Template library

Excel templates: Small Business

CRM, customer lists, mileage logs, quotes, price lists and tools for running a small business

8 templates found

Small Business

Track new client details, onboarding tasks, owners, documents, deadlines, status, and progress with an XLSX checklist and dashboard.

2 View template →

Small Business

Track agent reviews, CSAT, FCR, response times, QA scores, targets, coaching status, and team KPIs in an XLSX scorecard.

3 View template →

Small Business

Track post metrics across six platforms, calculate engagement, CTR, CPC, and review platform and content-type summaries in XLSX format.

3 View template →

Small Business

Track employee trips, business miles, rates, approvals, receipts, parking, tolls, and reimbursement totals in three connected Excel tabs.

100 View template →

Small Business

Track EIN letters, licenses, permits, filings, expiration dates, responsible staff, and storage locations across multiple business entities.

6 View template →

Small Business

Track short-term rental cleaning fees, cleaner pay, supplies, profit, and payment status in one spreadsheet.

6 View template →

Small Business

Track DoorDash delivery miles, earnings, tips, deductible miles, and mileage deduction in one Excel sheet.

50 View template →

Small Business

Mileage log with trip date, driver, vehicle, route, purpose, odometer, miles, round-trip flag, IRS rate, and total.

104 View template →