Order and Shipping Tracker Spreadsheet

About this template

This order tracker spreadsheet tells you what is still to go out and what it is worth. It is made for shops with more orders than they can hold in their head, on more than one channel, and it works out the profit on every order as you log it.

Please read: This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).

Every order, with its profit

Each order line shows the sale, the fee, what the product cost to make and the profit left, with the cost looked up for you from the Products tab.

• Fulfillment: every status counted, with the value still in your queue
• A channel on every line, and what each channel earns
• Customers: orders, units, spend and average for each one, read off the order list

One file, actually connected

A product is entered once, on the Products tab. The recipe, the pricing calculator, the stock valuation and every order line all read that same row. Change one thing and everything that depends on it follows, with no copying a figure from one spreadsheet into another and hoping you remembered.

Ten connected tabs

• Products: 120 rows, the one place a product is entered
• Materials: 120 rows with the unit cost of each
• Pricing: cost, suggested price, your price, and margin before and after fees
• Inventory: stock on hand, valued at cost and at retail
• Orders: 400 lines with profit per line
• Sales: the year by month, with fees and postage taken off
• Fulfilment: a shipping tracker with every status counted
• Customers: a customer tracker built from the order list
• Dashboard: six live figures and what each product did
• Setup and Start Here: setup takes a few minutes

What it does for you

• Prices every product from its own recipe of materials
• Adds your labor rate and overhead per item automatically
• Shows the margin you actually keep after the platform's cut
• Values your stock at cost and at retail
• Flags anything below your reorder level, or below your target margin
• Charts that redraw from your own numbers

It doubles as a sales tracker and profit tracker for a small business. The filled copy holds a whole year of a working shop, so you can see how it behaves before you type anything.

Works with

• Microsoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription needed.
• Google Sheets with a free Google account. You get real spreadsheet files, not a PDF with a link in it.
• No add-ins, no macros and no subscription

What you download

• The Excel workbook, filled with a worked example
• The same workbook, blank and ready for your own numbers
• The instruction guide, with one-click links to the Google Sheets versions (filled and blank)
• The terms of use as a PDF

Your files are ready as soon as payment clears. The template is for use in your own business; please do not share or resell the files. Questions before or after you buy? Use our contact page and we will help.

Frequently asked questions

Can I use it in Excel or Google Sheets?

Both. The Excel workbook runs in Excel 2016 or later on Windows and Mac, and the instruction guide holds two one-click links to the Google Sheets versions.

How many orders can it hold?

The Orders tab has 400 lines, each showing the sale, the fee, the cost to make and the profit.

Can I track orders from more than one sales channel?

Yes. Every order line carries a channel, and the workbook shows what each channel earns.

How do I see what still needs to ship?

The Fulfillment tab counts every status and shows the value still in your queue.

Does it keep a customer list?

Yes. The Customers tab reads orders, units, spend and average for each customer straight off the order list.