Professional-grade spreadsheets you can copy and start using today. Each template is built with real formulas, data validation, and dashboards — not empty grids.
HIPAA-eligible Google Workspace templates for clinics, practices, and healthcare teams managing patient data without expensive EMR software.
Status pills (Confirmed / No-Show / Cancelled), auto-calculated no-show rate per provider, and a visit-type breakdown chart.
Stage pills (Inquiry → First Appointment), auto-calculated conversion rate, and a pipeline funnel chart showing drop-off at each stage.
Auto-calculated balance and aging buckets per claim, collection and denial rates, and a per-payer breakdown with AR aging chart.
Order tracking, inventory management, and marketing analytics for Shopify, Amazon, and DTC brands — without another SaaS subscription.
Order status pills, auto-deduplicated customers with lifetime value, top-customer rankings, and a daily revenue chart.
Auto-calculated reorder point and suggested order quantity per SKU, with Reorder / Watch / OK status pills and a fastest-selling chart.
Aggregate spend across Meta, Google, TikTok, Email with auto-calculated ROAS, CPA, CTR per channel and a daily revenue trend chart.
Campaign tracking, project profitability, and client reporting templates built for agencies managing multiple accounts and retainers.
Status pills, team workload, per-client filter view, and a dashboard rollup of budget, spend, and campaign performance.
Time × rate cost calculated per project, with Profitable / Thin / Underwater status pills so you spot underwater work before the month ends.
Client-ready single-page report with hero header, 5 KPI tiles, MoM trends with green/red Δ coloring, channel breakdown, and a trend chart.
Deal pipelines, rental portfolios, and lead trackers for agents, brokerages, and property managers who want to stop paying for CRM software.
Stage pills (Prospect → Closed), weighted pipeline value (Price × Probability), win rate, and a conversion funnel chart.
Auto-calculated net cash flow per property, occupancy rate, vacancy and lease-expiring alerts, and a cash flow chart across the portfolio.
Lead Score auto-pilled Hot / Warm / Cold, follow-up status tracking, "hot leads needing follow-up" callout, and a conversion funnel chart.
KPI dashboards, onboarding checklists, and project trackers for operations teams who need structure without another subscription.
Configure KPIs, drop in weekly numbers, get Green/Amber/Red status pills, 8-week sparklines per metric, and a line chart of every KPI on one axis.
Per-hire completion %, overdue task detection, status pills, and a tasks-by-category chart so you know which department slows things down.
Per-project completion % auto-calculated from tasks, status pills, overdue detection, and a "My Tasks" filter view that scopes by who you are.
Templates are a starting point. We build custom dashboards, automations, and integrations that turn Google Sheets into your entire back office.
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