See what’s selling, where and to whom. This sales tracker template lets you log every sale in seconds — pick a product and the price and cost fill in — and turns your log into a dashboard of revenue, profit, best channels and top customers.
Who this template is for
- Small business owners and Etsy sellers
- Sales reps tracking targets
- Side hustlers watching revenue
Features
- Products list (up to 20) with category, price, unit cost, margin, units sold and revenue.
- Sales log (1,000 lines): date, customer, product from a drop-down, quantity, channel and payment status. Price and unit cost fill in automatically; change the price on any line for discounts or wholesale.
- Revenue and profit calculated for every sale.
- Dashboard for any year: revenue, profit, margin, average sale, units sold and unpaid sales.
- Month-by-month table, revenue by channel, top 5 customers, a revenue and profit chart and a revenue-by-product chart.
- No macros.
How to use it
- Download the file and open it in Excel or upload it to Google Sheets.
- Add your products with price and unit cost.
- Log each sale on the Sales Log.
- Check the Dashboard to see how the business is doing.
What’s included
- 1 .xlsx file with 4 tabs: Start Here, Dashboard, Products and Sales Log.
- Example products and a year of sample sales (clear them to start fresh).
Compatibility
Works in Microsoft Excel (desktop, Mac and Excel online) and Google Sheets. No add-ons or macros required.
FAQ
Who is it for?
Small shops, makers, Etsy and market sellers, and service businesses that want simple sales numbers without software.
Can I change the sales channels?
Yes. Edit the channel names and the drop-down and dashboard follow.
Does it handle discounts?
Yes. Type a different price on that sale line.
Does it work in the free version of Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets. A free Google account is all you need.
Can I use it on a Mac, iPad or phone?
Yes. It works in Excel for Mac and Windows, Excel online and the Google Sheets app. For editing, a computer or tablet is the most comfortable.
How do I get the file?
Right after checkout you get a download link on the confirmation page and by email.
More templates like this: Business Finance.
This is a digital product. No physical item will be shipped.
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