Google sheet update for financial sales and expenses --


- this is the sheet that you will be working on[login to view URL]

- this is the sheet format i prefer to have, similar design.. where the main page shows all the figures entered from the other pages

[login to view URL]

1. Input of daily sales, dynamic and static income needs a better way of inputting and displaying back to me in google sheets.

2. Use forecasting / projections on google sheets to forecast future sales.

- You can use my historical data of our sales from past 36 months..

- forecast via your model with our weekly sales from past 36 months

- Put the data onto a new google sheet in a easy to read format showing predicted sales vs actual

Using the methods below for forecasting:

How to forecast

- [login to view URL]

- [login to view URL]


These are the 7 sheets from the spreadsheet above

1. Sales

2. Sales charts

3. Sales target

4. Sales projections

5. Monthly profit

6. Expense input

7. Drop down

Let me explain what each sheets does

1. Sales: this is where I enter daily sales each day we process orders which is usually Sunday to Thursday each week, I enter the daily sales in column L. Column M, O, S, U, R are this shipping costs. You can see the formulas when you click the cells to further clarify.

2. Sales charts: This is all the information entered into ‘Sales’ sheet which shows on graphs with some drop boxes from column Z > BM. There is drop boxes to shows differences between each period selected ie 2019 vs 2020

1. Sales target: sales needed today, this week or this month to be the same as last period last year. Theres a drop box here to get specific days

3. Sales projections: shows sales till todays date, same period last year and then the % difference between both periods. The projection chart using the same growth rate to predict into the future. Its meant to show the projection which it does but the actual and % doesnt seem to work correctly anymore.

4. Montly profit: Shows expenses entered in sheet called ‘Expense input’ minus off the sales calculation in sheet called ‘sales’ from column AG(sales profit). It has a option to manually adjust or use the info from the sheet entered exactly. Its give some small stats like total expenses each month, profit, avg $ order (calculates incorrectly)

5. Expenses input: These are the other expenses we pay from our bank account each month, week or year. Theres a drop down box to adjust for mth, week or yearly. As mentioned in point 4, this is the totals showing in Monthly profit sheet.

6. Drop down: I dont know how this works, I think its a lookup sheet that a previous freelancer did

Improvements to be made

Overall way data is entered. I have preset data on ‘sales’ sheets and other data on ‘expense input’ sheet

There should one one sheet for input of expenses, another sheet for sales (could be a dashboard type), projection sheets, and sales chart sheet (could be another dashboard showing all charts we currently use, average order, average items per order. The charts page is ok but its messy because all the data is showing on the left side.

Expenses sheet, I need to get the google financial working

On the sales sheet I need to get 2 extra columns included

On chart sheet, the charts need to display easier, better with more details from the sales charts page

Projections needs to project forecasts

- Before we begin its important to note my financial year is 1st July to 30th June each year for correct calculations

Skills: Data Analysis, Data Entry, Data Science, Excel, Google Sheets

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About the Employer:
( 7 reviews ) Bangkok, Thailand

Project ID: #25541212

39 freelancers are bidding on average $137 for this job


hello, i did already similar work..i can start the work immediately once u awarding me .kindly chat with me we can discuss details and better understanding of your vision .i will provide u 100% correct work .thanks

$30 AUD in 3 days
(32 Reviews)

Hi There, I have gone through your requirement & understood the functionality of the sheet & can help you automate it using google app script. I am a Google Apps Script Developer with more than 5+ years of experience More

$250 AUD in 7 days
(9 Reviews)

Hi there, I have read your project entitled “ Google sheet update for financial sales and expenses ” I am a professional accountant dealing with PowerBi well versed with data analytics and other data visualization plat More

$30 AUD in 7 days
(5 Reviews)

Only 100$ in 1 days-Lowest bid with a high potential solution I have gone through your current requirements & would be happy to offer you with the required solutions. I am a Certified in Excel, Google Spreadsheet, Dat More

$100 AUD in 3 days
(2 Reviews)

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$244 AUD in 2 days
(1 Review)
$156 AUD in 3 days
(0 Reviews)

Expert in data entry and can ensure quality [login to view URL] project can be completed with in the time frame

$220 AUD in 2 days
(0 Reviews)

Hi, I've made a dashboard on Daily sales Report exactly as per your requirement. Above all there were some other analytical particulars too such as Cash Break-evens and PNL Break -even. if you need i can also share wi More

$100 AUD in 7 days
(0 Reviews)

I will be greatful if I get this project because I really want to do my professional job

$156 AUD in 3 days
(0 Reviews)

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$111 AUD in 4 days
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I have a huge experience and knowledge in this field. I would be able to provide you best quality of work within the SLA. Thank you

$200 AUD in 7 days
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$111 AUD in 2 days
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$35 AUD in 2 days
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hello sir i have 3+ experience in relevant field, previously i was working as a Data entry operator. i assure you that i will complete your work within your time limit with 100 %accuracy. Thank you.

$78 AUD in 3 days
(0 Reviews)

Fairly easy task to complete for me as I have been solving many business problems for the past 5 years using forecasting methods.

$150 AUD in 7 days
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$140 AUD in 1 day
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$233 AUD in 3 days
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I will be happy to work on this project as I am pro user of Google Sheets and will complete this task upto your mark

$140 AUD in 3 days
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$156 AUD in 3 days
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I am by qualification Chartered Accountant,I am able to complete task as per your requirement within given time frame Relevant Skills and Experience As being CA,I am familiar with the given project task

$156 AUD in 4 days
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