Sourcetable maintains a library of over 1,000 Excel-compatible templates that you can import and use immediately. These templates come with formulas, formatting, and sample data — ready to populate with your own information.Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Using a template
- Browse the template library at sourcetable.com/excel-templates
- Select a template that fits your use case
- Click to open it in Sourcetable
- Replace sample data with your own
- Use the AI assistant to customize or extend it
Template categories
Financial templates
- Budget planners and trackers
- Invoice generators
- Financial statements (P&L, balance sheet, cash flow)
- Loan amortization schedules
- ROI calculators
- Tax planning worksheets
Business templates
- Business plan templates
- SWOT analysis
- Competitive analysis
- KPI scorecards
- OKR trackers
- Meeting agenda and minutes
Project management
- Gantt charts
- Sprint boards
- Resource planning
- Risk assessment matrices
- Status reports
- Milestone trackers
Sales and marketing
- Sales forecasting
- Pipeline management
- Campaign trackers
- Lead scoring sheets
- Customer journey maps
- Email campaign planners
HR and operations
- Employee directories
- Shift schedules
- Inventory management
- Supply chain tracking
- Vendor comparison sheets
- Training trackers
Education and research
- Grade books
- Curriculum planners
- Research data collection
- Survey analysis
- Lab result trackers
- Student progress reports
AI enhancement
After importing any template, use the AI assistant to enhance it:- “Add a chart summarizing this budget data”
- “Create a pivot table from this sales data”
- “Add conditional formatting to highlight overdue items”
- “Connect this template to our Salesforce data”