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Direct Sales Planner, Small Business Excel Template, Bookkeeping Spreadsheet for Etsy Sellers, Expenses and Fees Tracker

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Highlights

  • Designed by WickedDesignsBoston
  • Supplies for making crafts
  • Digital download
  • Digital file type(s): 1 File

Our direct sales planner for Etsy sellers is an Excel spreadsheet that provides a user-friendly and affordable way to understand and track everything in order to run a successful small business.

This Excel template will help you stay on top of your business and analyze your revenues, expenses, profits, and sales - a great bookkeeping tool for your Etsy shop.

This instant download includes:
✓ A digital Excel file in .xslx format, compatible with Microsoft Excel 2010 and above.
✓ Ability to import your Etsy Orders data in the same format, with no additional work!
✓ Ability to import your Etsy Bills data in the same format, with no additional work!
✓ Sales Tracker for tracking your non-Etsy sales - from consignment, craft shows, or any other venues, paid by either cash/check or using Square Reader.
✓ Expenses Tracker to log your business expenses from advertising, craft show fees, shipping, office supplies, and anything non-Etsy related.
✓ Weekly Summary Report: a visualization of the number of orders on a weekly basis. You can see which days of the week are the most popular for your Etsy shop and use that information to target more customers and design more ad campaigns.
✓ Monthly Summary Report: a visualization of one month at a time, showing total amount of orders and total revenue for each day during that month; monthly sales by day of week; monthly expenses by category.
✓ Annual Summary Report: a visualization of total revenues, expenses, net profit, and total sales, broken down by category and month.
✓ All the weekly, monthly, and annual summaries allow you to analyze Etsy-only sales, or a combination of Etsy and non-Etsy sales.
✓ Annual Goals for your small business: plan the year ahead and track your net profit goals against actuals.

Digital downloaded files are non-refundable. All sales are final.

IMPORTANT NOTE: This spreadsheet is a STARTER KIT and not a comprehensive list of all possible types of transactions and expense categories you may be experiencing. Your business operations are unique to you! Please contact me for any further customization or revision to the template, I'd love to tailor it to your needs!

REQUIREMENTS:
Working knowledge of Microsoft Excel required.
If you don't have Microsoft Office, you can download a free trial here:
http://products.office.com/en-us/try

*All designs are copyright by Wicked Designs Boston, made for personal use only and may not be copied, resold or redistributed under any circumstances.

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Reviews for this item

4.8

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(6 reviews)

Buyer highlights, summarised by AI: Easy to use · Responsive seller · Helpful seller · Excellent customer service · Would recommend

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5 out of 5 stars 5 This item

Sheila 05 Aug, 2018

Very helpful tracker! Easy to use and when I did have questions seller was quick to respond. I also needed a couple changes and she had them completed within 24 hours. I highly recommend both this tracker and this shop. I am beyond pleased!

Sheila 05 Aug, 2018

5 out of 5 stars 5 This item

Alicia 07 Sept, 2017

Excellent customer service, fast and friendly replies. Can't wait to finally get my bookkeeping in order! Thank you!!

Alicia 07 Sept, 2017

4 out of 5 stars 4 This item

Brittany 07 Jun, 2017

This product is good for customizable book keeping. All of the necessary items are pre-listed and it includes room for expansion. The one thing I find inconvenient is that one spreadsheet contains tabs for annual, monthly, and weekly, but only one month and one week. Thus, it is not practical to use one spreadsheet for two time periods.

Brittany 07 Jun, 2017

5 out of 5 stars 5 This item

Crystal 02 Oct, 2016

Once I figured out how to use it, it was fantastic. Seller was extremely helpful and patient with my questions and super quick to respond.

Crystal 02 Oct, 2016

WickedDesignsBoston
Wicked Designs Boston
WickedDesignsBoston ·

Massachusetts, United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
596 sales
·
10 years on Etsy
Message seller

Typically responds within a few hours

Typically responds within a few hours

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Listed on 05 May, 2026
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