A daily, monthly, and yearly store sales dashboard for online sellers who want clearer sales numbers without manually combining multiple platform reports. This Excel workbook helps log orders, costs, discounts, shipping, platform fees, ad spend, and gross profit, then turns them into a simple dashboard for sales, profit, channels, top products, and trends.
What is included
- Sales dashboard: net sales, orders, AOV, gross profit, margin, and units sold
- Detailed sales log: date, order ID, channel, product, SKU, category, quantity, unit price, discount, net sales, COGS, shipping/packing, platform fee, ad spend, gross profit, status, and notes
- Product master: SKU, product name, category, default selling price, default cost, target margin, stock, and notes
- Channel summary: compare Shopee, Lazada, TikTok Shop, Facebook, LINE OA, Website, or other channels
- Monthly summary: sales, orders, units, discount, profit, and margin by month
- Yearly summary: annual totals for big-picture review
- Guide sheet: short instructions for filling the workbook and reading the dashboard
Why it matters
- Multi-channel sellers often have scattered data, making it hard to know which channel actually performs best.
- Revenue alone can be misleading. This workbook includes product cost, shipping, platform fees, and ad spend to make the profit view more useful.
- AOV and top product views help decide bundles, promotions, and products to push next.
- Monthly and yearly summaries help spot sales trends, seasonal drops, and growth patterns.
Best for
- Online sellers using Shopee, Lazada, TikTok Shop, Facebook, LINE OA, or their own website
- Small shops that do not need a full POS or ERP system yet
- Digital product sellers, creators, and small brands with multiple sales channels
- Store owners who want a cleaner reporting file before running ads, planning stock, or reviewing sales
How to use
Note: This workbook is a sales tracking and analysis tool. It is not a full accounting system or tax advice. Users should verify final numbers against platform reports and accounting documents before making important decisions.
- Add orders in the Sales Log sheet
- Enter real costs such as COGS, shipping, platform fees, and ad spend
- Add SKU details in the Product Master sheet
- Open the Dashboard to review sales, channels, top products, and monthly trends
- Keep the workbook as a monthly/yearly sales file or share it with your team or accountant