🚀 Initiation Phase 5 templates
Project Charter
Project Charter
Professional project charter template covering scope, objectives, stakeholders and authorization.
Scope Statement
Scope Statement
Detailed project scope statement with in-scope and out-of-scope items.
Stakeholder Register
Stakeholder Register
Identify, analyze and manage project stakeholders effectively.
Kickoff Meeting Agenda
Kickoff Meeting Agenda
Structured kickoff meeting agenda template for project launch.
Project Charter
Project Charter
📅 Planning Phase 7 templates
Gantt Chart 001
Gantt Chart 001
Gantt chart with task dependencies and milestone tracking.
WBS Template
WBS Template
Work Breakdown Structure template with 4-level hierarchy.
Risk Register
Risk Register
Comprehensive risk register with probability, impact and mitigation planning.
RACI Matrix
RACI Matrix
RACI matrix for clear role and responsibility assignment.
Communication Plan
Communication Plan
Project communication plan with stakeholder matrix and reporting schedule.
Project Budget Template
Project Budget Template
Detailed project budget with cost tracking and variance analysis.
Gantt Chart 002
Gantt Chart 002
Built from real-world business experience by the ExcelGurukul team. Tested across multiple industries and roles.
⚙️ Execution Phase 4 templates
Status Dashboard
Status Dashboard
Executive project status dashboard with RAG indicators.
Kanban Board (Agile)
Kanban Board (Agile)
Excel-based Kanban board for agile project management.
Issue Log Register
Issue Log Register
Track project issues, owners, priority and resolution dates.
Planned vs Actual Tracker
Planned vs Actual Tracker
Compare planned vs actual progress on schedule and budget.
📊 Monitoring & Controlling 3 templates
Weekly Status Report
Weekly Status Report
Professional weekly project status report template for stakeholders.
Earned Value Analysis
Earned Value Analysis
EVM template with SPI, CPI, EAC and VAC calculations.
Project Health Dashboard
Project Health Dashboard
Comprehensive project health dashboard with all key metrics.
✅ Closure Phase 3 templates
Lessons Learned Report
Lessons Learned Report
Capture and document project lessons learned for future projects.
Project Closure Report
Project Closure Report
Formal project closure report template with sign-off sections.
Benefits Realization Report
Benefits Realization Report
Track and report benefits realization post project completion.
📊 Excel Dashboards 4 templates
KPI Dashboard
KPI Dashboard
RAG-status KPI dashboard with visual indicators for business performance monitoring.
Finance Dashboard
Finance Dashboard
Executive finance dashboard with P&L, cash flow and balance sheet.
HR Dashboard
HR Dashboard
HR metrics dashboard with headcount, attrition and performance data.
Sales Dashboard
Sales Dashboard
Sales performance dashboard with pipeline, revenue and target tracking.
🎬 Animated Excel Sheets 3 templates
0/3 available
Animated Bar Charts
Animated Bar Charts
Eye-catching animated bar charts for presentations.
Animated Speedometer / Gauge
Animated Speedometer / Gauge
Dynamic gauge charts for KPI visualization.
Animated Donut Charts
Animated Donut Charts
Animated donut charts for percentage visualization.
🖥️ IT Project Management 4 templates
Bug / Defect Log
Bug / Defect Log
Track bugs, defects, severity, status and resolution for software projects.
Sprint / Agile Tracker
Sprint / Agile Tracker
Agile sprint tracker with velocity and burndown chart.
Change Request Form
Change Request Form
IT change request management and approval tracker.
UAT Test Cases
UAT Test Cases
User Acceptance Testing template with pass/fail tracking.
🔧 Infrastructure & Assets 3 templates
IT Asset Inventory
IT Asset Inventory
Complete IT asset inventory with warranty and maintenance tracking.
Software License Tracker
Software License Tracker
Track software licenses, renewal dates and compliance.
Server Uptime Log
Server Uptime Log
Monitor server uptime, incidents and SLA compliance.
📋 Board & Reporting 3 templates
Board Meeting Agenda
Board Meeting Agenda
Professional board meeting agenda with action item tracking.
Steerco Report Template
Steerco Report Template
Steering committee report template for executive presentations.
Quarterly Review Dashboard
Quarterly Review Dashboard
Executive quarterly review dashboard with KPI tracking.
🎯 Corporate Performance 3 templates
OKR Tracker
OKR Tracker
Track Objectives and Key Results at company, team and individual levels.
Balanced Scorecard
Balanced Scorecard
Strategic balanced scorecard linking vision to performance metrics.
Annual Report Summary
Annual Report Summary
Annual performance report summary template for stakeholders.
📈 Sales Tracking 3 templates
Sales Pipeline Tracker
Sales Pipeline Tracker
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Lead Management Sheet
Lead Management Sheet
Comprehensive lead management with scoring and follow-up tracking.
Target vs Actual Dashboard
Target vs Actual Dashboard
Sales performance dashboard comparing targets vs actuals.
📣 Marketing Planning 3 templates
Marketing Budget Planner
Marketing Budget Planner
Plan and track marketing budgets across channels.
Marketing Campaign Tracker
Marketing Campaign Tracker
Multi-channel campaign tracker with ROI measurement.
ROI Calculator – Marketing
ROI Calculator – Marketing
Calculate ROI for all marketing activities and channels.
📅 Attendance & Leave 3 templates
Monthly Attendance Tracker
Monthly Attendance Tracker
Monthly attendance tracker with P/A/L status and automatic percentage calculation.
Annual Leave Tracker
Annual Leave Tracker
Track annual, sick and casual leave for all employees.
Holiday Calendar
Holiday Calendar
Company holiday calendar with optional and restricted holidays.
💷 Payroll & Compensation 3 templates
Salary Register
Salary Register
Monthly salary register with deductions, allowances and net pay.
Payslip Generator
Payslip Generator
Auto-generate professional payslips for all employees.
WPS Salary Register (UAE)
WPS Salary Register (UAE)
UAE Wages Protection System compliant salary register.
🧑💼 Recruitment 3 templates
Job Application Tracker
Job Application Tracker
Track job applications, interview stages and candidate status.
Interview Scorecard
Interview Scorecard
Structured interview scorecard for objective candidate evaluation.
Onboarding Checklist
Onboarding Checklist
Complete employee onboarding checklist for smooth induction.
⭐ Performance Management 3 templates
Employee KPI Tracker
Employee KPI Tracker
Individual employee KPI tracker with quarterly review support.
Appraisal Form
Appraisal Form
Annual appraisal form with self-assessment and manager rating.
360-Degree Feedback Template
360-Degree Feedback Template
Comprehensive 360-degree feedback collection and analysis template.
💰 Budgeting 3 templates
Monthly Budget Planner
Monthly Budget Planner
Complete monthly budget planner with income, expense categories and savings tracker.
Annual Budget Tracker
Annual Budget Tracker
12-month budget tracker with year-to-date analysis.
Zero-Based Budget Template
Zero-Based Budget Template
Allocate every rupee with zero-based budgeting methodology.
💳 Debt Management 3 templates
EMI Calculator
EMI Calculator
Calculate EMI for any loan with amortization schedule.
Debt Payoff Planner
Debt Payoff Planner
Snowball or avalanche method debt payoff planning.
Credit Card Tracker
Credit Card Tracker
Track multiple credit cards, due dates and balances.
📈 Investment Tracking 3 templates
Stock Portfolio Tracker
Stock Portfolio Tracker
Track bugs, defects, severity, status and resolution for software projects.
Mutual Fund Tracker
Mutual Fund Tracker
Agile sprint tracker with velocity and burndown chart.
Net Worth Calculator
Net Worth Calculator
IT change request management and approval tracker.
📋 Business Planning 5 templates
SWOT Analysis 001
SWOT Analysis 001
4-quadrant SWOT Analysis template. Identify Strengths, Weaknesses, Opportunities and Threats for your business.
Business Plan Template
Business Plan Template
Comprehensive business plan template covering executive summary, market analysis, financial projections and more.
Business Model Canvas
Business Model Canvas
One-page business model canvas to visualize your business strategy.
Company Profile Template
Company Profile Template
Professional company profile template for presentations and proposals.
SWOT Analysis 002
SWOT Analysis 002
4-quadrant SWOT Analysis template. Identify Strengths, Weaknesses, Opportunities and Threats for your business.
⚙️ Operations Management 4 templates
Process Flow Chart
Process Flow Chart
Excel-based process flow chart template for documenting business processes.
SOP Template
SOP Template
Standard Operating Procedure template for consistent business operations.
Daily Operations Checklist
Daily Operations Checklist
Daily operations checklist to ensure all tasks are completed systematically.
KPI Tracker
KPI Tracker
Track and monitor Key Performance Indicators with visual dashboards.
🗂️ Administration 3 templates
Meeting Agenda & Minutes
Meeting Agenda & Minutes
Professional meeting agenda and minutes template for corporate meetings.
Office Expense Tracker
Office Expense Tracker
Track and manage office expenses with category-wise reporting.
Vendor List Manager
Vendor List Manager
Manage vendor information, contacts and performance ratings.
🎯 Strategy & Frameworks 4 templates
PESTEL Analysis
PESTEL Analysis
Analyze Political, Economic, Social, Technological, Environmental and Legal factors.
BCG Matrix
BCG Matrix
Boston Consulting Group matrix for portfolio analysis and strategy.
Porter's Five Forces
Porter's Five Forces
Analyze competitive forces in your industry using Porter's framework.
Balanced Scorecard
Balanced Scorecard
Strategic management tool linking vision, strategy and performance.
📝 Contracts & Agreements 4 templates
Contract Tracker
Contract Tracker
Track all your contracts, renewal dates, parties involved and contract values.
Service Agreement Template
Service Agreement Template
Professional service agreement template for freelancers and businesses.
NDA Template
NDA Template
Non-Disclosure Agreement tracking and management template.
Employment Contract
Employment Contract
Employment contract tracker with terms, conditions and renewal dates.
✅ Compliance Tracking 3 templates
Regulatory Compliance Checklist
Regulatory Compliance Checklist
Track regulatory compliance requirements and deadlines.
Audit Tracker
Audit Tracker
Plan, track and manage internal and external audits.
Policy Review Log
Policy Review Log
Track policy reviews, approvals and version history.
⚖️ Legal Documents 3 templates
MOU Tracker
MOU Tracker
Memorandum of Understanding tracker and management template.
Legal Expense Tracker
Legal Expense Tracker
Track all legal expenses, attorney fees and case costs.
Court Date Tracker
Court Date Tracker
Manage court dates, hearings and legal deadlines.
💰 Home Finance 4 templates
Monthly Bill Tracker
Monthly Bill Tracker
Track all monthly bills, due dates and payment status in one place.
EMI / Loan Tracker
EMI / Loan Tracker
Track all your EMIs, loan balances and repayment schedules.
Utility Bill Planner
Utility Bill Planner
Plan and track utility bills with monthly trend analysis.
Grocery Budget Tracker
Grocery Budget Tracker
Plan and track grocery spending with category-wise budgeting.
👨👩👧 Family Management 4 templates
Family Chore Chart
Family Chore Chart
Weekly family chore chart to distribute household responsibilities.
Kids Allowance Tracker
Kids Allowance Tracker
Track kids allowance, savings and spending habits.
Family Calendar Planner
Family Calendar Planner
Monthly family calendar to plan events, appointments and activities.
Vacation Packing Checklist
Vacation Packing Checklist
Never forget anything with a comprehensive vacation packing checklist.
🔧 Home Maintenance 3 templates
Home Repair Log
Home Repair Log
Track all home repairs, contractors and maintenance history.
Appliance Service Tracker
Appliance Service Tracker
Track appliance warranties, service dates and repair history.
Annual Home Checklist
Annual Home Checklist
Annual home maintenance checklist organized by season.
🍽️ Meal Planning 3 templates
Weekly Meal Planner
Weekly Meal Planner
Plan weekly meals with automatic grocery list generation.
Grocery Shopping List
Grocery Shopping List
Smart grocery list organized by store section.
Recipe Cost Calculator
Recipe Cost Calculator
Calculate cost per serving for any recipe.
🏠 Buying & Selling 3 templates
Property Comparison Sheet
Property Comparison Sheet
Compare multiple properties side-by-side with scoring matrix.
Home Purchase Checklist
Home Purchase Checklist
Complete checklist for the home buying process.
Mortgage Calculator
Mortgage Calculator
Advanced mortgage calculator with amortization schedule.
🔑 Rental Management 4 templates
Rent Collection Tracker
Rent Collection Tracker
Track rent collection, due dates and payment history for multiple properties.
Tenant Register
Tenant Register
Complete tenant database with contact info and lease details.
Rental Income vs Expense
Rental Income vs Expense
Track rental income vs expenses with profit/loss analysis.
Lease Renewal Tracker
Lease Renewal Tracker
Track lease expiry dates and renewal reminders.
📈 Investment Analysis 3 templates
IT Asset Inventory
IT Asset Inventory
Complete IT asset inventory with warranty and maintenance tracking.
Capital Growth Tracker
Capital Growth Tracker
Track software licenses, renewal dates and compliance.
Multi-Property Dashboard
Multi-Property Dashboard
Monitor server uptime, incidents and SLA compliance.
📚 Students 4 templates
Weekly Study Timetable
Weekly Study Timetable
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Assignment Tracker
Assignment Tracker
Assignment Tracker
Grade / Marks Calculator
Grade / Marks Calculator
Grade / Marks Calculator
Exam Preparation Planner
Exam Preparation Planner
Plan exam preparation with topic-wise study schedule.
🏫 Teachers & Schools 4 templates
Class Attendance Sheet
Class Attendance Sheet
Monthly class attendance sheet with automatic percentage calculation.
Lesson Plan Template
Lesson Plan Template
Structured lesson plan template for effective teaching.
Student Progress Report
Student Progress Report
Comprehensive student progress report with grade tracking.
School Fee Register
School Fee Register
Track school fee collections, dues and payment history.
📱 Content Planning 3 templates
Content Calendar
Content Calendar
Track Objectives and Key Results at company, team and individual levels.
Blog Post Planner
Blog Post Planner
Strategic balanced scorecard linking vision to performance metrics.
Social Media Schedule
Social Media Schedule
Annual performance report summary template for stakeholders.
💼 Freelancer Tools 3 templates
Client Invoice (Creative)
Client Invoice (Creative)
Professional invoice template for creative freelancers.
Portfolio Tracker
Portfolio Tracker
Track portfolio projects, client feedback and revenue.
Freelance Income and Expense Log
Freelance Income and Expense Log
Track freelance income, expenses and tax planning.
💪 Fitness Tracking 3 templates
Gym Workout Log
Gym Workout Log
Professional invoice template for creative freelancers.
30-Day Fitness Challenge
30-Day Fitness Challenge
Track portfolio projects, client feedback and revenue.
Weight Loss Tracker
Weight Loss Tracker
Track freelance income, expenses and tax planning.
🥗 Nutrition 3 templates
Diet & Calorie Tracker
Diet & Calorie Tracker
Daily calorie and macro tracking for diet management.
Meal Plan Template
Meal Plan Template
Weekly meal planning with calorie calculations.
Water Intake Log
Water Intake Log
Daily water intake tracker with goal setting.
❤️ Personal Health 4 templates
Medication Tracker
Medication Tracker
Track daily medications, dosage, timing and refill dates.
Doctor Visit Log
Doctor Visit Log
Track doctor visits, diagnoses, prescriptions and follow-ups.
Health Vitals Tracker
Health Vitals Tracker
Track blood pressure, sugar, weight and other vitals over time.
Medical Expense Record
Medical Expense Record
Track all medical expenses for insurance claims and tax purposes.
🧘 Mental Wellness 3 templates
1/3 available
Mood Tracker
Mood Tracker
Daily mood tracker with pattern analysis and insights.
Mood & Habit Tracker
Mood & Habit Tracker
Build positive habits with a 30/66/90 day habit tracker.
Sleep Log
Sleep Log
Track sleep patterns, quality and improvement over time.
🏨 Hotel Management 3 templates
Room Booking Tracker
Room Booking Tracker
Track all home repairs, contractors and maintenance history.
Guest Feedback Form
Guest Feedback Form
Track appliance warranties, service dates and repair history.
Housekeeping Checklist
Housekeeping Checklist
Annual home maintenance checklist organized by season.
🍽️ Restaurant & F&B 3 templates
2/3 available
Daily Sales Report
Daily Sales Report
Daily restaurant sales report with category-wise breakdown.
Food Cost Calculator
Food Cost Calculator
Calculate food cost percentage and recipe costing.
Staff Roster
Staff Roster
Weekly staff roster and shift management template.
📦 Inventory Management 3 templates
2/3 available
Stock Inventory Tracker
Stock Inventory Tracker
Complete stock inventory with reorder alerts and valuation.
Reorder Level Calculator
Reorder Level Calculator
Calculate reorder points, safety stock and EOQ.
Warehouse Location Map
Warehouse Location Map
Map warehouse bin locations for efficient picking.
🚛 Supply Chain 3 templates
Purchase Order Tracker
Purchase Order Tracker
Professional purchase order template with automatic calculations.
Supplier Evaluation Sheet
Supplier Evaluation Sheet
Evaluate and score suppliers on quality, price and reliability.
Delivery Schedule Tracker
Delivery Schedule Tracker
Track delivery schedules, ETAs and delivery performance.
💰 Project Costing 3 templates
Bill of Quantities (BOQ)
Bill of Quantities (BOQ)
Comprehensive BOQ template for construction cost estimation.
Cost Estimation Sheet
Cost Estimation Sheet
Detailed cost estimation sheet with labour, material and overhead.
Material Take-Off Template
Material Take-Off Template
Accurate material quantity take-off for construction projects.
🏗️ Site Management 3 templates
Daily Site Progress Report
Daily Site Progress Report
Daily construction site progress report with activities, labour and equipment.
Snag List Tracker
Snag List Tracker
Track snags, defects and punch list items to completion.
Labour Attendance – Site
Labour Attendance – Site
Daily site labour attendance with contractor-wise tracking.
🎪 Corporate Events 4 templates
Event Budget Planner
Event Budget Planner
Complete event budget planner with vendor tracking and expense management.
Guest List Manager
Guest List Manager
Manage guest lists with RSVP tracking and seating arrangements.
Vendor Checklist
Vendor Checklist
Event vendor checklist with contact details and contract tracking.
Event Timeline / Run Sheet
Event Timeline / Run Sheet
Minute-by-minute event run sheet for seamless execution.
💍 Weddings & Social 3 templates
Wedding Budget Tracker
Wedding Budget Tracker
Complete wedding budget tracker with vendor payments and balance due.
Wedding Guest List
Wedding Guest List
Wedding guest list with RSVP, dietary preferences and table assignment.
Seating Plan Template
Seating Plan Template
Visual seating plan template for weddings and events.
❤️ Donor Management 3 templates
Donation Tracker
Donation Tracker
Calculate EMI for any loan with amortization schedule.
Donor Database
Donor Database
Snowball or avalanche method debt payoff planning.
Fundraising Progress Tracker
Fundraising Progress Tracker
Track multiple credit cards, due dates and balances.
📋 Grant & Budget 3 templates
NGO Budget Template
NGO Budget Template
NGO annual budget template with programme and admin cost allocation.
Grant Application Tracker
Grant Application Tracker
Track grant applications, deadlines, amounts and status.
Program Expense Report
Program Expense Report
Program-wise expense report for donor reporting and accountability.