Manually compiling sales and quality data is time-consuming and prone to errors. Learn how to automate your key monthly metrics—total orders, refund counts, and QC pass rates—directly within your FishGoo spreadsheet for accurate, effortless expense tracking.
1. Preparing Your FishGoo Data Source
Consistent data entry is the foundation of reliable automation. Ensure your raw order data is logged in a dedicated sheet with the following columns:
- Order ID
- Order Date
- Product Value
- Refund Status
- QC Status
Name this sheet Raw_Data
2. Building the Automated Summary Report
Create a new sheet named Monthly_Report. Here, you will use formulas that dynamically pull and calculate data from Raw_Data.
Total Orders & Revenue
To count all orders and sum their value for the current month:
=COUNTA(Raw_Data!A2:A1000) // Counts total orders
=SUMIFS(Raw_Data!C2:C1000, Raw_Data!B2:B1000, ">="&EOMONTH(TODAY(),-1)+1, Raw_Data!B2:B1000, "<="&EOMONTH(TODAY(),0)) // Sums revenue for current monthRefund Count & Rate
To calculate the number of refunds and their percentage:
=COUNTIF(Raw_Data!D2:D1000, "Yes") // Counts refunds
=IFERROR((Refund_Count / Total_Orders), 0) // Calculates refund rateQC Pass Rate
To determine the percentage of orders passing quality control:
=COUNTIF(Raw_Data!E2:E1000, "Pass") // Counts passes
=IFERROR((QC_Pass_Count / Total_Orders), 0) // Calculates pass rate3. Visualizing Key Metrics for Expense Tracking
Transform your calculated numbers into an intuitive dashboard.
- Insert a Pivot Chart
- Create a Donut Chart
- Use Conditional Formatting
- Create a Donut Chart
This visual summary allows for instant performance assessment and more informed financial decision-making.
Maintaining Your Automated System
To ensure your monthly report runs smoothly:
- Refresh on Schedule:
- Data Validation:Raw_Data
- Expand Ranges:A2:A1000) as your transaction volume grows.
- Data Validation:Raw_Data
By automating these calculations, FishGoo users can shift focus from manual compilation to strategic analysis, directly linking operational performance to expense outcomes.