Freelance Microsoft Excel Expert Templates

There is a huge number of templates that someone in the Freelance Microsoft Excel Expert role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Microsoft Excel Expert. 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. Expense Tracker
3. Project Timeline
4. Budget Planner
5. Invoice Template
6. Client Database
7. Task Tracker
8. Timesheet
9. Employee Attendance Sheet
10. Contact List

Reports

Reports are often prepared by a Freelance Microsoft Excel Expert 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. Financial Statement Report
3. Inventory Management Report
4. Customer Satisfaction Report
5. Project Progress Report
6. Expense Report
7. Time Tracking Report
8. Marketing Campaign Report
9. Employee Performance Report
10. Budget Analysis Report

SOPs

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 Microsoft Excel Expert does and how they do it.

1. Data Entry SOP
2. Spreadsheet Formatting SOP
3. Formula Creation SOP
4. Pivot Table SOP
5. Data Analysis SOP
6. Chart Creation SOP
7. Conditional Formatting SOP
8. VBA Macro SOP
9. Data Validation SOP
10. Report Generation SOP

Presentations

Freelance Microsoft Excel Expert 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. Financial Analysis Template
3. Project Status Update Template
4. Customer Satisfaction Survey Template
5. Team Performance Dashboard Template

Legal Docs

There are several key times when a Freelance Microsoft Excel Expert 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. Invoice Template
4. Independent Contractor Agreement
5. Confidentiality Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Microsoft Excel Expert 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

Calendars

Setting up Freelance Microsoft Excel Expert calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Invoice Due Dates Calendar
5. Work Schedule Calendar

Invoice Templates

Several types of Freelance Microsoft Excel Expert 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

Survey Templates

For a Freelance Microsoft Excel Expert to get insights related to the work they do, they need to send out Freelance Microsoft Excel Expert surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Data Analysis Survey

Meeting Agendas

Having premade Freelance Microsoft Excel Expert 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 Progress Review Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Project Planning Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Freelance Microsoft Excel Expert 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 Invoicing Template
4. Savings and Investment Tracker
5. Annual Budget Forecast Template

Dashboards

Dashboards are a useful way for a Freelance Microsoft Excel Expert to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Financial Analysis Dashboard
3. Customer Satisfaction Dashboard
4. Project Management Dashboard
5. Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Microsoft Excel Expert 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 Data Analysis Proposal
2. Budgeting and Forecasting Proposal
3. Inventory Management Proposal
4. Customer Service Metrics Proposal
5. Process Improvement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Microsoft Excel Expert templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Freelance Microsoft Excel Expert Templates