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What is Sales Tracking? Sales tracking is the process where businesses and entrepreneurs observe business activities closely to understand and promptly address any irregularities or issues that may arise.
Sales Tracking with Excel Spreadsheet
Sales Tracking Excel File
In this article, Mytour presents to you an Excel file for sales tracking and management that we've gathered. The file primarily utilizes the SUMIF function, so please note that it requires Excel 2007 or later versions to be used.
- Download the Sales Tracking Excel File HERE
- Before use, you need to Enable Macros.
Using this file will help you track figures such as Beginning Inventory, Interim Purchases, Interim Sales, and Ending Inventory. Additionally, you can utilize the available template to easily create warehouse receipt and dispatch notes.
Below are some images of the sales tracking Excel file:
Here's the comprehensive interface that aids you in effectively monitoring and managing sales, thereby determining business efficiency.
Moving on to the Receipts - Dispatches sheet helps you track the inventory transactions.
Here's the Receipt template:
And here's the Dispatch template:
You can also track detailed raw materials in the Inventory Card sheet.
Finally, the Customer Directory helps you manage and easily track information when needed.
This Sales Tracking Excel File serves as a powerful and efficient tool for businesses, individual entrepreneurs, retailers... to manage and monitor business activities meticulously and promptly. You can also view and download the Sales Management Excel File here.
Additionally, managing sales is becoming increasingly challenging with traditional ledger books, prompting the need for accounting. This is where you should consider using a sales management software tailored for your store, restaurant, etc., to proactively manage records and paperwork, saving on hiring accounting personnel while ensuring work efficiency. The sales management software shared by Mytour enables you to quickly conduct inventory tracking, daily and monthly revenue analysis, or quarterly revenue statistics.
