Custom Excel templates

A custom Excel template, built for you.

Get an Excel template built around your actual data and workflow, and the audience you report to, not a generic file with your logo dropped on top.

Joshua Cottrell-Schloemer · 3× Microsoft Excel MVP · helped brands like Microsoft, Kellogg's, Philips, Novo Nordisk

If the template needs to fit an unusual data structure, a real reporting workflow, or a whole team, it is a bespoke build. I scope that work as a consulting engagement, with project minimums typically starting at $5,000. The only $1,000 option is a narrow Brand + Setup add-on for someone who has already chosen a compatible Big Excel Energy template.

Two ways to get one

Build it, or set up a template you already chose

A custom template is a real design engagement. Brand + Setup is a deliberately limited add-on, not a cheaper way to commission one.

From $5,000

Commission a bespoke build

A new template designed from a blank file, around your exact data and workflow. Scoped as a consulting engagement. What's included:

  • A template structured around your specific data model
  • Custom dashboard, report, and chart design from scratch
  • A reusable, brand-consistent system you can update yourself
  • Timeline and scope set during a short scoping conversation
Scope a bespoke build →
$1,000 / 5 days

Brand + Setup add-on

Only when you have already chosen a compatible Big Excel Energy template. It covers:

  • Your brand applied: colors, fonts, logo
  • A short, named list of light changes
  • Clean setup around data that already fits the template
  • No new logic, no data cleanup or automation, no redesign
See if your template fits →
What “custom” should change

A recolor is the smallest part of it.

The real outcome is a workbook whose hierarchy, layout, charts, and brand all feel deliberate, while staying native and editable in Excel.

Illustrative before and after showing a raw Excel sheet transformed into a designed blue dashboard
Illustrative design example. The final system should make the report easier to read, not merely less gray.See more Excel work →
Who it's for

When a custom template is worth it

Brand + Setup is the right call only when one of the ready-made templates already does what you need and you just want it to look like it belongs to your company. I apply your palette and typeface, drop in your logo, and work through a short list of light changes. It is a flat $1,000 and lands in 5 business days.

A bespoke build is for the cases an off-the-shelf file can't cover: an unusual data structure, a multi-report reporting system, or a workbook that has to match strict brand guidelines across an entire team. Every one of these is a different amount of work, so I scope a bespoke template as a consulting engagement rather than selling it at a fixed price. Some teams eventually outgrow the workbook itself, and when that happens I can turn the workbook into a web application.

Not sure which fits? If you already chose a compatible template and only need it branded, see if Brand + Setup fits. If you are describing something that does not exist yet, scope it as a build.

Track record

Who I've built for

MicrosoftKellogg'sPhilipsNovo Nordisk& many others

Past the client list, my TikTok channel has 485,000+ followers, my newsletter goes out to 19,000+ subscribers, and nearly a million Excel templates have been shared through them. More about me →

FAQ

Custom template questions

Can I get a custom Excel template built for my brand and data?

Yes. I design a bespoke template from scratch around your specific data and workflow, and around the audience who will read it, then scope it as a consulting engagement with project minimums typically starting at $5,000.

What's the difference between Brand + Setup and a bespoke build?

Brand + Setup starts from a compatible, ready-made Big Excel Energy template. I apply your colors and fonts, add your logo, and make a short list of light changes for a flat $1,000. A bespoke build starts from a blank file and designs a new template around your specific data, layout, and workflow, handled as consulting.

How much does a custom Excel template cost?

A bespoke template designed from scratch is consulting work, with project minimums typically starting at $5,000 depending on scope.

How long does a custom Excel template take?

The narrow Brand + Setup add-on is delivered in 5 business days. A bespoke build timeline is set during scoping, since it depends on the complexity of your data and the number of views and reports involved.

Do you have ready-made Excel templates I can just buy?

Yes, there's a library of ready-made Excel dashboards, charts, and report templates you can buy once and use immediately. If you already chose a compatible template, the narrow Brand + Setup add-on may be a fit.