{"title":"Business Operations \u0026 Management Templates","description":"\u003cp\u003ePractical Excel templates for managing projects, staff time, payroll planning, inventory, appointments, and everyday small-business operations in one organized system.\u003c\/p\u003e","products":[{"product_id":"small-business-client-project-task-management-tracker-pro","title":"Small Business Client Project \u0026 Task Management Tracker PRO | Excel Project Management Workbook","description":"\u003cp\u003eKeep client work organized from kickoff to completion.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Client Project \u0026amp; Task Management Tracker PRO is an advanced Excel workbook designed to help small-business owners manage projects, tasks, deadlines, milestones, labor hours, budgets, and team workload in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of juggling separate notes, calendars, and spreadsheets, this workbook gives you one central place to track what needs to be done, who is responsible, when work is due, how much time has been spent, and whether each project is staying on schedule and within budget.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Project portfolio tracker\u003c\/p\u003e\n\u003cp\u003e• Client and customer assignment\u003c\/p\u003e\n\u003cp\u003e• Project owners and team members\u003c\/p\u003e\n\u003cp\u003e• Project status tracking\u003c\/p\u003e\n\u003cp\u003e• Priority levels\u003c\/p\u003e\n\u003cp\u003e• Start dates and due dates\u003c\/p\u003e\n\u003cp\u003e• Project budget tracking\u003c\/p\u003e\n\u003cp\u003e• Hourly-rate tracking\u003c\/p\u003e\n\u003cp\u003e• Estimated hours\u003c\/p\u003e\n\u003cp\u003e• Actual hours\u003c\/p\u003e\n\u003cp\u003e• Automatic labor-value calculations\u003c\/p\u003e\n\u003cp\u003e• Other project cost tracking\u003c\/p\u003e\n\u003cp\u003e• Total project cost calculations\u003c\/p\u003e\n\u003cp\u003e• Budget remaining calculations\u003c\/p\u003e\n\u003cp\u003e• Task completion percentages\u003c\/p\u003e\n\u003cp\u003e• Days-remaining calculations\u003c\/p\u003e\n\u003cp\u003e• Project health indicators\u003c\/p\u003e\n\u003cp\u003e• On-track project alerts\u003c\/p\u003e\n\u003cp\u003e• At-risk project alerts\u003c\/p\u003e\n\u003cp\u003e• Overdue project alerts\u003c\/p\u003e\n\u003cp\u003e• Over-budget project alerts\u003c\/p\u003e\n\u003cp\u003e• Task and deadline tracker\u003c\/p\u003e\n\u003cp\u003e• Task owners\u003c\/p\u003e\n\u003cp\u003e• Task priorities\u003c\/p\u003e\n\u003cp\u003e• Task statuses\u003c\/p\u003e\n\u003cp\u003e• Estimated vs. actual task hours\u003c\/p\u003e\n\u003cp\u003e• Task completion percentages\u003c\/p\u003e\n\u003cp\u003e• Overdue task alerts\u003c\/p\u003e\n\u003cp\u003e• Due-today alerts\u003c\/p\u003e\n\u003cp\u003e• Due-soon alerts\u003c\/p\u003e\n\u003cp\u003e• Dependency and blocker notes\u003c\/p\u003e\n\u003cp\u003e• Milestone tracker\u003c\/p\u003e\n\u003cp\u003e• Milestone deadline monitoring\u003c\/p\u003e\n\u003cp\u003e• Time and labor log\u003c\/p\u003e\n\u003cp\u003e• Automatic labor-value calculations\u003c\/p\u003e\n\u003cp\u003e• Team workload tracker\u003c\/p\u003e\n\u003cp\u003e• Open-task counts by team member\u003c\/p\u003e\n\u003cp\u003e• Overdue-task counts\u003c\/p\u003e\n\u003cp\u003e• Estimated workload hours\u003c\/p\u003e\n\u003cp\u003e• Actual hours logged\u003c\/p\u003e\n\u003cp\u003e• Open project counts\u003c\/p\u003e\n\u003cp\u003e• Executive project dashboard\u003c\/p\u003e\n\u003cp\u003e• Project health summary\u003c\/p\u003e\n\u003cp\u003e• Task-status summary\u003c\/p\u003e\n\u003cp\u003e• Budget-vs-cost reporting\u003c\/p\u003e\n\u003cp\u003e• Project budget chart\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for consultants, freelancers, contractors, agencies, service businesses, project-based companies, and other small businesses that need a practical way to manage multiple clients and projects.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize project names, clients, owners, budgets, hourly rates, priorities, task statuses, milestones, and workload settings to fit your business.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a project-management and recordkeeping tool. It does not send reminders, sync calendars, or automatically connect to external project-management platforms.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57523237781670,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_b6c843d2-b879-4df3-87b9-2fa07900bbdc.png?v=1790420446"},{"product_id":"small-business-inventory-purchase-reorder-tracker-pro","title":"Small Business Inventory, Purchase \u0026 Reorder Tracker PRO","description":"\u003cp\u003eTake control of your inventory before low stock, over-ordering, and supplier delays start costing your business money.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Inventory, Purchase \u0026amp; Reorder Tracker PRO is an advanced Excel workbook designed to help small-business owners track products, stock levels, suppliers, purchase orders, inventory costs, reorder needs, and overall inventory value in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of managing inventory across notes, receipts, messages, and separate spreadsheets, this workbook gives you one central place to monitor what you have, what is moving, what needs reordered, and how much inventory is worth.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Product and SKU master list\u003c\/p\u003e\n\u003cp\u003e• Product category tracking\u003c\/p\u003e\n\u003cp\u003e• Supplier assignment\u003c\/p\u003e\n\u003cp\u003e• Supplier directory\u003c\/p\u003e\n\u003cp\u003e• Supplier contact information\u003c\/p\u003e\n\u003cp\u003e• Payment terms\u003c\/p\u003e\n\u003cp\u003e• Supplier lead-time tracking\u003c\/p\u003e\n\u003cp\u003e• Product status tracking\u003c\/p\u003e\n\u003cp\u003e• Unit cost tracking\u003c\/p\u003e\n\u003cp\u003e• Selling price tracking\u003c\/p\u003e\n\u003cp\u003e• Automatic gross-margin calculations\u003c\/p\u003e\n\u003cp\u003e• Opening stock tracking\u003c\/p\u003e\n\u003cp\u003e• Stock received tracking\u003c\/p\u003e\n\u003cp\u003e• Stock sold or used tracking\u003c\/p\u003e\n\u003cp\u003e• Returns tracking\u003c\/p\u003e\n\u003cp\u003e• Damage and loss tracking\u003c\/p\u003e\n\u003cp\u003e• Inventory adjustment tracking\u003c\/p\u003e\n\u003cp\u003e• Automatic current-stock calculations\u003c\/p\u003e\n\u003cp\u003e• Reorder point tracking\u003c\/p\u003e\n\u003cp\u003e• Suggested reorder quantities\u003c\/p\u003e\n\u003cp\u003e• Low-stock alerts\u003c\/p\u003e\n\u003cp\u003e• Out-of-stock alerts\u003c\/p\u003e\n\u003cp\u003e• Inventory cost-value calculations\u003c\/p\u003e\n\u003cp\u003e• Retail inventory value\u003c\/p\u003e\n\u003cp\u003e• Potential gross-profit calculations\u003c\/p\u003e\n\u003cp\u003e• Last stock-movement tracking\u003c\/p\u003e\n\u003cp\u003e• Purchase-order tracker\u003c\/p\u003e\n\u003cp\u003e• Purchase-order status tracking\u003c\/p\u003e\n\u003cp\u003e• Expected delivery dates\u003c\/p\u003e\n\u003cp\u003e• Amount-paid tracking\u003c\/p\u003e\n\u003cp\u003e• Balance-due calculations\u003c\/p\u003e\n\u003cp\u003e• Days-open tracking\u003c\/p\u003e\n\u003cp\u003e• Supplier lead-time analysis\u003c\/p\u003e\n\u003cp\u003e• Late purchase-order alerts\u003c\/p\u003e\n\u003cp\u003e• Reorder action center\u003c\/p\u003e\n\u003cp\u003e• Estimated reorder-cost calculations\u003c\/p\u003e\n\u003cp\u003e• Supplier exposure analysis\u003c\/p\u003e\n\u003cp\u003e• Category inventory summaries\u003c\/p\u003e\n\u003cp\u003e• Inventory-health metrics\u003c\/p\u003e\n\u003cp\u003e• Executive inventory dashboard\u003c\/p\u003e\n\u003cp\u003e• Inventory value reporting\u003c\/p\u003e\n\u003cp\u003e• Reorder and stock-status reporting\u003c\/p\u003e\n\u003cp\u003e• Inventory cost-by-category chart\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for retailers, resellers, contractors, service businesses that carry supplies or parts, online sellers, small shops, makers, and other businesses that need a practical way to keep inventory and purchasing organized.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize products, SKUs, categories, suppliers, reorder points, quantities, costs, prices, purchase orders, and inventory settings to fit your business.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is an inventory planning and recordkeeping tool. It does not automatically sync with Shopify, point-of-sale systems, suppliers, accounting software, or bank accounts. Inventory levels remain accurate when stock movements and purchases are entered consistently.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57524403962022,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_53c4ed1b-f36f-42c8-b37c-79d1f7be7731.png?v=1790483067"},{"product_id":"small-business-employee-time-payroll-labor-cost-tracker-pro-excel-payroll-template","title":"Small Business Employee Time, Payroll \u0026 Labor Cost Tracker PRO | Excel Payroll Template","description":"\u003cp\u003eTake control of employee hours, payroll planning, and labor costs with the Small Business Employee Time, Payroll \u0026amp; Labor Cost Tracker PRO.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis Excel-based business management template is designed for small businesses, contractors, service providers, and growing teams that need a simple way to track employee time, estimate payroll costs, and monitor labor expenses without complicated software.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook includes dedicated sections for employee information, time entries, payroll calculations, job labor tracking, and performance summaries.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eIncluded features:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e- Employee information and pay-rate tracking\u003c\/p\u003e\n\u003cp\u003e- Daily employee time and hours log\u003c\/p\u003e\n\u003cp\u003e- Regular and overtime hour calculations\u003c\/p\u003e\n\u003cp\u003e- Estimated gross payroll calculations\u003c\/p\u003e\n\u003cp\u003e- Employer payroll-cost estimates\u003c\/p\u003e\n\u003cp\u003e- Pay-period payroll summaries\u003c\/p\u003e\n\u003cp\u003e- Job and client labor-cost tracking\u003c\/p\u003e\n\u003cp\u003e- Labor budgets versus actual costs\u003c\/p\u003e\n\u003cp\u003e- Cost variance calculations\u003c\/p\u003e\n\u003cp\u003e- Built-in dropdown menus\u003c\/p\u003e\n\u003cp\u003e- Automatic formulas\u003c\/p\u003e\n\u003cp\u003e- Conditional alerts\u003c\/p\u003e\n\u003cp\u003e- Business dashboard with key labor metrics\u003c\/p\u003e\n\u003cp\u003e- Budget vs. actual labor-cost chart\u003c\/p\u003e\n\u003cp\u003e- Easy-to-use Start Here instructions\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis template helps business owners quickly see where labor dollars are going, identify jobs that are running over budget, and maintain cleaner employee time and payroll records.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003ePerfect For\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSmall businesses, contractors, cleaning businesses, landscaping companies, construction companies, repair services, agricultural service businesses, freelancers with employees, and other service-based businesses.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile Format\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis is a digital product. No physical item will be shipped.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant Notice\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis spreadsheet is intended for business planning, recordkeeping, and payroll-cost estimation purposes. It is not payroll processing, tax preparation, accounting, or legal software. Tax rates, overtime requirements, payroll obligations, and employment laws vary by location and business situation. Always verify payroll and tax requirements with the appropriate professional or government authority.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstant digital download — start organizing your employee time and labor costs immediately.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57530313408678,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_b49a203e-07de-450c-a5de-333dfe48bff8.png?v=1790596527"},{"product_id":"small-business-appointment-booking-service-tracker-pro","title":"Small Business Appointment, Booking \u0026 Service Tracker PRO | Excel Template","description":"\u003cp\u003eTake control of your appointments, customers, services, and payments with the Small Business Appointment, Booking \u0026amp; Service Tracker PRO — an all-in-one Excel workbook designed for service-based businesses that need a simple, professional way to stay organized.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of juggling appointment notes, customer information, payment records, and outstanding balances across multiple files, this template keeps everything connected in one easy-to-use system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe built-in dashboard gives you a clear overview of your business, including total bookings, completed appointments, booked revenue, payments collected, outstanding balances, average booking value, and completion rate.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s Included\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Business Dashboard\u003c\/p\u003e\n\u003cp\u003e• Appointment \u0026amp; Booking Tracker\u003c\/p\u003e\n\u003cp\u003e• Client Directory\u003c\/p\u003e\n\u003cp\u003e• Services \u0026amp; Pricing List\u003c\/p\u003e\n\u003cp\u003e• Staff \/ Team Tracker\u003c\/p\u003e\n\u003cp\u003e• Payment Log\u003c\/p\u003e\n\u003cp\u003e• Customizable Settings\u003c\/p\u003e\n\u003cp\u003e• Step-by-Step Instructions\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eKey Features\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e✔ Track scheduled, confirmed, completed, cancelled, rescheduled, and no-show appointments\u003c\/p\u003e\n\u003cp\u003e✔ Automatically pull service pricing into bookings\u003c\/p\u003e\n\u003cp\u003e✔ Track full and partial customer payments\u003c\/p\u003e\n\u003cp\u003e✔ Automatically calculate remaining balances\u003c\/p\u003e\n\u003cp\u003e✔ Monitor booked revenue and money actually collected\u003c\/p\u003e\n\u003cp\u003e✔ View monthly booking and payment trends\u003c\/p\u003e\n\u003cp\u003e✔ Track each client’s total bookings and payments\u003c\/p\u003e\n\u003cp\u003e✔ Assign appointments to individual staff members\u003c\/p\u003e\n\u003cp\u003e✔ Organize service pricing and estimated appointment durations\u003c\/p\u003e\n\u003cp\u003e✔ Built-in formulas and automated calculations\u003c\/p\u003e\n\u003cp\u003e✔ Professional, clean, easy-to-read layout\u003c\/p\u003e\n\u003cp\u003e✔ Fully customizable in Microsoft Excel\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003ePerfect For\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis template is ideal for:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Consultants\u003c\/p\u003e\n\u003cp\u003e• Freelancers\u003c\/p\u003e\n\u003cp\u003e• Contractors\u003c\/p\u003e\n\u003cp\u003e• Cleaning businesses\u003c\/p\u003e\n\u003cp\u003e• Lawn and landscaping businesses\u003c\/p\u003e\n\u003cp\u003e• Repair and maintenance services\u003c\/p\u003e\n\u003cp\u003e• Beauty and personal-care businesses\u003c\/p\u003e\n\u003cp\u003e• Photographers\u003c\/p\u003e\n\u003cp\u003e• Coaches\u003c\/p\u003e\n\u003cp\u003e• Mobile service providers\u003c\/p\u003e\n\u003cp\u003e• Independent professionals\u003c\/p\u003e\n\u003cp\u003e• Other appointment-based small businesses\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eHow It Works\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eAdd your services, pricing, team members, and customers. Then enter each appointment into the booking tracker.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eAs payments are recorded, the workbook automatically updates payment totals and outstanding balances. The dashboard summarizes your activity so you can quickly see how your business is performing without manually calculating everything yourself.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSample data is included to demonstrate how the system works and can easily be deleted or replaced with your own business information.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDigital Product\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis is a digital Excel template. No physical product will be shipped.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eYou will receive:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSmall Business Appointment, Booking \u0026amp; Service Tracker PRO (.xlsx)\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eMicrosoft Excel or compatible spreadsheet software is required. Some features or formatting may vary when opened in other spreadsheet programs.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eBecause this is a digital product, it can be downloaded and used immediately after purchase.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eStay organized. Track every booking. Know what you’ve earned and what you’re still owed.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57530551533734,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_7433dec4-b170-4d83-92ff-fa13701380cb.png?v=1790598875"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/collections\/rn-image_picker_lib_temp_7a3ff5e1-ad58-472b-8de3-3f098340d081.png?v=1790659306","url":"https:\/\/krofftdigitalworks.com\/collections\/business-operations-management-templates.oembed","provider":"Krofft Digital Works","version":"1.0","type":"link"}