Templates

Explore professionally crafted templates and save time with live, efficient financial reports tailored to your needs.

Business KPI Dashboard

Gain real-time insights into your company’s key performance indicators, enabling data-driven decisions to drive growth.
Track financial metrics like revenue, profit margins, and expenses.
Visualize performance trends with clear, dynamic charts.
Set goals and monitor progress toward critical business objectives.

Vendor Dashboard

Manage vendor relationships more efficiently with a comprehensive overview of transactions and performance.
Monitor payment statuses and outstanding balances.
Analyze vendor performance to optimize procurement strategies.
Get a comprehensive view of vendor expenses over time in a single dashboard.

Customer Analysis Dashboard

Understand customer behavior and enhance your marketing strategies with detailed customer insights.
Analyze customer spending habits and profitability.
Segment customers based on purchase history and preferences.
Identify your top-performing customers over time

Sales Dashboard

Stay on top of sales performance and identify opportunities for revenue growth with a dynamic sales tracking tool.
Track sales by product, department, class or customer for deeper analysis.
Monitor sales targets and progress in real time.
Identify trends to optimize future sales strategies.

Receivable Report

Ensure smooth cash flow management by keeping track of your outstanding invoices and customer payments.
Monitor overdue invoices to improve collection processes.
Analyze payment patterns and credit risks for better customer management.
Track aging of receivables for accurate cash flow forecasting.

Payable Report

Stay on top of vendor payments and manage your liabilities effectively with detailed payable insights.
Track outstanding bills and payment deadlines.
Analyze cash outflow to optimize payment scheduling.
Monitor vendor terms and credit limits to enhance negotiation power.

Inventory Report

Manage stock levels and optimize inventory turnover with comprehensive inventory reports.
Track stock quantities, reordering points, and current inventory values.
Identify slow-moving and best-selling items to streamline inventory management.
Monitor inventory turnover rates to improve efficiency and reduce costs.

Trial Balance

Maintain accuracy in your financial records with a clear, real-time view of your accounts.
Verify that total debits and credits match across all accounts.
Identify discrepancies and errors for timely corrections.
Ensure financial accuracy before generating balance sheets and financial statements.

Start your free trial

Unlock the full power of ClearSheets. Get your first fully customizable spreadsheet report in just a few clicks.
Get Started