I will create a shopify excel dashboard for sales, profit, orders and returns


About this gig
Your Shopify sales reports don't always show the full picture of your stores profitability. Product costs, payment fees, shipping, discounts, and returns can all affect your actual profit. With Shopify data spread across separate exports, getting a clear view of your stores performance can be time consuming. I turn your Shopify exports into a professional Excel dashboard that brings your key sales and financial data together in one place. Track profit per order, identify your best and worst performing products, analyse refunds and discounts, and gain clearer insights into your stores performance.
MY EXPERTISE:
- Shopify sales dashboard (daily, weekly and monthly trends)
- Profit per order dashboard
- Product cost sheet setup
- Best and worst selling product ranking
- Refund and return tracker
- Discount code performance report
- Inventory and low stock alerts
- Repeat vs. new customer report
- Ad spend and ROAS tracker
MY QUALITY PROMISE:
- Clean, structured data before any chart
- Tested with a second sample export
- Clear labels and notes on every sheet
- Protected formulas that cannot break
MESSAGE ME NOW TO GET STARTED WITH YOUR PROJECT.
Get to know Felix Kenburg
Excel dashboards and google sheet expert
- FromGermany
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English, German, French
FAQ
What do I need to send you?
Your Shopify Orders export (CSV). For profit, I also need a simple list of your product costs, and I send you a template for it. Higher packages also use Products and Inventory exports.
Do you need access to my Shopify store?
No. I work only from exported files, so you never share a login or password. It is not a live connection, you paste in a new export whenever you want to update it.
How do you calculate profit per order?
Order revenue minus product costs, discounts and refunds, plus fees in higher packages. The result depends on the costs you give me. It is a reporting tool, not tax or accounting advice.
How do I update the dashboard later?
Paste your new export into the data sheet and everything refreshes by itself. Every package includes a written update guide, and Standard adds a video guide.
Which Excel versions does it work in?
Excel 2016 and newer, and Microsoft 365. It also opens in Google Sheets, but slicers and some formatting work best in Excel.
Can you handle German stores, euros and umlauts?
Yes. I recommend Shopify’s CSV for Excel export, which handles special characters like ä, ö and ü. I set euro formats and German or English labels.
Can I get help or extra features after delivery?
Premium includes 30 days support for questions and small fixes. For extra features, I will send you a custom offer after reviewing your needs.
