This ready to use Excel File allows you to record and analyse sales transactions through relevant indicators such as the total sales transactions, sales volume, sales revenues, cost of goods, profit and profit margin percentage, top 5 profitable products, trends, revenues vs. profit comparison, sales volume vs. revenues, sales volume vs. cost of goods and cost of goods vs. profit
The dashboard allows you to follow in real time:

  • Key indicators: sales transactions, sales volume, sales revenues, cost of goods, profit, and percentage of profit margin
  • Profit analysis: monthly profit and variation in value and percentage as well as the running total
  • Analysis of the 5 most profitable products: sales volume, revenues, profit, and percentage of profit margin for each product and for all 5
  • Trend analysis of Revenues vs. Profit
  • Trend analysis of Sales Volume vs. Cost of Goods
  • Comparison of Sales Volume vs. Revenues by Product Category
  • Comparison of Cost of Sold Goods vs. Profit by Product Category

It is a practical and easy to use tool, ideal for small businesses, who need to automate the analysis of their sales.
How to Use:

  • Ready-to-use model, just enter or import your data.
  • Dashboard ready to be printed.
  • Instructions on the Excel sheet "User Guide".
  • Requires Microsoft Excel version 10 or higher.
  • Allow Macros to run (activate content when opening file).

Customizable model:Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

  • A template with sample data.
  • An empty template, ready to receive your data.


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