Budget Tracker Template
Every organization tracks budgets. Almost none of them know they are over budget until someone manua
Template Library
42 business-ready templates with formula-driven exception flags, event-triggered alerts, and scheduled digests. All free, all open source.
Finance & Operations
Commission Tracker Template
Commission tracking in spreadsheets breaks the moment a rate changes. Someone updates cell B2, forge
Expense Report Tracker Template
Expense reports are a tax on everyone's time. Employees hate filing them, managers hate reviewing th
Invoice & Payment Tracker Template
Most invoice tracking starts the same way: someone opens a spreadsheet, scans dates, does mental mat
Timesheet & Time Tracking Template
Time tracking tools are everywhere. What is rare is a timesheet system that actually does something
Project Management
Employee & Work Schedule Tracker: Are We Covered This Week
Shift gaps do not announce themselves politely. They surface as a frantic text chain on Sunday night
Meeting Agenda & Minutes Template
Meetings generate action items. Action items get scribbled in notes, buried in shared docs, and forg
Goals & OKR Tracker Template
OKR tracking should not require a quarterly ceremony where someone manually recalculates percentages
Project Charter Tracker Template
Project charters are supposed to be the gate that prevents poorly defined initiatives from consuming
Project Proposal Tracker Template
You sent the proposal. The client said they would review it by Friday. It is now the following Wedne
Operational Project Tracker Template
Most project tracker templates are glorified to-do lists. You open them, scroll through rows of stal
RACI Matrix Template
RACI matrices are supposed to prevent accountability gaps. In practice, they are static spreadsheets
RFP & Proposal Response Tracker Template
RFP responses are high-stakes, multi-section documents with hard deadlines. Most teams track them in
To-Do List Template
You should not have to scan every row in your task list to figure out what needs attention right now
Weekly Schedule / Time-Block Planner: Add a Block That Overlaps an Existing One and Watch the Double-Booked View Light Up
Time blocking works — until you accidentally schedule a client call over your deep work session and
HR & People Ops
Applicant Tracking System (ATS) Template
Small hiring teams run into the same wall: they need an ATS, but Greenhouse costs $6,000 per year an
Attendance & PTO Tracker Template
PTO tracking should not require a dedicated HR platform. But the alternative — a shared spreadsheet
30-60-90 Day Onboarding Tracker: Which New Hires Are Behind on Their Ramp Plan Right Now
The 30-60-90 day plan is one of HR's most popular frameworks and one of its least enforced. A manage
Org Chart Builder: Reassign One Manager Link and the Entire Org Tree Updates Instantly
Most org chart templates are diagrams. Someone draws boxes in PowerPoint, Lucidchart, or Visio, conn
Performance Review Cycle Tracker: Which Reviews Are Overdue Right Now
Every HR team knows the pain: review season arrives and nobody can say which managers have submitted
PIP Tracker: The HR Document Companies Most Need to Prove They Followed Through On
A Performance Improvement Plan is the highest-stakes document in HR's filing cabinet. If an employee
Succession Planning Tracker: A Critical Role with Zero Ready Successors
Succession planning fails quietly. A VP leaves and the board asks who is ready to step in. HR pulls
Sales & CRM
Booking & Appointment System Template
Most "booking templates" are appointment lists. A table with a client name, a date, and a time slot.
Sales CRM Pipeline Template
Most CRM templates are glorified contact lists. They store names, emails, and deal amounts in tidy c
Compliance & Quality
Corrective Action Plan (CAPA) Tracker Template
A nonconformance gets logged. A corrective action gets assigned. The due date passes. Nobody notices
SOP Library & Review Tracker Template
An SOP nobody has reviewed in two years is worse than no SOP at all. It gives your team false confid
Test Plan & QA Test Case Tracker Template
Engineering leads and QA managers live in two worlds: the test management tool their team actually u
Asset Management
Order & Ecommerce Ops Tracker Template
Shopify tells you what sold. It does not tell you what is about to go wrong. Low stock on your best
Inventory Tracker Template
You open the template and the first thing you see is a product already flagged for reorder. The **Re
Property Lease & Renewal Tracker Template
The question every property manager dreads hearing from their boss: "Which leases are expiring in th
Subscription & Renewal & Contract Tracker Template
The worst way to learn about a contract renewal is the auto-renewal charge on your credit card state
Work Order & Maintenance Tracker Template
A broken HVAC unit becomes a work order. The work order gets assigned to a technician. The technicia
Intake & Triage
Request Intake & Triage: Real Enforced SLA-Breach Flag
Every team that takes requests from other teams — IT, facilities, design, legal, marketing ops — eve
Content & Marketing
Content Calendar & Editorial Tracker Template
Every content team has the same problem: a beautifully planned editorial calendar where half the pos
Creative Brief Tracker: A Creative Brief Tracker That Flags Overdue Approvals Automatically
Creative teams run on briefs. A stakeholder submits a request, the brief gets written, assets go int
Marketing Plan & Campaign Tracker Template
Marketing plans fail in predictable ways. The campaign launches. The spend accumulates. Three weeks
Event Management
Event Planning Tracker Template
Event planning lives or dies on two numbers: how many days until the event and how much budget is le