Sales Tracker Spreadsheet

We wanted to start by saying a big thank you for your purchase and supporting us as a small business. We have created this help desk and instruction guide to hopefully make your setup as quickly and easy as possible. In this guide we will take you through the setup of your spreadsheet, answer the most frequently asked question and share tips and tricks for using Google Sheets so you can make the most out of your spreadsheet. So without further ado, let’s have a better look at your spreadsheet!

The Sales Tracker Spreadsheet

The sales tracker spreadsheet was designed for you, by you. After a year of selling spreadsheets we listened to everything our customers asked us to design the ultimate sales tracker spreadsheet. This spreadsheet is one of the first spreadsheets of our new line and has everything to make you keeping track of your sales not only easier, but hopefully also a bit more fun. Some of the newest features include:

  • A date picker so you can pick for which period you would like to see the maps

  • Two separate spreadsheets for Etsy and non Etsy sellers

  • Change colours within seconds!

Disclaimer

As mentioned in the Etsy listing description:

  • Google Sheets: This add-on can only be used on Google Sheets, it is not compatible with Excel. You will need a Google account (which is free) to access this spreadsheet. 

  • Copyright: this design and this spreadsheet is copyrighted by Haye Ameri and Haye Creatives. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.

  • Product: neither this product nor Haye Ameri and Haye Creatives are affiliated with Google Sheets.

  • Disclaimer: This spreadsheet is for informational use only. Haye Ameri and Haye Creatives cannot give any financial, tax or legal advice. Please do your own research and if needed contact a licensed financial advisor before making any financial decisions. Under no circumstances can or will Haye Ameri or Haye Creatives be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this spreadsheet.

  • Refunds: as this is an instant digital download all sales are final. We don’t accept returns, exchanges or order cancellations due to the nature of digital purchases.

The 2 Tabs

This spreadsheet includes a total of 2 tabs which can be accessed at the bottom of your screen. You can toggle between tabs by clicking on them. Before we start with setting up your spreadsheet let’s quickly look at each tab and the function of each tab:

OVERVIEW TAB | Here you will be able to see an overview of your year and see a map of the world and the US States.

ORDERS TAB | Here you will be able to add your orders, the overview tab will take this data to create your graph and maps.

Instructions

The Overview Tab

If you have trouble opening your spreadsheet (for example because it shows in view only mode) jump to our troubleshooting section here where we will help you to resolve your issue before continuing with the setup of your spreadsheet.

The overview tab was created so you can easily see an overview of your sales/orders and revenue for the year as well as see your sales visually shown in two maps: a world map and a map of the US States.

All you have to do is select a start/end date and a year in the Dates Picker. The start and end date will be used to create your maps and will show you your numbers in the pink overview section. The year will be used to create your year overview graph.

ETSY SELLERS

For Etsy sellers it might be good to know that your sales/orders and revenue might not match the exact numbers you'll see in your Etsy dashboard. This is due to the fact that the time zone used in the Orders CSV (which cannot be changed) might be different then the time zone you use in your Etsy dashboard. Unfortunately this causes certain sales to be recorded in previous/next days depending on what your time zone is set on.

CHANGING MAPS

We are often asked if the USA states map can be replaced by a different country, and unfortunately the answer is no. The maps are a function of Google Sheets and Google Sheets currently only has a country map available for the states. Besides that you can only use continent maps. If you are interested in replacing the US states sales map with a different continent simply scroll down in your spreadsheet, we have created these already for you! To move it simply copy and paste it in place on the top.

The Orders Tab

We currently don’t have any quick import solution for other platforms such as Shopify. This is due to the fact that we don’t have access to any CSV files from these platforms and as such don’t know where the data is to create the right formulas. If you sell on a different platform reach out to us to see if we can assist you to create a quick import for your platform!

FOR ETSY SELLERS

You will have to download the CSV file from your Etsy shop. To do this take the following steps:

  • Head to your Etsy Shop Manager

  • Click Settings → Options → Download Data

  • In the Orders section select “Orders” in the CSV type

  • In the data section select a year (leave the month empty for a full year) or a month and a year

  • Click Download CSV

Now that you have your CSV head over to your spreadsheet. And click File → Import. In the “Upload” section drag and drop (or browse) to add your CSV file. In the pop up menu select the following settings:

  • Import Location: Insert New Sheet(s)

  • Separator Type: Detect Automatically

  • Click the checkbox to make sure it is check on for “convert text to numbers, dates and formulas”

Now click the “Import Data” button, a new tab with your orders will now be added to your spreadsheet. We are now going to copy this data over to your orders tab. To do this take the following steps:

  • Remove row 1 in the added CSV file. To do this right click on row number 1 (all the way on the left) and click “Delete Row”.

  • Now click ctrl + a (or cmd + a on Mac) to select all data. With all data select click ctrl + c (or cmd + c on Mac) to copy all data.

  • Head over to the “Orders” tab. Select field A2 (top most left field below the set header bar with the column titles) and click ctrl + v (or cmd + v) to copy all data.

All your data has now been added to your orders tab! The formulas in the overview tab will automatically read all the info added and create you your maps and graph!

As you will have noticed you will find two PDFs included with your purchase, one for Etsy sellers and one for non-Etsy sellers. We will split the info as the order tab works differently for these PDFs.

NON ETSY SELLERS

If you are not an Etsy seller you will have to manually enter your data in the order tab. For the maps and graphs to function you will have to enter all columns (besides the Delivery State, this is only required for sales which Delivery country was for the USA).

And that is it, everything you need to know about the tabs and functions of this spreadsheet. If you have any questions be sure to reach out to us on Etsy, we will always do our best to get back to you within 24 hours! Before you go and enjoy your purchase be sure to scroll down to read not only our tips for using Google Sheets and this spreadsheet, but also the most frequently asked questions!

Tips From Us & The Community

Now that you are a bit more familiar with the spreadsheet and the function of the spreadsheet, let's go over some tips, from us, as well as from customers who have purchased our spreadsheets! Some of these tips have already been mentioned before, but just in case you skipped the setup guide here are some of our favourite tips for this spreadsheet:

Contact Us on Etsy

If at any point in time you are experiencing issues with your spreadsheet, or for example, deleted formulas that alter the function of the spreadsheet be sure to contact us on Etsy. If your issue is specifically related to your spreadsheet be sure to include a link to the spreadsheet so we can assist you straight away:

  • Click on the “Share” button in the top right corner

  • In the bottom click on “anyone with a link” and most important “editor”

  • Click copy link and send it to us in the Etsy chat, as well with a description of what issue you are experiencing

After we have had a look at your spreadsheet, and possibly restored the sections that are not functioning, you can change it back to restricted so we won’t have further access. We will always do our best to get back to you within 24 hours.

Make Your Spreadsheet Available Offline

While you will need an internet browser to edit your spreadsheet, Google Sheets has made it possible for you to edit and access your spreadsheet offline. You can find more information regarding using and editing your spreadsheet online on the Google Docs Help Platform here.

Access Your Spreadsheet on Your Phone or Tablet

While we recommend opening the spreadsheet for the first time on your computer or laptop, there are no restrictions on which devices you can open or edit your spreadsheet. If you would like to access your spreadsheet on your tablet or phone we highly recommend downloading the Google Sheets app (available for Android and Apple devices) to make accessing the spreadsheets easier.

Access Your Spreadsheet From Multiple Accounts

If you would like to access the spreadsheet with multiple Google Accounts, for example because you would like to share your budget with your partner. Take the following steps:

  • In the top right corner of the spreadsheet you will see a big green “Share” button, click it.

  • In the bar that says “add people or groups” type in the email address of the person you would like to share the spreadsheet with

  • Pick what kind of access you would like to give the person you would like to add:

    • Viewer: the person can see the data in the spreadsheet but not make any changes

    • Editor: The person can view the spreadsheet and make changes

    • Owner: the person can view, edit, and has the option to now remove you from the spreadsheet

  • Click on the send button

Change The Colours Of The Spreadsheet

We have set up the spreadsheet in such a way that you can change the colours of your spreadsheet within seconds. To change the colours follow these steps:

  • Click on the paint bucket in the tool bar.

  • In the top right corner of the menu that opens click on the pencil icon.

  • You now will be able to change the theme colours. Changing them here will change them everywhere!

FAQ & Troubleshooting

  • All our spreadsheets are created for and on Google Sheets. As Google Sheets is an online programme we cannot include a direct file that takes you to the spreadsheet, but instead you will need a link. For that reason the file included with your purchase is a PDF. The PDF will contain a link to your spreadsheet as well as a link to the instructions of the spreadsheet.

  • When you click on the link in the PDF a page will open in your internet browser. In the top right corner you will see a button that says “Use Template”. After you click this button a personal copy of this spreadsheet, only accessible by you, should open within seconds.

    Unfortunately, Google Sheets can be a bit glitchy from time to time. If it does not open, or if it opens in a view only mode try the following:

    • View only mode: in the top toolbar, click “File” → “Make a copy”. This will create a copy of the spreadsheet that will provide you with full access. If that does not work try the troubleshooting options down below.

    • Open the spreadsheet from a computer or laptop: We have noticed that when trying to open the spreadsheet for the first time from a phone, tablet or similar devices that it does not always open. For that reason we recommend opening the spreadsheet from a computer or laptop for the first time.

    • Make sure there is enough space on your Google Drive: If your Google Drive is full, or near full, it will not allow you to enter the spreadsheets (it will show view only instead). You can check if you have enough space available by going to drive.google.com, in the left hand side menu you will be able to see how much storage you have left in your Google Drive.

    • Try a different browser: If you still have trouble accessing the spreadsheet make sure to check if your browser is up to date. If your browser is up to date and it is still not working then try a different browser.

    • Make sure you are logged into Google Sheets: The spreadsheet will not open if you are not logged in to your Google Sheets account or if you are trying to open the template in an incognito window. If your spreadsheet is not opening try the following:

      • Close all tabs and windows in which you tried to open the spreadsheet

      • Head to sheets.google.com

      • Log in with the Google account on which you would like to access the spreadsheet

      • Head to the PDF, click on the link and click “Use Template”. The spreadsheet should now open.

    If after you have tried all options above you are still experiencing issues be sure to reach out to us on Etsy so we can assist you further.

  • It could happen that you made the purchase only to realize that you would like to access the spreadsheet with a different email address. Not to worry, our spreadsheets are not tied to the email address of your Etsy account. After you have made your purchase you can open it with any Google account, even if you already accessed it with a different Google Account.

    To access it with the right Google Account:

    • Head to sheets.google.com

    • Log in with the Google Account that you would like to use to access the spreadsheet

    • Head to the PDF, click the link and click “Use Template”

    • Your spreadsheet will now be linked to the right Google Account

  • All our spreadsheets available in our store are specifically designed for Google Sheets and will not function properly on Excel. While Google Sheets and Excel are similar programmes, they have large differences in their formulas and how formulas are set up. When a spreadsheet is exported to an Excel format the formulas won’t translate with it properly and the spreadsheet will not function as designed. For that reason we highly recommend not to export your spreadsheet and to only use the spreadsheet in Google Sheets.

Change Log

No changes have been made to this spreadsheet. If you are experiencing issues in the current version of the spreadsheet you are using please contact us on Etsy.