I will create an excel inventory, sales, project or expense tracker template
Senior Accountant, Excel, Power BI and Financial Models
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Get a tracker built around how you actually work, instead of a generic download you have to fight with. Inventory, sales, leads, projects, expenses, attendance, maintenance, memberships, events: if it needs a list, totals and a clear status, I build it.
Every tracker includes:
- Drop-downs and validation so entries stay consistent
- Totals, running balances and monthly roll-ups
- Conditional formatting for low stock, overdue, over budget
- A summary dashboard tab on Standard and Premium
- Protection so formulas cannot be broken by accident
- An instructions sheet your team can follow
Works in Excel (Microsoft 365, 2019+) and Google Sheets. Printable layouts for anything that goes on a wall or a clipboard.
How it works:
- Tell me what you track, the fields you need and how often you update it
- I confirm the layout within 12 hours
- You receive the finished file, pre-filled with sample rows you can delete
45+ Fiverr orders completed; trackers from this gig are used daily by shops, contractors, schools and small teams.
Message me with a photo of your current sheet or notebook and I will reply the same day with a fixed quote.
Technology:
Excel
•
Google Sheets
•
Microsoft Word
•
Power BI
•
SQL
Data type:
Numeric
•
String
•
Date
•
Free text
•
Currency
My Portfolio
FAQ
Can I add my own columns later?
Yes. The tracker is a proper Excel table, so new columns and rows keep the formatting and formulas.
Do you include sample data?
Yes, a few sample rows so you can see how it works; delete them and start entering your own.
Can several people use it at once?
In Google Sheets, yes, natively. In Excel, through OneDrive or SharePoint co-authoring; I set it up for that.
Can it alert me when stock is low or a task is overdue?
Yes. Colour alerts are in every package; email alerts need Google Sheets with Apps Script (Premium or extra).
Will it print cleanly?
Yes. Print areas and page setup are configured so it fits A4 or Letter.
Can you convert my paper log or notebook?
Yes. Send photos and I will design the fields to match.

