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

Description
Multi-Platform Sales Revenue & Expense Tracker with Inventory Discount Analysis in ExcelThese Excel trackers are tailored for businesses selling items on single or multiple online platforms. They include separate worksheets for each month and provide detailed insights into sales revenue, inventory management, and discount analysis. Here's a breakdown:
Two Versions:

1. Multi-Platform Tracker
   
   • Track multiple item sales across platforms with inventory and discount analysis.
   • Suitable for products with unique identifiers like mobile phones with IMEI numbers.
2. Single-Platform Tracker
   
   • Track multiple sales of different items or one single item on a single platform.

1. Monthly Worksheets (12 Sheets: January–December)Each worksheet tracks sales data for a specific month with the following columns:
Columns/Fields:

1. Date Sold: Date the item was sold.
2. Item Name: Name or identifier of the item.
3. Price: Listed price before discounts or fees.
4. Online Platform Name: Platform where the sale occurred (e.g., Amazon, eBay, Shopify).
5. Category: Platform category (e.g., Electronics, Fashion).
6. Shipping Cost: Shipping expenses.
7. Promotional Fees: Fees for ads or boosted listings.
8. Amount Sold: Number of units sold.
9. Gross Revenue: Automatically calculates as Price * Amount Sold.
10. Discount Applied: Discounts per sale (absolute or percentage).
11. Net Revenue: Automatically calculates as Gross Revenue - Discount Applied - Shipping Cost - Promotional Fees.
12. Profit Margin: Calculates 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.

2. Consolidated Summary ChartsAggregates data from all monthly worksheets to provide a performance overview.
Insights Include:

1. Total Sales Revenue: Gross and net revenue for the year.
2. Platform-Wise Revenue: Pie or bar charts to visualize platform-specific revenue.
3. Category Performance: Tracks best- and worst-performing categories.
4. Monthly Trends: Line charts showing monthly revenue, costs, and profit trends.
5. Shipping and Fee Analysis: Highlights revenue spent on shipping and promotional fees.

3. Inventory LogA centralized sheet to manage inventory, sales, and replenishment.
Columns/Fields:

1. Item Name: Name or identifier of the item.
2. Category: Category (e.g., Electronics, Fashion).
3. Opening Stock: Quantity available at the start of the period.
4. Stock Added: Quantity added during the period.
5. Amount Sold (Linked): Auto-updates from "Amount Sold" in monthly sheets.
6. Closing Stock: Calculates as Opening Stock + Stock Added - Amount Sold.
7. Restocking Alerts: Conditional formatting flags low stock items.

This tracker ensures seamless management of sales, revenue, and inventory while providing actionable insights for growth.