Flexibility of the Planner and Tracker Templates, Developed by Excel

Planner and Tracker templates, developed by Microsoft Excel, occupy significant importance in business, personal, and professional life. They help the individuals and organizations to perform tasks, monitor time to time progress, and help the organization to manage projects, efficiently and effectively. These templates are designed in a style to list the different tasks, needed for the projects, to set completion deadlines, to assign the responsibilities to handle them, and to track performance. Tracking the performance is necessary to make accountability better while it also helps the concerned teams to remain on schedule and within set budget.

These templates also provide instant graphical tools to track and display progress along with the issues, delaying the projects.

Organizing Business Planners for Productivity

When the Productivity in the business is required, the Excel templates may perform such tasks:

  • Developing Structured Task Lists: Excel designed and developed these templates in order to provide a pre-built business and organizational structure to make lists and include these tasks in these tasks. This enlisting of tasks makes it easier to keep track of the targeted tasks to be performed.
  • Giving due Prioritization to Tasks: With the enlistment of the tasks, the conditional formatting can be formatted to highlight urgent tasks.
  • Both Personal and Professional Application: Templates are designed to be useful for managing and achieving the personal goals and typical professional targets.

Managing Projects and Tracking Their Performance

When businesses and professionals make projects, they also need to track their performance as well which can be measured and tracked like this:

  • Performance and Progress Tracking: The templates help the professionals and managers by monitoring the current status, identify the unnecessary delays, and ensure the completion of the projects as per schedule.
  • Application of Resource for Budget Control: These templates makes it possible for the users to project the costs track them whether they are as per budget or not so that costly overruns can be prevented.
  • Make Team Coordination Possible: These templates clearly identify the responsible person for the specific task. These assignment of the responsibilities improves the communication within team and makes each member accountable.
  • Performance & Outcome Measurement: With these templates, Key Performance Indicators (KPIs) can be utilized to measure and identify project completion, success level, and areas for improvement.
  • Visual Display and Charts: Dashboards, spreadsheets, and charts are automatically produced, visualizing progress achieved, task level status, and all bottlenecks.

Templates for Achieving Efficiency and Effectiveness

  • Time-Saving Factor: Using the template saves enough time, as compared to starting the system ab initio.
  • Consistency in Reporting: When Excel templates are used, they ensure the consistency while entering data reporting progress across projects.
  • Flexibility in Templates: Most of the templates, developed by Excel, are customizable, easily, allowing the users to add, remove, or modify sections, rows or columns to fit your specific needs.

1. Expense Report

For the reimbursement of any type of business expenditure or taxes, this Expense Report can be utilized. This template totals the spending of expenses and different subcategories and then displays their total figures as a report for reimbursement of different funds and categories.

2. Sales Leads Tracker

Sales Leads Tracker leads towards hidden and open opportunities. This Excel tracker leads toward forecasts of monthly sales revenues. The information and important details, collected during due process, lead the sales professionals toward successful sales.

3. College Comparison Tracker

The College Comparison Tracker keeps the track of the applications for admission and meanwhile compare the location, contact, and fee information about colleges by keeping the colleges’ info, side-by-side, to help the applicant to make the right decision for the future.

4. Job Candidates

The job candidate tracks the right and best available job candidates. For the purpose, this template includes different worksheets, such as, job openings, interviewers etc. Use, filters to schedule interviews, input feedback, follow up with candidates, and select the best one.

5. Gas Mileage

Gas Mileage template can be used to record the mileage and gas expenses of your personal or business vehicle. It can be used to calculate the average gas price per gallon, miles per gallon, and ultimately the cost per mile, so that, such data can be applied in the coming trips.

6. Invoice Tracker

When all the invoices are recorded into the accounts receivable of all invoices, payment dates, customer details, amount due, payments made, and payments due, all are recorded in this tracker template. One may add up to 10 invoices per page in this template.

7. Basic Mileage and Expense Report

Basic Mileage and Expense Report template is used to record and calculate mileage, date, type of travel, distance, and such other expenses during the travel. Then rate per mile can be calculated which may help at the time of reimbursement of the expenses.

8. Event Planner

While noting details about the upcoming event, use this Event Planner and timeline template which has been developed for tradeshows, galas, concerts, and so on. This template includes tools to track profit and expenses about each item to note about its reporting.

9. Family Travel Planner Tracker

Family Travel Planner Tracker is a tool for the peaceful journey and calm & quiet mind. This templates is used to enter transportation details, emergency contacts, blood types, packing, expenses, and so on.

10. Bill Paid Tracker

Bill Paid Tracker is used to record information about all your bills at one place during the current month. This tracker will make it certain that no bill expense is duplicated. It also displays total of bills at all times which can control the family or office expenses.

11. Back to School Planner

Back to School Planner lets a student to budget due purchases and organize the to-dos at one place. This printable planner can be used to record and track the necessary supplies, clothes, and other things of necessity while you are student.

12. Expense Tracker

Expense Tracker tracks expenses and manage necessary finances. It can be applied, both at home and office, equally succesfully. While running the financial management portfolio, it tracks the expenses like transportation, utilities, and credit card debt, quickly and easily.

13. Online Sales Tracker

When you are starting online sales, Online Sales Tracker template, developed by Excel, is the best tool for you. Just add your products sold and this template will produce a worksheet of the products sold and the income per product sold Online.

14. Activity Based Cost Tracker

Activity Based Cost Tracker is developed to keep the record and track of the direct, indirect, general, manufacturing, and administrative costs of producing and selling a product. Just add data and the template will determine exact pricing for your sold product or service provided.

15. Sales Forecast

Sales Forecast template prepares and provides the potential sales opportunities. You have to enter sales data and monthly sales estimates, and monthly and yearly sales forecasts are readily available.

16. Bid Tracker

Bid Tracker template helps you to keep the different states and levels of completion of bids. It utilizes the data bars and, trending bar chart, in a modern design to enhance the experience. This template is designed to allow you to track up to ten bids, simultaneously.

17. Small Business Profit & Loss

Small Business Profit & Loss template create a comprehensive profit and loss statement for your business. This statement calculates the percentage of change in different heads and compares the same from the previous period with budgeted period.

18. Library Book Checkout

Library Book checkout helps to manage the books or other resources from the lending library, by listing the name of the borrower, book title, lending and the expected return date of the book date. The number of days, until the lent book is returned, are automatically calculated.

19. Small Business Sales Leads Tracker

Small Business Sales Leads Tracker enters your sales lead data which calculates the forecasted monthly sales estimation which generates a monthly weighted chart.

20. Party Planner

Party Planner is used when a family birthday party or a company is being arranged. This template includes a structure of a budget that includes; totals costs, a guest list, and an overview of the whole party. Then a to do list tracks your complete party planning progress.

21. Profit & Loss Statement

This Profit and Loss Statement is an easier profit and loss template to run. Just enter data on your sales, income, expenses, taxes, and totals are calculated, automatically. It calculates your current gross profit, return on sales, and comprehensive summary.

22. Family Emergency Plan

Family Emergency Plan compiles whole of your family necessary information and data in this template for usage in case of any emergency

23. Weekly Meals Planner

Weekly Meals Planner template creates and arranges a shopping list for the weekly meals with mentioning of your favorite recipes. Just add the basic and necessary ingredients, and include some necessary details, such as, prep time and achieved calories for the week.

24. Profit & Loss Statement

Company Profit & Loss Statement includes company revenue, cost of goods sales, and income with this whole the year profit and loss spreadsheet. Then this worksheet will finalize the sales for each month and year, and annual sales from different sources.

25. Telephone Conversation Tracker

Telephone Conversation Tracker records all incoming and outgoing telephone conversations. All the data about names, subject of conversation, necessary notes, phone number, and follow-up recorded and saved in this template.

26. Subscription & Membership Tracker

This template keeps record of all your subscriptions and memberships to different accounts and heads. It records such detailed record, such as, the date, amount paid, length and expiration, to provide you the same as and when needed.

27. Travel Expense

Travel Expense tracker keeps an up to date record of travel expenses. It  records and calculates total travel expenses so that you may submit the details to the company as and when needed or required for the monetary reimbursements by the employer/management.

28. Brainstorming

To get a little more creative, use the Brainstorming template to jot down your ideas, note the pros and cons, and decide which one is best. This templates compares and contrasts your ideas before applying them and putting them into action.

29. Weekly Schedule Planner

To have the best usage of the week time at business or school, the Weekly Schedule Planner combines and applies the best features of a calendar and prepares a to-do list. This templates helps your life to get a little easier and organized.

30. Wedding Invitation Tracker

Wedding Invitation Tracker makes wedding invitation process just easier and little simpler. This template has all those things and goods wedding planner must have. It has money total, total number of days until wedding, and invitation to guests.

31. Fire Early Retirement

Fire / Early Retirement template is used to prepare for an early retirement from job by estimating the future financial independence. This template helps to keep the future goals before eye, to evaluate expected risks, and adjust your present lifestyle.

32. Sales Invoice

Sales Invoice is, more than one-dimensional template which maintains the history of current customers, past / present invoices, and invoice details so you can store multiple invoices for usage in future.

33. Employees Attendance

Employee attendance is an important source of information also for the supervisors / employer. The information required for the calculation of wages are; employee’s time off, vacation days they have left, sick days, they availed, and personal days as well.

34. Touch Base Tracker

The Touch Base Tracker is used to keep all the organized contacts and help you determine the time to touch base with them.

35. Baby shower Planner

Baby Shower Planner is designed to keep record of guest list, task list, and specific party needs. Template is used to keep costs to stay within set budget of the event.

36. Profit & Loss Statement

This specific Profit and Loss Statement is a unique one as it tracks the company income and expenses with this twelve-month profit and loss spreadsheet. For preparing the statement, reference and preparation instructions are included in the template.

37. Tax Expense Journal

Tax Expense Journal tracks all your tax activities and expenses. This spreadsheet keeps a running record and total throughout the year, starting from the tax period to the tax filing date, along with the tax deduction from the salary fund.

38. Event Planning Tracker

Event Planning Tracker makes it certain that your event is completed within the budget. This template tracks the project details, tentative dates, and estimated expenses as per the task. All this is displayed, planned vs. actual time and costs.

39. My Military Service

This My Military Service template tracks your military service / rankings and noted milestones in your career by date along with your friends or contacts, developed during the military service. It tracks service details, such as, by date, nature of duty, and branch of military.

40. Travel Expense

Travel Expense template tracks all your travel expense, such as, mileage register & a lot of style, appropriate reimbursements from the employer or tax return by logging and detailing the expenses during travel.

41. Work Order

Work Order template opens new work orders and tracks the same till completion. For the purpose, it applies worksheet table and conditional formatting to stay organized. This template includes work order numbers, descriptions of the job, and more.

42. Teacher Grade Book

Teachers Grade Book is used by the teachers to track the grades of the students. It is used to enter assignment, and the total available and secured points for each assignment, each student’s scores in the exam, and the average, letter grade, and GPA will be calculated, automatically.

43. Idea Planner

Idea Planner helps to make a goal, plan out the necessary tasks, due completion dates, and track status. This weekly idea planner template notes, room for notes and color-coded status levels.

44. Gantt Project Planner

Gantt Project Planner makes it possible to track the activities of a project. Based on the Gantt chart model, this project planner uses a simple visual representation display of a project to be in future. What is needed is starting dates, duration of project, and current status.

45. Yearly Overview Editorial Tracker

Yearly Overview Editorial Tracker plans out social media content with editorial calendar. By using this template, you may review details such as title, theme, and publication status. This is easy to personalize adaptables to suit your specific needs.

46. Ticket Sale Tracker

This Ticket Sales Tracker tracks the event, you are promoting, and makes it easier to work. It calculates the details like the number of tickets sold, at up to three different price levels, and calculates total sales revenue. This is the best one to organize successful event.

47. Robins Allowance Tracker

This tracker helps to track children’s chores and teach financial responsibility to children with a Robins Allowance Tracker. What you have to do is to assign each chores its value and check off tasks after the completion so that children can watch grow their earnings.

48. Project Tracker

For a manager, it is easier to track the projects with Project Tracker where the projects can be tracked by category and by the employee assigned to them. Flagging over/under is easy by applying built-in calculator based on conditional formatting & user input.

49. Personal Mileage Tracker

Personal Mileage Tracker can commue with spreadsheet with room for trip details, odometer start and finish readings, and so on. Then mileage is calculated automatically.

50. Volunteers Assignment Tracker

When the events or institutions are organize and assigned to volunteers, this tracker makes the management of assignments a little easier. Track and record is made easier with contact information, expertise of the volunteer, availability, job descriptions, and so on.

51. Student Assignment Planner

This planner is helpful to deal with the huge burden of students’ schoolwork about assignments. The Student Assignment Planner allows the students to keep in view the due dates on a weekly or monthly calendar on this printable planner.

52. Project Issue Tracker

This bug reporting tracker points out and identifies the issues in the project. The Project Issue Tracker, a risk manager, use this bug reporting template to manage risk by logging issues and tracking them to completion.

53. Employees Attendance

This simple yet still a very powerful template tracks the attendance of employee of your business at a glance. This is a professional-looking employee attendance record which can be used for the wages and efficiency calculation.

54. Party Planner

Party Planner checklist template is a tool that is required by everyone who is managing any type of event. It records and tracks all the required information for your upcoming event, including venue, budget, guest list, and more. This template tracks the progress toward event.

55. Idea Planner

Ide Planner template identifies and points out each idea presented. Then it collects the information by listing the steps you need to take, tasks which are assigned to various team members, task status, and project resources. This templates collects ideas step by step.

56. Family Vacation Itinerary

All the steps, you need for the family vacations are mentioned in Family Vacation Itinerary. It collects all the info, such as, personal info, emergency contacts to car rental, flights, and so on.

Leave a Reply

Your email address will not be published. Required fields are marked *