Because Small Business is Big Business

Excel at Small Business

ExcelMicrosoft Excel is useful for tracking and analyzing all types of information. When using
it for business, the first thing you need to ask yourself is, “What information do I want to track/manage?”  Businesses use Excel to manage a variety of data including lists of information, budgets, invoices, inventories, expense statements, time sheets, and employee schedules to name a few.

Not sure where to begin? Don’t fret! Excel has many pre-designed templates available for free download from To view the available templates, make sure you have an internet connection and begin by creating a new spreadsheet.

Excel 2010: File tab > New

The template categories appear in the center panel of the window.

Excel 2007: Office button > New

A dialog box (or pop-up window) appears. The Office Online template categories appear on the left panel. Select a category to preview the templates. 

Templates are organized into categories including Agendas, Budgets, Inventories, Invoices, etc. All of the templates on may be downloaded for free and customized to suit small business needs.

Downloading free templates from provides a great alternative to building your spreadsheets from scratch. The templates are customizable and can be reused over and over again.

Looking to learn other technology tips and tricks that can help you excel your business?Check out the book A Guide to Small Business Software Technology