an enjoyable experience by simplifying the process. 

Budgeting is an integral part of running a business, but it should not cost you tons of hours and resources. 

Get an elaborate view of your business’ monthly financials through these budget templates and take your business to the next level in 2023.

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Free Google Sheets Timeline Template: Create Plans Online

When managing teams, it’s essential to create timelines to track their progress as they execute their tasks. Project management software is the most efficient way to create timelines to plan, assign and track their tasks. Other tools can be used to create timelines, though, such as Excel spreadsheets or Google Sheets.

This Google Sheets timeline template can create a timeline in just four simple steps that won’t require any formulas or any advanced settings.

Why Use This Google Sheets Timeline Template?

This timeline template allows organizations to visualize the duration of projects or activities over time, identify who will be executing them and track milestones and deliverables. Google Sheets is a cloud-based spreadsheet tool that can share timelines with teams and let them collaborate online. Unlike Excel, there’s no need to download any files. They’re stored online. Ang change to the timeline is automatically saved in real time so everyone sees the latest version of the timeline.

More powerful than Google Sheets is project management software. ProjectManager is award-winning project and portfolio management software with Gantt charts that have timelines that do much more than static templates. First, there are multiple planning and scheduling tool such as kanban boards, task lists and project calendars which allow you to create timelines, assign tasks to your team members, monitor resource utilization, track progress and much more. The robust Gantt chart links dependencies, filters for the critical path and can set a baseline to track variance in real time. Google Sheets can’t do that. Get started with ProjectManager for free today.

Google Sheets Timeline: Pros & Cons

Let’s take a closer look at Google Sheets timelines to better establish the pros and cons of using them. This can provide your organization with an idea of use cases and when they’re beneficial.

Pros of Making a Timeline in Google Sheets

A Google Sheets timeline is ideal for users who are just getting started with project management. It offers a simple interface that’s easy to understand. Here are some of the main benefits of using Google Sheets to make a timeline.

• Free alternative to project management software
• Many people already understand Google Sheets’ interface
• Easier to understand than Excel
• Cloud-based timelines that don’t require downloading or saving files

Cons of Making a Timeline in Google Sheets

Even though you can make a timeline in Google Sheets, it doesn’t have the same project management features you can find in alternative software options. Here are some disadvantages of using Google Sheets for timelines.

• Labor-intensive and time-consuming process
• Prone to human error as manual edits are required
• Doesn’t pair well with complementary project management tools such as Gantt charts , project dashboards, calendars and kanban boards
• No workflow automation features

Timeline Template for Google Sheets

The best way to learn about Google Sheets timelines is to use one. Download this free timeline template for Google Sheets and use its pre-made milestones and deliverables to add relevant details to your project. Below, we’ve outlined the steps to edit and customize this template as needed.

ProjectManager’s Timeline Is Better Than a Google Sheets Timeline

Google Sheets can make a timeline, but it wasn’t designed for project management and therefore lacks many of the features needed to manage a team’s workload. Instead, use ProjectManager , a tool designed to help create visual, interactive timelines for any type of project. Let’s review some of the reasons why ProjectManager is much better than a Google Sheets timeline template.

Make & Track Timelines With Multiple Project Views

ProjectManager can make and track timelines by using a variety of planning and scheduling tools including Gantt charts , kanban boards, task lists, project calendars and much more. Each of these tools can assign tasks to team members, allocate resources, track their progress and manage all the key areas of projects. Use the powerful Gantt chart to set a baseline, link all four types of dependencies and collaborate with your team.

Monitor Resources and Costs In Real-Time

ProjectManager can also schedule resources and track their utilization as project tasks are completed, estimate the cost of these resources and compare them against the actual costs of projects using various tools including real-time project dashboards , timesheets, workload management charts and reports. Resources can be balanced easily to keep teams working at capacity. Dashboards provide a high-level overview of projects, programs and portfolios without time-consuming or complicated setup.

Still want to know how to make a Google Sheets timeline? Let’s go over how to visualize the duration of any task or project that needs to be executed . The Google Sheet timeline template covers one year. It can zoom into the weeks for each month to track the progress of the tasks and identify project milestones and deliverables every week.

How to Use This Timeline Template for Google Sheets

The first thing to do is to open this timeline template for Google Sheets and then make a copy to edit it. Once that’s done, follow the steps below.

1. Identify Who Will Execute Tasks

Like a Gantt chart , this timeline template uses a stacked bar graph to represent tasks and has different colors to identify each party responsible for executing them, whether an individual or a team, such as a business department in a company.

For example, this Google Sheets timeline template is meant to help plan the operations of an organization. It’s prefilled with sample tasks for four departments of a company: product development, sales, marketing and human resources, but the Google Sheet timeline can be edited as needed.

2. List Tasks

Once it has been determined who will be executing the work, the next step is to identify the individual tasks that will be included in the timeline. In this case, we’ve identified some tasks that each business department will execute over six months, but this timeline is fully customizable and can be used to map activities for shorter or longer periods. For example, this timeline template can create a yearly strategic roadmap .

3. Adjust the Bar Sizes to Represent the Duration of Tasks

To create a bar to show the duration of the tasks, simply edit the fill color of the cells in that row. For example, the task “develop and launch a website” is expected to start in the first week of January and be completed in the fourth week of May, so we’ve selected those cells and filled them with the color that’s been assigned to the marketing team. To edit the timeline task bars, simply edit their fill color as needed.

4. Mark Milestones and Deliverables in the Timeline

Use this template to identify any milestones or deliverables. A milestone is any key event or accomplishment that’s related to a task and a deliverable is a tangible or intangible outcome that’s gained from it.

In our timeline template example, a live website is both the milestone and the deliverable for the task “develop and launch a website,” which is why we’ve marked it down using the milestones and deliverables row. This timeline template has a milestones and deliverables row for each team.

By following these simple steps a timeline template can be created to estimate the duration of projects and visualize the team’s workload .

More Project Management Templates for Google Sheets

We’ve created dozens of Google Sheets project management templates to help plan, schedule and track projects across many industries. Here are some related templates that can be used with this Google Sheets timeline template.

Google Sheets Calendar Template

This Google Sheets calendar template can help visualize the duration of tasks and color-code them in a calendar format. It’s one of the best project management templates for sharing timelines with team members and stakeholders alike due to the familiarity that most people have with this tool.

Google Sheets Budget Template

This Google Sheets budget template helps estimate the costs of the resources needed to execute the tasks in a timeline and then compare the estimates with the actual costs of the project tasks.

Google Sheets Gantt Chart Template

This Google Sheets Gantt chart template is similar to this timeline template, but it automatically generates a Gantt chart timeline based on a list of tasks, their estimated duration and due dates.

These templates are helpful but they’re limited compared to a project timeline tool like ProjectManager, which is equipped with the planning, scheduling and tracking features that are needed to create and manage timelines to manage a team’s work.

There are many other reasons why ProjectManager is a much better tool than Google Sheets when it comes to timelines and task management . If you’d like to learn more, get started with a free trial today.

Related Timeline Content

We’ve created dozens of blogs, templates and guides to help master the process of creating timelines to manage projects or business operations. Here are some of them.

• Project Timeline Software – Create a Project Timeline Online
• Gantt Chart vs. PERT Chart vs. Network Diagram
• How to Make a Gantt Chart In Excel Step-By-Step

ProjectManager is online project management software that delivers real-time data to help you better monitor and track your project timelines. Choose between a variety of tools to schedule your projects such as Gantt charts, kanban boards, task lists and project calendars and then use live dashboards and dynamic reporting to keep stakeholders informed. If you want to streamline your processes and work more efficiently, try ProjectManager for free today .

Deliver your projects on time and under budget

Start planning your projects.