# Templates

> Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. Step by step in Odoo 16 with the Brazilian localization, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/

Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch.

Several pre-built templates are available when creating a new spreadsheet from the **Documents** app, such as:

- [budget reports](https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/#templates-budget-reports),
- [pipeline revenue reports](https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/#templates-pipeline-reports), or
- [sales commission report](https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/#templates-sales-commission).

![View of all the default templates](https://docs.kmee.com.br/odoo/referencias/img/applications/productivity/spreadsheet/templates/report-templates.png)

You can also [save any spreadsheet as a template](https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/#templates-save) and [manage and edit existing templates](https://docs.kmee.com.br/en/odoo/enterprise/modules/documentos-e-planilhas/modelos/#templates-manage).

## Default templates

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### Accounting: budget reports

Budget reports compare a company's actual spending with its budget over a defined period. Two templates are available: one uses quarterly intervals (**Budget Report (Quarterly)**), while the other uses monthly intervals (**Budget Report (Monthly)**).

![Extract of a budget report](https://docs.kmee.com.br/odoo/referencias/img/applications/productivity/spreadsheet/templates/budget-report.png)

The cells under the **Actuals** column are automatically filled in with the amount of money made and spent over the corresponding period (month or quarter). The data is taken from posted journal items under [income and expense accounts](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/plano-de-contas/#chart-of-account-type).

Warning

Journal items under the **Other Income** account type are not considered when collecting data.

To analyze your budget's performance, fill the cells under the **Budget** column with how much money you expect to make (**Income** rows) and spend (**Expenses** rows) over the related period and per account. Then, the performance (**Perf.**) column compares **Actuals** data to their corresponding budget, expressed as a percentage.

Lastly, the **Net Profit** row represents the total **Income** minus the total **Expenses** for the **Actuals** and **Budget** columns.

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### CRM: pipeline revenue reports

Two pipeline revenue reports are available. The **Pipeline Revenue Report (Monthly)** is dedicated to one-time revenue (NRR), while the **MRR/NRR Pipeline Revenue Report (Monthly)** covers recurring and non-recurring revenue (MRR).

Tip

Enable **Recurring Revenues** by going to **CRM -> Configuration -> Settings**.

![Extract of a pipeline revenue report](https://docs.kmee.com.br/odoo/referencias/img/applications/productivity/spreadsheet/templates/pipeline-revenue.png)

The cells under the **Actuals** column are automatically filled in with the amount of monthly revenue from **won** opportunities.

To compute the revenue performance, fill in the monthly revenue targets.

- For the **Revenue by Team** sheet, fill in the cells under the **Target** columns for each sales team.
- For the **Revenue by Salesperson** sheet, open the **Targets** sheet and fill in the cells next to each salesperson. Use the **Monthly Factor** table below to adapt the main targets depending on the month of the year.

Then, the performance (**Perf.**) column compares **Actuals** data to their related budget, expressed as a percentage.

Lastly, the **Forecasted** column gathers the monthly revenue of leads multiplied by their **Probability** percentage.

Note

For actuals and forecasts:

- The **Expected Closing** date found on leads is used to assign them to a month.
- The recurring monthly revenue is used even if the recurring plan's number of months is set to a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months.

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### Sales: sales commission

This report presents the monthly commission earned or due to each salesperson.

![Extract of a sales commission report](https://docs.kmee.com.br/odoo/referencias/img/applications/productivity/spreadsheet/templates/sales-commission.png)

The **Rate** column is pre-filled with the percentage rate from the **Rates** tab, which can be customized for each product category according to the company's policy. Adjusting the rate for a specific product category automatically updates the commission amount for that category.

The **Invoiced** column shows the total amount of untaxed invoices grouped by salesperson and month.

Lastly, the **Comm.** column is computed by multiplying the invoiced amount with the rate percentage.

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## Save a spreadsheet as a template

Any spreadsheet can be saved as a template. From the menu bar, click **File -> Save as template**. Modify the default **Template Name** if necessary and click **Confirm**.

Note

Templates are available to all users on the database.

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## Manage and edit templates

Manage templates by going to **Documents -> Configuration -> Spreadsheet Templates**. Remove the **My Templates** [filter](https://docs.kmee.com.br/en/odoo/enterprise/modules/primeiros-passos/pesquisar-e-filtrar-registros/#search-preconfigured-filters) to view all templates in the database.

To edit an existing template, click `✎ Edit` next to the desired template. Modifications are automatically saved.

Tip

Use the download button under the **Data** column to export a template in JSON format. The file can be imported into another database.