Every Business needs a Solution to track Cashflow - Cash Inflow [from Revenue Generating Activities] & Cash Outflow [from Business Spending].
A Service Business is any Business that offers a Service: Dry Cleaning, Consulting, Training, Tech Professionals, Logistics, Fashion Designing, Food etc. If you don't sell physical products you're most likely a Service Business.
Our Tracker Spreadsheet is designed to assist Service Businesses in measuring overall Business Performance.
Manually recording your business data can be tasking and time-consuming particularly if done for multiple Products. This is why you need DesignVAT Daily Sales & Inventory Spreadsheet to automate Inventory Tracking and Record Keeping.
Create Service/Charge List: Create a Price list [Service Name | Respective Prices]
Support for over 100 Products
Record Daily Orders:
- Track Who Ordered What, When and how Much
- Create a Daily Sales | Order Log to enter daily transactions
- Filter Daily Sales Log by Month | Quarter | Year | Service Type | Customer
Track Business Expenses
- Define up to 8 Expense Categories [Advertising, Office Space, Salaries, Utilities, etc.]
- Track Spending across each Category
- Link Expense Transactions with Suppliers
Create Invoices: Can be set to A4 or Letter Size prior to delivery
Create Customer Database
- Store Customer Contact Details [Full Name | Phone No | Email | Contact Address]
- Link Daily Sales Transactions With Customers
- Pull up Customer Transaction History
Create Supplier Database
- Store Supplier Contact Details [Full Name | Phone No | Email | Contact Address]
- Link Daily Expense Transactions With Suppliers
Generate Monthly Income Report
- Track Monthly Income
- Compare Current Month vs Last Month Income Totals
Generate Monthly Expense Report
- Track Total Expense across all Expense Categories
- Compare Current Month vs Last Month Expense Totals
- Filter Report for specific Month | Quarter | Year
Monitor Creditors
- A Creditor is a person | Company you owe money, usually from Credit Purchases
- This Spreadsheet supports tracking Credit Purchases
- Generate Point in Time Creditor List: Showing all Suppliers you Owe
- Get Current Inventory Value
Monitor Debtors
- A Debtor is a person | Company that owes you money, usually from Credit Sales
- This Spreadsheet supports tracking Credit Sales
- Generate Point in Time Debtors List: Showing all Customers that owe your
Generate Profit & Loss Statement
- Generate Monthly P & L Statement for 12 Calendar Months
- Generate Quarterly P & L Statement for 4 Quarters
- View & Compare Monthly Income [Jan vs Feb vs Mar]
- View & Compare Monthly Expense across Categories [Jan vs Feb vs Mar]
- Multi-Year Statement Support: Pull up Past or Current Years' Statement
Optional Add-On Features: (Click to Learn More)
- Do you sell Products? Click here for DesignVAT Inventory Spreadsheet (N30,000 - $200)