Workbook templates

Start a workbook from a ready-made template — budget, invoices, stock count, timesheet, projects or sales pipeline.

Templates are ready-made workbooks with columns, example rows and formulas already in place. Start from one and replace the example rows with your own.

Before you start: creating a workbook needs Full control on Sheets.

Steps

  1. Open Sheets › Templates. The Templates gallery: Blank workbook and six templates
  2. Click Use template on the one you want (or Start blank).
  3. Give the workbook a name and click Create. The editor opens with the template's sheets.

You can also pick a template in the New workbook dialog, under Start from.

The templates

Template Sheets What it does
Monthly budget Budget Category, Planned, Actual, Difference and % used, with a total row. Plan spending and watch what is left as actuals come in.
Invoice tracker Invoices, Summary Invoice, Customer, Issued, Due (issued + 30 days), Amount, Paid, Balance and Status (Paid, Open or Overdue, worked out from today's date). Summary totals what was invoiced, collected and outstanding and counts overdue and open invoices.
Stock count Count SKU, Item, Location, Expected, Counted, Variance, Unit cost, Variance value and Result, with totals. See every shortfall and its value.
Timesheet Hours Date, Person, Project, Task, Hours, Billable, Rate and Amount — billable time is priced automatically.
Project tracker Tasks Task, Owner, Status and Priority (pick lists), Start, Due, Days left (counts down on its own) and Done %.
Sales pipeline Deals, Forecast Deals with Stage, Value, Probability % and Weighted value; Forecast sums deals and weighted value per stage.

Tips

  • Insert rows inside the example block so totals and summaries keep counting them.
  • Add your own formatting and charts — see Format cells and Charts.