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Hello guys Hello Nabilah, good evening Thank you for reaching out, and I'm glad you came across my post. Yes, I'd be happy to help you create a dashboard or Excel tracker tailored to your business. To give you an accurate quote, could you tell me a bit more about your business and what you'd like the dashboard or tracker to monitor? For example, sales, expenses, inventory, staff performance, or any other key metrics. Once I understand your requirements, I'll let you know the estimated cost, timeline, and how we'll proceed. Perfect thank you for your swift feedback Let me share all the details. Alright, I will be waiting So my business (is called Nobility Line) deals Muslim wear for both men and women, veils, prayer mats, modest wear and any Muslim essentials. I'd like to track the sales, expenses, inventory, the best selling items, lowest selling. Net profit, gross profit, Cost of Goods, etc. Also on performance I'd like to track weekly performance, monthly and also quarterly in other words the whole year at a lense. It being a small business I'd like it to be a system for proper monitoring. I will also appreciate your guidance if that's okay on other metrics that would be useful to have it all work together. We can have a conjoined call and discuss further on how to build it and have it work. Hopefully I've answered right to what you asked Yes, that's exactly what I needed, thank you for the detail. I'll set up a system tracking sales, expenses, inventory, COGS, gross/net profit, and best/ lowest-selling items, with weekly, monthly, and quarterly views so you can see your whole year at a glance. I'll also suggest other useful metrics once I understand your sales flow better, so the system actually fits how you work. Let's hop on a call so I can see how you currently track things, what day/time will work for you? Good morning Mercy So if you're free today we can do it. Lagos is 2hrs behind Kampala (incase you're situated there) so we can do it 12pm(midday) Lagos time which will be 2:00pm this side . I can adjust depending on the time you're free so let me know if that works for you That works perfectly for me. 12:00 PM Lagos time (2:00 PM Kampala time) is fine See you then! Hello, are you available for the call now? Hello yes I am. I'm just grabbing my books here Let me dial in in a minute I've sent the tracker on your email This is the physical one for sales This was for the inventory Yh I have seen Let me know incase of anything Alright I have gone through the file and the photos. Here's the structure I'm proposing for your system: 1. Settings : master list of your categories, sub-types, locations, and sales channels. You just update this when your catalogue changes, and it feeds every dropdown in the system. 2. Inventory: opening stock, new stock added, and closing stock. Stock sold updates itself automatically from your daily sales, so you're not typing it twice. 3. Daily Sales Entry: your one input sheet. You pick category, type, quantity, price sold, channel, and delivery location from dropdowns; everything else in the system pulls from here. 4. Weekly Summary : auto-pulled sales, COGS, and gross profit by week. 5. Monthly Summary : same, rolled up by month. 6. Quarterly/Yearly Das... Read more If there is anything I forgot to add, pls remind me . I might have forgotten some important part Hello Mercy good evening Hope you're well. Apologies I didn't get back to you on time but you won't believe that I opened this dm and I typed a message which I left in draft, thought I had sent it and I was waiting in on your feedback. Been quite a busy weekend and I didn't check. I'm so embarrassed right now So sorry once again Here is my ask though; I have a few questions; No 2 (Inventory): Do I get to type in on the closing stock and it will also automate itself? Do I also get to know the inventory value ie total amount of money I have in stock. On expenses; how and where do I get to record inventory expenses ie money spent on new stock? Also can I have a section for creating budgets for new things I might need to purchase in the upcoming months . Both Regular expenses and inventory expenses (new inventory bought) No problem here's how each works: Closing stock : automates itself. Formula: Opening Stock + New Stock Added - Sold = Closing Stock. You never have to type it in; it just updates as sales and restores itself. I've come to say that you are a genius. Yeah, a gem. Thank you so much. Um, I love the setup. I love it. Then, then I think we're good to go. I love it. If you want a business spreadsheet built to track your own business, send me a DM and I'll get a clean one built to track your business.