Plan smarter for 2026: 5 free business templates you shouldn't miss

It's time to gear up for the 2026 financial year. While it's mostly about evaluating the big numbers and planning new business strategies, it's equally important to reflect on your work operations and data management challenges. If you're still stuck with manual workflows and data entry, it's time to upgrade your software.

Here are 5 free business templates from Zoho Tables to make your life easier. They come with sample data, views, automation, and dashboards so you don't have to start from scratch. Customize the templates to fit your data, add collaborators, and use the mobile app to access data on the go.

Marketing

Content strategy

Use this content strategy template to plan and track campaigns, centralize creatives, set deadlines, automate review processes, and analyze campaign metrics with a real-time dashboard.

Template highlights

• Utilize prebuilt bidirectional relationships between campaigns, keywords, prospects, and industries.
• Monitor content progress and assign work items directly to the team.
• Plan campaigns and track metrics.

Sales

Lead management

Use this lead management template to centralize leads, set priorities, assign owners, record interactions, and track stages.

Template highlights

• Bring in lead data through a prebuilt form.
• Automatically upload lead details in the Contacts table once the lead status becomes Closed won.
• Track interaction schedules using Calendar view.

Finance

Cash flow statement

Use this cash flow statement template to analyze net profit and earnings, accounts payable, and investing activities, and calculate debts.

Template highlights

• Calculate cash from operations, cash from finance, and the net increase or decrease in cash with prebuilt formulas.
• Use kanban cards for year-wise segregation.

IT

IT asset management

Use this IT asset management template to manage hardware, software, licences, warranties, and more.

Template highlights

• Collect asset requests from employees with a prebuilt form that automatically updates the Requests table.
• Track the status of requests like in-store and e-waste with kanban cards.
• Harness email automation to notify DRIs when finance is approved or rejected, or an asset is assigned.

Events

Event planner

Use this event planner template to create event checklists, assign teams, track budgets, and manage post-event activities.

Template highlights

• Capture attendee details and add them to the base with prebuilt registration forms.
• Leverage bidirectional relationships between events, budgets, and to-do lists.
• Gather post-event feedback from guests.

Try Zoho Tables today

Manage your work and data better with Zoho Tables. Check out our template gallery for more ideas.

Sign up today and enjoy a 15-day free trial of our Professional plan, and you'll always have the flexibility to upgrade or use our forever-free plan.