20 Free Spreadsheet Templates for Excel, Google Sheets & Stackby

Every team, solo worker or business has at one point relied on spreadsheets. They are a go to tool for budgeting, project tracking, sales organization, or about one thousand other things. But building one from scratch can take time, a lot of time, especially when you're already juggling other priorities.

And that's exactly why the team needs spreadsheet templates. TThey take the grunt work out of setup and give you a solid structure to start with. But not all templates are created equal or offer similar functionalities. Some are just basic rows and columns. Others, like the ones from Stackby, pack extra punch by combining spreadsheet familiarity with database powers.

So we are here to save you the hassle of searching and testing, by handpicking 20 free templates spanning Excel, Google Sheets, and Stackby. Whether you want a basic budget sheet or a project tracker with automation, we have something here for you.

What Makes a Good Spreadsheet Template?

A spreadsheet template is just a pre-formatted file that you can reuse as per your data and needs. But a good template does more than just look nice. It's easy to understand, can be changed to suit your needs, and fits what you're trying to do.

Picture marketing teams keeping track of their campaigns, finance folks handling budgets, or freelancers planning their monthly spending. Each of these jobs needs a setup that's made for that specific task. A good template organizes data logically, has easy-to-understand fields, and allows for quick editing.

The best templates strike a balance between having a set structure and being flexible. They help you avoid errors by setting up clear columns and formulas, but they also let you customize it to your needs. And if a template includes automation or integrations, it shifts from being a static file (like Excel) to a dynamic tool that saves even more time (Stackby).

Statistics show that teams that use well-designed templates report 30% less time spent on manual data entry and 25% faster project completions. So picking the right template isn’t just about convenience, it directly impacts productivity.

The 20 Spreadsheet Templates You Should Bookmark

Let's get into the details. Below are 20 free templates by Stackby, Excel and Google Sheets, each explained with who it’s for, what it offers, and why it’s useful.

1. Stackby Spreadsheet Template

Your flexible starting point with database power.

This template is the ultimate blank slate that has a familiar spreadsheet feel but offers so much more. Whether you're managing a team or flying solo, keeping track of tasks can easily get chaotic. This Stackby Task Management Spreadsheet template helps you centralize all your to-dos, deadlines, assignees, and projects in one streamlined place.

Each task becomes a row that you can link to specific assignees, departments, or broader projects. You can add deadlines, statuses, and even custom checklists for subtasks. As a result you get a  system that not only tracks what’s being done, but also who’s doing it, when it's due, and how it fits into the bigger picture.

For managers, it becomes a powerful tool to keep a pulse on organizational progress granularly. You’ll know what’s happening across the team, who’s blocked, and where things are moving fast. And with visual views like Kanban, Calendar, or even grouped status boards, you get real-time visibility into team workload and progress without having to ask.

Plus, with Stackby’s internal automations, you can trigger status changes or reminders based on deadlines, so your team stays aligned without manual follow-ups.

2. Project Management Spreadsheet Template

Stay on top of tasks, deadlines, and teams.

Planning a project is one thing and actually delivering it on time, with multiple people involved, is another. That’s where Stackby’s Project Management Spreadsheet template comes in.

Built for teams juggling multiple deliverables, this template helps you structure entire projects into clear phases, assign responsibilities, set start and end dates, and track progress as things move. It's a central hub connecting goals, timelines, team members, and progress in one live workspace.

This template offers a big-picture view of your data where you're not just checking off items but you’re managing dependencies, coordinating across departments, and staying aligned to key milestones. With views like Timeline, Calendar, and Kanban, you can zoom in or out based on what your role requires—whether you're in the weeds or managing the whole roadmap.

And with built-in collaboration features (checklists, row-level comments, reminders), it’s easy to keep everyone in the loop—without chasing updates.

3. Editable Spreadsheet Template (Product Planning)

Build exactly what you need with full customization.

Managing product development isn’t just about ideas—it’s about turning them into structured, trackable plans. This Editable Spreadsheet Template for Product Planning from Stackby is designed for just that.

Inside, you’ll find a clear layout to organize epics, sprints, and user stories, with fields to capture key details like feature descriptions, owners, statuses, priorities, timelines, and sprint cycles. Whether you're launching a new feature or planning an entire release, the template gives you full visibility into what’s happening and what’s next.

Each row represents a feature or initiative, with customizable fields for tagging teams, linking tables, capturing effort estimates, and more. You can group by sprint or view the full backlog—making it easy to move features from idea to shipped.

And because it’s in Stackby, this isn’t just a static sheet. You can switch views (Kanban, Calendar, Timeline), automate sprint updates, or even integrate tools like Intercom or GitHub to track feedback and issues in real-time.

For PMs, dev leads, or startup founders—this template brings structure to your chaos while keeping the flexibility to adapt as you go.

4. Real Estate Spreadsheet Template

Track leads, listings, and deals efficiently.

Real estate agents and brokers need more than addresses in rows. This template keeps their listings organized and presentation-ready. It’s structured to track properties, availability, client leads, pricing, and even images—all in a single database.

You can log addresses, attach property images, and even embed Google Maps in rows. Want to see which properties are currently on the market or which ones have upcoming visits? Filter by status and schedule to get an instant view. Create a property listing catalog with gallery view and share it with potential buyers.

It’s especially helpful for real estate teams who want to ditch clunky spreadsheets and switch to something smarter, while still keeping the spreadsheet feel intact.

5. Personal Budget Spreadsheet Template

Manage your monthly expenses with ease.

Let’s be honest, most budget trackers feel either too manual or too complex. This Stackby template finds a balance. It’s clean, customizable, and designed for personal finances—whether you're tracking monthly expenses, savings goals, or side hustle income.

You can categorize your expenses, set monthly limits, and even visualize where your money’s going using the Chart App inside Stackby. With Summary boxes and Goal tracker, you can set your budget targets and track how close you are to hitting them.

Group your expenses month-by-month and link them to your income and budget tables—so everything stays structured, connected, and aligned with your financial goals.

Perfect for anyone who’s trying to take control of their money, without diving deep into Excel formulas.

6. Simple Budget Spreadsheet Template

Streamlined for quick, effective money tracking.

Business owners and finance teams, this one’s for you. The Stackby Business Budget Template gives you a detailed breakdown of your income, fixed and variable expenses, and projections, all in a clean layout that makes financial planning feel a little less daunting.

What’s especially useful is how you can customize expense categories, set budget limits, and even add approval status or comments to each expense. Using the Chart and Summary apps, you can visualize your financial performance over months or quarters.

There’s a built-in number column type where you can set your preferred currency—whether you're working in USD, INR, or GBP—so it's flexible for teams across the globe.

If you're tracking burn rate, team expenses, or comparing forecasts vs actuals—this template gives you clarity without needing a separate financial tool.

7. Simple CRM Spreadsheet Template

Capture leads, track follow-ups, and close deals.

This isn’t your typical flat spreadsheet. Stackby’s Simple CRM template helps you manage leads, contacts, deal stages, and follow-ups—all in a customizable visual workspace that actually adapts to your sales process.

Add new leads with contact info, track next actions, assign team members, and organize everything by pipeline stages using select or dropdown columns. Internal automations let you instantly trigger updates or alerts when new leads are added—keeping your team in the loop without manual follow-ups.

And because your CRM data links across tables (like leads to companies, or contacts to deals), you maintain clean relationships between records. Want insights? Use built-in apps like Chart or Pivot Table to instantly visualize win rates or deal volumes by rep or stage.

You can also filter by stage (like Prospect, Qualified, Negotiation) in Kanban view and even get notifications when deals go stale.

Ideal for solo founders or small sales teams who want control without paying for bloated CRM tools. It’s flexible, automated, and refreshingly easy to manage.

8. Content Calendar Spreadsheet Template

Plan, schedule, and track content production.

If your content plan still lives in multiple Google Docs, this template will feel like a much-needed upgrade. Stackby’s Content Calendar Template helps marketers and creators map out blog posts, social campaigns, newsletters, and more—all in a single dashboard.

You can track content type, platform, publish dates, owner, status, and even attach creative assets directly to each entry and view them in a Gallery view. Need to view your content week by week? Switch to Calendar View. Want a quick summary of what's going live this month? Use filters or charts to get instant visibility.

Stackby also supports integrations with tools like Slack, Gmail, and Google Analytics, so updates or insights can flow directly into your calendar.

It’s great for teams who want better content visibility, fewer scattered notes, and more consistency in publishing.

9. Marketing Spreadsheet Template

Measure campaigns, KPIs, and ROI with ease.

This one's built for marketing teams juggling multiple campaigns across platforms. The Stackby Marketing Campaign Tracker gives you a structured way to plan, launch, and analyze your campaigns from one place.

Each campaign gets its own row—track campaign type, channel, goal, budget, performance metrics, and more. You can even log links, creatives, and approval statuses. Add collaborators, set automation reminders, or link to tools like Google Ads, Mailchimp or Facebook to automate data imports. Apps like maps and charts help visualize geographic reach or campaign performance trends.

Whether it’s for email blasts, paid ads, or organic outreach—this template helps you track ROI and stay accountable.

10. Business Budget Template

Track income, expenses, and profits clearly.

If you're looking to manage your business budgets outside of Stackby, Excel is a solid choice—especially for those who prefer familiar spreadsheet environments.

Excel Business Budget Template keeps things clean and organized when it comes to managing annual finances. It gives you separate rows for monthly income and expenses, plus annual totals for each category—so you always know where your money's going.

There’s no fancy dashboard, but the formulas do the math for you. Whether you’re forecasting revenue, tracking costs, or planning growth, it’s a solid template for small business owners who prefer spreadsheets over accounting tools.

Simple, straightforward, and Excel-native—just open it and get to work.

11. Project Tracker Template

Keep project tasks and deadlines in check.

This is a functional tracker for managing project timelines, owners, priorities, and statuses. Each task sits on a row, with dropdowns to update completion stages—making it easy to monitor progress across deliverables.

You won’t get real-time collaboration like Stackby, but for solo project managers or small internal teams, this Excel template works well. You can quickly customize columns, add new categories, and use conditional formatting to highlight overdue tasks. Although it lacks interactive views like Stackby’s Kanban, its simplicity works well for quick tracking.

It’s a practical choice for teams looking for a basic yet customizable project tracker.

12. Gantt Chart Template

Visualize your project timeline with clarity.

Need to visualize timelines without setting up new software? This Excel Gantt Chart template does the trick. It transforms your task list into a horizontal timeline—great for project planning, sprint cycles, or client deliverables.

You can enter task names, start/end dates and dependencies, and the Gantt bars adjust automatically. It’s not as dynamic as a dedicated Gantt app, but for Excel users who want to map out timelines visually, this template hits the sweet spot.

It's especially helpful for Agile or Waterfall planning in more traditional teams. Team can customize it to fit their unique project structure—whether managing a campaign or a construction schedule.

13. CRM Template

Manage customer relationships in one place.

This CRM spreadsheet is designed for small businesses and freelancers looking to manage contacts, follow-ups, and lead status without investing in a full-blown CRM system.

It includes separate sheets for logging sales activity, contact details, and communications history and comes with pre-defined fields like Company, Contact Name, Phone, Email, Lead Source, and Status, plus filtering options.

While there’s no visual dashboard, or support for built-in automation and integrations, the template is still fairly organized and its clean structure and filter options make tracking your pipeline manageable.

If you're familiar with Excel and need a no-cost CRM that covers the essentials, it does the job well.

14. Resource Planning Template

Allocate people and materials efficiently.

Managing people, bandwidth, or project timelines? This resource planning template helps managers distribute resources like staff hours, equipment, and budgets, across projects or departments. It’s great for operations leads, project managers, or agency heads handling multiple projects simultaneously.

The format is simple: employees are listed as columns, projects as rows, with allocated hours and actual hours worked calculated automatically based on hourly rates. You’ll still need to input data manually, but it saves time on last-minute resource adjustments.

A good starter for teams not ready to dive into paid resource management software.

14. Excel Issue Tracking Template

Log, monitor, and resolve problems quickly.

Projects hit snags, and when they do, this Issue Tracking Template helps you stay on top of them. It’s a simple but effective log where you can list bugs, blockers, impact, or tasks gone sideways—along with their severity, owner, and resolution status.

There’s room to track both technical and operational issues, so whether you’re running software sprints or managing a construction project, this sheet helps you stay accountable.

No fancy automation here—but for manual tracking that keeps things visible and organized, it gets the job done.

16. Sales Report Template

Analyze sales performance and trends.

This quarterly sales report template brings clarity to your numbers. You can log sales by region, product, or quarter, and visualize the data through built-in charts. It’s perfect for mid-level sales managers or solo business owners tracking performance.

product-wise sales data over four quarters with a clear summary of totals and comparisons. Instead of just visual flair, it focuses on functionality and displays units sold, revenue per product, and quarterly breakdowns in one view.

Its easy to customize and update, and works well for businesses with moderate sales volumes.

17. CRM Template

Collaborate on leads and contacts in real time.

Google Sheets’ CRM Template is perfect for small teams and consultants who want a simple, sharable way to manage customer data.

It lets you track leads, customer details, outreach status, and deal stages—all in one collaborative sheet.

Being in Google Sheets means it’s accessible anywhere, and you can easily share with your team or set up basic data validation to avoid duplicates.

While It’s not a full CRM and doesn’t have built-in automation like Stackby, it integrates easily with Google Workspace apps for email reminders or calendar invites.

Ideal for startups and freelancers working closely together.

18. Task Tracker Template

Organize your daily to-dos and deadlines.

This one helps you stay on top of daily and monthly to-dos. With columns for task name, deadlines, status, and notes, it's useful for both personal productivity and small team workflows.

You can adapt it for goal planning, client deliverables, or internal ops checklists. The best part? Google Sheets’ collaboration makes it easy to assign tasks or leave comments in real time and plus, simple conditional formatting helps flag anything urgent or overdue.

Simple but effective—especially if you’re managing tasks across teams or freelancers.

19. Google’s Project Tracker Template

Track project milestones and progress together.

Need a bird’s-eye view of your project? This template has sections for task owners, start and end dates, priority, status updates, deliverables and cost—everything you need to track who’s doing what, and when.

It’s ideal for smaller teams that want to avoid expensive project management tools but still need structured tracking.

Bonus: Being on Google Sheets means you can add color-coded filters, use Google Forms for input, or even plug it into basic app integrations.

20. Content Planning Template

Plan your editorial calendar with ease.

Planning content across channels? This Google Sheets Content Calendar template helps marketing and content teams schedule, assign, and organize their content pipeline, whether it's static posts, videos, reels, emails, or blog posts.

You get fields for post type, platform, status, due date and publish date, assignee, and notes, so the whole team can stay aligned. There’s enough structure to keep campaigns on track, but plenty of flexibility to adapt it to your style.

You can combine it with Google Drive for asset management and Calendar for scheduling. While simple, it keeps the entire content pipeline transparent and on track.

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How to Pick the Right Spreadsheet Template for Your Workflow

Start by thinking about your team size and goals. Are you working solo or with a group? How complex is your workflow—simple lists or detailed dashboards?

Which tool do you already prefer? Excel offers powerful calculations and offline use. Google Sheets shines in collaboration and cloud sharing. Stackby blends spreadsheet familiarity with database flexibility, automation, and integrations, great if you want to scale and automate without coding.

Ultimately, the right template fits your workflow, saves time, and grows with your needs.

Why Stackby Templates Offer More Than Traditional Spreadsheets

Stackby combines the ease of spreadsheets with the power of a database. It gives you multiple views like Grid, Gallery, Kanban, Calendar, List, Timeline, custom forms, and over 30 column types for different data formats.

Built-in automations mean no more manual updates. Connect to thousands of apps via native API integrations. Track team activity with the Activity Bar and collaborate with comments, history, and checklists.

With over 1000+ pre-built templates for every use case, Stackby helps you build once and scale infinitely, turning static sheets into dynamic workflows.

Conclusion: Start Faster, Stay Organized

Templates do more than just save time setting up spreadsheets—they make your workflow smarter and smoother. Whether you’re tracking expenses, managing projects, or running a sales pipeline, the right template gives you a solid starting point so you can focus on what matters most.

We’ve covered 20 free templates across Excel, Google Sheets, and Stackby—each designed to fit different needs and skill levels. Pick one that suits your current workflow, and don’t be afraid to explore tools like Stackby if you want to add automation, collaboration, and integrations without writing a single line of code.

Ready to get started? Explore Stackby’s free templates and build your own custom workflow in minutes. Your future self will thank you.