Templates & Business Workflows

Do a break-even analysis in Excel: contribution margin, break-even point formula in units and sales, target profit, a break-even chart and Goal Seek.

Build a loan amortization schedule in Excel with extra payments: PMT, interest and principal formulas, payoff date and interest saved. Free template.

Free bank reconciliation Excel template: match bank and book transactions with XLOOKUP, list outstanding checks and deposits in transit, and prove a zero.

Learn how to create a monthly profit and loss statement in Excel step by step: SUMIFS by month, gross profit, net income, margins and a check that ties…

Create linked Excel drop-downs with a table, FILTER, UNIQUE, named spill ranges, clear validation steps, and an older-version fallback.

Create a clear monthly management report in Excel that summarizes key results, major variances, operational updates, and next actions.

Build an Excel sales pipeline tracker with opportunity stages, probabilities, expected values, owners, and next actions.

Create an Excel employee leave tracker for requests, approvals, used days, remaining balances, and team availability.

Build an Excel invoice payment tracker with due dates, outstanding balances, payment status, and clear overdue follow-up fields.

Create an Excel inventory reorder tracker that flags low stock, considers lead time, and calculates a practical reorder quantity.