Although these business templates are less useful to marketers day-to-day marketing work, they ARE vital for having a business that runs smoothly. for the business side.
Whether you are a freelance consultant, agency-side or run your own projects, you can also use these spreadsheets if you’re running a small business or managing the finances of a large corporation.
Business Spreadsheet Templates
Quick Navigation
Below you’ll find loads of useful spreadsheet templates from generating invoices, tracking them, budgeting and working out freelance rates.
Check out these free business spreadsheet templates to make your life of office admin a tiny bit easier:
Google Sheets Invoice Templates
Google Sheets Invoice Template #1
A simple clean invoice template from Freshbooks and built in Google Sheets for sending out professional looking invoices (for free).
Google Sheets Invoice Template #2
Another simple invoice template for sending out professional (and free) invoices. This one is available in Google Sheets, Excel, PDF, Word Doc and Google Docs formats.
Invoice Template (in different colours)
Not one, but 6 (!) free Google Sheets invoice templates.
Job Estimation Invoice Google Sheet
A job estimate provides clients with a description of your services to be completed + an estimate for hours spent and costs incurred.
Invoice Tracking Template
Keep track of invoices with this basic sheet template. Just enter your invoice details and you can then organize + search the template by invoice number, date, or client name. This tracking template makes it easy to see which invoices have been paid and for how much.
Billing Invoice Template
This billing invoice template provides two invoice types; one with tax included and one without.
Sales Invoice Template
This sales invoice template can be used for billing or as a sales receipt to document a completed transaction. It includes unit prices, item numbers, shipping details, and more.
Finance + Budget Templates
Although this site is mainly for all things marketing spreadsheets, there are some useful finance and budgeting templates I thought were worth include in this section:
- Google Annual Budget – Create + view an annual budget.
- Family Budget Planner – Annual budget planner (for families).
- Simple Financial Snapshot – Generate a snapshot of your finances based on a 50/30/20 budget.
- Tiller Monthly Budget – Monthly budget sheet.
- Weekly Budget Worksheet Template – Track your weekly spending in housing, transportation, daily living, entertainment, health, and luxury.
- Haverland Budget – A clean budget template.
- Poor-Man’s Budgeting Spreadsheet – A day-to-day budgeting spreadsheet.
Freelance Templates
Freelance Invoice Template
This freelance invoice template by Smartsheet features a section to add a project description along with the standard invoice format for listing services, rates, and costs etc.
The Freelance Rate Calculator
A really great sheet for calculating your hourly / daily / weekly freelance rates. This in-depth template can be used by any freelancers looking to turn a profit. It uses your annual income, sales fees, taxes, and work hours to calculate hourly, daily, and weekly rates.
Business Sheets for Marketers 🔥
Think I’ve missed a business template? Or maybe you’ve built something yourself that isn’t on the list? Just let me know and I’ll add it.
‼️ I did not make these templates, I only collected them & presented them here. The creators are the ones linked to. Again, I do not own (or claim to) any of these sheets.‼️
Don’t forget to go check out the other Google Sheets Templates →