THE SHEETSTEPS TEMPLATE LIBRARY

Free Google Sheets templates
for real work.

Start with a polished spreadsheet, make it yours, and follow a clear SheetSteps tutorial whenever you want to change how it works.

⌕25 free templates

✓ Free to copy✓ Editable in Google Sheets✓ Setup guide included

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Start with the job
you need done.

01FinanceKnow where the money went, what is due, and what happens next.Explore 6 templates →02SalesKeep every lead, follow-up, stage and forecast in one dependable view.Explore 4 templates →03OperationsRun inventory, purchasing and orders without losing the details.Explore 3 templates →04Project managementTurn plans into owned tasks, visible milestones and finished work.Explore 2 templates →05MarketingPlan campaigns and publishing calendars with the metrics beside the work.Explore 3 templates →06Human resourcesOrganize hiring, leave and people operations with clear handoffs.Explore 2 templates →07Freelancers & agenciesManage clients, income and delivery without adding another subscription.Explore 2 templates →08PersonalSimple systems for the plans and habits that matter outside work.Explore 3 templates →

ALL TEMPLATES

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Everything is editable.

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Monthly Budget Tracker

Plan income, set category limits and see what remains before the month ends.

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FinanceFREE

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02 · Intermediate

Annual Budget Planner

See twelve months of income, spending and savings without maintaining twelve separate files.

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FinanceFREE

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03 · Beginner

Expense Tracker

Capture expenses quickly, classify them consistently and understand where spending is moving.

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FinanceFREE

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04 · Beginner

Invoice Tracker

Track sent, paid and overdue invoices with a clean cash-collection dashboard.

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FinanceFREE

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05 · Intermediate

Cash-flow Forecast

Model the next twelve months of cash in, cash out and closing balance.

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FinanceFREE

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06 · Beginner

Subscription Tracker

See every recurring charge, renewal date and annual cost before the next payment lands.

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SalesFREE

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07 · Intermediate

Sales Pipeline CRM

Run contacts, deal stages, weighted revenue, next actions and team forecasting from one polished sales workspace.

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SalesFREE

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08 · Intermediate

Sales Pipeline

Move opportunities from first conversation to closed won with a focused pipeline board.

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SalesFREE

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09 · Beginner

Lead Tracker

Capture new leads, assign an owner and make the next follow-up impossible to miss.

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SalesFREE

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10 · Intermediate

Sales Forecast

Turn deal stages and expected close dates into a practical monthly revenue forecast.

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OperationsFREE

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11 · Intermediate

Inventory Tracker

Know what is in stock, what is running low and what needs to be reordered.

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OperationsFREE

Purchase Order Tracker dashboard preview

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12 · Beginner

Purchase Order Tracker

Follow every purchase order from request through delivery and payment.

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OperationsFREE

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13 · Beginner

Order Tracker

Give every customer order a clear status, ship date and owner.

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Project managementFREE

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14 · Intermediate

Project Tracker

See owners, priorities, deadlines and progress across active projects.

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Project managementFREE

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15 · Beginner

Task Tracker

Turn a busy list into a prioritized plan with owners and due dates.

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MarketingFREE

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16 · Beginner

Content Calendar

Plan ideas, drafts, reviews and publishing dates across every channel.

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MarketingFREE

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17 · Beginner

Social Media Calendar

Coordinate posts, assets, captions and approvals without a separate social tool.

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MarketingFREE

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18 · Intermediate

SEO Content Planner

Prioritize keywords, briefs and publishing work with search intent beside every article.

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Human resourcesFREE

Employee Leave Tracker dashboard preview

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19 · Intermediate

Employee Leave Tracker

Track requests, balances and team coverage without exposing unnecessary employee data.

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Human resourcesFREE

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20 · Intermediate

Recruitment Tracker

Keep candidates, interviews, decisions and next actions moving across every open role.

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Freelancers & agenciesFREE

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21 · Beginner

Client Tracker

See every client, engagement, renewal and next conversation in one calm workspace.

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Freelancers & agenciesFREE

Freelancer Income Tracker dashboard preview

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22 · Beginner

Freelancer Income Tracker

Track invoices, income goals, tax set-asides and month-to-month momentum.

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PersonalFREE

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23 · Beginner

Habit Tracker

Build a satisfying weekly rhythm with streaks that encourage rather than overwhelm.

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PersonalFREE

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24 · Beginner

Travel Planner

Keep bookings, daily plans, costs and must-do details together before departure.

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PersonalFREE

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25 · Beginner

Weekly Planner

Choose the week’s priorities, protect focus time and keep small tasks visible.

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CAN’T FIND THE RIGHT STARTING POINT?

Stop rebuilding the same sheet.
Tell us what should exist.

Describe the workflow you want to simplify. The most useful requests shape the next SheetSteps templates we build and verify.

Free Google Sheets templatesfor real work.

Start with the jobyou need done.

Pick any template you like.Everything is editable.

Monthly Budget Tracker

Annual Budget Planner

Expense Tracker

Invoice Tracker

Cash-flow Forecast

Subscription Tracker

Sales Pipeline CRM

Sales Pipeline

Lead Tracker

Sales Forecast

Inventory Tracker

Purchase Order Tracker

Order Tracker

Project Tracker

Task Tracker

Content Calendar

Social Media Calendar

SEO Content Planner

Employee Leave Tracker

Recruitment Tracker

Client Tracker

Freelancer Income Tracker

Habit Tracker

Travel Planner

Weekly Planner

Stop rebuilding the same sheet.Tell us what should exist.

Free Google Sheets templates
for real work.

Start with the job
you need done.

Pick any template you like.
Everything is editable.

Stop rebuilding the same sheet.
Tell us what should exist.