08 / SALES MONITORING
Spreadsheet Monitoring Hub
A simpler way for business owners to monitor sales and find the right spreadsheet.
Confidential project · Client identity and operational data remain private. The public demo is a separate reconstruction with fictional records, rather than access to the client application.
THE CONTEXT
What the work connects.
A business owner may need several spreadsheets to answer a simple question about sales, profit, or unpaid invoices. Finding the right file is part of the work, before the review can even begin.
- Built for
- Owners reviewing sales across spreadsheet workspaces
- My contribution
- I built a web dashboard that organizes spreadsheet links into workspaces and brings sales information into a shared starting point. It presents summaries, charts, receivables, supplier payables, and recent invoice information.
HOW IT WORKS
From one step to the next.
- 01
Invoice records
Sales, costs, and payment information
- 02
Prepared sales data
Consistent fields for the summary
- 03
Monthly summary
Sales, gross profit, and balances
- 04
Owner dashboard
Trends and links to the right workspace
Google Sheets remains the source of information. The web layer reads and presents it, with update timestamps and notices when a source is unavailable. Sales and collections stay distinct so issued invoices are not mistaken for cash received.
Trace the overview back to its records.
Invoice records are prepared into consistent rows before being grouped by period. Sales and cost figures produce gross profit, while recorded payments and remaining balances describe collections and receivables. Keeping these measures separate makes the overview easier to interpret.
- 01
Invoice records
Sales, costs, and recorded payments
- 02
Prepared rows
Consistent fields for period filters
- 03
Monthly summary
Sales, gross profit, cash, and balances
- 04
Owner’s overview
A readable view with traceable sources
THE RESULT
A working path through the task.
Owners can start with the overview and move to the underlying workspace when more detail is needed. The separate demo uses synthetic invoices and supplier bills to show period filters, outstanding balances, and the path from spreadsheet rows to dashboard figures.
Try a sample journey.
Explore the steps with fictional data. Changes stay in your current browser session and reset when you reload.
Capabilities & tools For a closer look +
WHAT IT DOES
- Organized workspaces and categorized spreadsheet links
- Sales and profit summaries read from Google Sheets
- Monthly sales and profit charts
- Receivables, supplier payables, and payment-status summaries
- Customer contribution breakdowns and recent invoice information
- Authenticated access, update timestamps, and source-data notices
TOOLS & INTEGRATIONS