Google Sheets Report for Vouchers Sold

Completed Posted 2 years ago Paid on delivery
Completed Paid on delivery

We sell vouchers/coupons to different website for our premium subscription service. There is a report in CSV format which provides details of all the issued vouchers to date, plus the source site, price, and whether it has been redeemed or not.

I need to create a Google Sheet to report on the sales of each site broken down by month (for the redeemed vouchers), and the prices need to be converted to a different number as well.

1) The report should have the voucher sales for each month broken down by the site (source)

2) The report should provide the total balance due for each site for the vouchers they have sold

3) I should be able to input the payment received from each one along with the payment date (and their balance due should update accordingly)

4) It should include a couple of visual reports (pie chart, bar chart etc) to track and trend which sites are performing better over time in terms of sales, and also to track which products are selling more, trend over time.

5) The sheet should be easy to read, clean color codes, borders, neat and organized.

Ideally it should be easy for me to run this report moving forward once we have a template in place, each month I would be able to just import the same updated CSV file except it will include the new data as well and the Google Sheet will do all the calculations.

I have attached the CSV file for reference. Starting month is March 2021.

Currently there these are the sites (source), but more will be added later so should be flexible:

[login to view URL]

[login to view URL]

giftino

license-market

GiftCardGo

[login to view URL]

Comp

Excel Google Sheets

Project ID: #31006365

About the project

7 proposals Remote project Active 2 years ago

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AccountantArman

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