Sales overview

Dive into the 'Sales Overview' model, a key component of the 'Portfolio Tracker' spreadsheet. This model provides a comprehensive view of the performance of various investments, including stocks and cryptocurrencies. It offers a detailed sales ledger and a watchlist to keep track of potential investment opportunities. The model also showcases historical performance data, enabling a thorough analysis of the portfolio's growth over time. It's a valuable resource for anyone seeking a structured and systematic approach to managing their investment portfolio.

Download & customize

Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview
Portfolio Tracker Spreadsheet preview

Join You Exec

Access the full library of business templates

Try for free

Download our free templates each week
No credit card required

OR
Already have an account? Log in

Preview

Sales overview Sheet preview

Full preview (15 Sheets)

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview

Trusted by top partners