Sales Tracker

Description

Turn a list of sales into real insight. Pick the client and product from dropdowns, and the tracker fills in prices and costs, then shows sales, gross profit and top performers on its dashboard. This sales tracker Excel template also works in Google Sheets.

What it does

• Sales log with price, quantity, discount, cost and gross profit
• Client and product dropdowns from your own lists
• Sales by month, product, category, channel and salesperson
• Top products and top clients ranked automatically
• Dashboard with sales trend, gross margin and best sellers

How it works

1. Settings: enter your business details, sales channels and salespeople.
2. Clients and Products: add your clients and your price list with unit costs.
3. Sales: add one row per sale; everything else updates.

What’s inside

Start Here guide, Dashboard (11 headline numbers and 8 charts), Sales, Clients, Products, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Step-by-step guide

New to this? Read our guide: How to Track Sales in Excel.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.