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5 easy spreadsheet solutions for small businesses

Software’s a great way to help your small business punch above its weight. But you don’t always need to buy some fancy new tech to solve your biggest challenges.

Sometimes all you really need is the right spreadsheet.

And we don’t just mean complex spreadsheets for things like financial planning, revenue recognition and site migrations—though those are all great too.

In fact, there are a huge number of things you could make dramatically easier to track, manage and collaborate on if you just set up the right spreadsheet.

Let’s look at some of the biggest small business challenges you could be solving with the right spreadsheets and templates.

5 spreadsheet solutions to small business challenges

1. People management

Even when you’re just managing a handful of people or sales reps it makes sense to use a spreadsheet that can make sure you have all the right information on them.

But if you’re managing a number of contractors and freelancers, you should definitely be using a spreadsheet to keep track of who you’re working with, who you plan to work with, how much work you’re sending them and how much they’re owed.

If you have fewer than 25 employees, then these payroll templates will help take a lot of the graft out of managing your employee payroll, register, pay stubs and calculating payments.

It’s a simple, user-friendly design that streamlines the cells and columns with added visuals and automated workflow. You can track employee information, organize schedules, calculate payroll costs, and even provide detailed reports on earnings.

It’s customizable, so you can always add new functions to it if you need to. It also includes a variety of pre-built pay stub templates, with an automated approval process to help free time you’d otherwise spend manually populating and cross-referencing payments.

2. Sales management

The person or people running your finances will almost certainly be using spreadsheets for things like forecasting and reporting.

But you can also use spreadsheets to track and manage sales.

This template lets you visualize your sales results so you can identify new opportunities to boost performance, create accountability, and track progress as your small business scales and grows.

To help you gain more detailed insight into your sales, you can also easily build and populate custom charts based on product, region, and customer type. And you can monitor and share your sales pipelines by quarter with mobile-friendly visual snapshots.

3. Digital marketing

It’s always hard to figure out how much you should be spending on marketing. But when you’re in a small business, it never feels like enough.

Spreadsheets can help you organize yourself in a way that feels like having way more people to work with. You can use one for SEO keyword reporting, one for a blog calendar and even use social media templates for multiple channels.  

This template’s useful for launching a new Google Ads campaign, integrating your Google Analytics data, or optimizing your social media presence.

It’s fast, intuitive, and easily integrated with the likes of Facebook and Instagram so you can build and customize marketing reports with just a few clicks.

4. Travel management

It could be a meeting with a potential partner in town, or an overnight trip to a networking event, or even an off-site team-bonding session. Whatever the occasion, you’re going to need to keep track of your travel expenses. Especially when you’re growing fast and your sales people need to be hitting the road.

With this travel expense report template, you can easily track and manage your total travel budget and expenses. The automated charts let you know exactly where your expenses are going – ideal for optimizing your budget for future trips.

5. Goal setting and reporting

It’s never easy figuring out how to report on your goals. The SMART goal matrix lets you define your goals, set a target time frame, and monitor your progress every step of the way.

It stands for Specific, Measurable, Attainable, Relevant, and Time-Bound, also acts as a methodology. With a template like this one, you can follow a step-by-step ‘SMART’ guide to help you identify and achieve a concrete set of marketing goals.

Setting marketing goals that everyone can get behind is often tough. With this template and its built-in guidance tools, you can start setting realistic and measurable goals to level-up your marketing efficiency—fast.

You’re never too small to be organized

Running a small business is always going to be challenging. But it doesn’t need to be nearly as messy as it sometimes gets.

Equally, you don’t need complicated tech to deal with all your problems. With the right spreadsheet, you can solve a lot of problems.

For more advice on how to cut down your admin burden, or any other challenges your business might face, contact us at 1-877-633-1102—or visit our small business website.