Custom Income Tracking Spreadsheet
Budget: $10 – $30 USD
I need a streamlined spreadsheet that lets me record every sale from my online business, automatically totals income, and breaks those figures down by each product or service I offer. It should be simple to update: I enter a date, product name, and amount, and the sheet instantly updates running totals as well as a monthly and year-to-date summary.
A clear dashboard or pivot-style view that shows income per product, overall revenue, and basic visual insights (bar or line chart) will help me keep an eye on trends without extra clicks. I’m comfortable working in either Microsoft Excel or Google Sheets, so feel free to use whichever platform yields the cleanest solution—just keep formulas transparent so I can tweak them later if my catalog grows.
When you hand over the file, I’ll test it by adding a few sample sales; if the totals and charts update correctly and the layout stays tidy, we’re done.
A clear dashboard or pivot-style view that shows income per product, overall revenue, and basic visual insights (bar or line chart) will help me keep an eye on trends without extra clicks. I’m comfortable working in either Microsoft Excel or Google Sheets, so feel free to use whichever platform yields the cleanest solution—just keep formulas transparent so I can tweak them later if my catalog grows.
When you hand over the file, I’ll test it by adding a few sample sales; if the totals and charts update correctly and the layout stays tidy, we’re done.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Data Visualization
Data Analysis
Google Sheets
Data Management