Sales Revenue & Expense Tracker w/ Inventory Discount (Excel XLSX)

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Sales Revenue & Expense Tracker w/ Inventory Discount Analysis in Excel


### Multi-Platform Sales Revenue & Expense Tracker w/ Inventory Discount Analysis in Excel

These Excel trackers are designed for businesses selling items across single or multiple online platforms. It includes separate worksheets for each month and provides detailed insights into sales revenue, inventory management, and discount analysis. Here's a comprehensive breakdown of the tracker:

2 Different Versions

Version 1: Multi-Platform Sales Revenue & Expense Tracker w/ Inventory Discount Analysis in Excel.
Sell and track multiple item sales easily on multiple platforms.

Track Singular Sales on multiple platforms w/ Inventory Discount Analysis in Excel.
This can also be used for example selling mobile phones as they have an individual IMEI)

Version 2: Multiple sales of different items, or one single item on a single platform.

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### 1. Monthly Worksheets (12 Sheets for January–December)

Each worksheet tracks sales data for a specific month, with the following columns:

#### Columns/Fields:
1. Date Sold: The date the item was sold.
2. Item Name: Name or identifier of the item.
3. Price: The price at which the item is listed (before discounts or fees).
4. Online Platform Name: Name of the platform where the sale occurred (e.g., Amazon, eBay, Shopify).
5. Category: Category within the platform (e.g., Electronics, Fashion).
6. Shipping Cost: The cost incurred for shipping the item.
7. Promotional Fees: Any fees paid to the platform for promotions (e.g., ads, boosted listings).
8. Amount Sold: The total number of units sold of the item.
9. Gross Revenue: Automatically calculated as `Price * Amount Sold`.
10. Discount Applied: Any discounts given per sale (absolute or percentage).
11. Net Revenue: Automatically calculated as `Gross Revenue – Discount Applied – Shipping Cost – Promotional Fees`.
12. Profit Margin: Automatically calculated as `(Net Revenue – Cost of Goods Sold) / Net Revenue * 100`.

#### Features:
•  Conditional Formatting: Highlights high-performing categories or low-margin items.
•  Auto-Summary Rows: Aggregates total revenue, costs, and profits for each month.

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### 2. Consolidated Summary Charts

Aggregates data from all monthly worksheets to provide an overview of sales performance.

#### Helps you follow:
1. Total Sales Revenue: Summarizes gross and net revenue for the year.
2. Platform-wise Revenue: Pie charts or bar graphs to visualize revenue from each platform.
3. Category Performance: Tracks best- and worst-performing categories.
4. Monthly Trends: Line charts to display monthly revenue, costs, and profit trends.
5. Shipping and Fee Analysis: Highlights the percentage of revenue spent on shipping and promotional fees.

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### 3. Inventory Log

A centralized inventory sheet to track item availability, sales, and replenishment needs.

#### Columns/Fields:
1. Item Name: Name or identifier of the item.
2. Category: Category of the item (e.g., Electronics, Fashion).
3. Opening Stock: The quantity available at the beginning of the period.
4. Stock Added: Quantity added to inventory during the period.
5. Amount Sold (Linked): Automatically updated from the "Amount Sold" field in the monthly sheets.
6. Closing Stock: Automatically calculated as `Opening Stock + Stock Added – Amount Sold`.
7. Restocking Alerts: Conditional formatting to flag items with low stock (e.g., <10 units).

#### Features:
•  Replenishment Recommendations: Automatically calculates restocking requirements based on sales trends.

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### 4. Inventory Discount Analysis

A dedicated sheet to track and analyze the impact of discounts and promotional activities on sales performance.

#### Columns/Fields:
1. Item Name: Name or identifier of the item.
2. Price: Regular price of the item.
3. Discount Applied: Type and value of the discount (percentage or flat).
4. Discounted Price: Automatically calculated as `Price – Discount`.
5. Units Sold with Discount (Linked): Pulls data from monthly worksheets for sales during discount periods.
6. Revenue with Discount: Automatically calculated as `Units Sold with Discount * Discounted Price`.
7. Gross Revenue Comparison: Difference between discounted and non-discounted revenue.
8. Profit Impact: Calculate the cost of goods sold and other expenses.

#### Helps:
•  Visual Analytics: Charts comparing sales volume and profit margins for discounted vs. non-discounted items.
•  Discount Effectiveness: Uses formulas to rank the effectiveness of discounts based on their impact on sales and profits.

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### Automation and Formula Usage

1. Dynamic Linking: Use `=SUMIFS()` and `=SUMPRODUCT()` to consolidate and analyze data across monthly sheets.
2. Conditional Formatting: Highlights trends, such as high promotional costs or low profit margins.
3. Custom Calculations:
•  Gross Revenue: `=Price * Amount Sold`
•  Net Revenue: `=Gross Revenue – Discount – Shipping Cost – Promotional Fees`
•  Closing Stock: `=Opening Stock + Stock Added – Amount Sold`

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### Helpful Features
•  Platform-Specific Analysis: Filters to view sales data for specific platforms.
•  Easier Analytics or Year-End Reports: Aggregates all metrics for the year, highlighting top-performing platforms, categories, and items.

This structure will help manage sales and inventory across multiple sales platforms while providing valuable insights into how discounts and promotional activities impact overall performance.

Source: Best Practices in Expense Tracker Excel: Sales Revenue & Expense Tracker w/ Inventory Discount Excel (XLSX) Spreadsheet, Willcox PMO