Gift Shop Profit Tracker Excel for your gift shop or retail store - products and pricing, daily sales, expenses, and a monthly P and L dashboard. Know which products actually make money - and whether the month actually…
Gift Shop Profit Tracker Excel for your gift shop or retail store - products and pricing, daily sales, expenses, and a monthly P and L dashboard. Know which products actually make money - and whether the month actually made money. Built by an accountant: B.S. Accountancy, ASU W. P. Carey, with revenue-reconciliation experience at Marriott and audit work at PwC.
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
The Gift Shop / Retail Store tracks Products and Pricing - product, category, unit price, unit cost, margin per unit, units sold, revenue, cost of goods, and gross profit for every product. Change a price and the margin and totals update.; Daily Sales Log - date, product, quantity, unit price, unit cost, amount, cost of goods, and channel for every sale. Unit price and unit cost are pulled from sheet 1 by formula.; Expenses - rent, utilities, packaging, marketing, software and fees, insurance, and other costs, with a monthly cost for each.; Monthly P and L - revenue, cost of goods, rent, utilities, packaging, marketing, software and fees, insurance and other expenses by month, Jan-Dec, with net profit and margin. Revenue and cost of goods are formulas from the Sales Log.; Dashboard - total revenue, units sold, transactions, average sale value, gross profit and margin, expenses, net profit and margin, best and weakest products, revenue by product, costs by category, and units by product..
The included example shows: 12 products; 165 units sold in 33 transactions; total revenue 3,271.00.
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.
This template is a bookkeeping and planning tool only — not tax, legal, or CPA advice. Built by an accountant: B.S. Accountancy, ASU W. P. Carey.
Some links below are affiliate links. If you buy through them, Vickery Finance may earn a small commission at no extra cost to you. We only list gear genuinely used in this trade.