Sales, invoices and inventory
Sales Tracker & Dashboard 2027
Sales tracker spreadsheet for 2027: log every sale in one Excel workbook and see revenue, invoices, top products and top customers on a dashboard you filter by month and category.
C$12CAD
Secure checkout. Sales tax, VAT or GST is added at card checkout where it applies.
- Instant download, nothing shipped
- Excel 2016+ and Google Sheets
- Filled-in sample file included
- Damaged or not as described? Fixed or refunded within 60 days
Prefer Etsy? Buy this template in our Etsy shop.
What it does
- Sales log: one row per product line sold, with date, invoice number, customer, product, category, units and unit price. Line totals and months calculate by themselves
- Dashboard: total revenue, number of invoices, units sold and average invoice value for the month and category you pick
- Top 5 products and top 5 customers by revenue, ranked for you. New products and customers are picked up automatically
- Monthly sales chart (January to December for the category you pick) and a sales by category chart (for the month you pick)
- Invoices with several lines count once, so the average invoice really is per invoice
- Settings: the year and up to 10 categories of your own, which become the drop-down in the sales log
- Room for 2,000 sales lines, 300 products and 500 customers. Works in any currency
What you get
- XLSXSales-Tracker-Dashboard-2027.xlsx (blank)
- XLSXSales-Tracker-Dashboard-2027-with-Sample-Data.xlsx (a filled-in example, January to September)
- PDFQuick-start guide (PDF)
Good for
Small shops, makers, market sellers and service businesses that sell to repeat customers and want to see which products, customers and months bring in the most.
Please note
A record-keeping and planning tool, not accounting or tax software. For use in your own household or business; please don't resell or share the files.
Disclaimer
This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor or lawyer). Check the results before you rely on them.
How it was made
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.
Questions
Email varsdigitals@gmail.com and we'll help you get set up.
