Free spreadsheet examples

Spreadsheet templates for cashflow and team workflows

Start with a Google Sheets copy or download an XLSX file. Every template uses synthetic example data, and its formulas have been checked in Google Sheets.

Personal cashflow template open in Google Sheets

Personal finance

Personal cashflow planner

Plan six months of income, essential and flexible expenses, and a tax reserve. Monthly surplus and six-month totals recalculate from the editable inputs.

Sales deal tracker template open in Google Sheets

Sales operations

Sales deal tracker

Track synthetic deals by stage, amount, probability, expected close date, and owner. Weighted pipeline is separate from the unweighted scheduled deal forecast; neither represents collected cash.

Spreadsheet practice data and QUERY exercise in Google Sheets

Learning

Spreadsheet practice data

Practice removing whole blank rows, preserving record relationships, copying results as values, and using SUMIFS. The Google Sheets copy includes a QUERY exercise; the XLSX download uses portable formulas and sample source data.

Apps Script recipient planning template open in Google Sheets

Workflow planning

Apps Script recipient planner

Estimate planned recipients and headroom using editable example caps. The examples do not establish current quotas or reset timing; check Google’s current documentation for your account.

The examples contain synthetic data only. The spreadsheet practice template’s QUERY exercise is for the Google Sheets copy; the XLSX download contains the practice data and portable formulas.