Description
Take control of your sales and understand what your business actually earns.
The JR’S THINGS Professional Small Business Sales & Profit Tracker is an easy-to-use Microsoft Excel workbook designed to help small business owners record sales, track costs and fees, calculate profit, and monitor business performance from one organized dashboard.
Simply enter your transaction information, and the workbook automatically calculates Gross Sales, Total Costs, Net Profit, and Profit Margin.
WHAT YOU CAN TRACK
✓ Transaction date
✓ Order or invoice number
✓ Customer
✓ Product or service
✓ Business category
✓ Sales channel
✓ Payment method
✓ Quantity and unit price
✓ Product or service costs
✓ Transaction fees
✓ Other transaction costs
✓ Order status
✓ Notes
AUTOMATIC CALCULATIONS
The workbook automatically calculates:
✓ Gross Sales
✓ Total Costs
✓ Net Profit
✓ Profit Margin
No need to manually calculate the profitability of every transaction.
SALES & PROFIT DASHBOARD
Your Summary Dashboard automatically provides:
✓ Total Sales
✓ Net Profit
✓ Number of Completed Orders
✓ Average Order Value
✓ Total Costs
✓ Total Transaction Fees
✓ Units Sold
✓ Overall Profit Margin
✓ Monthly Sales & Net Profit
✓ Sales by Category
✓ Sales by Sales Channel
✓ Order Status Summary
✓ Automatic charts
SMART ORDER STATUS TRACKING
Use the built-in status menu to mark transactions as:
Completed • Pending • Refunded • Canceled
Only completed transactions contribute to the primary sales and profit dashboard totals, helping prevent pending, refunded, or canceled transactions from inflating your business results.
PERFECT FOR
This tracker is ideal for:
✓ Online sellers
✓ Freelancers
✓ Consultants
✓ Contractors
✓ Service businesses
✓ Retailers and resellers
✓ Repair businesses
✓ Designers and creatives
✓ Home-based businesses
✓ Digital product sellers
✓ Other small businesses
WHAT YOU RECEIVE
Your digital download includes:
✓ Professional Small Business Sales & Profit Tracker Excel workbook
✓ Completed Example workbook
✓ Step-by-step Instructions PDF
✓ JR’S THINGS Template License, PDF
The tracker supports up to 100 sales transactions and includes the built-in dropdown menus to make data entry faster and more consistent.
SOFTWARE
Designed for Microsoft Excel (.XLSX).
For best results, use a current desktop version of Microsoft Excel. Features may display or function differently in other spreadsheet applications.
DIGITAL PRODUCT
This is an instant digital download. No physical product will be shipped.
Because this is a digital template, customers should retain an untouched backup copy before making extensive modifications.
Track your sales. Understand your costs. Know your profit.
