20 Free Excel Industry Templates: Retail, Banking, HR, Healthcare and More

Banking (Loan EMI Calculator + Loan Book)

Ruhi is the branch analyst at Ruhi Nagari Bank, a fictional co-operative bank with branches in Pune, Solapur, Nashik, Sambhaji Nagar, Kolhapur and Nagpur. A customer walks in and asks, “What will my EMI be for ₹10 lakh over 5 years?” Her manager then asks, “What is our NPA % this month?” One workbook answers both.

Keep a branch loan book with EMI calculated by PMT, sort every loan into days-past-due buckets (Standard, SMA-0, SMA-1, SMA-2, NPA), track NPA % by branch and product, and use the EMI calculator with a full month-by-month repayment schedule. All numbers in this workbook are fictional teaching data, not real company figures.

Download Banking_Template.xlsx

Your browser downloads the Excel file (37 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Ruhi Nagari Bank is a fictional business).

What is inside: the sheets

1. Instructions. What the file does, the fill steps and the colour key.
2. Dashboard. Six KPI cards and four charts.
3. Loan Book. Input table LoanBook. EMI, Bucket and NPA Amount are formulas.
4. Calculations. Branch, product and days-past-due bucket summaries.
5. EMI Calculator. Type loan amount, rate and tenure; get EMI, total interest and a 360-row schedule.
6. Lists. Drop-down lists: City (branch), Product, Bucket.

How to fill it

1. Open Loan Book. In the first empty row type Loan ID, Sanction Date, Loan Amount, Interest Rate (for example 8.5%) and Tenure Months.
2. Pick Branch and Product from the drop-downs.
3. Each month, update Days Past Due for every loan from your collection report.
4. EMI, Bucket and NPA Amount update by themselves.
5. For a customer quote, open EMI Calculator and change the three yellow inputs.
6. Open Dashboard to see NPA % by branch.

Check: what the sample data shows

Open Dashboard. With the sample rows the cards show these values. If your file shows the same numbers, the formulas are working on your computer.

Key formulas (type them exactly like this)

Inside an Excel table, Excel writes [@Column] for “this row”. You can type it, or click the cell while typing the formula and Excel writes it for you. Names such as TargetMins are settings on the Lists sheet (Formulas > Name Manager shows them).

Formula columns in the tables

These fill down by themselves for every new row.

How to use the EMI Calculator sheet

1. Click the EMI Calculator sheet tab.
2. Type Loan amount in the yellow cell C7.
3. Type Interest rate (per year) in the yellow cell C8.
4. Type Tenure (years) in the yellow cell C9.
5. Every green cell updates by itself. Do not type in them.
6. To print: press Ctrl + P. The print area is already set to one page.

How to customise it

1. To use your bank's own bucket cut-offs, change the numbers inside the Bucket formula in the LoanBook table (for example 30, 60 and 90 days).

Ecommerce

Zoya also sells online through Zoya Online Store (fictional). Orders come from her website and two marketplaces, some are returned, and every sale needs a GST invoice. Instead of three separate files, she types each order once and gets sales, returns, margin and a printable invoice from the same table.

Run a small online store from one workbook: product master with GST rates, an orders register that looks up price and GST, a printable GST invoice for any order, and a dashboard of revenue, returns and payment mode. All numbers in this workbook are fictional teaching data, not real company figures.

Download Ecommerce_Template.xlsx

Your browser downloads the Excel file (29 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Zoya Online Store is a fictional business).

What is inside: the sheets

1. Products. Input table Products: product, category, price and GST rate.
2. Orders. Input table Orders. Category, Price, GST Rate, Taxable Value, GST Amount, Invoice Total and Net Revenue are formulas.
3. Calculations. Channel, category, monthly and payment summaries.
4. GST Invoice. Pick an Order ID in C4 and the invoice fills itself.
5. Lists. Drop-down lists: City, Channel, Payment, Returned, Category, GST Rate.

How to fill it

1. Open Products. Type each product once with its category, price and GST rate.
2. Open Orders. In the first empty row type the Order ID and the Order Date.
3. Pick City, Channel, Product, Payment and Returned from the drop-downs, and type Qty.
4. Press Enter. Price, GST and totals fill by themselves from the Products table.
5. To print an invoice, open GST Invoice, pick the Order ID in cell C4, then press Ctrl + P.
6. Open Dashboard to see the cards and charts.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the GST Invoice sheet

1. Click the GST Invoice sheet tab.
2. Click cell C4 (Order ID) and pick a value from the drop-down, for example EC-5101.

How to customise it

1. To add a sales channel, type it in the Channel list on Lists, then add the same name as a new row in the Channel summary block on Calculations.

Education (Fees, Attendance, Marks and Fee Receipt)

Ruhi Learning Centres (fictional) teach Excel, SQL and Power BI in six cities. The office team keeps asking: who has not paid fees, whose attendance is low, and who passed? This template keeps one row per student and answers all three, plus it prints a fee receipt.

One register for every student: fee paid and balance, attendance %, marks, grade and pass status, with course and centre summaries and a printable fee receipt. All numbers in this workbook are fictional teaching data, not real company figures.

Download Education_Template.xlsx

Your browser downloads the Excel file (27 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Ruhi Learning Centres is a fictional business).

What is inside: the sheets

1. Students. Input table Students. Balance, Fee Status, Attendance %, Grade and Result are formulas.
2. Calculations. Course, centre, fee status and batch summaries.
3. Fee Receipt. Pick a Student ID in C4 to print a receipt.
4. Lists. Centres, courses, batches, payment modes, pass marks and minimum attendance.

How to fill it

1. Open Students. For each admission type Student ID, Admission Date, Total Fee and Fee Paid.
2. Pick Centre, Course, Batch and Payment Mode from the drop-downs.
3. Every week update Sessions Held and Sessions Attended.
4. After the test type Marks. Grade and Result fill by themselves.
5. When a student pays again, increase Fee Paid. Balance and Fee Status update.
6. Open Fee Receipt, pick the Student ID and print.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the Fee Receipt sheet

1. Click the Fee Receipt sheet tab.
2. Click cell C4 (Student ID) and pick a value from the drop-down, for example ST-2601.

How to customise it

1. To add a course, add it to the Course list on Lists and add the same name as a new row in the Course summary block on Calculations.
2. Change a setting. On the Lists sheet, change the yellow setting cells (PassMarks, MinAttendance). Every formula that uses the name updates.

Finance and Accounting (Budget vs Actual + GST Register)

Shraddha runs Shraddha Consultancy (fictional), a small firm with offices in Pune and Kolhapur. Every month her accountant Amir asks, “Which expense heads crossed the budget, and how much GST input can we claim?” This template keeps the expense register and the budget side by side and answers both questions.

Enter every expense bill once. The template builds a GST purchase register, compares actual spend with the budget for each expense head, flags heads that are over budget, and shows monthly spend and input GST credit. All numbers in this workbook are fictional teaching data, not real company figures.

Download Finance_Accounting_Template.xlsx

Your browser downloads the Excel file (26 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Shraddha Consultancy is a fictional business).

What is inside: the sheets

1. Expenses. Input table Expenses (purchase register). GST Amount, Bill Total and Month are formulas.
2. Budget. Input table Budget: monthly budget per expense head.
3. Calculations. Budget vs actual with status, monthly spend, GST summary by rate (CGST/SGST split) and spend by city.
4. Lists. Drop-down lists and the Months setting.

How to fill it

1. Open Budget and type the monthly budget for each expense head.
2. On Lists, set Months to the number of months in your report.
3. Open Expenses. For each bill type Voucher No, Date, Vendor and Taxable Amount.
4. Pick City, Head, GST Rate and Payment Mode from the drop-downs.
5. Press Enter. GST Amount, Bill Total and Month fill by themselves.
6. Open Dashboard. Red variance means a head is over budget.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To add an expense head, add it to the Head list on Lists and add a Budget row for each month you track.
2. Change a setting. On the Lists sheet, change the yellow setting cells (Months). Every formula that uses the name updates.

Government and NGO (Schemes, Beneficiaries and Fund Utilisation)

Rani Seva Foundation (fictional) runs skill training, health camps and school projects in six districts. Donors and government partners ask the same questions every quarter: how much was sanctioned, how much was spent, and how many people did it reach? This template keeps the answers ready.

Track every project or scheme with sanctioned budget, funds released, amount spent and beneficiaries reached, see utilisation % and cost per beneficiary by district and scheme, and keep a fund position by funding source. All numbers in this workbook are fictional teaching data, not real company figures.

Download Government_NGO_Template.xlsx

The Dashboard sheet with the sample data (Rani Seva Foundation is a fictional business).

What is inside: the sheets

1. Projects. Input table Projects. Utilisation %, Unspent Balance, Reach %, Cost per Beneficiary and Flag are formulas.
2. Funds Received. Input table Funds: every grant instalment and donation.
3. Calculations. District, scheme, fund position by source, and status summaries.
4. Lists. Districts, schemes, funding sources and status.

How to fill it

1. Open Funds Received and add each grant instalment or donation: Date, Funding Source, Details, Amount.
2. Open Projects. For each project type Project ID, Start Date, Sanctioned Budget and Target Beneficiaries.
3. Pick District, Scheme, Funding Source and Status from the drop-downs.
4. Every month update Funds Released, Amount Spent and Beneficiaries Reached.
5. Yellow rows flag slow spending.
6. Open Dashboard for your monthly report to donors or the district office.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To add a scheme, add it to the Scheme list on Lists and add the same name as a new row in the Scheme summary block on Calculations.

Healthcare (OPD Register, Billing and Bed Occupancy)

Rani Care Hospitals (fictional) runs OPD clinics in six Maharashtra cities. The front desk in Pune types each patient visit, and the medical superintendent wants to know: how long are patients waiting, how much did OPD earn, and how full are the beds? This template answers those questions without storing any patient names.

Record OPD visits with billing and waiting time (no patient names), keep a daily bed census, and see revenue by department, average bill, waiting-time target % and bed occupancy by city. All numbers in this workbook are fictional teaching data, not real company figures.

Download Healthcare_Template.xlsx

Your browser downloads the Excel file (28 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Rani Care Hospitals is a fictional business).

What is inside: the sheets

1. OPD Register. Input table OPD. Bill Amount and Within Target are formulas.
2. Beds. Input table Beds: beds and occupied beds per ward. Occupancy and Free Beds are formulas.
3. Calculations. Department, monthly, payment mode and bed occupancy summaries.
4. Lists. Drop-down lists and the waiting-time target.

How to fill it

1. Open OPD Register. For each visit type the Visit ID (never the patient name) and Date.
2. Pick City, Department, Visit Type and Payment Mode from the drop-downs.
3. Type the fee, lab charges, pharmacy amount, discount and waiting minutes.
4. Bill Amount and Within Target fill by themselves.
5. Every morning open Beds and update the Occupied column.
6. Open Dashboard to see revenue and occupancy.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To change the waiting-time target, edit WaitTarget on Lists (for example 20 minutes).
2. Change a setting. On the Lists sheet, change the yellow setting cells (WaitTarget). Every formula that uses the name updates.

Hospitality (Hotel Bookings, Occupancy, ADR and RevPAR)

Zoya Stays (fictional) has small hotels in Pune, Kolhapur, Nashik and three more cities. The owner wants the three numbers every hotel manager talks about: occupancy, ADR (average daily rate) and RevPAR (revenue per available room). This template calculates all three from a simple bookings list.

Record bookings for every property and room type, and calculate room nights, occupancy %, ADR (average daily rate) and RevPAR (revenue per available room) by property, channel and room type. All numbers in this workbook are fictional teaching data, not real company figures.

Download Hospitality_Template.xlsx

The Dashboard sheet with the sample data (Zoya Stays is a fictional business).

What is inside: the sheets

1. Bookings. Input table Bookings. Nights, Room Nights and Room Revenue are formulas.
2. Rooms. Input table Rooms: rooms per property and room type.
3. Calculations. Property KPIs (occupancy, ADR, RevPAR), channel mix and room type.
4. Lists. Properties, room types, channels, status and PeriodDays.

How to fill it

1. Open Rooms and type how many rooms of each type every property has.
2. Open Bookings. For each booking type Booking ID, Check-in, Check-out, Rooms Booked and Rate per Night.
3. Pick City, Room Type, Channel and Status from the drop-downs.
4. If a guest cancels, change Status to Cancelled. Room nights become 0.
5. On Lists, set PeriodDays to the days in your report (30 for September).
6. Open Dashboard to see occupancy, ADR and RevPAR.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To report a different period, change PeriodDays on Lists to the number of days you are reporting.
2. Change a setting. On the Lists sheet, change the yellow setting cells (PeriodDays). Every formula that uses the name updates.

HR (Attendance, Payroll and Salary Slip)

Bagale Training Institute (fictional) has ten employees in Pune, Nashik and other centres. At month end Shraddha from HR has to count leave, work out salaries and send salary slips. This template keeps the employee master, the attendance and the payroll together, and prints a slip for anyone in one click.

Keep an employee master and monthly attendance, run payroll for any month with HRA, PF, professional tax and TDS, and print a salary slip for any employee by picking the Emp ID. All numbers in this workbook are fictional teaching data, not real company figures.

Download HR_Template.xlsx

The Dashboard sheet with the sample data (Bagale Training Institute is a fictional business).

What is inside: the sheets

1. Dashboard. Six KPI cards and four charts for the payroll month.
2. Employees. Input table Employees: salary structure, TDS and bank account (last digits only).
3. Attendance. Input table Attendance: one row per employee per month. Name, LOP Days, Payable Days and Attendance % are formulas.
4. Payroll. Payroll register for PayMonth: earned gross, PF, professional tax, TDS and net pay per employee.
5. Calculations. Attendance by month and headcount by department.
6. Salary Slip. Pick an Emp ID in C4 to print a slip.
7. Lists. Departments, cities, PayMonth and the illustrative rates.

How to fill it

1. Open Employees. Type each employee once: Emp ID, Name, Basic, Special Allowance and Monthly TDS.
2. Pick Department and City from the drop-downs.
3. At month end open Attendance. Add one row per employee: Month (first day, for example 01-10-2026), Emp ID, Working Days, Present Days, Paid Leave.
4. On Lists, set PayMonth to the same month.
5. Open Payroll and check net pay for every employee.
6. Open Salary Slip, pick an Emp ID in C4 and press Ctrl + P.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the Salary Slip sheet

1. Click the Salary Slip sheet tab.
2. Click cell C4 (Emp ID) and pick a value from the drop-down, for example E104.

How to customise it

1. To change the HRA %, PF % or professional tax amounts, edit HRAPct, PFPct, PFCap, PTLimit and PTAmount on Lists. These are illustrative, so set them as your CA advises.
2. Change a setting. On the Lists sheet, change the yellow setting cells (PayMonth, HRAPct, PFPct, PFCap, PTLimit, PTAmount). Every formula that uses the name updates.

Insurance (Policy Register, Renewals and Claims)

Rani runs Rani General Insurance Agency (fictional) from Nashik with agents in five other cities. Every Monday she needs three lists: policies due for renewal in the next 30 days, claims still pending, and the loss ratio by product. This template builds them from two simple tables.

Keep all policies in one register with automatic renewal dates and a 30-day renewal alert, record claims against policy numbers, and see premium, loss ratio and renewals due by product and agent. All numbers in this workbook are fictional teaching data, not real company figures.

Download Insurance_Template.xlsx

The Dashboard sheet with the sample data (Rani General Insurance Agency is a fictional business).

What is inside: the sheets

1. Policies. Input table Policies. Renewal Date, Days to Renewal and Renewal Status are formulas.
2. Claims. Input table Claims. Product, City and Approved Amount are looked up or calculated.
3. Calculations. Product summary with loss ratio, agent, renewal status and city summaries.
4. Lists. Drop-down lists, the report date and the renewal window.

How to fill it

1. Open Policies. Type Policy No, Start Date, Sum Insured and Annual Premium.
2. Pick Agent, City and Product from the drop-downs.
3. Renewal Date and Renewal Status fill by themselves. Yellow rows are due soon, red rows have lapsed.
4. Open Claims. Type Claim ID, Claim Date and Claim Amount, pick the Policy No and Status.
5. On Lists, change ReportDate to today's date (or type =TODAY()).
6. Open Dashboard to see renewals due and loss ratio.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To widen the renewal window, change RenewalWindow on Lists from 30 to 45 days.
2. Change a setting. On the Lists sheet, change the yellow setting cells (ReportDate, RenewalWindow). Every formula that uses the name updates.

Inventory and Supply Chain (Stock Register + Reorder Sheet)

Zoya Wholesale Mart (fictional) keeps 30 items in its Pune and Nashik godowns. Last month two fast-moving items ran out and customers went elsewhere. Zoya wants a sheet that says, every morning, which items to reorder and how many. This template does that from simple stock-in and stock-out entries.

Keep an item master with opening stock, record every IN and OUT movement, and let the template calculate closing stock, reorder level, which items to reorder, how much to order and the purchase value by supplier. All numbers in this workbook are fictional teaching data, not real company figures.

Download Inventory_Supply_Chain_Template.xlsx

The Dashboard sheet with the sample data (Zoya Wholesale Mart is a fictional business).

What is inside: the sheets

1. Transactions. Input table Transactions: every IN and OUT movement.
2. Items. Input table Items (item master). Stock In, Stock Out, Closing Stock, Reorder Level, Reorder, Order Qty, Order Value and Stock Value are formulas. Red rows need reordering.
3. Calculations. Category, warehouse and supplier purchase plan.
4. Reorder Check. Pick a SKU to see its reorder card.
5. Lists. Drop-down lists and the CoverDays setting.

How to fill it

1. Open Items. Type each item once: SKU, Item, Opening Stock, Avg Daily Usage, Lead Time Days, Safety Stock and Unit Cost.
2. Pick Category, Warehouse and Supplier from the drop-downs.
3. Every day open Transactions and add one row per movement: Date, SKU, Type (IN or OUT) and Qty.
4. Closing Stock and Reorder update by themselves. Red rows on Items need an order.
5. Open Calculations to see the purchase plan per supplier.
6. Open Reorder Check, pick a SKU and print the card for your purchase order.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the Reorder Check sheet

1. Click the Reorder Check sheet tab.
2. Click cell C4 (SKU) and pick a value from the drop-down, for example SKU-1005.

How to customise it

1. To keep more safety stock, raise CoverDays on Lists. Reorder Level and Order Qty for every item go up together.
2. Change a setting. On the Lists sheet, change the yellow setting cells (CoverDays). Every formula that uses the name updates.

IT Services (Timesheet, Utilisation and Project Billing)

Shraddha Tech Services (fictional) has eight people working on client projects from Pune and Nagpur. Every fortnight Shraddha has to answer: how many hours were billable, is each person busy enough, and what should we bill each client? This template turns timesheets into utilisation and a ready invoice.

Collect daily timesheets, price them with each person's bill and cost rate, and get billable %, utilisation per employee, project revenue, cost and margin, plus a project invoice with GST. All numbers in this workbook are fictional teaching data, not real company figures.

Download IT_Services_Template.xlsx

The Dashboard sheet with the sample data (Shraddha Tech Services is a fictional business).

What is inside: the sheets

1. Timesheet. Input table Timesheet. Bill Rate, Cost Rate, Billed Amount and Cost are formulas.
2. Team. Input table Team: role, city, bill rate and cost rate per hour.
3. Calculations. Utilisation by employee, project profitability, hours by activity.
4. Project Invoice. Pick a project in C4 to get fees, GST and total.
5. Lists. Projects, activities, WorkingDays, HoursPerDay and GSTRate.

How to fill it

1. Open Team and type each person's bill rate and cost rate per hour.
2. Every day each person adds rows on Timesheet: Date and Hours.
3. Pick Employee, Project, Activity and Billable from the drop-downs.
4. Rates and amounts fill by themselves.
5. On Lists, set WorkingDays for the period you are billing.
6. At month end open Project Invoice, pick the project and print.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the Project Invoice sheet

1. Click the Project Invoice sheet tab.
2. Click cell C4 (Project) and pick a value from the drop-down, for example Clinic App.

How to customise it

1. To bill a different period, change WorkingDays on Lists and type only that period's timesheet rows.
2. Change a setting. On the Lists sheet, change the yellow setting cells (WorkingDays, HoursPerDay, GSTRate). Every formula that uses the name updates.

Logistics (Shipment Tracker and On-time Delivery)

Salman runs Salman Roadways (fictional), a trucking company that moves goods between Pune, Nagpur, Nashik and three other cities. Customers keep asking “Where is my shipment?” and Salman keeps asking “Are we delivering on time?” The shipment tracker answers both from one table.

Track every shipment from booking to delivery: freight from distance and rate, on-time or late status, transit days, cost per kg, and hub-wise on-time %. All numbers in this workbook are fictional teaching data, not real company figures.

Download Logistics_Template.xlsx

Your browser downloads the Excel file (24 KB). It does not open as a web page. Built for Microsoft 365 Excel on Windows.

The Dashboard sheet with the sample data (Salman Roadways is a fictional business).

What is inside: the sheets

1. Shipments. Input table Shipments. Freight, Status, Transit Days and Cost per Kg are formulas.
2. Calculations. Origin hub, vehicle, status and destination summaries.
3. Lists. Cities and vehicle types.

How to fill it

1. Open Shipments. When you book a load, type Shipment ID, Booking Date, Weight, Distance, Rate per Km and Promised Date.
2. Pick Origin, Destination and Vehicle from the drop-downs.
3. Leave Delivered Date empty. Status shows In transit (yellow).
4. When the proof of delivery comes, type the Delivered Date. Status changes to On time or Late (red).
5. Open Dashboard to see on-time % by hub.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To add a vehicle type, add it to the Vehicle list on Lists and add the same name as a new row in the Vehicle summary block on Calculations.

Manufacturing (Production Log, OEE and Downtime)

Raja runs Raja Engineering Works (fictional), with machines in Pune, Nashik and four other cities. Each shift supervisor writes planned minutes, downtime and units made. Raja wants one number per machine that shows how well it is really running: OEE. This template turns the shift log into OEE, rejection % and downtime charts.

Log production for every machine and shift, capture downtime with a reason, and calculate Availability, Performance, Quality and OEE by machine and plant, plus rejection % and downtime by reason. All numbers in this workbook are fictional teaching data, not real company figures.

Download Manufacturing_Template.xlsx

The Dashboard sheet with the sample data (Raja Engineering Works is a fictional business).

What is inside: the sheets

1. Production Log. Input table Production. Run Mins, Ideal Units, Good Units, Availability, Performance, Quality and OEE are formulas.
2. Calculations. OEE by machine and plant (from totals), downtime by reason, shift summary.
3. Lists. Plants (cities), machines, shifts and downtime reasons.

How to fill it

1. Open Production Log. After every shift add one row per machine.
2. Type Date, Planned Mins (480 for an 8-hour shift) and Downtime Mins.
3. Pick Plant, Machine, Shift and Downtime Reason (pick None when there was no stop).
4. Type the ideal rate per minute, units produced and rejected units.
5. OEE and its three parts fill by themselves. Red rows have OEE below 60%.
6. Open Dashboard to compare machines.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To add a downtime reason, add it to the Downtime Reason list on Lists, then add the same name as a new row in the Downtime by reason block on Calculations.

Marketing and Digital Ads (Campaign Tracker with CPL and ROAS)

Ruhi Digital Academy (fictional) runs Google, Meta and YouTube ads to get course admissions in six cities. Ruhi wants to know which channel brings leads cheapest and which one actually brings admissions. This template turns daily ad numbers into CPL, conversion % and ROAS.

Paste daily numbers from each ad platform and get CTR, CPC, cost per lead, admissions, ROAS and budget used by channel, campaign and city. All numbers in this workbook are fictional teaching data, not real company figures.

Download Marketing_Digital_Ads_Template.xlsx

The Dashboard sheet with the sample data (Ruhi Digital Academy is a fictional business).

What is inside: the sheets

1. Ad Data. Input table Ads: one row per day per campaign and channel. CTR, CPC, CPL and ROAS are formulas.
2. Budget. Input table Budget: monthly budget per channel.
3. Calculations. Channel performance with budget used, campaign and city performance.
4. Lists. Cities, channels and campaigns.

How to fill it

1. Open Budget and type the monthly budget for each channel.
2. Each day export yesterday's numbers from each ad platform.
3. Open Ad Data. Add a row: Date, Spend, Impressions, Clicks, Leads, Admissions and Revenue.
4. Pick Campaign, Channel and City from the drop-downs.
5. CTR, CPC, CPL and ROAS fill by themselves.
6. Open Dashboard to compare channels by cost per lead and ROAS.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To track a new channel, add it to the Channel list on Lists, add a Budget row for it, and add the same name as a new row in the Channel performance block on Calculations.

Pharma (Batch Stock and Expiry Tracker)

Shraddha Pharma Distributors (fictional) stocks medicines in six depots. Every month some batches expire and the money is lost. Shraddha wants an early warning: which batches expire in the next 90 days and how much stock value is at risk? The template flags them by itself.

Track stock batch by batch with manufacturing and expiry dates, value it at PTR, and flag near-expiry (90 days) and expired batches so you can sell first-expiry-first-out (FEFO) or return them in time. All numbers in this workbook are fictional teaching data, not real company figures.

Download Pharma_Template.xlsx

The Dashboard sheet with the sample data (Shraddha Pharma Distributors is a fictional business).

What is inside: the sheets

1. Batches. Input table Batches. PTR, Stock Value, Days to Expiry and Expiry Status are formulas.
2. Products. Input table Products: product name, category and PTR.
3. Calculations. Product stock and expiry risk, depot summary and expiry status.
4. Lists. Depot cities, report date and near-expiry window.

How to fill it

1. Open Products and type each product once with its PTR (price to retailer).
2. Open Batches. For each batch received type Batch No, Mfg Date, Expiry Date and Qty.
3. Pick Product and Depot from the drop-downs.
4. When stock is sold, reduce Qty of the oldest-expiry batch first (FEFO).
5. Red rows are expired, yellow rows expire within 90 days.
6. Open Dashboard to see value at risk.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To change the warning period, edit NearExpiryDays on Lists (for example 60 instead of 90).
2. Change a setting. On the Lists sheet, change the yellow setting cells (ReportDate, NearExpiryDays). Every formula that uses the name updates.

Real Estate (Bookings, Collections and Payment Schedule)

Shahrukh Developers (fictional) is selling flats in projects across Pune, Nashik and four other cities. Buyers pay in stages: booking, agreement, slab work and possession. Shahrukh wants to know how much has been collected and how much is still due, and he wants a payment schedule for any buyer. This template does both.

Track unit bookings across projects with agreement value, amount received, balance due and collection %, see monthly booking value and lead sources, and print a milestone-wise payment schedule for any booking. All numbers in this workbook are fictional teaching data, not real company figures.

Download Real_Estate_Template.xlsx

The Dashboard sheet with the sample data (Shahrukh Developers is a fictional business).

What is inside: the sheets

1. Bookings. Input table Bookings. Agreement Value, Balance Due and Collection % are formulas.
2. Payment Plan. Input table Plan: milestone percentages (illustrative, total 100%).
3. Calculations. Project, monthly, unit type and lead source summaries.
4. Payment Schedule. Pick a Booking ID in C4 to see milestone amounts.
5. Lists. Projects (cities), unit types, status and lead sources.

How to fill it

1. Open Payment Plan and type your milestone percentages (they should add up to 100%).
2. Open Bookings. For each unit type Booking ID, Booking Date, Carpet Sqft and Rate per Sqft.
3. Pick Project City, Unit Type, Source and Status from the drop-downs.
4. When money comes in, update Amount Received. Balance and collection % update.
5. If a buyer cancels, set Status to Cancelled (agreement value becomes 0).
6. Open Payment Schedule, pick the Booking ID and print it for the buyer.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to use the Payment Schedule sheet

1. Click the Payment Schedule sheet tab.
2. Click cell C4 (Booking ID) and pick a value from the drop-down, for example RE-501.

How to customise it

1. To add a unit type (for example 4 BHK), add it to the Unit Type list on Lists, then add the same name as a new row in the Unit type block on Calculations.

Restaurant (Daily Sales, Food Cost and Menu Engineering)

Raja Misal House (fictional) has outlets in Pune, Kolhapur and four other cities. Raja wants to know which dishes make the most money, not just which sell the most. This template tracks daily sales and food cost, and sorts every menu item into Star, Plowhorse, Puzzle or Dog.

Record sales item by item, get revenue, food cost % and gross margin by outlet and order type, and classify every menu item as Star, Plowhorse, Puzzle or Dog to decide what to promote, re-price or remove. All numbers in this workbook are fictional teaching data, not real company figures.

Download Restaurants_Template.xlsx

The Dashboard sheet with the sample data (Raja Misal House is a fictional business).

What is inside: the sheets

1. Sales. Input table Sales. Unit Price, Unit Cost, Revenue, Food Cost and Gross Margin are formulas.
2. Menu. Input table Menu: price and food cost per plate. Margin per Plate and Food Cost % are formulas.
3. Calculations. Outlet summary, menu engineering matrix and order type.
4. Lists. Outlets, order types and menu categories.

How to fill it

1. Open Menu. Type every dish with its selling price and food cost per plate (from your recipe costing).
2. Open Sales. At day end add one row per dish on each bill: Bill No, Date and Qty.
3. Pick Outlet, Order Type and Item from the drop-downs.
4. Price, cost, revenue and margin fill by themselves.
5. Open Calculations to see which dishes are Stars and which are Dogs.
6. Open Dashboard to compare outlets.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To add a dish, add a row to the Menu table with its price and food cost. It appears in the Sales drop-down immediately.

Retail Quick Commerce

Zoya runs Zoya Quick Mart, a fictional 10-minute grocery delivery business with dark stores in Pune, Nashik and four more cities. Every evening she asks the same three questions: how much did we sell, how many orders reached on time, and which city is behind target? This template answers all three the moment she types the day's orders.

Track every quick-commerce order from your dark stores: order value, discount, delivery minutes and cancellations. The template calculates net sales, on-time %, cancel % and target achievement for each city, and the Dashboard shows them as cards and charts. All numbers in this workbook are fictional teaching data, not real company figures.

Download Retail_Quick_Commerce_Template.xlsx

The Dashboard sheet with the sample data (Zoya Quick Mart is a fictional business).

What is inside: the sheets

1. Dashboard. Six KPI cards and four charts. Everything is a formula.
2. Orders. Input table Orders. One row per order. Net Value and On Time are formulas.
3. Targets. Input table Targets. Monthly net sales target per city.
4. Calculations. City summary, target vs actual, category mix and slot summary (SUMIFS, COUNTIFS, AVERAGEIFS).
5. Lists. Drop-down lists (City, Category, Slot, Status) and the on-time target setting (10 minutes).

How to fill it

1. Open the Orders sheet. Click the first empty cell under the table in column A.
2. Type the Order ID and the Date.
3. Pick City, Category, Slot and Status from the drop-downs.
4. Type Dark Store, Items, Order Value, Discount and Delivery Mins.
5. Press Enter. Net Value and On Time fill by themselves.
6. Open Targets and type the monthly target for each city.
7. Open Dashboard to see the cards and charts update.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To track a new category, add it to the Category column on Lists. It appears in the drop-down and you can add a row for it in the Category mix block.
2. Change a setting. On the Lists sheet, change the yellow setting cells (TargetMins). Every formula that uses the name updates.

Sales Pipeline and Target

Ravina manages a fictional sales team of six people across Pune, Solapur and four other cities. On Monday morning her manager asks: what is in the pipeline, how much is likely to close, and who is behind target? With this template she types each deal once and the weighted pipeline, win rate and commission calculate themselves.

Track every deal from lead to won or lost, forecast with stage probabilities, compare won value with each salesperson's quarterly target, and calculate commission automatically. All numbers in this workbook are fictional teaching data, not real company figures.

Download Sales_Template.xlsx

The Dashboard sheet with the sample data (Ravina Sales Team is a fictional business).

What is inside: the sheets

1. Deals. Input table Deals. Probability, Weighted Value, Won Value and Open or Closed are formulas.
2. Setup. Input table Stages with the win probability of each stage.
3. Targets. Input table Targets: quarterly target per salesperson.
4. Calculations. Salesperson scorecard with commission, stage funnel, city and product summaries.
5. Lists. Drop-down lists and the two commission rates.

How to fill it

1. Open Targets and type each salesperson's target for the quarter.
2. Open Setup and check the probability for each stage.
3. Open Deals. In the first empty row type the Deal ID and Created Date.
4. Pick Salesperson, City, Product and Stage from the drop-downs, and type Deal Value.
5. When a deal moves forward, change only its Stage. The probability, weighted value and won value update.
6. Open Dashboard to see achievement, win rate and commission.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To change commission rules, edit CommHigh and CommLow on Lists. The Commission column and the salesperson block update at once.
2. Change a setting. On the Lists sheet, change the yellow setting cells (CommHigh, CommLow). Every formula that uses the name updates.

Telecom (Subscribers, ARPU, Churn and Complaints)

Amir runs the circle office of Amir Telecom (fictional), covering Pune, Nagpur and four other areas. Each month he reports subscribers, ARPU (average revenue per user), churn and how many complaints were closed within the service time. This template builds that monthly report.

Track the subscriber base month by month for every circle and plan, calculate closing subscribers, churn % and ARPU, and measure complaint volumes and SLA compliance. All numbers in this workbook are fictional teaching data, not real company figures.

Download Telecom_Template.xlsx

The Dashboard sheet with the sample data (Amir Telecom Circle Office is a fictional business).

What is inside: the sheets

1. Dashboard. Six KPI cards and four charts for ReportMonth.
2. Subscribers. Input table Subscribers. Closing Subs, Churn % and ARPU are formulas.
3. Complaints. Input table Complaints. Within SLA is a formula.
4. Calculations. Circle KPIs, monthly trend, complaint type and plan mix.
5. Lists. Circles, plans, complaint types, ticket status, ReportMonth and SLA hours.

How to fill it

1. Open Subscribers. Each month add one row per circle and plan: Month (first day), Opening Subs, New Adds, Churned and Revenue.
2. Opening Subs of a new month = Closing Subs of the last month for the same circle and plan.
3. Open Complaints and add one row per ticket. Leave Resolution Hours blank while open.
4. On Lists, set ReportMonth to the month you want on the Dashboard.
5. Open Dashboard.

Check: what the sample data shows

Key formulas (type them exactly like this)

Formula columns in the tables

How to customise it

1. To change the service time limit, edit SLAHours on Lists (for example 24 hours).
2. Change a setting. On the Lists sheet, change the yellow setting cells (ReportMonth, SLAHours). Every formula that uses the name updates.