Hey Liz! Great question. We are going to create the Leads Tracking spreadsheet together to teach you guys the basic tools to use in excel to gather data and create graphs and charts. If we have time I will show you some of my other spreadsheets you can use as inspiration. Due to how short the class is, you will likely have to make many on your own. But that is good, you want them to meet the nuances of your business. As promised, I will show you all my time tracking sheet next week and share a copy with you to adjust as you want. That should help you get started on a couple necessary ones. As you are building out new ones in the future, just reach out and I will see what I can do to help.
Hello Melanie,
I completely understand. Hop on if you get back in time. If not, this is a really important class to watch the replay as it carries a lot of the meat of the course. Wishing you and husband well!
I wish I could just show you a picture of my screen but this doesn’t let me add photos. So let me try to explain.
1. Any money we receive from the client for product is added to “Inventory COGS” as a “debit” and linked to a client.
2. Next she moves the money to “Inventory Payments: Inventory Purchases” as a “Credit”
3. This is the same for shipping under “Inventory Payments: Inventory Shipping” and storage/install fees under “Inventory Payments: Storage/Install”
