Excel Sales & Inventory Workbook

@axiomswb

Your Excel Sales & Inventory workbook — the one with automated low-stock email alerts and a live KPI dashboard — is exactly the kind of build I do regularly. Here is how I will execute it: Product, Sales, and Inventory sheets built as structured Excel Tables, not loose cell ranges. This matters because Tables auto-expand when your team logs a new sale, so every formula, chart, and KPI on the dashboard updates instantly without anyone touching the structure. VBA macro for the weekly stock roll-forward that calculates opening stock, items sold, and what is left on hand, then fires an Outlook email the moment any SKU drops below its preset minimum reorder point. Single-page dashboard with four live KPIs — total products, weekly units sold, total revenue, low-stock list — plus pie charts for both sales distribution and inventory breakdown, just as you described. Formula protection, frozen headers, consistent colour coding, and clear sheet names so anyone on your team can jump in and update data without breaking anything. One problem worth flagging now: if multiple team members save the file simultaneously, stock figures can fall out of sync. I will build in a save-prompt warning to prevent that. Delivery in 3 days for USD 595. Are you running Excel on Windows with Outlook installed, or is this workbook living inside Microsoft 365 online?

@professional800

Having over a decade of managerial experience and being well-poised in automation using VBA and Advanced Excel, I have honed my skills towards creating dynamic, precise and user-friendly templates, trackers and dashboards like the one you require. My proficiency with Power Query and Pivot Tables will ensure your product, sales and inventory sheets are seamlessly linked with locked formulas. For analysis, my impeccably designed graphs will provide insights at a glance. On top of this, one of my specialties is developing automated email notifications - such as low-stock alerts - which plays a paramount role in ensuring reordering efficiency. As a full-time professional freelancer with diverse project portfolio including accounting software, logbooks, invoicing and inventory databases combined with an acute understanding of financial aspects, I am confident I can deliver you a creative yet professional workbook that will facilitate smooth tracking of products, sales and stock levels for your small business. Thank you for your consideration

@zu02

Hello, I can build this system as a Microsoft Access application with Excel automation — a far more reliable and scalable approach than forcing everything into one workbook. Access will securely manage your product, sales, and inventory database, while Excel will provide the automated dashboard, charts, and reporting you need. This hybrid design ensures accuracy, speed, and easy updates for your team. Deliverables: • Linked Product, Sales, and Inventory tables with locked formulas • Automated weekly stock roll‑forward and instant recalculation when new sales are logged • Email alerts whenever stock drops below minimum thresholds • Excel dashboard with KPIs (products, weekly units sold, revenue, low‑stock list) • Clear pie charts for sales distribution and inventory breakdown • Professional formatting with frozen headers, intuitive navigation, and consistent colour coding This combination of solid database logic and eye‑catching Excel visuals will give your business a robust back‑end with a user‑friendly front‑end. My bid is $750, within your stated range of $250–$750, reflecting the full scope of development and guaranteeing a polished, easy‑to‑use solution. Best regards, Zurab

@emilesd617

Hi, I am an excel vba developer with 8 years of rich experience in software development, with a background in Excel automation, VBA macros, data analysis, reporting, and interactive dashboards. I am familiar with Excel, VBA, Excel VBA, macros, data visualization, data analysis, and Microsoft Access. For this workbook, I can connect the Product, Sales, and Inventory sheets with protected formulas that automatically calculate stock movement, sales, revenue, and reorder levels. I can also build the weekly stock roll forward, low stock email alerts, and a clear dashboard with live KPIs and pie charts, while keeping the workbook simple for your team to use I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@techplusintl

Hi, I will create a professional Microsoft Excel workbook for your business to track products, sales, and stock levels efficiently. I will set up a product database with ID, name, category, price, and current stock. The sales-entry sheet will be designed for easy input, while the inventory page will automatically calculate opening stock, items sold, and remaining stock using Excel formulas. To ensure you never miss a re-order point, I will implement an email notification system that triggers when stock drops below the minimum level. The inventory figures will refresh weekly, but calculations will run instantly upon new sales entries. For analysis, I will design a one-page dashboard that summarizes total products, weekly units sold, total revenue, and low-stock items. I will include pie charts for visualizing sales distribution and inventory breakdown. Navigation will be user-friendly with clear sheet names, frozen headers, and consistent color coding. To get started, I will need your specific product details and any preferred color schemes. Thanks!

@Microlent

Hello, I am Dr. Rajesh Rolen, PhD in Computer Science & Engineering, with experience of over 20+ years in Microsoft Access, Visual Basic, Data Visualization As a preferred freelancer in the top 1%, I have done 400+ projects here on freelancer.com, I have 4.9 ratings out of 5 on average, which showcases my quality of work and timely delivery. Key Highlights: - Free Hosting Support on the Cloud or any desired platform. - Free 3 months of post-delivery support to ensure that our client doesn’t face any challenges after the launch of the project. - Free Dedicated tester on projects to ensure quality delivery, so clients don’t need to act as a tester. - 10+ Years experience UI/UX team to ensure intuitive UI. Portfolio: https://www.freelancer.com/u/Microlent Please open the chat and send me a message, so we can have a more detailed discussion about the project to give you the project timeline and cost. Thank you for considering my services. I look forward to engaging in a productive conversation and understanding how I can be of assistance in bringing your project to life. Regards Rajesh Rolen

@tauqeer0307

Hello, I clearly understand that you need a professional Excel inventory and sales workbook that automates stock tracking, sales calculations, weekly roll-forward, and low-stock alerts without manual number crunching. For your project, I will create: Linked Product, Sales, and Inventory sheets with protected formulas Automatic stock calculations for opening stock, sales, and balance Weekly inventory roll-forward Automated low-stock email alerts using Excel/Power Automate One-page dashboard with products, weekly units sold, revenue, and low-stock KPIs Sales distribution and inventory breakdown pie charts Clean formatting, frozen headers, intuitive navigation, and consistent colour coding The workbook will be designed so your team can simply enter sales and let the calculations update automatically. I can share relevant Excel dashboard and automation samples on request. Best regards, Tauqeer Ahmad

@designsmaker0

With a decade of experience in the Designing field, including Microsoft Excel among other software, I have become well-versed in creating highly-functional, aesthetically pleasing spreadsheets. I am confident that my expertise aligns perfectly with your inventory management needs. With my design skills, I will not create an effective workbook that tracks everything you need, including a product database, sales entry sheet, inventory page, and dashboard summarizing key performance indicators. Furthermore, my proficiency in Excel ensures that all of the formulas come locked and pre-synced where they should be. This guarantees that you and your team wouldn't face any accidental errors or disruptions. If a product's quantity drops below the minimum preset level at any point during the week, you could count on me to integrate an automatic email notification system to alert you for re-orders promptly.

@Georgeoustar

Hi there! Your project’s focus on seamless, automated sales and inventory tracking aligns perfectly with my expertise. I specialize in designing robust Excel workbooks with intuitive layouts, advanced VBA automation, and impactful dashboards for small businesses. I understand you need a linked system where product, sales, and inventory sheets communicate seamlessly, weekly roll-forwards happen automatically, and low-stock email alerts ensure you’re always prepared to reorder. I’ll deliver a locked, professionally formatted workbook with clear navigation, frozen headers, and consistent color schemes. The dashboard will provide real-time KPIs, pie charts for both sales and inventory, and an at-a-glance list of low-stock products. The sales-entry process will be quick and user-friendly, while formulas and macros will keep all figures up-to-date the moment new data is entered. To tailor this perfectly: Do you already have an email platform preference for low-stock alerts (e.g., Outlook, Gmail), or should I suggest a streamlined method? Also, would you prefer the dashboard to refresh live or only after weekly inventory updates? Best Regards, George

@PINESCRIPTERR

Hi, I can build the Excel workbook with linked Product, Sales, and Inventory sheets, protected formulas, automatic stock calculations, weekly roll-forward, and low-stock email alerts. I’ll also create a clean dashboard with live KPIs, sales and inventory pie charts, intuitive navigation, frozen headers, consistent formatting, and validation to prevent incorrect sales or stock entries. The workbook will remain easy for non-technical team members to maintain. Question 1: Should the low-stock emails be sent directly through Outlook/Microsoft 365 using VBA/Power Automate, or do you prefer a solution that works independently of a specific email client? Question 2: Should the weekly stock roll-forward run automatically on a scheduled day, or simply calculate the weekly figures when the workbook is opened? Regards, Houssame.

@Osama102

Hi, I’d be happy to build a clean, professional, and easy-to-use Excel inventory and sales management workbook for your business. I can create a fully connected system with: - Product Database - Sales Entry Sheet - Inventory Sheet - Low-Stock Alerts - Dashboard - Professional UX I’ll also structure the workbook so calculations update immediately when sales are entered, while the inventory roll-forward can be handled on the requested weekly schedule. One important question before building: approximately how many products/SKUs do you currently have, how many sales transactions do you expect to enter per week/month, and how much do you expect that data volume to grow over time? This is important because I can design the workbook appropriately from the start. particularly the formulas, tables, dashboard, performance, and automation. so you don’t end up needing to rebuild it when the business grows. I’d be glad to build this with both functionality and a polished professional appearance in mind.

@CauaAlves

Hi, A sales-and-inventory workbook is useful when stock and revenue reconcile — linked sheets, low-stock alerts and a small dashboard that updates as entries land. My workflow for this: 1. Structured Capture: every item keyed into the correct column and format, with a source-reference so any value can be traced back to its origin. 2. Cleanup & Verification: dedupe, standardised formats, and a final cross-read pass against the source before anything is delivered. 3. Delivery: clean, well-organised file exactly to your layout, plus a short exceptions log of anything ambiguous I flagged. You will receive the finished file(s) ready to use immediately. I also include 7 days of free post-delivery support — fixes and adjustments after you receive the deliverable, at no extra cost. I am available in chat to review a sample source file and confirm conventions.

@Web1devloper

As an experienced Data Analyst and Scientist with 8+ Years’ experience, I've honed my skills specifically in Excel optimization and data management, which aligns superbly with your project's requirements. I’ve built several similar dynamic dashboards, driven by thousands of lines of code and subtle design choices, to ensure they both – look great and work smart: a perfect combination of aesthetics and functionality for your inventory. In particular, my advanced Excel proficiency allows me to masterly use VBA to create robust workbooks with locked formulas, unleashing the full potential of Excel to automate your weekly stock roll-forward, trigger email alerts when low stock is detected and keep all figures updated in real-time. My knowledge of statistical analysis and hypothesis testing will aid in accurate demand forecasting, enabling you to streamline procurement processes.

@robertb297

Hi, I’m interested in this project. I have hands-on experience with Excel formulas, VBA, data analysis and building structured Excel workbooks. I can build the workbook with linked Product, Sales and Inventory sheets so that stock levels, units sold and revenue are updated automatically when new sales are entered. I can also create the dashboard with the required KPIs, low-stock list and charts, while keeping the workbook simple to use with clear sheet names, frozen headers and consistent formatting. For the low-stock alerts, I can set up the VBA/email automation based on the environment you use, and keep the formulas and logic protected so users can update the data without accidentally breaking the workbook. I’ll also make sure the weekly stock roll-forward and the real-time calculations are handled separately and work correctly together. If you share the current requirements or an example of your preferred workflow, I can build the workbook around it. Thanks.

@techmadigital

Hi, I can build your Excel sales and inventory workbook as a clean, fully linked system. I will create Product, Sales and Inventory sheets with locked formulas, automatic stock roll-forward and low-stock email alerts, so re-order points are never missed. A one-page dashboard will show total products, weekly units sold, revenue and low-stock items, with pie charts for sales and inventory. I have verified experience in dashboards, automation, API integrations, notifications and testing. Navigation stays intuitive with frozen headers, clear sheet names and consistent colour coding. I will test formulas and deployment carefully. Thanks, Nikhil

@muhammadj121

Hello! I can build a professional, fully automated Excel inventory system with linked Product, Sales, Inventory, and Dashboard sheets, including locked formulas, weekly roll-forward, low-stock email alerts, and live KPI charts. I’ll make it intuitive, reliable, and visually polished so your team can manage everything with minimal manual work—let’s discuss your workflow. With strong experience in B2B Lead Generation, Excel, QuickBooks, and Data Automation, I provide accurate, efficient, and well-organized solutions tailored to your business requirements. My Expertise: B2B lead generation, targeted prospect research, data collection & cleaning, Advanced Excel, formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets, QuickBooks bookkeeping, transaction management, reconciliations, income/expense tracking, and financial reporting. I also specialize in data automation and workflow optimization, helping businesses reduce repetitive manual tasks and improve overall efficiency. You’ll receive clean, accurate, fully editable, and well-structured work, with clear communication, attention to detail, and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid

@caajoys

I can build a professional, easy-to-use Excel inventory and sales system that eliminates manual calculations and gives you an instant view of stock, sales, revenue, and reorder needs. The workbook will be designed so your team can enter sales quickly while formulas automatically update inventory and dashboard KPIs. I have gone through the requirements in detail. I’ll create linked Product, Sales, and Inventory sheets with protected formulas, automated stock roll-forward, low-stock identification, and a clear dashboard showing products, weekly units sold, revenue, and low-stock items. I can also set up the email alert workflow for items falling below their minimum level, along with the requested sales and inventory pie charts. Thank you for considering my proposal. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, I am a Chartered Accountant (ICAI) and CPA, with strong expertise in Excel, financial modelling, dashboards, automation, and business reporting. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to build a tested, user-friendly workbook that your team can maintain confidently.

@rimiloca

I would keep products, transactions and weekly stock snapshots separate so the workbook stays auditable and avoids double-counting. Product IDs would drive validated sales entry, live stock calculations and a dashboard with revenue, units sold, low-stock items and your requested pie charts. Formula cells would be protected while input cells remain obvious. For email alerts, the right approach depends on your environment: Microsoft 365/Power Automate or desktop Excel with Outlook; I would confirm this before implementing. The quote covers one business workbook, weekly roll-forward, one alert workflow and a short guide. Which Excel version/email system do you use, and how are restocking and returns recorded?

@alluankit01

Hi, I can build a professional Excel sales and inventory workbook with automated calculations, low-stock alerts, and a clean management dashboard. I can create: • Product database with ID, category, price, stock, and reorder level • Simple sales-entry sheet • Inventory sheet with opening stock, units sold, and closing stock • Automatic stock updates when sales are entered • Weekly inventory roll-forward • Locked formulas to prevent accidental changes • Low-stock detection and automated email alerts using VBA • Dashboard showing total products, weekly units sold, revenue, and low-stock items • Pie charts for sales distribution and inventory breakdown • Frozen headers, clear navigation, and consistent formatting • Data validation and error checks • Easy-to-maintain VBA/macros with documentation I’ll structure the workbook so your team only needs to enter products and sales while all calculations, summaries, and stock balances update automatically. I can also add buttons for refreshing reports, sending low-stock alerts, and moving between sheets. I’m comfortable with Excel formulas, VBA, macros, dashboards, inventory logic, and data visualization. I can start immediately and provide a first working version for review before final polish. Best regards Ankit