Top 9 Google Sheets Templates for Business

As a small business owner, you're used to doing it all, right? Wearing all the hats, solving all the problems, and keeping every piece of the business running optimally all at once.

From managing projects, clients, and finances to overseeing your team, posting to social media, and more, it's a lot to manage, especially when time and resources are limited.

That's where Google Sheets business templates can make a world of difference. 

As a versatile spreadsheet-based solution, Google Sheets can help you effortlessly organize and manage every aspect of your business.

And with innovative, easy-to-use Google Sheets templates easily accessible at your disposal, you can simplify your workflow, stay organized, and save hours of manual work!

From tracking customer relationships to managing payroll and social media content, I’ve rounded up top small business Google Sheets templates in each business category.

The top 9 Google Sheets templates for small businesses are:

1. Project management: Sheetify Projects
2. CRM: Sheetify CRM
3. Bookkeeping: Sheetify Bookkeeping
4. Social media management: HubSpot social media calendar
5. Inventory management: Wise’s inventory management template
6. Payroll and timesheets: Template.net’s Task Timesheet Template 
7. Product roadmap: Template.net’s multiple product roadmap template
8. Goal tracking: Zapier’s OKR template
9. Meetings: GooDocs Google Sheet Management Meeting Agenda Template 

By using all the above Google Sheets templates, you can effectively manage every single area of your small business inside your favorite cloud-based spreadsheet, Google Sheets.

Let’s take a deeper dive into the top 9 Google Sheets templates for business now:

It’s time to say goodbye to scattered to-do lists or clunky paper project trackers forever!

Sheetify Projects is the all-in-one Google project management powerhouse built exclusively for small business owners who already love and use Google Sheets.

Trust me, this isn’t your average spreadsheet-based task and project tracking template. 

With pre-made headers, multiple customizable tabs, custom formulas, and a built-in apps script, Sheetify Projects redefines how you plan, track, and execute your projects.

Designed with micro and small businesses in mind, Sheetify Projects features and tools help you manage unlimited tasks, timelines, and team members without the chaos.

Simply purchase, download, and set up Sheetify Projects to suit you and your business needs, and Sheetify literally does the rest for you!

And with dedicated Gantt charts, Kanban boards, calendars, and dashboard sheets, Sheetify Projects offers multiple ways to visualize your workflow.

This means you can stay productive in the best way for you. 

Plus, monitor real-time progress, compare planned vs. actual budgets and timelines, and easily collaborate with your team with the integrated customer tracking features.

And thanks to the built-in Gmail integration, you can automatically send updates and reminders to your team and instantly alert team members when things change.

What’s more, it easily connects with Google Forms, Tasks, and Google Keep, creating a complete project management hub that keeps everything (and everyone) on the same page!

And get this, for just $67, you and your entire team can access Sheetify Projects.

There are no monthly subscription costs or hidden fees, just lifetime access to impressive and essential small business features.

Sheetify Projects truly is your shortcut to effective project management!

Check out more about Sheetify Projects here.

Sheetify CRM is a complete small business CRM built inside Google Sheets that goes far beyond the typical CRM template.

Tailored for small business owners, this all-in-one toolkit brings together everything you need to track leads, manage sales, support customers, and effectively grow your business.

All without ever leaving your favorite spreadsheet platform!

Like Sheetify Projects, Sheetify CRM has built-in automation via Apps Script and seamless integrations with tools like Gmail, Google Forms, and Google Contacts.

Plus, the template comes with pre-configured sheets that are ready to go. That’s right, there’s no coding, add-ons, or pricey third-party software required!

Inside Sheetify CRM, you’ll find features and tools for:

• Tracking every customer interaction across the entire lifecycle.
• Managing product and service inventories.
• Monitoring purchases, invoices, and support tickets.
• Running effective Gmail-powered email marketing campaigns.
• Organizing and visualizing your sales pipeline.
• Syncing tasks and schedules with an integrated calendar.
• Generating real-time performance insights via a visual sales dashboard.

Plus, the live analytics dashboard keeps you informed with exportable reports for team performance, monthly revenue, top-selling products, client activity trends, and more.

If you're ready to transform your Google Sheets spreadsheet into a flexible, high-performing CRM that works as hard as you do, Sheetify CRM is the ultimate upgrade.

Learn more about Sheetify CRM here.

A quick Google search will reveal countless finance templates for Google Sheets, but most of them are just that: single-purpose financial tools.

So the real question is: is there a smarter, more connected, all-in-one solution that does it all?

Meet Sheetify Bookkeeping, a sleek, affordable 10-in-1 Google Sheets bookkeeping solution that transforms how small business owners manage their entire business finances.

Built for simplicity but packed with advanced functionality, this dynamic Google bookkeeping template gives you full control of your finances in one place.

Without the need for complicated software or expensive tools!

Designed with small and micro-businesses in mind, Sheetify Bookkeeping makes tracking income, expenses, and transactions effortless in one clean, intuitive spreadsheet.

And with powerful built-in formulas, smart headers, and a custom Google Apps Script, everything updates in real time and syncs smoothly with other Google tools.

Sheetify Bookkeeping can help you track your income and expenses, but it goes way beyond the basics.

Need to send an invoice or quote? Done! In just a few clicks, you can make professional documents and save them as PDFs, thanks to built-in Google Docs and Forms integration.

Struggling to stay on top of financial to-dos? It easily syncs with Google Tasks so you can manage action items across both platforms!

Sheetify Bookkeeping even offers seven beautifully designed dashboards to give you insights into every area of your business finances.

These dashboards include:

• Monthly overview.
• Annual overview.
• 5-year financial forecast.
• Custom dashboard.
• Performance comparisons.
• Sales tax insights.
• Balance sheet snapshot.

You can then email any of these dashboards to your team (or accountant) with just one click.

For just one payment of $67, Sheetify Bookkeeping is a fully integrated, no-fluff system that keeps your financial records clean and clear, right from within Google Sheets.

If you're ready to get serious about your business finances, this template is the perfect place to start!

Find out more about Sheetify Bookkeeping here.

Are you struggling to keep your social posts consistent, strategic, and on schedule? You’re not alone!

Luckily, that’s exactly where HubSpot’s social media content calendar steps in.

This free, customizable Google Sheets template is a powerful planning tool built to help small businesses bring clarity, structure, and results to their social media game.

Designed for solo-preneurs and small teams, this template gives you a crystal-clear vision of what you’re posting, where it’s going, and when it’s scheduled to go live at all times.

Whether you're publishing on Instagram, LinkedIn, TikTok, or all of the above, HubSpot’s calendar includes dedicated templates for every major platform!

This means you can easily tailor your content strategy to match each channel’s strengths.

Here’s what makes this template stand out:

• Platform-specific planning for X, Facebook, LinkedIn, Instagram, Pinterest, TikTok, Snapchat, YouTube, and more
• Monthly campaign calendar to map out your promotions, launches, and seasonal content throughout the whole year.
• Content repository to repurpose ebooks, whitepapers, and evergreen assets across multiple platforms.
• Seamless uploading capabilities to HubSpot’s scheduling tools for automated publishing.

And getting started is easy! Simply download the calendar for free, select your platforms, drop in your content and links, publish dates, and then upload them to your scheduling tool!

If you want a smarter, more streamlined way to manage your brand’s voice across every channel, this Google Sheets social media calendar is one of the best free tools in the game.

Having trouble keeping tabs on stock? Or maybe you’re losing track of vendors? It sounds like you need an effective inventory management system!

A Google Sheets inventory management template is the perfect solution for small businesses needing a simple yet effective way to manage their inventory.

I recommend using Wise’s free inventory management template for Google Sheets users who want to stay on top of their inventory without buying expensive software.

This organized template features separate tabs for inventory and vendor management, creating a unified place for monitoring raw materials, reorder levels, and more.

And the dedicated inventory tab lets you log product quantities, prices, total item values, and set smart reorder thresholds to help you avoid surprise stockouts.

Plus, you can wave goodbye to tricky manual math, thanks to the built-in formulas that automatically calculate your current inventory value.

Over on the vendor tab, you can also neatly store contact info, website links, pricing, and product details, so every supplier is just a click away.

And if you're new to inventory tracking? There’s a helpful sample list included to get you up and running fast!

Here’s everything you can do with Wise’s customizable inventory management template:

• Gain important real-time insights into your live stock levels and inventory costs.
• Maintain organized, searchable, and accurate vendor and product records.
• Automate total inventory value calculations.
• For small businesses that need complete clarity and control over their inventory, this free template is by far the best choice!

Are you struggling to juggle your projects and payroll without a clear view of where your team's time is going?

Enter….Template.net’s task timesheet template for Google Sheets.

This Google Sheets template is so much more than a basic timesheet template.

Designed with project managers and business owners in mind, this powerful yet easy-to-use tool helps you track employee hours, task assignments, and overtime with precision.

This essentially helps streamline both payroll processes and project performance.

Basically, you can completely forget about clunky spreadsheets or manual guesswork!

This template gives you a structured way to log hours, monitor workloads, and spot inefficiencies before they become problems.

With built-in features that help minimize human data entry errors and maximize efficiency, it’s a must-have for improving overall team accountability and operational efficiency.

Here’s what you can do with this template:

1. Spot overworked or underutilized team members (and then shift tasks accordingly).
2. Access real-time insights into task progress, time use, and team performance.
3. Simplify time tracking and reduce admin overhead.
4. Leverage pre-set formulas to eliminate common input mistakes.
5. Ensure every minute and task is properly logged for accurate payroll and reporting.
6. Use the visual dashboards and charts to help you analyze trends and identify areas for improvement.

If you want better control over your team’s time across projects, this Google Sheets timesheet template is seriously the way to go.

Managing multiple products doesn’t necessarily mean multiple headaches!

That’s where Template.net’s multiple product roadmap template for Google Sheets steps in.

Developed specifically for small businesses juggling several product lines or feature sets, this template brings structure and clarity to even the most complex roadmaps.

It basically allows you to organize and differentiate multiple products within a single, unified Google Sheets spreadsheet.

This allows you to quickly spot overlaps and dependencies and identify resource conflicts before they become a bigger issue.

Plus, you can fully customize the template to suit your specific workflows.

Essentially, this product roadmap template is perfect for cross-functional teams that rely on effective collaboration to succeed.

Whether launching a new service or scaling an existing product, this free template helps you stay focused, move faster, and make smarter decisions.

Better yet, it's super simple to set up and use. Just download, make a copy, and customize. It’s as simple as that!

Setting goals, objectives and key results is one thing…..but tracking them effectively? That’s a whole other ballpark!

Luckily, Zapier’s free OKR template for Google Sheets is here to save the day, turning your big-picture ambitions into actionable, trackable, and more digestible outcomes.

Designed to help small business owners bring structure to their vision, this template makes it easy to define clear objectives, outline key results, and monitor progress in one place.

Through just one Google Sheets spreadsheet, you’ll more likely hit revenue targets, grow your customer base, and improve team performance!

And the best part is that this tool gives you a simple, no-frills framework to measure exactly what matters to you and the future of your business.

Just type in your goals, assign success metrics, set deadlines, and watch your progress unfold at a glance. 

It’s not just a simple roadmap; it’s an accountability partner that keeps your team aligned, focused, and motivated, all for free!

Meetings don’t have to be messy! Actually, they can be focused, efficient, and super productive, as long as you have the right structure in place.

Whether running a weekly check-in or a team huddle, this management meeting agenda template by GooDocs brings structure and clarity to your conversations.

Built with a clean and minimalist design, this template keeps your focus where it belongs: on what actually needs to get done.

It’s completely free and fully compatible with both Google Sheets and Microsoft Excel, making it a super versatile tool for many workflows.

Easy to customize and perfect for everything from internal planning sessions to client presentations, this template lets you:

• Tailor agendas.
• Add custom notes.
• Prep your team with ease.

And what if you need a printout when the meeting has finished? No problem! The template is automatically optimized at 300 DPI for crisp, professional-looking printed copies.

Whether managing your business or planning a personal project, this handy meeting agenda template helps you keep meetings short, sharp, and always on track.

Why use Google Sheets templates for business? Well, because time is money, and these templates can save you both!

Google Sheets templates are honestly one of the most accessible, cost-effective tools for small teams not wanting to invest in expensive software.

These versatile templates can help you streamline operations, stay organized, and make data-driven decisions for you.

And as you can see, whether managing projects, tracking finances, planning social media content, or running payroll, there’s a template for everything small-business related.

These ready-made structures essentially eliminate the repetitive setup work while reducing the risk of human errors.

Plus, since Google Sheets is cloud-based, your entire team can collaborate in real time from anywhere. 

Add in the power of built-in formulas, automation with Google Apps Script, and integrations with tools like Forms, Gmail, and Tasks; you’ve got a lightweight but powerful solution!

I highly recommend using at least my three all-in-one small business toolkits from this list: Sheetify Projects, Sheetify CRM, and Sheetify Bookkeeping.

By using these three templates, you can effectively manage your projects and tasks, customers, and finances, all within Google Sheets!

And get this: when all three toolkits are purchased together, you can score a mammoth 30% off on all products!

So, if you’re looking to work smarter, not harder, what are you waiting for? Start using Google Sheets templates now.