SellWise – Digital Product Sales & Profit Dashboard (Excel)

Track every sale. Understand every fee. Know your profit.

Selling digital products on more than one platform? It’s easy to see your total sales. It’s much harder to see what you actually keep after discounts, refunds, platform fees, payment processing, affiliate payouts, ads and software.

SellWise is an Excel dashboard made for digital product sellers. You record each sale once and add your business expenses. SellWise then shows your net revenue and profit by month, by product and by platform.

How it works

1. 1. Set your main currency, your exchange rates and the platforms you sell on.
2. 2. Add your products: eBooks, templates, courses, printables, graphics, audio and more.
3. 3. Record each sale with the price the customer actually paid, plus any discount and fees.
4. 4. Record refunds on the original sale, and add your business expenses.
5. 5. Pick a time period. The dashboard and monthly profit and loss update on their own.

What’s inside

• Dashboard: 15 key numbers, your top products, a platform comparison and 9 charts. Choose any period, from this month to all time, or set your own dates.
• Sales log: price paid, discounts, refunds, platform and payment fees, affiliate payouts and costs for every sale, with automatic error checks.
• Product list: units sold, net revenue, profit and refunds for each product.
• Monthly profit & loss: every step from gross sales down to estimated operating profit, plus a yearly total.
• Platform fee checker: compare platform statements with your own records. Any difference is flagged.
• Refunds & chargebacks: full and partial refunds, each linked to its original order.
• Expense tracker: recurring vs one-time costs, with monthly and yearly summaries.
• Sales forecast: conservative, normal and optimistic scenarios, clearly labelled as estimates.
• Multi-currency: you pick one main currency and enter your own exchange rates. Different currencies are never added together.
• Printable tracker: 15 A4 worksheets for tracking on paper.
• Also included: a User Guide, a Quick Start and a sample workbook with a fictional shop.

Built for accuracy

• 1. Each fee, refund and expense is counted only once.
• 2. The most profitable product is ranked by actual profit, not by revenue.
• 3. Every figure comes with a clear definition.
• 4. No macros and no subscription.

Versions

• Printable Tracker.
• Excel Dashboard.
• Complete Bundle: Includes the dashboard, sample data, printable tracker and guides.
• Premium Bundle: $Everything in Complete, plus a marketing campaign tracker, product scorecard, pricing and fee calculator, launch planner, and a printable marketing planner.

Who it’s for: creators, freelancers, online entrepreneurs and small businesses selling digital downloads on Payhip, Gumroad, Etsy, their own website and more.

Compatibility: Excel 2016 or later / Microsoft 365, on Windows or Mac. The PDFs open in any PDF reader. Google Sheets hasn’t been tested, so some formatting and charts may look different there.

SellWise doesn’t import sales automatically and doesn’t calculate taxes. It’s a tool for managing your business, not accounting advice, and it can’t guarantee profits or results.