Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.ĭownload Excel | Try Smartsheet Marketing Plan Template Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Gain insight into the number of payments already made and the minimum monthly payment due. View your loans in a periodic view, track principle costs against accrued interest, and determine how long you have until your loan is paid off with this loan amortization schedule. View monthly spend against income and identify how you’re progressing towards short- and long-term financial goals so you can plan for the future.ĭownload Excel | Try Smartsheet Loan Amortization Template This versatile template allows you to plan and budget for important life events, like retirement, or for day-to-day expenses. Track your budget on a weekly, monthly, or yearly basis so you can accurately plan ahead.ĭownload Excel| Try Smartsheet Personal Budget Template

Divvy up costs for each person, edit the template to include relevant expenses, and monitor savings to ensure you hit your goals. With a basic dashboard that highlights income after expenses, this template is perfect for students, personal budgets, or simple small business budget planning.Ĭreate a monthly budget for your household or shared living arrangement. Weigh expenses against income to gain insight into your financial overview with this simple budget template. Identify resource costs and plan an amount to budget for each area to keep your event on track and within budget.ĭownload Excel | Try Smartsheet Simple Budget Template Plan for your next event with this budget template that enables you to document and track your spend in categories, like staffing, marketing, travel, and more. Gain an accurate picture of your weekly, monthly, and annual costs, and determine actual spend to compare against your predicted budget.ĭownload Excel | Try Smartsheet Event Budget Template List income sources and business expenses, track operating costs, and balance your budget accordingly with this comprehensive budget template. Ensure necessary action steps are taken to reach your goals, and include it as part of your larger strategic business plan shared with stakeholders. Plot your business plan on a visual timeline and gain insight into how your plan progresses throughout with this helpful template. Document resources, labor, and the cost of each to provide insight into variance, and ensure your project stays on budget.ĭownload Excel | Try Smartsheet Business Plan Template Plan and track predicted versus actual costs associated with each task and phase of your project with this budget template. Visually showcase the key data that matters most to your stakeholders, and streamline the way you manage and present your projects. Surface key project details, like timelines, financial status, potential risks, and unresolved issues with this comprehensive dashboard template. Getting started with the Smartsheet API.

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Excel spreadsheet for daily expenses