Jewelry Business

Jewelry Business Profit Tracker Excel for your handmade jewelry business - pieces and pricing, daily sales, expenses, and a monthly P and L dashboard. Know which pieces actually make money - and whether the month actually made money.

WHAT'S INCLUDED (6 sheets):

- Products and Pricing - piece, category, unit price, unit cost, margin per unit, units sold, revenue, cost of goods, and gross profit for every piece. Change a price and the margin and totals update.

- Daily Sales Log - date, piece, quantity, unit price, unit cost, amount, cost of goods, and channel for every sale. Unit price and unit cost are pulled from sheet 1 by formula.

- Expenses - rent, utilities, materials and supplies, marketing, packaging, software and fees, and other costs, with a monthly cost for each.

- Monthly P and L - revenue, cost of goods, rent, utilities, materials, marketing, packaging, software and fees and other expenses by month, Jan-Dec, with net profit and margin. Revenue and cost of goods are formulas from the Sales Log.

- Dashboard - total revenue, units sold, transactions, average sale value, gross profit and margin, expenses, net profit and margin, best and weakest products, revenue by product, costs by category, and units by product.

- Cover and How to Use - start here. Yellow cells are the only ones you edit.

EXAMPLE DATA (October 2026 - replace with your own numbers):

- 12 products; 75 units sold in 39 transactions; total revenue 3,001.00.

- Cost of goods 1,238.00; gross profit 1,763.00; gross margin 58.7 percent.

- Rent 550, Utilities 120, Materials 410, Marketing 120, Packaging 105, Software and Fees 189, Other 145; total expenses 1,639.00; net profit 124.00; net margin 4.1 percent.

- Best product by revenue: Turquoise Stud Earrings, 532.00. Best margin per unit: Custom Name Necklace, 51.00 per unit. Lowest margin per unit: Charm - Saguaro, 11.00 per unit.

- Best seller by units: Turquoise Stud Earrings, 14 units. Average unit price 40.01; average revenue per product 250.08.

HOW IT WORKS:

1. Download the Excel file instantly after purchase.

2. On sheet 1, enter each product, category, unit price, and unit cost. Margin per unit, revenue, cost of goods, and gross profit fill in by formula.

3. On sheet 2, add a row per sale: date, product (spelled exactly as on sheet 1), quantity, and channel. Amount and cost of goods fill in by formula. Unit price and unit cost are pulled from sheet 1 by formula.

4. On sheet 3, enter each month's rent, utilities, materials, marketing, packaging, software and fees and other costs.

5. On sheet 4, enter rent, utilities, materials, marketing, packaging, software and fees and other expenses each month, then check gross margin and net profit on the Dashboard.

HOW THE NUMBERS WORK:

Margin per unit is unit price minus unit cost. Revenue is unit price times units sold. Cost of goods is unit cost times units sold. Gross profit is revenue minus cost of goods. Average sale value is total revenue divided by transactions. Net profit is gross profit minus rent, utilities, materials, marketing, packaging, software and fees and other expenses.

WHO IT'S FOR:

Handmade jewelry makers and jewelry shop owners who sell online, in stores, and at markets and want piece prices, margins, units sold, and a monthly P and L in one workbook - without accounting software.

PLEASE NOTE:

- This is a digital download. No physical item will be shipped.

- Works in Microsoft Excel and Google Sheets (upload to Google Drive to open in Sheets).

- Example data for October 2026 is included (12 products, 75 units sold, 12 expense items). Replace it with your own numbers.

- The example October barely broke even: net profit 124 on 3,001 of sales, a 4.1 percent margin. The turquoise stud earrings are the best seller by revenue, the custom name necklace has the best margin per unit but takes the longest to make, and the saguaro charm is the lowest-margin piece.

- This is a bookkeeping and planning tool only, not tax, legal, or CPA advice.

- Due to the nature of digital downloads, refunds are not available. Message me before buying if you have a question.

Built by an accountant: B.S. Accountancy, ASU W. P. Carey, with revenue-reconciliation experience at Marriott and audit work at PwC.