Excel Sales & Inventory Workbook

I’m looking for a clean, professional-looking Microsoft Excel workbook that will let my small business track products, sales and stock levels without any manual number crunching.

The file needs a product database (ID, name, category, price and current stock), a simple sales-entry sheet and an inventory page that calculates opening stock, items sold and what’s left on hand. Formulas should update everything automatically and trigger an email notification whenever any item drops below its preset minimum so I never miss a re-order point. Inventory figures only have to refresh once a week, but the calculations should still run instantly when new sales are logged.

For analysis, I’d like a one-page dashboard summarising total products, weekly units sold, total revenue and the list of low-stock items. Please include clear pie charts that visualise both sales distribution and current inventory breakdown. Make navigation intuitive with obvious sheet names, frozen headers and consistent colour coding so anyone on the team can jump in and update data quickly.

Key deliverables:
• Fully linked Product, Sales and Inventory sheets with locked formulas
• Automated weekly stock roll-forward and email low-stock alert system
• Dashboard with live KPIs and pie charts for sales & inventory insights
• Professional formatting throughout: clear headings, styles and colour palette

If you can combine solid spreadsheet design with an eye-catching yet easy-to-use layout, I’d love to work with you.