Small Business Tracker

Restock your materials, make a batch, sell it on an order: stock, costs, profit and invoices follow by themselves. Works in Google Sheets (free) and Excel 365.

Get it on Etsy

Google Sheets (free) and Excel 365 · Four themes · Instant download · Works on phone and tablet in the Google Sheets app

WATCH IT WORK

SELL

• Orders: one line per product, six statuses, ship-by dates (late in red), profit after materials and channel fees
• Customers: up to 1,000, with orders, total spent, last order and average order
• Invoice: pick an order number and it fills itself: your details, the customer, items, shipping, tax. Print or save as a PDF

MAKE

• Products: up to 500, finished stock made, sold and on hand, low or out in colour, margin
• Recipes: what one item takes; its material cost follows your restock prices
• Make log: each batch adds products and uses up materials
• Materials and Restock: on hand, average cost, reorder alerts, stock value

SEE IT

• Sales overview: any month, quarter or the year. Best sellers, top customers, sales by channel, profit by month, what needs restocking
• Pricing calculator: true cost per item (materials, labour, packaging, overhead), five pricing methods, fees, profit, margin and what you earn per hour
• Price list: every product's cost, price, fees, profit and margin, too-low prices flagged