Monthly Sales Tracker
- Category: CRM
- Platform: Microsoft Excel
- Description: Streamline your record-keeping effortlessly with this simple Monthly Sales Tracker for Excel. Whether you're a freelancer, small business owner, or just someone keen on managing their finances efficiently, this powerful Excel template is your key to financial clarity.
Features
📝 Easy Monthly Logging: Quickly log your total monthly income amounts without the hassle of tracking each sale individually. Simplify your financial management process.
📝 Comprehensive Overview Dashboard: Gain a high-level perspective of your financial health with our modern dashboard. Visualize monthly income trends, track all-time earnings, and monitor yearly performance at a glance.
📝 Sales and Income Summaries: Get a clear snapshot of your financial performance with summarized sales and income data. The template does the math for you, providing accurate averages for better decision-making.
📝 Projections for Financial Planning: Plan ahead with confidence using built-in projection features. Anticipate future income based on your historical data, helping you make informed financial decisions.
Why Choose Our Tracker?
☑️ Effortless Tracking: Log your monthly earnings in minutes, freeing up more time for what matters most—growing your business or enjoying life.
☑️ User-Friendly Interface: No complex setups or confusing menus. Our template is designed for ease of use, ensuring that you can start tracking your finances right away.
☑️ Versatile for Any User: Whether you're a seasoned entrepreneur or just starting, our Monthly Sales & Income Tracker adapts to your needs, providing a robust solution for financial management.
☑️ Take control of your finances and make informed decisions with our Monthly Sales & Income Tracker. Download now and embark on a journey to financial success!
📝 Comprehensive Overview Dashboard: Gain a high-level perspective of your financial health with our modern dashboard. Visualize monthly income trends, track all-time earnings, and monitor yearly performance at a glance.
📝 Sales and Income Summaries: Get a clear snapshot of your financial performance with summarized sales and income data. The template does the math for you, providing accurate averages for better decision-making.
📝 Projections for Financial Planning: Plan ahead with confidence using built-in projection features. Anticipate future income based on your historical data, helping you make informed financial decisions.
Why Choose Our Tracker?
☑️ Effortless Tracking: Log your monthly earnings in minutes, freeing up more time for what matters most—growing your business or enjoying life.
☑️ User-Friendly Interface: No complex setups or confusing menus. Our template is designed for ease of use, ensuring that you can start tracking your finances right away.
☑️ Versatile for Any User: Whether you're a seasoned entrepreneur or just starting, our Monthly Sales & Income Tracker adapts to your needs, providing a robust solution for financial management.
☑️ Take control of your finances and make informed decisions with our Monthly Sales & Income Tracker. Download now and embark on a journey to financial success!
Get started with your Monthly sales tracker
Learn how to get the most from your new Monthly sales tracker
Configure the Settings sheet
Select the ‘Settings’ sheet and enter the following information:
- Dashboard title: Enter the title of your choice and it will automatically appear on the Overview dashboard.
- Year: Enter the year you're currently tracking. This is normally the current year.
Start logging Income & Sales
The Tracking sheet is used to log the total income & sales generated for each month. It's also used to log the grand total income & sales amounts for previous years.
- This year: Enter the income amount for each month, along with how many sales were made.
- Previous years: Enter the income amount for each year, along with how many sales were made.