What it does
- Orders: platform fees, cost of goods, and net profit worked out for every sale (cancelled and returned orders left out of totals)
- Editable fee table for Etsy, Shopify, Amazon, eBay, TikTok Shop, Shopee / Lazada, your own website, markets, and wholesale (fee %, fixed fee, payment fee, listing fee)
- Shipping Queue: every unshipped order, oldest ship-by date first, with Late and Ship today alerts
- Products & Inventory: stock left updates from your orders, low/out-of-stock status, profit and margin per unit, last sold date
- Dashboard: this month vs the same days last month, year totals, orders to ship, top products, low stock, promotions, your monthly tax set-aside and next tax date
- Profit & Loss by month and by platform, with expenses by category (materials are not counted twice); optional sales tax / VAT / GST
- Tax Estimator: flat % or editable tax brackets, social contributions %, monthly set-aside, and your own tax deadlines (a planning estimate, not tax advice)
- Marketing Calendar with your promotions plus shopping dates (Valentine's, Mother's Day, Black Friday, Cyber Monday, 11.11, 12.12, Christmas...) calculated for this year and next; add your own holidays
- Customers with repeat buyers and top spenders, Materials with reorder alerts, and Product Performance with best sellers and slow movers
Who it's for
Makers and small online shops in any country (Etsy, Shopify, Amazon, eBay, TikTok Shop, Shopee / Lazada, markets) who want one clear system for the business side.
What's inside
Two .xlsx files (a blank copy and a filled-in example copy), each with these tabs:
- Start Here
- Setup
- Dashboard
- Orders
- Shipping Queue
- Products & Inventory
- Materials
- Customers
- Expenses
- Profit & Loss
- Tax Estimator
- Promotions
- Marketing Calendar
- Product Performance
Works with
Microsoft Excel 2010 or newer (Windows & Mac) and Google Sheets. No macros, no add-ons. Any currency. Platform fees are estimates you can edit.
Licence
For your own personal or business use. Please don't resell or share the file.
Questions
Do I need Microsoft Excel?
No. The file also works in Google Sheets, which is free: upload it to Google Drive and open it with Google Sheets. In Excel it works in Excel 2010 or newer on Windows and Mac.
How do I get the file?
Right after payment you land on your download page. Your personal download link works for 30 days. If you close the page by accident, open My downloads: enter your PayPal email and the order number (Invoice ID) from your PayPal receipt to get your files again.
Which currency does it use?
Any. Amounts are plain numbers, so type them in dollars, pounds, euros, ringgit, pesos, or your own currency. Tax and fee settings are editable for your country.
Can I use it on my phone?
You can view and edit it in the Google Sheets or Excel app, but it is easiest to set up on a computer.
How do I pay?
Checkout is handled by PayPal. You can pay with your PayPal balance or a debit/credit card. We never see your card details.
How do I contact you?
Message us on WhatsApp at +62 851-2802-8406. We usually reply within one business day. Please include your order number (it starts with BDT- and appears as Invoice ID on your PayPal receipt).
What if the file does not work for me?
Message us on WhatsApp (+62 851-2802-8406) within 14 days of your purchase. We will help you get it working, and if we can't, we will refund you.
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