Adnia wants to transform the way you handle data from your business, or personal project, using something as simple as an Excel spreadsheet. We use the essence of Business Intelligence to make you optimize your management, simplifying data analysis and improving business processes through solutions with great visual impact.
Below is a sample of what our Excel dashboard and spreadsheet templates offer the best for your business or personal project.
Administration & Management
Contract Management Excel Template
Contract management is not easy, but with Adnia Solutions Contract Management Excel Template, you can simplify record keeping and renewal. All your contracts, in one place and up to date, this spreadsheet template lets you manage your contractor information, contract terms and renewal, and current status.
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Social Media Calendar Template
Creating and publishing social media content is becoming increasingly important to the success of any business. Set your schedule, publish consistently and do it all more efficiently with the Adnia Social Media Calendar Template. This Excel template is a multi-pronged solution with both weekly and monthly calendars, a beautifully designed dashboard, and a familiar spreadsheet format to enter your data.
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Work Plan Template Excel
Your time is important and managing workflow is a challenge in life and business. The Work Plan Template is a spreadsheet instrument that will help businesses of all sizes manage work plans. The intuitive Excel format makes it easy to transition the whole team and keep your project organized and current.
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Automated Weekly Schedule Excel Template
The Automated Weekly Schedule Excel Template is a tool designed to help organise and track tasks, weather they are related to a specific purpose, such as allocating time and resources to clients, or for an overall organisational need. The event list and Dashboard are analysis features that makes this tool more than a simple calendar, it is an excellent time management tool.
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Automated Monthly Schedule Template
The Automated Monthly Schedule Template is a tool designed to help organise and track tasks, weather they are related to a specific purpose, such as allocating time and resources to clients, or for an overall organisational need. The event list and Dashboard are analysis features that makes this tool more than a simple calendar, it is an excellent time management tool.
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Automated Schedule Excel Template
The Automated Schedule Template is a tool designed to help organise and track tasks, weather they are related to a specific purpose, such as allocating time and resources to clients, or for an overall organisational need. The event list and Dashboard are analysis features that makes this tool more than a simple calendar, it is an excellent time management tool.
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Annual Report Template Excel
The Annual Report is an Excel Template developed to help companies make engaging and impressive reports easily. Use this spreadsheet template to turn old reports into visually appealing documents that people will actually read. Impress your colleagues with your organization and communicate with them more effectively.
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Yearly Comparison Report Template
This Excel reporting tool is designed for you to compare key performance indicators over a 5-year period, including a forecast year. The KPI Report Excel template gives two options for reports to visualize the data. Additionally, you can write comments in each of the graphs for better communication with your colleagues.
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Business Strategy
Decision Matrix Template
Make objective decisions and present them to your colleagues with the Adnia Solutions Decision Matrix Excel Template. Suitable for many types of decisions and businesses, this tool can help reduce the stress of the decision-making process by clearly organizing, ranking criteria and communicating options.
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Deming Cycle PDCA Template
Never stop learning and improving! Adnia Solutions presents another hard-working Excel spreadsheet template to facilitate your company’s goals. The Deming Cycle PDCA analysis template is perfect to help businesses manage the improvement of their products and processes.
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SWOT Analysis Excel Template
If you are ready to make important planning decisions for your business or reassess your objectives, then a SWOT analysis could be right for you. And, it doesn’t have to be difficult. Using the SWOT Analysis Excel template from Adnia Solutions will streamline this process. Track your strengths, weaknesses, opportunities and threats, as well as your progress and achievements.
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Adnia Action Plan Template Excel
The Action Plan Template is an Excel Spreadsheet designed to help you visualize all the steps or tasks you need to achieve in the organization. Use this template to establish the different goals, projects and resources required to reach your goals. The Action Plan Template will allow you to monitor the execution of projects and to allocate the efforts required for the growth your business.
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Strategic Plan Template Excel
The Strategic Plan Template is an Excel Spreadsheet designed to establish and monitor the objectives and action plan that drives the performance of your organization. Use this template to drive your growth and manage risks or opportunities with key-performance indicators (KPI). The purpose of this template is to transform your strategic vision into results in all your entire company. Track your main management decisions with good data.
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Adnia Excel Dashboard Template
The Adnia Excel Dashboard Template is a spreadsheet template designed to help you track your company’s key statistics and present them professionally. Enter the names of the indicators and easily configure their format to customize for your business. Enter your data month by month and use the dashboards to analyze and share the performance of your company or department.
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Balanced Scorecard Excel Template 2.0
The Balanced Scorecard (BSC) is a strategic planning and management system developed by Robert Kaplan and David Norton that can be used by managers to track important aspects of the organization’s strategic performance.
The BSC Template is an Excel spreadsheet tool designed carefully to help manage and monitor your company’s most important KPIs in the 4 perspectives described in the BSC methodology:
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Annual Financial Report Template
The Annual Financial Report is a great tool for keeping track of your annual financial data. This Excel spreadsheet template helps you save time and stay organized, making annual reporting less stressful. Make professional reports using 12 available performance indicators and clearly communicate with your staff and coworkers.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
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Social Media KPI Excel Template
The Adnia Solutions Social Media KPI template is an efficient way to focus your social media marketing efforts and get results. This professional-level, ready-to-go Excel spreadsheet template will help you track your company’s social media performance as a whole- all in one place.
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Excel Dashboard Templates Speedometer
This Excel Dashboard Templates Speedometer displays up to three indicators in speedometer format. You can use this speedometer chart on other dashboards or even learn how to create a speedometer gauge using a pie chart and a donut graph together. It’s a great way to rev up your professional communications!
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Organizational Chart KPI Template
An organization chart is a diagram that represents the formal structure of an organization and the relationships and hierarchy between different positions in a company. The Organizational Chart KPI Template is an Excel spreadsheet template that allows you to monitor key performance indicators by department.
With this Excel Premium Template, you can easily visualize which departments are not reaching established goals and quickly identify improvement points. Use our professional charts to recognize outstanding departments and teams.
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KPI Management Template Package
We understand that the collection and analysis of Key Performance Indicators (KPIs) are vital to running an efficient company. The KPI Management Template package is a solution that we developed with you in mind.
Managing indicator data allows you to really see what is working and what is not. Make changes on the fly and communicate using the type of visualization that is right for your staff.
And, now you can buy all three of our beautifully designed KPI Management Templates in this convenient package. Each of the templates included in this package displays your data in different ways. The total cost for this package is $75 which is an 50% discount from purchasing each separately!
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Charts & Dashboard
Excel Dashboard Layout Duo Theme 3
Make your business more efficient using this Excel Dashboard Layout template. Charts are generated automatically.
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Issue Tracking Excel Template
Issue Tracking is an Excel Spreadsheet Template designed for managing incoming customer complaints, requests, and records from start to finish.
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Excel Dashboard Layout Duo Theme 2
A customizable Excel Dashboard template for any department or business. Enter your data and charts are automatically generated.
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Excel Dashboard Layout Duo Theme 1
A customizable Excel Dashboard template for any department or business. Enter your data and charts are automatically generated.
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Dashboard Design Layout Template 5
One of our most interesting dashboard design layouts yet! This professional Excel spreadsheet template can be used for any type of business or personal financial project. It displays up to 4 indicators side-by-side to help you instantly visualize your financial situation. And, use it to create high-level presentations and end-of-year reports in a snap. Get organized today with 2 spreadsheets in different colors that are ready to receive data.
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Dashboard Design Layout Template 4
Customizable Excel Dashboard template for any department or business. Enter your data and charts are automatically generated. Use this template to make engaging and impressive reports fast. This robust, 12-month dashboard layout template has 5 indicators and 7 charts.
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Dashboard Layout Template Package
The Adnia Solutions Dashboard Layout Package is a bundle of four beautiful, modern templates to store and display your annual performance indicators. These templates are flexible enough for all business and department types. All are 12-month, multilingual templates and all charts have places to add notes and further analysis.
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Financial Dashboard Template Package
The Adnia Solutions Financial Dashboard Package covers all your financial data management needs. This package combines many of our popular and powerful Dashboard templates. Simply enter data and choose from the many reports and charts that are generated automatically. Save time and money by purchasing the bundle.
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Excel Chart Template Package
The Adnia Solutions Chart Package combines our best-selling charts to help you create professional presentations in a snap. These charts are designed to maximize visual impact and to effectively communicate your message. These charts work with other dashboards. Save money and have all these charts at your fingertips for your next big meeting.
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Dashboard Design Layout Template 1
A new, customizable Excel Dashboard template for any department or business. Enter your data and charts are automatically generated. Use this template to make engaging and impressive reports fast. Turn everyday reports into presentations that will communicate your exact message. This robust, 12-month dashboard layout template has 4 indicators and 3 charts.
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Excel Gauge Chart Template
You can use this gauges charts on other dashboards or even learn how to create a gauge chart using a donut chart.
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Excel Thermometer Chart Template
This Excel Thermometer Chart Template displays up to three indicators in thermometer format. You can use this thermometer chart on other dashboards or even learn how to create a thermometer chart using an image. It’s a great way to rev up your professional communications!
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Finance & Accounting
Yearly Budget vs Actual Expenses Template
The Adnia Solutions Yearly Budget vs. Actual Expenses is complete record keeping in a familiar format. Whether you are assessing past expenses or looking toward a future budget, this spreadsheet template can help free up time to focus your energy in other places.
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Budget vs Actual Expenses Template
Monitor the relationship between your spending and budget. Adjust your budget to reflect new goals or to reduce expenses to stay on track. The Adnia Solutions Budget vs Actual Expenses Template is an all-in-one solution for documenting, viewing and presenting your financial data. The product can be used for individual expenses or for larger projects.
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Net Worth Analysis Template
Do you know what your company’s net worth is today? Knowing your net worth is central to fully understanding a business’s financial health. The Adnia Solutions Net Worth Analysis tool lets you monitor your company’s options and get a better idea of where your business has been and where it is going.
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Budget vs Actual Template Package
The Adnia Solutions Budget vs Actual Template Package covers all your budget data management needs. This package combines many of our popular and powerful Dashboard templates. All templates are multi-lingual and designed to be both beautiful and user-friendly. Communicate professionally with colleagues and stakeholders using this easy-to-use package. Save time and money by purchasing the bundle.
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Yearly Budget vs Actual Spreadsheet Template
Our new Yearly Budget vs Actual Template is a multi-language, Microsoft Excel spreadsheet template developed to suit your needs. This template is designed to keep track of funds and monitoring company budgeting planning. Simply set the income and expense categories that your company uses and begin filling in your data. Instead of focusing on a single year, you will be able to compare up to 5 years with this template. In a glance and without any ambiguity, business owners and managers can quickly assess or project their financial situation.
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Financial Scenario Planner Template
The Financial Scenario Planner Template is an Excel spreadsheet tool for forecasting financial scenarios. Use this resource in budgeting and risk management to consider possible future events. This solution is scalable for use by professional analysts and entrepreneurs alike, and as always, our carefully designed visuals are appealing as well as effective
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Profit Margin Dashboard Template
Document your accomplishments with this financial dashboard template. You can easily track 3 profit margin financial indicators on the same screen for the whole financial year. Set your indicator targets and enter your data monthly. This template is customizable, you can choose the starting month of the financial year that fits your company.
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Accounts Receivable Management Template
Good management of accounts receivable is extremely important for the financial health of your company. With this Excel spreadsheet template, you can organise all your accounting receivable data to track invoices and better manage payments from your customers.
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Accounts Payable Management Template
A missed payment can slow down everything and harm your company’s overall health. Streamline the process with this Excel accounts payable management template. The template organizes all of the data for you, and everything you need is just a click away. Check on invoices and track important data with a click of your mouse with this easy-to-use template.
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Cash Flow Management Template
Cash flow is vital to the health and growth of your business. The Cash Flow Management Template helps track the money moving in and out of your accounts. Stay liquid and prevent costly errors. This Excel spreadsheet template displays your data by the month or the whole year so that you can identify trends over time to plan for the future.
Whether you are just starting up or thinking about expanding, managing cash flow doesn’t have to be difficult with the Cash Flow Management Template from Adnia Solutions.
Please note: This template is password-protected to avoid mistakes, such as accidentally deleting formulas. The password is included in your purchase and you can download it together with the product.
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Cash Flow Dashboard Template
The Adnia Solutions Cash Flow Dashboard Template helps you to monitor the financial health of your business using seven key indicators. Visualize your monthly cash flow situation instantly with this specially designed Dashboard. Seeing a year at a time, so you can spot trends and compare with your current assets.
The Cash Flow Dashboard lets you quickly identify areas where your company is excelling and those that require corrective action. And, the familiar Excel spreadsheet format makes this template as easy to use as it is beautiful. Simply add your data and the template calculates the rest— so you can stay focused on your business and future opportunities.
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Financial Dashboard Excel Template
Key Features
- The sleek dashboard can be easily interpreted for rapid decision-making
- View data for monthly and yearly totals
- Quickly and easily communicate with your staff, generating greater employee involvement
- See monthly data side-by-side to easily pinpoint necessary budget adjustments.
- Multilingual template: Select one of the available languages (English, French, or Portuguese) or manually translate to the language of your choice
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Automated Excel Invoice Template
Want to save time on invoicing? The Adnia Automated Invoice Template is a simple Excel spreadsheet solution to help you create accurate invoices faster. Simply add your products, services, prices and customers once and then you can retrieve this information in the Invoice template, which will automatically calculate the total price per product or service, taxes and total purchase value. See product video in section “Product description” for more details.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
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Invoice Tracker Excel Templat
Take the guesswork out of paid and unpaid invoices. The Adnia Invoice Tracker Template helps simplify invoice management, leaving you more time to focus on other tasks. This Excel spreadsheet template has an easy-to-interpret dashboard that lets you see all your invoices in once place, stay ahead of unpaid invoices and send timely reminders.
Simply enter the amount paid by the customer and let the template calculate the rest.
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Essential Excel Templates for Finance
Our new solution includes all the Essential Excel Templates for Finance you need to organize your business data. This bundle combines powerful dashboard templates with our comprehensive report templates. All templates are multi-lingual and designed to be both beautiful and user-friendly. Communicate professionally with colleagues and stakeholders using this easy-to-use package.
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Seasonal Charts Excel Template
Key Features
- Beautiful seasonal chart to display information
- Easily build your own visual boards using our professional charts
- Use this chart on other dashboards
- Learn how to create an Excel seasonal chart
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Risk Assessment Chart Template
The Risk Assessment Chart Template helps you to classify and prioritize risks focused on two aspects: Impact and Probability.
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Financial Metrics Dashboard Template
The Financial Metrics Dashboard Template is a sophisticated solution that is simple to implement. Using a familiar spreadsheet format, data entry becomes faster, more organized, and less of a headache. View your data as months or years and quickly identify problem areas. Our beautiful graphs help you to instantly communicate information to your colleagues.
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Human Resources
HR Database Excel Template
Adnia Solutions presents a new tool to organize your HR data. Manage your recruitment efforts, assess your current workforce by salary or position, and easily locate information for employment verification. The Adnia HR Database Excel Template can be used for both large enterprises and small businesses.
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HSE Incident Trend Analysis
Track, assess and reduce your workplace health and safety incidents. This Excel spreadsheet template from Adnia Solutions contains multiple components to help you manage health and safety record keeping in the workplace. Prevent future situations by utilizing the data from previous incidents and track leave and expenses related to safety incidents.
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Recruitment Pipeline Template
Manage your whole recruitment pipeline with one simple tool. The Adnia Solutions Recruitment Pipeline Template is a one-stop-shop for organizing and tracking all of your company’s recruitment and hiring information. Use this solution to streamline your whole process, identify bottlenecks and achieve your goals.
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Training Tracker Excel Template
The Employee training tracker is an Excel Spreadsheet designed to manage the training programs in the organization. Use this template to track employee training and monitor training budget. With this template, you will be able to keep track of the learning programs and to plan your team growth.
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Recruitment Pipeline Template
Manage your whole recruitment pipeline with one simple tool. The Adnia Solutions Recruitment Pipeline Template is a one-stop-shop for organizing and tracking all of your company’s recruitment and hiring information. Use this solution to streamline your whole process, identify bottlenecks and achieve your goals.
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Training Tracker Excel Template
The Employee training tracker is an Excel Spreadsheet designed to manage the training programs in the organization. Use this template to track employee training and monitor training budget. With this template, you will be able to keep track of the learning programs and to plan your team growth.
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Employee Absenteeism Dashboard Template
Track staff absenteeism/attendance with this Excel spreadsheet dashboard template. Monitor your data and identify trends quickly, both monthly and annually. Having all your company’s attendance information in one place makes end-of-the-year reporting a breeze. With three chart types and three fixed indicators, it’s easy to get organized. This template is customizable and multilingual.
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Recruitment Funnel Template Excel
The Recruitment Funnel Template tool is an Excel spreadsheet template that helps companies monitor the efficiency of their hiring process. Visualize your data as a recruitment funnel so areas needing improvement can be identified. Presentations and reports are a snap with our beautiful visuals, they are ready to go as soon as your data is entered. Stay on top of your conversion rate and manage recruitment efforts.
Track your recruitment process with this beautiful and functional Excel Template.
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HR Training Dashboard Excel Template
The HR training dashboard Excel template makes documenting your HR training hours and costs so simple. Input your data into a familiar spreadsheet format and instantly share professional visuals with your colleagues. View training costs, budget information, numbers of participants and more by month with a convenient dropdown menu. Save time and stay current with your HR training data.
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HR Database Excel Template
Adnia Solutions presents a new tool to organize your HR data. Manage your recruitment efforts, assess your current workforce by salary or position, and easily locate information for employment verification. The Adnia HR Database Excel Template can be used for both large enterprises and small businesses.
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HSE Incident Trend Analysis
Track, assess and reduce your workplace health and safety incidents. This Excel spreadsheet template from Adnia Solutions contains multiple components to help you manage health and safety record keeping in the workplace. Prevent future situations by utilizing the data from previous incidents and track leave and expenses related to safety incidents.
HR Attrition Management Excel Template
Understand your employee turnover rate and organize your off-boarding information with the HR Attrition Management tool. This Excel spreadsheet template will make year-end and progress reports easier and more effective. Our carefully designed dashboard keeps you up to date and ready to communicate your colleagues. Pinpoint areas of highest turnover by department, month and termination reason and see cost data at the same time.
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Operations & Logistics
Simple Inventory Management Template
Inventory management is critical to business. Inaccurate inventory can lead to lost sales or other problems, reducing your company’s efficiency and profit. But, inventory management doesn’t have to be difficult.
The Adnia Simple Inventory Management is an Excel spreadsheet template created to help you monitor and track inventory easily. Maintain control over inventory levels and reorder products right on time. All the information you need is summarized in one dashboard.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
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Adnia Bug Tracker Template Excel
Bug tracking can be a tedious and difficult process to manage, but not with the Adnia Bug Tracking Template. This template uses a classic Excel spreadsheet to organize your data into manageable pieces. Document and monitor your issue tickets at the same time and keep all your information right where you need it.
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Adnia Issue Log Excel Template
Increase your efficiency with the Adnia Solutions Issue Log Template. This Excel spreadsheet is the right solution for documenting, prioritizing, and resolving issues in your project. This template features two dashboards, a Kanban board, and a detailed report.
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Adnia Excel Inventory Template
Tracking inventory can be challenging, no matter the size of your enterprise. Why not let Adnia Solutions help you get organized and get your work done faster? The Excel Inventory Template is a premium spreadsheet template solution . Now, it’s easy to collate your data, produce reports, view all of your ordering or disposal tasks, see overages, and more.
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Delivery Tracking Template
Delivery of goods is becoming more complex, especially during times of market uncertainty. Ease your mind by organizing and tracking your deliveries with the Excel Delivery Management Template. View your delivery data by delivery person, customer, or use your delivery database to look up specific information on shipments, including delay alerts and delivery status.
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Complete Business Finance Management Template
Our Complete Business Finance Management template is a multi-language, Excel spreadsheet designed to help you organize and better manage your company’s finances. This template combines our two best-selling templates, Finance Management and Budget vs Actual into one seamless picture of your business financials.
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Project Management
Financial KPI Dashboard Excel Template
The KPI Financial Dashboard is an Excel template to help you track key performance indicators more effectively. This template is robust; 3 dashboards and up to 12 customizable indicators. Keep your information organized and instantly accessible. Easily interpretable 3-color graphics stand out in professional presentations and makes reporting less complicated.
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Automated Kanban Excel Template 3.0
Limited Time Bonus: Buy this product and get the Project Expense Tracking Template for free.
Managing your workflow just got a whole lot easier. Our Automated Kanban Excel Template keeps your projects moving from “to-do” to complete. Use this project management tool to visualize the progress of projects, maximize efficiency and communicate better with your colleagues.
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Adnia Gantt Chart Excel Template
The Adnia Solutions Gantt Chart Excel Template helps you plan, track, and synchronize the activities of a project.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/gantt-chart-excel-template/”]
Project Management Template Package
The Project Management Template Package includes the following Excel templates:
- Automated Kanban Excel Template 3.0
- Project Expense Tracking Template
- To Do List Excel Template
- Gantt Chart Excel Template
- Automated Schedule Excel Template
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/project-management-template-package/”]
Project Management Dashboard Excel Template
Adnia Solutions has created another great template tool for project managers, the Project Management Dashboard. This Excel spreadsheet template lets you record and analyze up to ten projects at once. Project data can be updated easily to help you stay on top of schedules, deadlines and planning.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/project-management-dashboard-excel-template/”]
Project Management
Record, organize and manage your most important Key Performance Indicators (KPIs) for each new project using the innovative Adnia Solutions Project KPIs Excel template. You already know how important each KPI is to meet your goals, so why not simplify both recordkeeping and communicating your information with colleagues.
[maxbutton name=”projects-kpis-excel-template/”]
Sales
Daily Sales Tracking Template
The Adnia Daily Sales Tracking template is an Excel spreadsheet for managing and tracking your daily sales by individual salesperson. With this template, you can set annual and monthly sales goals and closely follow the daily performance of your sales team.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/daily-sales-tracking-template/”]
Sales Team Dashboard Template
The Adnia Sales Team Dashboard is an Excel spreadsheet template for managing your sales team as a whole and by individual salesperson. This template helps you track the efficacy of your sales team- you set the goals and follow their daily sales performance. This template is multi-lingual and features 2 dashboards where you can see your overall sales summary and ranking by individual salesperson. Our Sales Team Dashboard template gives you everything you need to build a professional sales board with our robust visuals and reports.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
This template is limited to a team of 10
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-team-dashboard-template/”]
Real Estate Agent Dashboard
The Adnia Solutions Real Estate Agent Dashboard is designed to help you monitor and improve the performance of your sales team. Just enter data for each agent and this Excel spreadsheet template automatically calculates important values and displays them beautifully. Familiar red-yellow-green color scheme indicates distance from the goal, and you decide the levels.
Communicate better with your staff using professional and easy-to-follow sales reports. These reports highlight your employees’ accomplishments and facilitate individual and team goal-setting. Easily compare sales by month, agent, etc. and adjust your goals accordingly.
Please note: This template is limited to a team of 5 agents. Also, this template is password-protected to avoid mistakes, such as accidentally deleting formulas. The password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-agent-dashboard-template/”]
Real Estate KPI Dashboard Template
We know the real estate business is tough. Let Adnia Solutions help you make the most of your valuable time and focus your efforts. The Real Estate KPI Dashboard is an Excel spreadsheet template designed with the unique needs of your real estate business in mind.
Zero in on your successes and areas needing improvement. Watch trends over time to determine your performance peaks. Run useful and professional reports that you can share with your team. You can see both sales by agent and the entire team at the same time with this sleek dashboard. Save time and effort!
Please note: This template is password-protected to avoid mistakes, such as accidentally deleting formulas. The password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-kpi-dashboard-template/”]
Sales Dashboard Excel Template
The Sales Dashboard Template is an Excel spreadsheet template developed to help business owners and managers track the most important sales numbers. With this Excel template, you can easily visualize sales data to understand trends and sales performance.
The template is complete with 19 business metrics- but you only enter data for 10 indicators and the other 9 metrics are calculated automatically- leaving you more time to focus on your business.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-dashboard-excel-template/”]
Sales Funnel Excel Template
The Sales Funnel Excel Spreadsheet template is used to gain insight into trends in your sales pipeline. This sleek dashboard template makes performance reviews and sales team meetings more effective because sales data are instantly communicated to your colleagues. Improve your team’s future sales performance using historical metrics. This Excel template works for businesses large and small.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-funnel-excel-template/”]
Real Estate Sales Funnel Excel Template
The Real Estate Sales Funnel template is designed for real estate agents to organize and track their sales funnel data
Featuring indicators that are selected specifically for the real estate industry, this Excel template solution can help you make informed decisions based on the data you are collecting over time. For example, quickly see what percentage of your leads are quality leads and even track the number of reviews you receive over time. Spend your time where it counts!
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-sales-funnel-excel-template/”]
CRM Excel Spreadsheet Template 3.0
The Custumer Relationship Management (CRM) is an Excel Spreadsheet designed to analyze the interactions with your customers. Use this template to provide better customer service, enhance sales process and cross sell products more effectively. Ensure long-term customer loyalty and back-up your management decisions with good data are the purposes of this CRM template.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/crm-excel-template/”]
Sales Pipeline Template Excel
The Sales Pipeline Template is an Excel Spreadsheet designed to help you visualize your sales process in the organization. Use this template to figure out how big is your sales funnel, see if your deals are stalling and know your main revenue income. The Sales Pipeline Template will allow you to track your sales activities and it will give you useful insights to grow your business.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-pipeline-template-excel/”]
Lead Generation Dashboard Template
Take control of your marketing campaigns and stay agile with the Lead Generation Dashboard template. This Adnia Excel spreadsheet solution allows monitoring of your lead lifecycles and Key Metrics including conversion rate, average time of conversion, cost per conversion, cost per lead generation, qualified leads, and monthly new leads.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/lead-generation-dashboard-template/”]
Template Packages
Daily Sales Tracking Template
The Adnia Daily Sales Tracking template is an Excel spreadsheet for managing and tracking your daily sales by individual salesperson. With this template, you can set annual and monthly sales goals and closely follow the daily performance of your sales team.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/daily-sales-tracking-template/”]
Sales Team Dashboard Template
The Adnia Sales Team Dashboard is an Excel spreadsheet template for managing your sales team as a whole and by individual salesperson. This template helps you track the efficacy of your sales team- you set the goals and follow their daily sales performance. This template is multi-lingual and features 2 dashboards where you can see your overall sales summary and ranking by individual salesperson. Our Sales Team Dashboard template gives you everything you need to build a professional sales board with our robust visuals and reports.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
This template is limited to a team of 10
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-team-dashboard-template/”]
Real Estate Agent Dashboard
The Adnia Solutions Real Estate Agent Dashboard is designed to help you monitor and improve the performance of your sales team. Just enter data for each agent and this Excel spreadsheet template automatically calculates important values and displays them beautifully. Familiar red-yellow-green color scheme indicates distance from the goal, and you decide the levels.
Communicate better with your staff using professional and easy-to-follow sales reports. These reports highlight your employees’ accomplishments and facilitate individual and team goal-setting. Easily compare sales by month, agent, etc. and adjust your goals accordingly.
Please note: This template is limited to a team of 5 agents. Also, this template is password-protected to avoid mistakes, such as accidentally deleting formulas. The password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-agent-dashboard-template/”]
Real Estate KPI Dashboard Template
We know the real estate business is tough. Let Adnia Solutions help you make the most of your valuable time and focus your efforts. The Real Estate KPI Dashboard is an Excel spreadsheet template designed with the unique needs of your real estate business in mind.
Zero in on your successes and areas needing improvement. Watch trends over time to determine your performance peaks. Run useful and professional reports that you can share with your team. You can see both sales by agent and the entire team at the same time with this sleek dashboard. Save time and effort!
Please note: This template is password-protected to avoid mistakes, such as accidentally deleting formulas. The password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-kpi-dashboard-template/”]
Sales Dashboard Excel Template
The Sales Dashboard Template is an Excel spreadsheet template developed to help business owners and managers track the most important sales numbers. With this Excel template, you can easily visualize sales data to understand trends and sales performance.
The template is complete with 19 business metrics- but you only enter data for 10 indicators and the other 9 metrics are calculated automatically- leaving you more time to focus on your business.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-dashboard-excel-template/”]
Sales Funnel Excel Template
The Sales Funnel Excel Spreadsheet template is used to gain insight into trends in your sales pipeline. This sleek dashboard template makes performance reviews and sales team meetings more effective because sales data are instantly communicated to your colleagues. Improve your team’s future sales performance using historical metrics. This Excel template works for businesses large and small.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-funnel-excel-template/”]
Real Estate Sales Funnel Excel Template
The Real Estate Sales Funnel template is designed for real estate agents to organize and track their sales funnel data
Featuring indicators that are selected specifically for the real estate industry, this Excel template solution can help you make informed decisions based on the data you are collecting over time. For example, quickly see what percentage of your leads are quality leads and even track the number of reviews you receive over time. Spend your time where it counts!
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/real-estate-sales-funnel-excel-template/”]
CRM Excel Spreadsheet Template 3.0
The Custumer Relationship Management (CRM) is an Excel Spreadsheet designed to analyze the interactions with your customers. Use this template to provide better customer service, enhance sales process and cross sell products more effectively. Ensure long-term customer loyalty and back-up your management decisions with good data are the purposes of this CRM template.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/crm-excel-template/”]
Sales Pipeline Template Excel
The Sales Pipeline Template is an Excel Spreadsheet designed to help you visualize your sales process in the organization. Use this template to figure out how big is your sales funnel, see if your deals are stalling and know your main revenue income. The Sales Pipeline Template will allow you to track your sales activities and it will give you useful insights to grow your business.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/sales-pipeline-template-excel/”]
Lead Generation Dashboard Template
Take control of your marketing campaigns and stay agile with the Lead Generation Dashboard template. This Adnia Excel spreadsheet solution allows monitoring of your lead lifecycles and Key Metrics including conversion rate, average time of conversion, cost per conversion, cost per lead generation, qualified leads, and monthly new leads.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/lead-generation-dashboard-template/”]
Travel Budget Planning Template
Traveling can be one of the best experiences in our lives but realizing a dream trip can be costly and inadequate planning can compromise your personal budget for several months or even years. The Adnia – Travel Budget Planning is an Excel spreadsheet designed to help you plan for that well-deserved vacation trip and avoid financial surprises.
Use this template to estimate the costs of your trip, record your actual expenses and then compare the expenses with your budget. For extra motivation, there is a trip countdown in the dashboard, so you can keep track how many days are left until your trip.
Please note that this template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/travel-budget-planning-spreadsheet-template/”]
Marketing Budget Excel Template 2.0
The Adnia Marketing Budget is a multi-language, Excel spreadsheet template designed to help you manage your company’s marketing budget. This template allows you to control your budget and expenses by category including social media, web marketing, content marketing, research, local marketing, public relations and other.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/marketing-budget-excel-template/”]
Other Excel Templates
Adnia Mileage Tracker Template
The Adnia Mileage Tracker is a multi-language Excel template that helps take the hassle out of mileage reporting. Use this spreadsheet template to record travel for mileage reimbursement requests, tax deductions, or vehicle maintenance.
This handy mileage log book gives you a place to list the trip’s purpose, odometer readings, and track how your mileage changes over time. Enter odometer readings and the template calculates the rest. The Mileage Tracker Template is equally suitable for personal and business mileage logs.
Please note that this Excel template is password-protected to avoid mistakes, such as accidentally deleting formulas; however, the password is included in your purchase and you can download it together with the product.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/mileage-tracker-template/”]
Adnia To Do List Excel Template
Looking for a new way to stay organized? The Adnia To Do List Template is an Excel tool developed to help you manage tasks efficiently and get them done in the right order and on time.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/to-do-list-template/”]
Covid-19 Management Template
The Covid-19 Management Template is an Excel Spreadsheet designed to assess how your organization is managing the Covid-19 crisis. Use this template to communicate the impact of the crisis and document measures taken to avoid. Final results and back-up your management decisions with good data.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/covid-19-management-template/”]
Personal Templates
Event Planning Template Excel
The Adnia Event Planning Template is a new way to manage all your occasions and their budgets. Perfect for planning and executing events of all sizes. Stay current with all your ongoing tasks and use the beautiful visuals to communicate with your team and clients. This professional template can track the budgets of multiple events by step and tasks within steps.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/event-planning-template-excel/”]
Medical Appointment Control Template
Patients and medical staff depend on good scheduling to complete treatments and maintain your clinic’s service pipeline. The Adnia Solutions Medical Appointment Control Template is a carefully designed, scalable solution to stay on top of scheduling, treatment follow-up and invoicing.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/medical-appointment-control-template/”]
Free Templates
Free Weekly To Do List Template Excel
Use your limited time wisely! The free weekly to-do list template from Adnia Solutions is a great way to stay on track to accomplish your goals. Enter your to-do list by day of the week and once a task is accomplished, simply check it off and see your progress.
The Adnia Solutions Free Weekly To-Do List is an Excel spreadsheet template that can be used for personal or business organization. The list and report are printable, so use this free tool to communicate with family or clients.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/free-weekly-to-do-list-template-excel/”]
Free Wedding Checklist Excel Template
There are so many things to do when planning a wedding and it can be a headache. The Adnia Solutions Free Wedding Checklist can make planning for your big day less complicated. This Excel spreadsheet is pretty and printable, so you can share the planning with anyone.
Keep all your wedding information in one place, communicate with the wedding party, family, caterer, florist, venue etc. You can add information as you go to stay organized. Congratulations on your big day!
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Free Event Checklist Template
Event planning can be easier thanks to the new Free Event Checklist from Adnia Solutions. This Excel spreadsheet template is a beautiful, printable, checklist that can be used for a wide range of event types. Standard Venue, Program, Guest Management are just a few of the pre-entered categories.
Printable and professional, you can share this with family, friends, colleagues or clients. This is a comprehensive Event Checklist Template that is available to you for Free from your friends at Adnia Solutions.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/free-event-checklist-template/”]
Free Monthly Calendar Excel Template
Adnia Solutions has designed a robust new free spreadsheet template. The Free Monthly Calendar template helps you to keep yourself, your family or your business organized. Track goals or stay on time, this Excel spreadsheet tool can be used for just about any type of situation where you need a yearly calendar.
The Excel template has a separate calendar for each month and common holidays are already added. There is ample space to add your own special dates like birthdays anniversaries and important events in your life. Each monthly calendar is printable to share with anyone who you want to keep in the loop.
[maxbutton id=”3″ url=”https://stage.adniasolutions.com/excel-templates/free-monthly-calendar-excel-template/”]
Free Daily Schedule Template Excel
Keeping yourself organized and on time every day is easier than ever with a new template from Adnia Solutions. This Free Daily Schedule Excel template is a great place to record all of your life or business events and track goals. Use this spreadsheet for business or personal use.
The spreadsheet template has a separate calendar view for the days of each month and common holidays are built-in, saving time. There is even space to add your own special days. Each calendar is printable to share with family or colleagues.