Data Inventory Excel Template
Start Your Data Inventory with Confidence
Do you know what data you collect, use, sell, share, and store?
Data inventories help companies understand the data they have from start to finish. It includes all the third-parties involved and all the systems on which they rely.
It means for each process you have, you know what specific pieces of information you’ve collected about each person and where each of those pieces of information are stored.
Sign up for our Data Inventory Masterclass on July 16, 2025.
Most data inventories fail – not because teams don’t care, but because they don’t have a clear path forward. If you’re overwhelmed and don’t know where to start, have the software but not the strategy, installed a tool but got stuck on the next steps, or prefer a manual approach without relying on automation, this Masterclass is for you.
In Just 3 power-packed hours, Red Clover Advisors CEO and industry leader, Jodi Daniels, will help you get unstuck. You’ll learn the foundational pieces you need and how to build a usable, scalable data inventory with live, hands-on training from a seasoned privacy pro.
This isn’t a webinar. It’s real-world guidance you can apply immediately while earning 3 IAPP CPE credits. Learn more and sign up today.
What’s Inside the Data Inventory Template?
This Excel template is designed to help you capture all the essential details for each personal information processing activity within your organization. Use it to build a clear, compliant, and comprehensive data inventory. Key sections include:
- Processing Activity Overview
- Data Collection
- Use of Personal Information
- Children’s Personal Information (if applicable)
- Privacy Rights & Access
- Source & Storage
- Tracking Technologies
- Sharing & Disclosures
- Cross-Border Data Transfers
- Retention & Disposal
- Privacy Training
- Ownership & Oversight
Why Use a Data Inventory?
Understanding your data flows is a core requirement of most privacy laws. A strong inventory supports privacy impact assessments, risk mitigation, breach response, and transparent privacy notices. With this template, you’ll be one step closer to operationalizing privacy in your business.
Download Our Free Data Inventory Template!
Start mapping your data today with a practical tool built by privacy pros.
Additional Resources
Looking to take your privacy program further? Don’t miss these helpful tools:
Data Inventory Roadmap
Download our free Data Inventory Roadmap: Business Guide to map your data flows, reduce risk, and simplify compliance, one step at a time.
State Privacy Law
Download our free State Privacy Law Comparison Guide to confidently navigate compliance, reduce risk, and understand how laws differ across the U.S.