Sales & Monthly Profit Tracker in Excel for Shops and Small Businesses

Many small businesses know their sales but not their real profit, or which products actually make money. The usual reason is the lack of a simple log that links selling price to cost.

This sheet uses three sheets: products and prices, a sales log, and a monthly summary with a chart. You enter each sale once and the sheet does the rest.

Who is it for?

• Shop owners and home businesses
• Online and social media sellers
• Accountants in small companies

What is inside the sheet?

• Products sheet: cost, price, margin, and quantity, revenue and profit per product
• Sales sheet: pick the product from a list, automatic price and cost, discount
• Monthly summary for any year: revenue, cost, profit, margin, count
• Revenue and profit chart
• Best month and most profitable product

How to use it

1. List your products with cost and selling price.
2. Log every sale: date, product, quantity and discount.
3. Open the summary and pick the year.

Formulas used

• Revenue = quantity × price × (1 − discount)
• Cost = quantity × cost price, profit = revenue − cost
• Margin = profit ÷ revenue

Worked example from the sheet itself

The sample has 5 products and 60 sales from January to October 2026:

• Total revenue is 27,445.50, cost 17,672 and profit 9,773.50, a 36% margin.
• The best month is January with 1,653 profit, and the most profitable product is Sidr honey.

Tips for best results

• Log sales daily; the summary is only as good as the data.
• If a price changes, add it as a new product so past months stay unchanged.
• Review or reprice products with a low margin.

Frequently asked questions

Does it handle VAT?

No. Enter all prices either before or after VAT, consistently.

What if I sell at a different price?

Use the discount column, or add the product with its new price under a different name.

How many sales does it hold?

One thousand sales and sixty products; a new file per year works best.

Download the sheet

Press the download button at the top of the page to get the Excel file. It includes a full guide sheet, yellow input cells and formulas protected from accidental edits. The sheet is also available in Arabic from the language switcher.