Orbanalytix Record Keeper Starter

Sales, Expenses & Inventory Tracker for Small Businesses

Take control of your business records. Know where your money is going.

Are you running a retail or product-based business and struggling to keep track of sales, expenses, customer payments or stock?

When your records are scattered across notebooks, receipts and different spreadsheets, it becomes difficult to understand how your business is performing.

Orbanalytix Record Keeper Starter is a practical Microsoft Excel workbook designed to help small business owners organise their everyday business records in one place — without needing expensive software or advanced accounting knowledge.

What can you do with it?

• Record sales: Keep track of products sold, quantities, sales values and customer payments.
• Monitor expenses: Record business costs and understand how much you're spending.
• Manage inventory: Track opening stock, stock movements, available quantities and reorder alerts.
• Organise customer records: Maintain customer information for easier reference.
• Monitor outstanding payments: See balances owed on recorded sales.
• Understand your performance: View an automatic At a Glance summary showing sales, estimated gross profit, operating expenses, estimated operating profit and stock value.
• Prepare organised records: Use the Health Check Export worksheet to bring relevant business information together for further analysis.

Who is this workbook for?

Ideal for independent retailers, small shops, market traders, online sellers and other product-based businesses that want a more structured way to manage their records.

What's included?

One downloadable Microsoft Excel workbook containing:

• START HERE — setup instructions
• Settings — business and tax configuration
• Products and Customers
• Sales and Expenses
• Stock Movements and Stock Summary
• Health Check Export
• At a Glance — business summary

Why choose Orbanalytix Record Keeper Starter?

You don't need to be a data analyst to start understanding your business.

By recording transactions consistently, you can reduce guesswork, improve record organisation and build a clearer picture of your business's financial and stock position.

Start with better records. Make more informed business decisions.

Product details

Format: Microsoft Excel (.xlsx)

Delivery: Instant digital download

Price: £19 — one-time purchase

Best suited for: Retail and product-based small businesses

This is a digital workbook, not a subscription or a full accounting system. Financial results are estimates based on the information entered. It does not replace professional accounting or tax advice.

Need more detailed business performance tracking?

Explore Orbanalytix Record Keeper Pro, which includes additional KPIs, monthly performance analysis and product profitability reporting.

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/