Spreadsheet templates for small businesses

Run the business from one tidy workbook.

Trackers for orders, stock, clients, bookings and bills. Dropdowns, totals and a dashboard are already wired up, in Excel and Google Sheets.

Browse 10 templatesFree PDF to Excel
F7=SUMIFS(Total, Payment, "Paid")
OrderCustomerChannelTotalPaymentStatus
5ORD-1041Mason JohnsonEtsy96.00
6ORD-1042Ivy ThomasWebsite48.00
7ORD-1043Harper AndersonInstagram40.50
8ORD-1044Caleb MartinezCraft fair24.00
Revenue (paid)$0
Waiting to ship0
Pending$0

Try it: change a payment or status above. This is how every Ordwell dropdown and total behaves in Excel and Google Sheets.

Templates

Each file has a Start Here tab, sample rows that show how it works, a Lists tab for your own choices and a dashboard.

Order Tracker spreadsheet with its dashboard

Order Tracker

$12

Every order, its payment and its status in one place

Order #DateCustomerChannelItemQty
Inventory Manager spreadsheet with its dashboard

Inventory Manager

$14

Know what is in stock and what to reorder

SKUItemCategorySupplierLocationUnit cost
Client CRM spreadsheet with its dashboard

Client CRM

$14

A simple CRM that never lets a follow-up slip

CompanyContactEmailPhoneSourceStage
Appointment Tracker spreadsheet with its dashboard

Appointment Tracker

$12

Bookings, no-shows and earnings for service businesses

DateTimeClientServiceStaffStatus
Sales Pipeline spreadsheet with its dashboard

Sales Pipeline

$14

Weighted forecast for small sales teams

DealContactOwnerStageValueExpected close
Business Expense Tracker spreadsheet with its dashboard

Business Expense Tracker

$10

Tax-ready expense log with monthly totals

DateVendorCategoryAmountPaid withDeductible
Project & Task Tracker spreadsheet with its dashboard

Project & Task Tracker

$10

Who is doing what, and what is late

ProjectTaskOwnerPriorityStatusStart
Purchase Order Tracker spreadsheet with its dashboard

Purchase Order Tracker

$10

What you ordered, from whom, and what is still on the way

PO #Order dateSupplierItemsQtyUnit cost
Invoice Tracker spreadsheet with its dashboard

Invoice Tracker

$10

See who owes you and how late they are

Invoice #ClientIssuedTerms (days)AmountPaid on
Employee Timesheet spreadsheet with its dashboard

Employee Timesheet

$10

Hours and payroll totals for a small team

DateEmployeeRoleStartEndBreak (min)
Small Business Suite

All ten trackers for $39

One matching set for the whole business, with every new Ordwell template added free. $116 if bought separately.

Available this week · $39What is included
Six of the ten Ordwell trackers
Free tool

Turn a PDF table into an Excel file

Bank statements, price lists, reports. Converts in your browser, so the file never leaves your computer.

Open the converter

Guides

Free: Simple Order Log

A real Ordwell spreadsheet with dropdowns, totals and a mini dashboard. Pay what you want, $0 is fine.

Get it free

Questions

Does it work in Google Sheets?

Yes. Upload the file to Google Drive, open it, then choose File, Save as Google Sheets. Dropdowns, formulas, colors and the dashboard all carry over.

Which Excel do I need?

Excel 2010 or newer on Windows or Mac, or Excel for the web. There are no macros and nothing to enable.

Can I change the dropdown choices?

Yes. Every list lives on the Lists tab. Rename a status or add a sales channel there and every dropdown updates.

Is my data sent anywhere?

No. It is a normal spreadsheet file on your computer or in your own Google Drive.

Can I use it for my business and my team?

Yes. The license covers your own business, as many copies as you need. Please don't resell the file.

What if something does not work?

Reply to your receipt email. We will fix it, or refund you if we can't.