> ## 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.

# Excel template library

> Browse 1,000+ pre-built Excel-compatible templates across every business category.

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.

## Using a template

1. Browse the template library at [sourcetable.com/excel-templates](https://sourcetable.com/excel-templates)
2. Select a template that fits your use case
3. Click to open it in Sourcetable
4. Replace sample data with your own
5. 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"