Templates
Free spreadsheet templates.
Ready-to-use templates for small-business budgets, invoices, expense tracking, project plans, CRM, HR, and more. Open in your browser — Griddy's AI is already loaded to customise them for you.
159 templates
Expense Tracker for Restaurants
Track restaurant food, beverage, smallwares, repairs, occupancy, and delivery costs with receipt and review queues.
Invoice Template for Restaurants
Prepare restaurant catering or wholesale invoices with service line items, quantities, rates, deposits, tax, and payment status.
CRM Lead Tracker for Restaurants
Track catering, private-dining, and group inquiries by event label, aggregate service need, source, stage, owner, follow-up, and order potential.
Sales Pipeline Template for Restaurants
Forecast catering and group opportunities by event label, service package, stage, quoted amount, confidence, decision date, owner, and next action.
Project Tracker for Restaurants
Coordinate restaurant openings, menu changes, vendor work, permits, owners, blockers, due dates, and completion.
Expense Tracker for Clinics
Organize clinic supplies, lab services, equipment, facilities, software, and administrative spending with receipt review.
Invoice Template for Clinics
Prepare clinic service line items, quantities, rates, adjustments, payment terms, and client-safe labels across three sheets.
CRM Lead Tracker for Clinics
Track clinic referral sources, service interest, consent-safe lead labels, stages, owners, and next-contact dates.
Sales Pipeline for Healthcare
Plan organization-level healthcare service inquiries using safe IDs, service line, stage, aggregate work units, readiness confidence, target start, owner, and next action.
Project Tracker for Clinics
Manage operational clinic initiatives with accountable owners, privacy-aware workstreams, dependencies, dates, completion, and review signals.
Expense Tracker for Retail
Track retail rent, inventory costs, packaging, payroll support, marketing, utilities, and receipts in one free expense spreadsheet.
Invoice Template for Retail
Invoice retail wholesale orders, custom work, delivery, discounts, deposits, tax, fulfillment status, payments, and balances.
CRM Lead Tracker for Retail
Manage wholesale, pop-up, and retail partnership leads by business account, assortment need, source, stage, owner, follow-up, and order potential.
Sales Pipeline for Retail
Forecast wholesale and retail partnership opportunities by account, assortment, stage, order amount, confidence, decision date, owner, and next action.
Project Tracker for Retail
Track retail launches, store projects, merchandising work, owners, due dates, blockers, and status updates in one free spreadsheet.
Expense Tracker for Hotels
Track hotel housekeeping, maintenance, food service, utilities, amenities, and operating expenses by department.
Small Business Budget for Hotels
Plan hotel room and event revenue against housekeeping, labor, maintenance, food service, utilities, and distribution costs.
Invoice Template for Hotels
Reconcile hotel room blocks, event space, food and beverage, service charges, deposits, folio review, tax, payments, and balances.
CRM Lead Tracker for Hotels
Track group, event, and corporate hotel inquiries by account label, aggregate room or space need, source, stage, owner, follow-up, and booking potential.
Sales Pipeline for Hotels
Track hotel group bookings, corporate accounts, event packages, stages, weighted revenue, close dates, owners, and next actions.
Expense Tracker for Construction
Separate construction materials, equipment, subcontractors, permits, safety, and change-order costs by job.
Invoice Template for Home Services
Invoice home service jobs, labor, materials, deposits, trip fees, and follow-up work with a free spreadsheet invoice template.
Sales Pipeline Template for Home Services
Forecast quoted home-service jobs by safe job ID, service scope, stage, quoted amount, confidence, decision date, owner, and next action.
Project Tracker for Home Services
Coordinate privacy-safe customer job IDs, service areas, crew owners, status, priority, due dates, blockers, and completion.
Employee Schedule for Construction
Plan construction crew, trade, job-site, certification, and backup coverage across a seven-day schedule with weekly-hours review.
Expense Tracker for Salons
Organize salon product, retail inventory, supplies, laundry, marketing, and facility costs with receipt review.
Small Business Budget for Salons
Plan salon service and retail revenue against stylist support, product, laundry, marketing, software, and facility costs.
CRM Lead Tracker for Home Services
Route home-service inquiries by safe job ID, service type, general area, source, stage, dispatcher, follow-up, and quote potential.
Sales Pipeline Template for Law Firms
Track legal inquiries, consultations, matter type, estimated value, stage, owner, close date, and next action in one free pipeline sheet.
Project Tracker for Legal Teams
Coordinate matter nicknames, deadlines, owners, dependencies, review status, blockers, and completion without exposing case detail.
Sales Pipeline Template for SaaS
Track SaaS opportunities by account, seats or ARR, trial or POC stage, probability, weighted value, close date, and next action.
CRM Lead Tracker for Coaches
Track coaching leads, source, stage, owner, estimated value, last activity, next action, and follow-up date without a heavy CRM.
Invoice Template for Marketing Consultants
Bill strategy work, campaign planning, audits, retainers, content projects, and ad advisory fees with a free invoice spreadsheet.
Expense Tracker for Marketing Teams
Compare marketing budgets with actual spend and review status across paid media, creative, events, and software in three sheets.
Project Tracker for Design Teams
Coordinate design briefs, concepts, accessibility review, production handoffs, owners, blockers, due dates, and completion in a purpose-built three-sheet tracker.
Invoice Template for Therapists
Track privacy-safe therapy session codes, administrative billing states, packages, payments, and balances without clinical or insurance detail.
Invoice Template for Tutors
Bill tutoring sessions, packages, materials, travel, and make-up lessons with a free spreadsheet invoice template for tutors.
Expense Tracker for Consultants
Track consulting travel, research, contractors, software, client meals, and overhead by engagement with receipt review.
Small Business Budget for SaaS
Plan SaaS MRR, expansion, churn, hosting, product tools, payroll, acquisition, and operations with type-aware net totals.
Project Tracker for Engineering Teams
Coordinate engineering workstreams with owners, status, priority, completion, risk, and next milestones across three sheets.
Employee Schedule for Salons
Plan salon coverage by safe team ID, role, service zone, Mon–Sun shift, weekly hours, open shifts, and coverage status.
Vacation Tracker for Healthcare
Review healthcare staff leave dates, balances, approvals, unit coverage, and handoff owners without storing patient or health information.
Project Tracker for Operations
Give operations teams one view of workstreams, owners, status, priority, completion, and next milestones across three sheets.
Project Tracker for Product Launches
Track launch deliverables, workstreams, owners, status, priority, due dates, blockers, and completion in an execution-first workflow.
Invoice Template for Accountants
Invoice accounting clients for bookkeeping, tax prep, advisory work, cleanup projects, and retainers with a free spreadsheet template.
Invoice Template for Bookkeepers
Prepare bookkeeping invoices for monthly close, cleanup, advisory, or recurring service work with quantities, rates, tax, and payment status.
Budget Tracker
Track income, expenses, and savings in one place. Line items, budgeted vs actual totals, and monthly net savings — free to use in your browser.
Expense Tracker
Log every expense, track receipts, and generate category summaries. Free template for personal or business use.
Expense Tracker for Small Business
Track small-business budget, actual spend, variance, and review status across a dashboard, expense log, and setup sheet.
Expense Tracker for Freelancers
Organize freelance software, equipment, contractor, travel, marketing, and home-office costs with receipt status and review flags.
Expense Report Template
Prepare an employee expense report with business context, policy checks, approvals, reimbursement status, and a review summary.
Expense Tracker for Contractors
Track contractor job materials, subcontractors, equipment, permits, mileage, and overhead by project with receipt review.
Expense Tracker for Real Estate Agents
Track real-estate property expenses with budget, actual, variance, review status, and receipt context in three sheets.
Expense Tracker for Nonprofits
Track nonprofit program, fundraising, administration, and grant-related spend with budget, actual, variance, and review fields.
Receipt Tracker Template
Log receipt IDs, merchants, categories, amounts, payment methods, document status, and follow-up actions in one review-ready workbook.
Invoice Template
Professional invoice template with automatic subtotal, tax, and total calculations. Customise with your logo and send in minutes.
Invoice Template for Freelancers
Track freelancer deposits, milestones, approved hours, expenses, tax, payments, and final balances without mixing private project notes into billing.
Invoice Template for Contractors
Build contractor invoices with quantity × rate line items, subtotal, tax, total, paid, and balance fields in Dashboard, Invoice Builder, and Client & Payment Setup.
Invoice Template for Consultants
Bill consulting milestones, workshops, advisory hours, accepted deliverables, reimbursable work, payments, and balances in one three-sheet workflow.
Invoice Template for Photographers
Invoice photography sessions, image packages, editing, prints, travel, usage licenses, deposits, and balances against the gallery-delivery stage.
Invoice Template for Designers
Invoice design concepts, revision rounds, production files, licensing, rush work, deposits, and balances alongside the agreed handoff stage.
Invoice Template for Coaches
Prepare coaching invoices for packages, sessions, retainers, discounts, quantities, rates, tax, and paid-to-date status.
Invoice Template for Cleaning Services
Invoice cleaning clients for visits, supplies, recurring service, add-ons, deposits, and tax with a free spreadsheet invoice template.
Invoice Template for Virtual Assistants
Prepare virtual-assistant service line items, quantities, rates, adjustments, payment terms, and client-safe labels across three sheets.
Invoice Template for Event Planners
Prepare event-planning invoices with milestone services, vendor pass-throughs, quantities, rates, deposits, tax, and payment status.
Invoice Template for Law Firms
Build law-firm invoices with quantity × rate line items, subtotal, tax, total, paid, and balance fields in Dashboard, Invoice Builder, and Client & Payment Setup.
Invoice Template for IT Consultants
Bill IT assessments, implementation blocks, support hours, licenses, approved changes, payments, and balances against a service-acceptance checkpoint.
Invoice Template for Real Estate Agents
Bill permitted real-estate marketing, coordination, referral, and administrative services by safe transaction code and milestone.
Invoice Template for Property Managers
Separate property-management fees, vendor coordination, repairs, inspections, owner-approved charges, payments, and balances by property code.
Invoice Template for Nonprofits
Allocate nonprofit program services, grant-supported work, events, reimbursements, approvals, payments, and balances to the correct funding code.
Gantt Chart
Use this free Gantt chart template to plan project phases, owners, milestones, dependencies, and weekly timelines in Excel, Google Sheets, or Griddy.
Project Tracker
Track tasks, owners, priorities, due dates, and blockers in one delivery board. Group work by stream, review progress, and keep next steps visible.
Project Tracker for Marketing Teams
Coordinate marketing workstreams, owners, status, priority, completion, and next milestones with a dashboard, log, and setup sheet.
Project Tracker for Client Work
Coordinate client commitments, milestones, owners, approvals, blockers, due dates, and completion across engagements.
Project Tracker for Agencies
Coordinate agency deliverables across client-safe workstreams, owners, approval gates, dependencies, dates, completion, and review signals.
Project Tracker for Construction
Coordinate construction site milestones, owners, dates, blockers, inspections, and completion across active jobs.
Project Tracker for Consultants
Track consulting engagement scope, research, analysis, review, delivery, owners, blockers, and completion across clients.
Project Tracker for Nonprofits
Coordinate nonprofit programs, grant work, fundraising, volunteers, approvals, owners, dependencies, dates, and mission-delivery progress.
Gantt Chart for Product Launches
Sequence product-launch tasks with owners, dependencies, start weeks, durations, completion, status, remaining days, and an 8-week timeline grid.
Gantt Chart for Construction
Sequence construction phases, trades, predecessors, inspections, and site milestones with an eight-week working timeline.
Gantt Chart for Event Planners
Sequence venue, vendor, approval, production, event-day, and follow-up work with dependencies and an eight-week timeline.
Gantt Chart for Agencies
Sequence agency discovery, creative, production, client review, launch, and reporting work with dependencies and an eight-week timeline.
OKR Tracker for Small Businesses
Track small-business objectives, measurable key results, owners, baselines, targets, current values, direction-aware progress, confidence, and next actions.
OKR Tracker for Startups
Track startup objectives for runway, growth, product, and hiring with owners, targets, current values, progress, confidence, and check-ins.
Marketing OKR Dashboard
Track marketing objectives, key results, owners, targets, progress, health, and leadership notes in one free two-sheet OKR dashboard.
Employee Schedule
Plan a weekly staff rota with day-by-day shifts, weekly hours, overtime flags, and a manager snapshot block. Free template for teams, shops, and clinics.
Employee Schedule for Restaurants
Assign restaurant kitchen, service, host, bar, dishwasher, and manager shifts across a Mon–Sun coverage grid.
Employee Schedule for Retail
Plan retail staffing in a Mon–Sun Weekly Coverage Grid with shift assignments, weekly hours, and coverage review plus Dashboard and Setup sheets.
Clinic Employee Schedule & Coverage Planner
Plan clinic role coverage, staff availability, shift rules, and weekly assignments in a free four-sheet staffing workbook.
Employee Schedule for Healthcare
Plan healthcare clinical and front-office coverage across a Mon–Sun grid with roles, shift codes, hours, and gap review.
Employee Schedule for Small Business
Coordinate a small team across roles, locations, Mon–Sun shifts, weekly hours, open shifts, and coverage review without a heavy scheduling system.
Employee Schedule for Hotels
Plan hotel staffing in a Mon–Sun Weekly Coverage Grid with shift assignments, weekly hours, and coverage review plus Dashboard and Setup sheets.
Wedding Budget
Plan your wedding budget with category totals, vendor deposits, due dates, and a planning snapshot block. Keep venue, attire, florals, and extras in one sheet.
Wedding Budget for Large Weddings
Coordinate a large-wedding budget across venue capacity, catering, production, vendors, deposits, due dates, owners, and contingency.
Wedding Budget for Small Weddings
Prioritize a small-wedding budget across the ceremony, shared meal, essential vendors, simple logistics, deposits, and a protected reserve.
Wedding Budget for Destination Weddings
Plan travel, lodging, venue deposits, guest events, vendor payments, and contingency in one free destination wedding budget spreadsheet.
Wedding Budget for Backyard Weddings
Plan rentals, catering, permits, decor, deposits, cleanup, and contingency for a backyard wedding in one free spreadsheet template.
Content Calendar
Plan topics, channels, owners, publish dates, and content status in one editorial board. Track weekly campaigns and keep your publishing mix visible.
Social Media Calendar
Plan social posts by platform, format, posting time, asset, and status in one publishing board. Keep launches, drafts, and scheduled content visible.
Content Calendar for Marketing Teams
Plan marketing content by funnel stage, campaign, deliverable, channel, owner, subject reviewer, approval status, and publish date.
Content Calendar for Agencies
Coordinate agency content across clients, campaigns, deliverables, approvers, feedback, channels, publish dates, and next actions in one three-sheet calendar.
Content Calendar for Nonprofits
Plan nonprofit campaigns, programs, grant or donor communications, channels, approvals, owners, due dates, and publishing status.
Social Media Calendar for Small Businesses
Plan small-business social posts by platform, format, audience, owner, copy readiness, creative readiness, approval, publish date, and CTA.
Social Media Calendar for Agencies
Plan agency posts by campaign, channel, publish date, format, status, CTA, owner, creative reference, and client approval across three sheets.
Project Tracker for Content Teams
Plan content workstreams with owners, status, priority, completion, next milestones, and notes across three sheets.
Sales Pipeline
Track deals by stage, owner, value, and next move in one lightweight pipeline sheet. Keep close dates, weighted forecast, and rep follow-ups visible without needing a full CRM.
Sales Pipeline Template for B2B
Track B2B accounts, owners, stages, deal values, probabilities, weighted values, and next actions in a Dashboard, Pipeline, and Setup workbook.
Sales Pipeline Template for Freelancers
Forecast freelance projects by prospect, deliverable, stage, quoted amount, confidence, decision date, owner, and next action.
Sales Pipeline Template for Agencies
Track agency prospects, service fit, sales stages, deal values, probabilities, weighted forecast, close dates, owners, and next actions.
Sales Pipeline Template for Consultants
Track consulting prospects by scope, service, stage, value, probability, weighted forecast, close date, owner, and next step.
Sales Pipeline Template for Startups
Forecast startup B2B opportunities by prospect, plan or use case, stage, contract amount, confidence, decision date, owner, and next action.
Sales Pipeline Template for Real Estate
Track real-estate accounts or properties, owners, stages, deal values, probabilities, weighted values, and next actions in a Dashboard, Pipeline, and Setup workbook.
Sales Pipeline Template for Coaches
Forecast coaching packages and workshops by client-safe label, program, stage, package amount, confidence, decision date, owner, and next action.
Small Business Budget
Plan revenue, direct costs, overhead, and EBITDA in one compact operating budget. Keep H1 totals, margin, and owner notes visible without building a giant finance model.
Small Business Budget for Startups
Model startup recurring and services revenue against payroll, cloud, product tools, acquisition, compliance, and operating spend for a monthly runway review.
Small Business Budget for Agencies
Plan agency retainers and project revenue against delivery labor, contractors, software, acquisition, and operating costs with margin-aware variance review.
Freelancer Budget & Cash Plan
Plan irregular client income, business expenses, tax reserves, owner pay, and cash buffer in one free freelancer budget spreadsheet.
Budget Tracker for Households
Plan household income, essential bills, flexible spending, and savings with planned-versus-actual totals and documented assumptions.
Budget Tracker for College Students
Plan semester income, tuition, housing, food, books, transportation, and emergency savings with planned-versus-actual totals.
Budget Tracker for Teachers
Organize classroom supplies, reimbursements, grants, and out-of-pocket spending with planned, actual, and variance totals in three sheets.
Monthly Family Budget Template
Plan monthly family income, bills, flexible spending, and sinking funds with planned-versus-actual totals in three sheets.
Budget Tracker for Couples
Compare shared bills, personal spending, and contribution targets with planned, actual, and variance totals in three sheets.
Restaurant Operating Budget & Dashboard
Plan sales, food and beverage costs, staffing, labor, delivery fees, prime cost, and operating margin in a free restaurant budget spreadsheet.
Small Business Budget for Retail
Plan retail sales, inventory, labor, occupancy, and operating costs with type-aware planned-versus-actual totals in three sheets.
Small Business Budget for Ecommerce
Compare ecommerce product and shipping revenue against inventory, fulfillment, advertising, returns, software, and fees.
Small Business Budget for Nonprofits
Plan nonprofit contributions, grants, programs, fundraising, administration, technology, and restricted-use review.
Small Business Budget for Education
Plan education-program income, materials, staff support, and operating costs with type-aware planned-versus-actual totals in three sheets.
Small Business Budget for Consultants
Compare consulting revenue, delivery costs, software, travel, and overhead against a documented operating plan.
Small Business Budget for Contractors
Compare contractor project revenue, materials, subcontractors, equipment, permits, and overhead against a monthly operating plan.
Small Business Budget for Service Businesses
Plan recurring and callout service revenue against field labor, vehicles, supplies, dispatch, acquisition, and operating overhead.
Small Business Budget for Healthcare
Plan healthcare visit and expected reimbursement revenue against staffing, supplies, compliance, facilities, technology, and overhead.
Small Business Budget for Construction
Plan construction billings and approved change orders against trades, materials, equipment, permits, insurance, and operating overhead.
Small Business Budget for Real Estate Agents
Plan real-estate commissions, referral fees, listing marketing, travel, software, dues, and operating costs against closed business.
Small Business Budget for Property Managers
Plan management and leasing fees against maintenance, contractors, vacancy reserve, software, insurance, and owner distributions.
CRM Lead Tracker
Track contacts, lead source, owner, next due date, and follow-up status in one lightweight CRM sheet. Keep hot opportunities and stale leads visible without paying for heavy sales software.
CRM Lead Tracker for Consultants
Qualify consulting leads by account, sponsor need, source, stage, owner, next action, follow-up date, and estimated engagement.
CRM Lead Tracker for Agencies
Track agency prospects by client account, service or retainer fit, source, stage, owner, value, and next action.
CRM Lead Tracker for Real Estate
Track real-estate buyer, seller, investor, tenant, listing, and referral leads by source, stage, owner, value, activity, and next date.
CRM Lead Tracker for Small Business
Give a small team one approachable view of prospects, sources, stages, owners, values, last activity, and next steps.
CRM Lead Tracker for Property Managers
Track owner leads, tenant inquiries, portfolio opportunities, follow-up dates, and next actions in one property management CRM sheet.
CRM Lead Tracker for Law Firms
Track law-firm intake by privacy-safe lead label, practice area, source, stage, conflict-check status, owner, and next action.
CRM Lead Tracker for Recruiters
Qualify prospective recruiting clients by requisition label, role family, source, search stage, owner, next action, follow-up, and expected fee.
Invoice Template for Agencies
Bill agency retainers, projects, media pass-throughs, approved scope changes, tax, payments, and balances with a visible client-approval checkpoint.
Meal Planner
Plan breakfast, lunch, dinner, snacks, and prep work across the whole week in one meal board. Keep grocery priorities and kitchen notes visible without juggling separate lists.
Meal Planner for Families
Coordinate family meals, servings, prep timing, grocery quantities, purchase status, substitutions, and leftovers for the week.
Meal Planner for Weight Loss
Organize weekly meal ideas, portions, prep time, shopping needs, leftovers, and routine check-ins without calculating requirements or promising health outcomes.
Meal Planner for Athletes
Plan training-day meals, servings, prep timing, prep status, hydration reminders, groceries, and leftovers for the week.
Meal Planner for Busy Professionals
Plan quick breakfasts, work lunches, dinners, prep notes, and grocery priorities in one weekly meal planner for busy professionals.
Vacation Tracker
Track PTO balances, upcoming leave, and coverage risk for the whole team in one shared staffing sheet. Keep low balances, approved trips, and summer planning visible without HR software.
Vacation Tracker for Small Teams
Review small-team leave requests, requested days, approval status, balances, overlaps, and backup coverage before time off is confirmed.
Vacation Tracker for HR Managers
Give HR managers one operational view of leave requests, balances, approvers, department overlap, coverage owners, and remaining days.
Vacation Tracker for Restaurants
Review restaurant leave dates, balances, approvals, station or shift coverage, peak periods, and named handoffs before approval.
Vacation Tracker for Retail
Review retail leave dates, balances, approvals, store and department coverage, holiday periods, and named handoffs.
Vacation Tracker for Hotels
Review hotel leave dates, balances, approvals, department coverage, peak-date risk, and handoff owners before requests are confirmed.
Vacation Tracker for Clinics
Review clinic staff leave dates, balances, approvals, overlapping coverage areas, and handoff owners without recording patient or medical details.
Vacation Tracker for Salons
Review salon leave dates, balances, approvals, service-zone coverage, station handoffs, and remaining days before confirmation.
Vacation Tracker for Agencies
Review agency leave requests, balances, overlapping dates, client coverage, approvers, and handoff owners before time off is confirmed.
Vacation Tracker for Construction
Review construction crew leave dates, balances, approvals, site or trade coverage, and named handoffs before time off is confirmed.
OKR Tracker
Track company and team OKRs in one quarterly scorecard. Keep objective scores, KR progress, and leadership notes visible without needing dedicated OKR software.
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