Automated Small Business Tracker System Bookkeeping Inventory Tracker Order Tracker Customer Tracker Sales Taxes

Product details

📦 What You’ll Receive:

• ✅ PDF with access link to the Google Sheets Template

• ✅ Excel Spreadsheet version of the template

• ✅ Step-by-step PDF instructions for easy setup

• ✅ In-depth YouTube tutorial to walk you through the features

📁 Included Tabs & Features:

💼 Business Management Tools

• Setup Tab – Customize your currency, categories, profit goals, and starting date

• Customer Tracker – Maintain detailed records of customer info

• Inventory Tracker – Monitor stock levels, reorder alerts, and restock pricing

• Order Tracker – Log and track order statuses

• Invoice Generator – Auto-filled, professional invoices in one click

💵 Financial Tracking & Dashboards

• Transactions Tracker – Keep all your income and expenses in one place

• Monthly, Quarterly, Annual Dashboards – Automated insights at every level

• 5-Year Dashboard – Long-term performance overview

• Custom Dashboard – Build your own view with selected data

• Comparison Dashboard – Compare performance across three custom date ranges

• Tax Tracker – Track collected and paid taxes by month and year

📦 Order Management

• Order Setup Tab – Define tax rates, business info, and product details

• Order Overview – Summarized data from your sales and orders

🔧 How to Use:

1. Download the files immediately after purchase

2. Open in Google Sheets or Excel (Office 365 recommended)

3. Customize the setup tab to fit your business

4. Start tracking orders, finances, and more with built-in dashboards

✅ Why You’ll Love It:

• 💡 Built-in automation — no formulas or coding needed

• 📈 Data-driven insights — track progress and profitability easily

• 🌍 Google Sheets compatibility — work from anywhere, on any device

• 🔄 Reusable and scalable — designed to grow with your business

⚠️ Important Notes:

• This is a digital-only product — no physical item will be shipped

• Protected cells and formulas ensure the spreadsheet runs smoothly (but can be unlocked upon request)

• Developed for Microsoft Excel 365 & Google Sheets — older versions may not support all features

💬 Need help or have questions?
We’re here to assist — send us a message anytime!