Transform raw data into actionable insights for smarter agent shopping.
Effective budgeting is the cornerstone of a successful haul-building strategy. While Sugargoo provides excellent service for purchasing and shipping items from China, managing costs can become complex. This is where the Sugargoo Spreadsheetbudgeting and forecasting tool. This guide will walk you through how to analyze your data to predict future spending trends.
Three Pillars of Financial Forecasting
To build an accurate monthly forecast, focus on these three critical data points from your spreadsheet history:
1. Item Cost Analysis
Go beyond listing prices. Categorize your purchases (e.g., apparel, shoes, electronics). Calculate the average cost per categorypatterns, not just totals. Are your costs trending up as you explore higher-tier items?
- Action:SUMIFAVERAGEIF
2. Average Order Size (AOS)
This metric is crucial for predicting shipping expenses. Calculate your Average Order Size
3. Shipping Volume & Frequency
Shipping is often the largest variable cost. Record the weight, volumetric dimensions, and cost
Building Your Monthly Forecast
With historical data analyzed, you can project future spending:
- Set a Baseline:
- Apply a Trend Factor:
- Plan for Known Variables:projected cart total.
- Estimate Shipping:
- Apply a Trend Factor:
Pro Spreadsheet Tip: The Dashboard
Create a summary "Dashboard" tab
This gives you a single-glance overview