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Excel Templates are one of the best ways to improve your productivity and scale your business systems.

The Benefits of Excel Templates

benefit of excel templates excel tips May 24, 2021

In a world as fast as this one, it is common to need a little help to meet our goals. An intelligent way to organize and automate our daily tasks is to use spreadsheets. Without a doubt, there is no better program than the already veteran Microsoft Excel.

Excel spreadsheets can be used in various projects, from planning your weekly tasks and tracking your company expenses to creating automated budgets or databases. However, Excel is not a simple program to use and is not wholly accessible for many.

For these types of situations, we have Excel templates. Rather than recreate the wheel, we will save a lot of time utilizing pre-built spreadsheets that serve a specific purpose.

In this article, we’re going to dive into the benefits of Excel templates and how people use them to improve their business productivity and efficiency.

Why Use Excel Templates?

Many of us grow up with special family dishes. Some families write their recipes down, others are passed on verbally. Rather than ‘guess’ what will taste good, we make use of what we already know people have spent countless hours testing and designing.

The same principle applies to Excel templates. We have spent countless hours designing, testing and refining formulas, instructions and charts. Why spend your precious time creating a business process from scratch that is standardized?

You can get more done in less time using proven systems like pre-built spreadsheets.

Templates Can Be Used for Many Purposes

As much as we’d like to think our businesses are perfectly unique, they are all based on the same fundamentals. Companies that go public must submit standard documentation and follow guidelines for accounting and finance, specifically.

Because there are similar practices executed across different industries and positions, that allows for us to learn from each other and utilize best practices.

As entrepreneurs ourselves, we realized many of the solutions were not designed to be customized. While processes are often the same, there is variance in terms of language, organizational standards, and measurements.

That is why we prioritized two things, especially: databases for increased customization and instructions for every template.

This ensures people can navigate their spreadsheet without being an expert. In fact, we hope it’s as easy as simply plugging in your data and letting the formulas and formatting handle the rest.

We have nearly a dozen categories of templates we offer that are geared towards solving the most common calculations, tasks and problems.

Project Management

As business moves faster than ever, the need for managing those projects is at an all-time high.

We have more than 10 templates that help you manage your projects, team, budgets and deadlines.


Not everyone who works in accounting is a trained accountant. Using our templates, you can quickly onboard someone to manage and input your receivables and payables, as well as automate expense reports and invoicing.


Whether you want to analyze your cash flows or view the economics/profitability of your business, finance templates are perfect for creating systems you can use across your organization. Think of our finance templates like your own CFO.


While some marketers live in the cloud, pondering the most creative marketing campaign, many others are living in the world of data. That data is used to measure the value of a lead, conversion rates, and the success of your email marketing.

Data Analysis

More than anything else, Excel is designed for creating logic and calculations. We have data analysis templates that help you crunch numbers fast. That’s the bare minimum, as many templates do that.

Whenever applicable, we use graphs, charts, and dashboards that help you visualize your data.  


One of the most popular use-cases of our templates is for supply chain and operations. We have more than two-dozen templates designed to improve your manufacturing processes, reduce product defects, and analyze capacity levels.

With so many tools at your disposal, you could literally run your warehouse and/or manufacturing using our templates.


It’s been a joy for us to see our spreadsheets being utilized by freelancers, small business owners, startups and even Fortune 500 companies. We've even seen people utilize our templates and Excel University to get new jobs using Excel.  It goes to show that Excel can be used to tackle thousands of tasks, many you may have not even thought about yet.

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