Orbanalytix Record Keeper Pro

Sales, Inventory & Business Performance Dashboard for Small Businesses

Go beyond recording transactions. Understand how your business is performing.

Running a retail or product-based business involves more than tracking sales and expenses. You need to understand which products contribute to profit, how your costs affect performance and whether your business is moving in the right direction.

Orbanalytix Record Keeper Pro is a Microsoft Excel business management workbook that combines everyday record-keeping with deeper business performance insights.

What can you do with Pro?

• Track sales and expenses: Keep organised records of business transactions.
• Manage products and inventory: Monitor stock movements, available quantities and stock value.
• Organise customer records: Keep customer information and track outstanding payments.
• Monitor business profitability: Review estimated gross profit, operating expenses and operating profit.
• Analyse monthly performance: Identify trends in sales and business results over time.
• Understand product profitability: See which products contribute most to your gross profit.
• Monitor key performance indicators: Use the KPI Dashboard to review important business metrics.
• Prepare for deeper analysis: Organise business information through the Health Check Export.

Who is Pro designed for?

Independent retailers, shop owners, online sellers, wholesalers and other product-based small businesses that want more than basic record-keeping.

What's included?

One downloadable Microsoft Excel workbook featuring:

• START HERE — setup instructions
• Settings, Products and Customers
• Sales and Expenses
• Stock Movements and Stock Summary
• Health Check Export
• At a Glance — business summary
• KPI Dashboard — advanced performance analysis

Starter vs Pro

Starter (£19) helps you organise everyday business records and understand your basic business position.

Pro (£39) includes those capabilities plus more detailed KPIs, monthly performance trends and product profitability analysis.

Product details

Format: Microsoft Excel (.xlsx)

Delivery: Instant digital download

Price: £39 — one-time purchase

Best suited for: Retail and product-based businesses seeking deeper performance visibility

This is a digital Excel workbook, not a subscription or a complete accounting system. Financial indicators depend on the accuracy and completeness of your records. It does not replace professional accounting or tax advice.

Better records. Clearer insights. More informed business decisions.

From Record-Keeping to Business Intelligence with Orbanalytix

Good business decisions begin with reliable records.

Orbanalytix Record Keeper helps you build an organised history of your sales, expenses and inventory.

As your business grows and you accumulate several months of records, you can take the next step with the Orbanalytix business analytics platform.

Orbanalytix is being developed to help small businesses turn their operational data into meaningful insights, identify performance patterns and make more informed decisions.

Start by recording your business activities today. Build the data foundation for smarter decisions tomorrow.

Learn more about Orbanalytix: https://www.linkedin.com/company/orbanalytix/