Inventory Tracker and COGS Spreadsheet for Small Business

Who it’s for

It’s made for small shops, resellers and makers with up to 200 products who want to know what’s on the shelf and what each product really earns.

Makers can log each finished batch as a purchase at the materials cost per unit. The costing method is one average unit cost per product for the year, explained with a worked example in the guide.

What’s inside, tab by tab

Start Here

Three steps, one colour rule (yellow cells are where you type) and quick answers.

Setup

Business name, currency, year, product categories and sales channels.

Products

Up to 200 products with SKU, category, price, reorder level and opening stock, plus in stock, average unit cost, stock value, revenue, COGS, gross profit, margin and a status (OK, Reorder, Out of stock).

Purchases

1,000 rows with quantity, unit cost and extra costs such as shipping, spread over the units.

Sales

2,000 rows with channel, quantity, price and discount, and the revenue and cost of each line.

Stock Count

Book quantity vs counted quantity, the difference and the closing value.

COGS Summary

Opening stock + purchases − closing stock = cost of goods sold, with gross profit, the count adjustment and a month-by-month table.

Dashboard

Revenue, COGS, gross profit, margin, stock value, items to reorder, top 5 products and a chart.

Excel and Google Sheets

The workbook is an .xlsx file that opens in Excel 2010 or later, Excel for Mac and LibreOffice. For Google Sheets, open Google_Sheets_Links.pdf and click the link to make your own copy, or upload the .xlsx to Google Drive and open it with Google Sheets. Formulas and dropdowns carry over; Google redraws the charts, so they can look slightly different. The quick-start guide walks you through it. Type your own currency symbol on Setup and the whole workbook uses it.

There are no macros and nothing to install. Every formula uses only functions that Excel and Google Sheets share, and before release the workbook was filled with an invented maker’s year and checked by 77 automated tests. Apple Numbers can open the file but isn’t supported.

How delivery works

You buy on Etsy, with Etsy’s checkout and buyer protection. As soon as payment goes through, the download is ready on your Etsy Purchases page and Etsy emails you a link. You get one ZIP file containing:

• Inventory_COGS_Tracker.xlsx (blank)
• Inventory_COGS_Tracker_Example.xlsx (an invented soap and candle maker’s year)
• Quick_Start_Guide.pdf (4 pages)
• Google_Sheets_Links.pdf

Nothing is shipped. Because it’s a digital file, Etsy returns don’t apply, but if something isn’t working, send a message through the shop and we’ll help put it right.

Not tax or accounting advice. Check how your tax office wants stock valued.