Looking for Freelance Excel Power User Templates to download? See the main templates that a Freelance Excel Power User would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Excel Power User role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Excel Power User. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Sales Report
2. Customer Satisfaction Survey
3. Expense Tracker
4. Project Timeline
5. Invoice Template
6. Employee Attendance Tracker
7. Product Inventory Spreadsheet
8. Meeting Agenda
9. Marketing Campaign Analysis
10. Task Tracker
Reports are often prepared by a Freelance Excel Power User to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Sales Report
2. Customer Satisfaction Report
3. Expense Report
4. Project Status Report
5. Time Tracking Report
6. Inventory Report
7. Financial Statement Report
8. Productivity Report
9. Customer Support Ticket Report
10. Marketing Campaign Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Excel Power User does and how they do it.
1. Data Entry SOP
2. Spreadsheet Formatting SOP
3. Pivot Table Creation SOP
4. Data Analysis SOP
5. VLOOKUP and HLOOKUP SOP
6. Conditional Formatting SOP
7. Macro Recording SOP
8. Chart Creation SOP
9. Data Validation SOP
10. Report Generation SOP
Freelance Excel Power User presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Sales Report Template
2. Customer Satisfaction Survey Template
3. Expense Tracking Template
4. Project Status Update Template
5. Performance Dashboard Template
There are several key times when a Freelance Excel Power User needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Invoice Template
5. Confidentiality Agreement
Health & Safety templates for a Freelance Excel Power User ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Excel Power User calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Project Deadline Calendar
3. Client Meeting Calendar
4. Invoice Due Date Calendar
5. Personal Time Off Calendar
Several types of Freelance Excel Power User invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Project Invoice
2. Hourly Rate Invoice
3. Expense Reimbursement Invoice
4. Retainer Invoice
5. Late Payment Reminder Invoice
For a Freelance Excel Power User to get insights related to the work they do, they need to send out Freelance Excel Power User surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Employee Feedback Survey
3. Product Improvement Survey
4. Market Research Survey
5. Training Needs Assessment Survey
Having premade Freelance Excel Power User meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Performance Review Meeting
2. Project Planning Meeting
3. Team Collaboration Meeting
4. Client Feedback Meeting
5. Training and Development Meeting
To manage finances well, a Freelance Excel Power User would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Client Billing Template
4. Savings and Investment Tracker
5. Annual Budget Forecast Template
Dashboards are a useful way for a Freelance Excel Power User to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Financial Analysis Dashboard
4. Project Management Dashboard
5. Inventory Management Dashboard
For bidding or requesting work, a Freelance Excel Power User needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Analysis Proposal
2. Data Entry and Analysis Proposal
3. Financial Reporting Proposal
4. Inventory Management Proposal
5. Customer Satisfaction Survey Proposal
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