Funeral director spreadsheet: run your business from one Excel file

The Funeral Director Business Management System is an all-in-one funeral director spreadsheet for funeral directors. Log every job or sale, chase unpaid invoices, run your stock take, plan the rota, keep on top of daily checks, certificates and risk assessments, and see your profit on a live dashboard. It costs £15 once, with no subscription and no app, so you keep your own data in a file you already know how to use.

Why funeral directors choose a spreadsheet over an app

• One-off £15, not a monthly fee
• Works offline in Excel you already own, or in Excel online with your team
• Your data stays in your file, not on someone else's platform
• Fully editable: add your own checks, stock items, hazards and categories

Built for funeral directors

• Daily, weekly and monthly checks: opening checks completed, closing and lock-up checks completed, deceased in care identified and checked, mortuary refrigeration temperature logged, paperwork checked (registration, cremation or burial forms) and more, each showing Up to date, Due soon or Overdue.
• Compliance register with renewal reminders: funeral director licence or code of practice compliance, trade body membership / accreditation, clinical waste collection contract, mortuary refrigeration service, vehicle insurance and roadworthiness test, plus pre-paid funeral plan provider authorisation, public liability insurance, employers’ liability insurance and more.
• Risk assessment template: 7 pre-filled hazards with likelihood × severity scoring, Low/Medium/High ratings, controls and 12-month review dates.
• Stock take spreadsheet: pre-loaded with coffins (standard range), ashes urns and caskets, gowns and linens, hygienic preparation supplies and more, showing usage, stock value and reorder alerts.
• Staff rota template: weekly shifts, hours and wage cost.
• Operations tracker: service, funerals, revenue, costs and gross profit on every line, with "next follow-up / memorial date" reminders.
• Key figures for your trade: funerals arranged, average funeral price, direct cost % of sales, gross margin.

Money and admin, done for you

• Sales and VAT: net, tax and gross on every sale, at your own tax rate
• Invoice tracker: Paid, Open and Overdue status, with days overdue
• Debtors report: aged debt (1–30, 31–60, 61–90, 90+ days) and a "chase these first" list
• 12-week cash flow forecast with shortfall warnings
• Quarterly VAT summary: tax charged, tax reclaimable, net to pay
• Profit and loss: yearly and month by month, plus budget vs actual
• Pricing calculator for your target margin
• Expenses, staff hours, customers, suppliers, assets and maintenance logs

Dashboard

A one-page dashboard with income, costs, net profit, margin, unpaid and overdue invoices, industry key figures, reminders, cash position, a compliance score (checks up to date, certificates in date, high risks, items to reorder) and month-by-month charts.

Works for you, wherever you are

• 5 languages: English, Spanish, French, German and Portuguese
• 25 countries and currencies, for example £, €, $, ¥, kr and R$, with the symbol in the right place
• Excel 2016+, Microsoft 365, Excel for Mac and Excel online. No macros.
• Formulas protected against accidental changes, and you can unprotect with no password

What you get

• Funeral Director Business Management System (.xlsx), 24 working sheets
• Example data to show how it works, easy to delete
• Start Here guide inside the workbook

Read the full guide: Becoming a funeral director

FAQ

Is this a one-off payment? Yes. It costs £15 once. There is no subscription, no app to install and no monthly fee. You keep the Excel file and all of your data.

Does it work in Excel for Mac, Excel online and Microsoft 365? Yes. It works in Excel 2016 or later on Windows and Mac, and in Excel for the web. Save it to OneDrive or SharePoint and your team can edit it at the same time.

Can I use it outside the UK? Yes. Choose from 25 countries and the currency symbol updates everywhere. Labels, lists and results switch between English, Spanish, French, German and Portuguese.

Does it calculate VAT? Yes. Set your VAT, GST or sales tax rate and it works out tax on every sale, plus a quarterly summary of tax charged, tax reclaimable and net tax to pay. Always check figures with your accountant before filing.

What checks and records are included? 12 ready-made checks such as opening checks completed and closing and lock-up checks completed, a compliance register with renewal reminders, 7 pre-filled risk assessments, a weekly rota and a stock take. You can edit or add your own.

Is there example data? Yes. Example rows show how everything works and fill the dashboard. They are marked 'Example' so you can delete them before you start.