I will build a bookkeeping, inventory or sales dashboard in google sheets


About this gig
- Stop guessing at your numbers. I'll build a clean bookkeeping, inventory or sales dashboard in Google Sheets or Excel that shows where your money goes, all on one screen.
I make Planwell Studio's bookkeeping spreadsheet for small businesses and side hustles. That file has income and expense logs, a monthly P&L, invoices, inventory and mileage tracking. Your custom version is built around your products, categories and workflow.
What I can build:
- Income and expense tracker with your categories
- Monthly profit and loss with automatic totals
- Inventory tracker with low-stock alerts
- Sales tracker by product, channel or month
- KPI dashboard with charts that update as you add data
- Dropdowns and validation to prevent typos
You get an editable Google Sheet or .xlsx file, sample data removed or kept as you prefer, and short usage notes.
I use AI-assisted tools and test every formula myself. Tell me before ordering if you prefer no AI use.
Not included: tax filing, accounting or legal advice, or live integrations (Shopify, QuickBooks APIs). Message me first about those.
Get to know Travis S.
Clean, custom Google Sheets and Excel spreadsheets
- FromUnited States
- Member sinceOct 2026
Languages
English
FAQ
Is this a replacement for an accountant?
No. It organizes your numbers. Your accountant or tax pro should still advise you.
Can you import my existing data?
Yes, from CSV or an existing sheet. Large imports may need Standard or above.
Can it track inventory across sales?
Yes. Sales can reduce stock automatically, with low-stock highlights.
Which version of Excel?
Excel 2019 or Microsoft 365 recommended, so modern formulas work.
Can multiple people use it?
Yes. In Google Sheets, I can set up protected ranges.
