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Free kit

Free ecommerce sales tracking template (Excel) and planning kit

The Ecommerce Planning Kit is a free ecommerce sales tracking template for stores selling on their own site and on marketplaces. An Excel tracker does the conversion maths per channel; a Word plan sets targets.

  • Sales by channel

    Your site and five other channels, side by side.

  • Conversion maths built in

    Pre-built formulas for carts, checkouts, repurchases and unit revenue.

  • Goals that line up

    The Word plan's goals table uses the tracker's rows.

  • Excel sample and blank tabs
  • Word 7-section ecommerce plan
  • ZIP two files
Cover of the Ecommerce Planning Kit, a free template for tracking ecommerce sales: an orange glass shopping bag holding a rising bar chart

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What's inside

What's inside the template for tracking ecommerce sales

One ZIP: an Excel tracking spreadsheet (Sample and Template tabs) and a Word plan.

  1. Template tab

    Rows for your site and five vendors (other places you sell): traffic, add-to-cart clicks, checkouts, repurchases, total sales revenue, units and a Total row. Your entire sales month on one tab, and the place to see which channel has earned the next stock order.

  2. Ratio blocks

    Five results per row: traffic to add to cart, to checkout and to repurchase, cart to checkout, and revenue per unit. Set against the Total block, the channel dragging your average down stands out.

  3. Sample tab

    May 2025, filled in for a company site, Walmart.com, Google Shopping, Amazon and two other vendors. Unknown traffic? The template shows the fix: mark it N/A, and revenue per unit still works. Read it before you enter your data.

  4. Word ecommerce plan

    Seven sections, from product costs and channel fees to a SWOT table (strengths, weaknesses, opportunities, threats) and marketing strategy. Its financial goals table is where you forecast revenue, units and profit for the tracker's rows.

How to use it

Track sales by channel in one spreadsheet

Set it up once. Then it's a weekly sales habit.

Set monthly sales goals first

Fill in the Word plan's Financial Goals table before the month starts: units, revenue and profit for your site and each vendor. Order matters: a tracker without targets only records history. With them, each row says push or pull back.

  • Same names in both files
  • Agree it with the sales team

Duplicate the Template tab

Copy the blank sheet template for each new period (the sheet's own note asks for this), add the dates in row 1 and name the product. Never type over an old month; you'll want it when someone asks why March dipped. A finished tab also makes a decent monthly report template.

  • One tab per month
  • Keep the Sample tab

Record sales, then read the blocks

Add sales from each platform's report, a Shopify sales export for instance. No traffic figure from a marketplace? Type N/A, as the sample does. Then hold each channel's block against the Total block and pick one metric to fix first.

  • Same date range everywhere
  • One currency throughout

The maths

Ecommerce KPIs: the formulas behind sales performance

Key performance indicators: the few numbers worth acting on.

Tracking ecommerce sales in a spreadsheet

Track your sales one tab a month, one row per place you sell, and keep definitions steady: traffic is visits or sessions, a checkout is a paid order, and revenue is counted the same way each month, before or after refunds. Weekly beats daily sales entry for most stores. Charts and graphs can wait: a line chart of each month's Total row is enough to monitor sales.

The tracker's five formulas

Every result in the tracker spreadsheet is one column divided by another, and the label says which. Traffic > Add to Cart is add-to-cart clicks over traffic. Traffic > Checkout is checkouts over traffic, your conversion. Traffic > Repurchase uses repurchases. Add to Cart > Checkout is checkouts over carts, and Revenue Per Unit is total revenue over units sold.

Sales tracker example

Made-up numbers: your site gets 40,000 visits, 2,400 add-to-cart clicks, 960 checkouts (150 repeat orders) and $57,600 from 1,200 units. This example works out at 6% visit to cart, 2.4% conversion, 40% cart to checkout and $48 a unit. A marketplace row: 25,000 visits, 1,750 carts, 500 checkouts. More baskets (7% in the example), but only 28.6% get paid for. Fix price, delivery or payment there (cash on delivery matters in much of the Gulf), not traffic.

Conversion benchmarks by category

The fairest way to track a channel is against its own last month first, the market second. Statista's 2025 data puts the average conversion rate across ecommerce sites at under 2%. Statista's 2025 category benchmarks run from skincare at 2.7%, the highest, to luxury apparel at 0.4%, the lowest. So if you sell something expensive, 1.2% may be healthy. For a cheap repeat buy, it's weak.

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Adding repeat purchase rate

Repeat purchase rate is the share of customers who bought more than once in a period, usually 12 months: if 5,200 people bought in a year and 1,040 came back, that's 20%. The tracker's Traffic > Repurchase line compares repeat buying with visits instead. If Repurchase counts repeat orders, divide it by Successful Checkouts in a new column (in the example, 150 of 960 is 15.6%).

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Common sales tracker mistakes

Mixing date ranges is the classic: a calendar month for your site, a four-week report from a marketplace. Then refunds netted off in one row but not the next, and typing over last month's tab. The sneaky one? Comparing a marketplace's conversion with your site's when they count visits differently. Compare each channel with itself and the trend stays honest.

Small store or large range

One tab a month is plenty for a small business with one hero product; a big range needs a tab per product line. Selling B2B? Fewer, larger orders, so watch revenue per unit over visit to cart. Running ads? Add an ad spend column and divide it by checkouts for a rough cost per order. And make room for new channels: HubSpot's 2026 State of Marketing report found that 26% of marketers plan to try selling directly inside social apps in 2026.

Watch

Short answers, on video

  • 0:38Play Online Store Sales All Over the Place? Start With a Plan, 38 seconds

    Online Store Sales All Over the Place? Start With a Plan

    You have the product and the traffic, but sales are all over the place. The ecommerce planning kit helps you set goals, forecast and track what's working, from launch to scale.

    Read the transcript

    Managing an online store without a clear plan? You have got the product. You have got traffic, but your sales are all over the place. No clear goals. No forecasting. No way to track what's actually working. That's where our ecommerce planning kit comes in. It helps you map out a strategy, set targets and make sense of your numbers from launch to scale. One kit. All the structure your store needs. Want our ecommerce kit? Comment "ecommerce" below and we will send it to you directly.

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FAQ

Questions on tracking ecommerce sales in the Excel template

Short answers on files, formulas and limits.

Six per channel: traffic, add-to-cart clicks, successful checkouts, repurchases, total revenue and units sold, which give four ratios and revenue per unit. There are no stock levels, so inventory management stays in your store platform.

Yes. It's an Excel spreadsheet template (.xlsx) with no macros. To use the template in Google Sheets, upload it to Google Drive, save it as a Google Sheet and check the Total row still calculates.

Divide successful checkouts by traffic and multiply by 100; the tracker's Traffic > Checkout line is that ratio. For example, 960 checkouts from 40,000 visits is 2.4%. Keep the traffic measure (visits or sessions) consistent.

By channel, yes: in this kit a vendor is any place you sell, like Amazon or Google Shopping. The template can be used per brand too; give each brand its own tab to compare product performance.

No. The file has no connector, so you copy the sales data in from each platform's report. Shopify, WooCommerce and Amazon all export one, and once you know where they live, data entry becomes a short weekly workflow.

Yes. It's a completely free way to start, and the Word plan comes with it. The form asks for your name, email, company, phone and country, and your download link appears on this page as soon as you submit.

No. It's an operating plan for selling a product, a line or a whole range online: costs, channels, technology, marketing and sales targets. An investor's business plan also covers funding and multi-year financials; this doesn't.

When copying numbers in takes longer than reading them. An ecommerce dashboard, or a CRM fed by your store, keeps the data in one place and collects it for you. Keep the same ratios on the dashboard.

No questions match — try another search.

Free download

Try a free sales tracker before a sales dashboard

Download the free sales tracker, copy the Template tab for this month and start with your site. Use this sales tracker for a quarter before paying for a dashboard template.

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