Free report templates for Google Sheets and Slides
A monthly business review, a sales pipeline report, a weekly store report, a marketing report, a client report and a board update. Make a copy into your Google Drive, and Quiriz fills in every number, chart and table from your own data. Next month, refresh it instead of rebuilding it.
Each template copies into your own Google Drive. Nothing to download.
Free from the Google Workspace Marketplace. Then add your data: a file, a Sheet, or a source such as Shopify, HubSpot or QuickBooks.
Every answer is calculated from your data. Edit any question to match how your business names its numbers.
Google Sheets report templates
One page each. Every answer cell asks Quiriz the question written next to it, so the report rebuilds itself when your data changes. Want the formula version of a question instead? The Google Sheets questions cookbook shows both.
Monthly Business Review
The monthly numbers an owner or manager reviews, on one page.
- Net sales, change vs prior month, orders, average order value, new customers, gross margin
- A short written summary of what changed and why
- 12-month sales trend, sales by channel, top 10 products and top 10 customers
Sales Pipeline Report
Pipeline, wins and win rate from your CRM data, by stage and by rep.
- Open pipeline, deals won, revenue won, win rate, average deal size, sales cycle
- What changed in the pipeline last month
- Pipeline by stage, wins by rep, win rate by rep, deals expected to close this month
Weekly Ecommerce Sales Report
A weekly store report from Shopify, WooCommerce or Stripe data.
- Net sales, change vs prior week, orders, average order value, refunds, returning customers
- What drove sales last week
- 12-week trend, sales by channel, top products by units, products with the most refunds
Marketing Performance Report
Monthly ad results from Google Ads, Meta Ads and GA4 data.
- Ad spend, conversions, cost per conversion, ROAS, clicks, click-through rate
- What changed in ad performance last month
- Results by channel, 6-month trend, top campaigns, campaigns spending with no conversions
Google Slides deck templates
Each box on a slide holds a question. Press Answer them in the Quiriz panel, and every box becomes your number, chart, table or commentary, in the deck's own layout.
Monthly Business Review Deck
An eight-slide monthly review for the leadership meeting.
- Last month at a glance: net sales, monthly change, orders, average order value
- 12-month sales trend and sales by channel, each with written commentary
- Top products table, what changed and why, next steps
Monthly Client Report Deck
The monthly results deck an agency sends each client.
- Results at a glance: ad spend, conversions, cost per conversion, ROAS
- 6-month conversion trend and spend and ROAS by channel, with commentary
- Top campaigns table, what changed and why, plan for next month
Quarterly Board Update Deck
A quarterly board deck for a startup or small business.
- The quarter at a glance: revenue, quarterly change, gross margin, new customers
- 12-month revenue trend and revenue by product line, with commentary
- Expenses by category, highlights and concerns, asks for the board
Spreadsheet templates with the formulas built in
Prefer to type your own numbers? These Excel and Google Sheets templates need no add-on. Fill in your data, and the summaries update themselves.
Profit & Loss Tracker
Log income and expenses; total income, expenses, net profit, and a month-by-month breakdown update automatically.
Template · FreeSales Pipeline Forecast Tracker
Log deals by stage; get a live weighted forecast, open pipeline by stage, coverage vs quota, and stuck-deal flags.
Template · FreeAgency Client KPI Roll-Up
Paste per-client metrics; get per-client KPIs, budget pacing, goal attainment, and a portfolio view across every client.
Template · FreeMulti-Channel Profit & SKU Tracker
Log Amazon, Shopify, and Etsy orders; see true profit per SKU after fees and COGS, and reconcile each channel's payout.
Template · FreeAR Aging Tracker
Log invoices; outstanding balance, days past due, and 0–30 / 31–60 / 61–90 / 90+ aging buckets update automatically.
Template · FreeInventory & Reorder Tracker
Track stock across channels; the Status column flags REORDER automatically when on-hand hits the reorder point.
Template · FreeExpense Tracker
Log expenses by vendor, category, and payment method; totals by category and method update on their own.
Fill these in from your own data
Quiriz answers business questions in Google Sheets and Google Slides from your files and connected sources, so the monthly report is a refresh, not a rebuild. Free to start.
Install for Google Sheets →Building decks? Get Quiriz for Google Slides. Or try it on sample data first, no signup.