Free sales tracker spreadsheet template
Log each sale with the customer, product and quantity, and the price fills in from your product list. The sheet totals your sales by month, ranks your best-selling products and splits revenue by rep and by channel, so you can see what's working at a glance.
Pro Want targets, comparisons with last year and a sales dashboard? See Sales Tracker Pro →| Date | Customer | Channel | Rep | Product | Qty | Unit price | Discount | Total |
|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | Bean There Cafe | Wholesale | Sara Patel | House Blend, 5 lb bag | 6 | $52.00 | 0% | $312.00 |
| Jul 3, 2026 | Hilltop Bagels | Wholesale | Tom Brooks | House Blend, 5 lb bag | 4 | $52.00 | 0% | $208.00 |
| Jul 6, 2026 | Online store | Online | Lena Ortiz | Ethiopia Yirgacheffe, 12 oz | 14 | $18.00 | 0% | $252.00 |
| Jul 11, 2026 | Saturday market | Market | Lena Ortiz | Breakfast Blend, 12 oz | 22 | $14.00 | 0% | $308.00 |
| Jul 15, 2026 | Union Street Bakery | Wholesale | Sara Patel | Espresso Roast, 5 lb bag | 5 | $56.00 | 0% | $280.00 |
| Jul 18, 2026 | Northside Diner | Wholesale | Tom Brooks | House Blend, 5 lb bag | 8 | $52.00 | 10% | $374.40 |
| Jul 22, 2026 | Bean There Cafe | Wholesale | Sara Patel | Cafe mugs, case of 12 | 2 | $96.00 | 0% | $192.00 |
| Jul 27, 2026 | Online store | Online | Lena Ortiz | Cold Brew Pack, 4 pouches | 18 | $22.00 | 0% | $396.00 |
| Aug 1, 2026 | Bean There Cafe | Wholesale | Sara Patel | Espresso Roast, 5 lb bag | 6 | $56.00 | 0% | $336.00 |
| Aug 4, 2026 | Maple Corner Deli | Wholesale | Tom Brooks | House Blend, 5 lb bag | 3 | $52.00 | 0% | $156.00 |
| Aug 8, 2026 | Saturday market | Market | Lena Ortiz | Cold Brew Pack, 4 pouches | 26 | $22.00 | 0% | $572.00 |
| Aug 12, 2026 | Hilltop Bagels | Wholesale | Tom Brooks | Decaf Colombia, 5 lb bag | 2 | $58.00 | 0% | $116.00 |
| Aug 14, 2026 | Online store | Online | Lena Ortiz | Ethiopia Yirgacheffe, 12 oz | 19 | $18.00 | 15% | $290.70 |
| Aug 19, 2026 | Union Street Bakery | Wholesale | Sara Patel | House Blend, 5 lb bag | 5 | $52.00 | 0% | $260.00 |
| Aug 21, 2026 | Northside Diner | Wholesale | Tom Brooks | House Blend, 5 lb bag | 8 | $52.00 | 10% | $374.40 |
| Aug 26, 2026 | Union Street Bakery | Wholesale | Sara Patel | Paper filters, case of 500 | 4 | $24.00 | 0% | $96.00 |
| Sep 2, 2026 | Bean There Cafe | Wholesale | Sara Patel | Espresso Roast, 5 lb bag | 7 | $56.00 | 0% | $392.00 |
| Sep 5, 2026 | Saturday market | Market | Lena Ortiz | Breakfast Blend, 12 oz | 18 | $14.00 | 0% | $252.00 |
| Sep 9, 2026 | Maple Corner Deli | Wholesale | Tom Brooks | House Blend, 5 lb bag | 4 | $52.00 | 0% | $208.00 |
| Sep 12, 2026 | Online store | Online | Lena Ortiz | Ethiopia Yirgacheffe, 12 oz | 24 | $18.00 | 0% | $432.00 |
| Sep 16, 2026 | Hilltop Bagels | Wholesale | Tom Brooks | House Blend, 5 lb bag | 5 | $52.00 | 0% | $260.00 |
| Sep 19, 2026 | Northside Diner | Wholesale | Tom Brooks | Decaf Colombia, 5 lb bag | 3 | $58.00 | 10% | $156.60 |
| Sep 23, 2026 | Online store | Online | Lena Ortiz | Cold Brew Pack, 4 pouches | 20 | $22.00 | 0% | $440.00 |
| Sep 26, 2026 | Union Street Bakery | Wholesale | Sara Patel | Espresso Roast, 5 lb bag | 6 | $56.00 | 0% | $336.00 |
| Sep 30, 2026 | Bean There Cafe | Wholesale | Sara Patel | Decaf Colombia, 5 lb bag | 2 | $58.00 | 0% | $116.00 |
| Month | Sales | Units | Revenue | Average sale | Wholesale | Retail and online | vs last month |
|---|---|---|---|---|---|---|---|
| July 2026 | 8 | 79 | $2,322.40 | $290.30 | $1,366.40 | $956.00 | |
| August 2026 | 8 | 73 | $2,201.10 | $275.14 | $1,338.40 | $862.70 | -5.2% |
| September 2026 | 9 | 89 | $2,592.60 | $288.07 | $1,468.60 | $1,124.00 | 17.8% |
| Quarter total | 25 | 241 | $7,116.10 | $284.64 | $4,173.40 | $2,942.70 |
| Rank | Product | Units sold | Revenue | Share |
|---|---|---|---|---|
| 1 | House Blend, 5 lb bag | 43 | $2,152.80 | 30.3% |
| 2 | Cold Brew Pack, 4 pouches | 64 | $1,408.00 | 19.8% |
| 3 | Espresso Roast, 5 lb bag | 24 | $1,344.00 | 18.9% |
| 4 | Ethiopia Yirgacheffe, 12 oz | 57 | $974.70 | 13.7% |
| 5 | Breakfast Blend, 12 oz | 40 | $560.00 | 7.9% |
| Product | SKU | Price | Units sold | Revenue | Share | Rank |
|---|---|---|---|---|---|---|
| House Blend, 5 lb bag | HB-5 | $52.00 | 43 | $2,152.80 | 30.3% | 1 |
| Espresso Roast, 5 lb bag | ES-5 | $56.00 | 24 | $1,344.00 | 18.9% | 3 |
| Decaf Colombia, 5 lb bag | DC-5 | $58.00 | 7 | $388.60 | 5.5% | 6 |
| Ethiopia Yirgacheffe, 12 oz | ET-12 | $18.00 | 57 | $974.70 | 13.7% | 4 |
| Breakfast Blend, 12 oz | BB-12 | $14.00 | 40 | $560.00 | 7.9% | 5 |
| Cold Brew Pack, 4 pouches | CB-4 | $22.00 | 64 | $1,408.00 | 19.8% | 2 |
| Cafe mugs, case of 12 | MUG-12 | $96.00 | 2 | $192.00 | 2.7% | 7 |
| Paper filters, case of 500 | FLT-500 | $24.00 | 4 | $96.00 | 1.3% | 8 |
| Name | Type | Sales | Units | Revenue | Average sale | Share |
|---|---|---|---|---|---|---|
| Sara Patel | Rep | 9 | 43 | $2,320.00 | $257.78 | 32.6% |
| Tom Brooks | Rep | 8 | 37 | $1,853.40 | $231.67 | 26% |
| Lena Ortiz | Rep | 8 | 161 | $2,942.70 | $367.84 | 41.4% |
| Wholesale | Channel | 17 | 80 | $4,173.40 | $245.49 | 58.6% |
| Online | Channel | 5 | 95 | $1,810.70 | $362.14 | 25.4% |
| Market | Channel | 3 | 66 | $1,132.00 | $377.33 | 15.9% |
What's inside
- A sales log where the unit price fills in from your product list, with an optional discount
- Monthly totals for number of sales, units, revenue, average sale and change from last month
- A Top Sellers list that ranks your five best products by revenue, updated as you add sales
- Units sold, revenue and share of sales for every product
- Revenue split by sales rep and by channel, like wholesale, online and in person
- Works in Google Sheets and Excel
How to use it
Download your copy
Click "Free download" to save the .xlsx file. It opens in Excel, or in Google Sheets: open a blank sheet (sheets.new) and choose File, then Import, then Upload.
List your products
On the Products tab, replace the sample coffee products with your own names and prices. Leave the other columns alone; they fill in from the log.
Log each sale
On the Sales Log, add a row for every sale: date, customer, channel, rep, product, quantity and any discount. Type product names exactly as they are on the Products tab so the price is found.
Set your months
On Monthly Totals, change the first month to the month you start. Add rows for more months by copying the last month row and moving it forward a month.
Check your top sellers
Top Sellers ranks your products by revenue. By Rep and Channel shows who's selling and where. Rename the reps and channels there to match yours.
Tips
Use a dropdown for products
Select the Product column on the Sales Log and choose Data > Data validation. Pick the product list on the Products tab so nobody can mistype a name.
Look at average sale, not just revenue
A month with fewer sales can still be a good month if the average sale went up. It often means bigger orders from your best customers.
Keep one row per product
If an order has three products, use three rows with the same date and customer. That keeps units and top sellers accurate.
Change the price list, not old sales
If you raise a price, the new price applies to every row with that product. To keep old sales at the old price, type the old price over the formula in those rows.
Questions
How do I track sales in a spreadsheet?
Give each sale its own row with the date, customer, product, quantity and price. Then use SUMIFS to total by month, product or rep. This template has those totals built in.
How are the top sellers worked out?
Each product's revenue is added up from the sales log and ranked from highest to lowest. The Top Sellers tab shows the top five. If two products tie, the one higher on the Products tab comes first.
Can I track sales by salesperson?
Yes. Put each rep's name in the Rep column and the By Rep and Channel tab shows their number of sales, units, revenue and share. For commission, see our commission spreadsheet.
Can I use it for a store with lots of products?
Yes. Add as many products as you like to the Products tab, inside the list so the totals and ranks include them.
Does it work in Excel?
Yes. Download the Excel file. The lookups, rankings and monthly totals all work in Excel.
Is this sales spreadsheet free?
Yes. Download the .xlsx file and open it in Excel or Google Sheets with no sign-up.
Pro version
Sales Tracker Pro
Log each sale once and see sales against your targets and last year, your top products, reps and channels, monthly trends and best customers.
Log a sale in one row
Pick the product and type the quantity. The price, cost, profit and category fill in from your product list, and a check column flags anything missing.
Pick any period
Choose this month, this quarter, year to date, the last 12 months and more. The Dashboard and every report switch to it.
Fair targets
Set monthly targets for the business, each rep and each channel. Halfway through a month you're measured against half of that month's target, so you know whether you're on track.
Compare with last year
Every total sits next to the same dates last year, so you can see which products, reps and channels are growing and which are slipping.
Know your products
Products ranks your top sellers and shows the units, sales, profit and margin for each, and flags lines that are growing, falling or haven't sold lately.
See your best customers
Customers lists your top 25 for the period, with orders, share of sales and how long they've been buying, and shows how much of your sales come from repeat customers.
| Free | Pro |
|---|---|
| Sales log with prices from a product list | Plus cost, profit and margin on every row |
| Monthly totals | Any period, compared with the same dates last year |
| Top sellers | Every product ranked with growing, falling and slow flags |
| Sales by rep and channel | Against monthly targets with a status for each |
| · | Dashboard with charts |
| · | Trends by month, category and channel |
| · | Top customers, new and repeat |
| · | Check column that catches mistakes in the log |
$19 one-time
9 tabs: Start Here, Dashboard, Sales Log, Products, Team and Channels, Trends, Customers, Targets and Setup. You get two copies: one filled in with a sample hot sauce company so you can see it working, and a blank one ready for your own products and sales.
Get Sales Tracker Pro for $19- Instant download after checkout
- Works in Google Sheets and Excel
- Yours to keep and reuse every year