Retail & Wholesale Sales and Inventory Control
Track sales, inventory, expenses, and profitability KPIs in one workbook. Free .xlsx with formulas. Tracks Total Revenue (Last 6 Months), Gross Margin.
Finance · template · CC0 · Public domain · Built by Sheetly AI
About this template
This finance template organizes indicators like "Total Revenue (Last 6 Months)", "Gross Margin" and "Operating Expense Ratio" in a structured way. Fill in the data in the Data tab and the spreadsheet is ready to use — no need to build the spreadsheet from scratch.
Use this template to record daily or weekly retail and wholesale sales, track key inventory metrics, and monitor operating expenses for each location or channel. Enter each transaction line with date, store or customer, product category, units sold, revenue, cost of goods, and allocated expenses. The KPIs and comparison bars summarize total sales, gross margin, expense ratios, and net profit so you can quickly assess performance trends. Filter and sort the Data sheet by period, channel, or category to identify opportunities to optimize pricing, purchasing, and cost control.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Total Revenue (Last 6 Months)" and "Gross Margin"
- Make faster decisions based on "Operating Expense Ratio"
- Standardize your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Revenue (Last 6 Months)
- Gross Margin
- Operating Expense Ratio
- Structured dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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