Free Google Sheet · not a signup wall
Your sales spreadsheet is probably hiding money. — this free Google Sheet shows you where.
A messy sales sheet quietly loses dollars — duplicate invoices, revenue filed under the wrong category, totals that broke three edits ago, blank dates. This template’s Data Health tab surfaces those issues and adds them back up, so you can see what a real cleanup would recover. Free, yours to copy. Built by a real person, not a signup wall.
The Dashboard tab
Revenue by month
Data Health — what the cleanup found
→ $6,100 in real revenue recovered this quarter — money that was in the sheet the whole time, just miscounted.
What it is / who it’s for
A sales dashboard that flags the money your spreadsheet is losing
Most sales spreadsheets grow into a mess — the same invoice pasted twice, a big deal filed under the wrong product, a total that quietly broke when someone inserted a row, dates left blank so whole sales drop out of the quarter. The numbers look fine, so nobody checks. This template is a list and a dashboard: paste your sales rows and the Data Health tab flags the duplicates, the miscategorized revenue, and the blank dates, then shows you the dollars that were hiding in plain sight.
It’s a real Google Sheet. You make a copy, you own it, it’s free.
No trial, no card, no “book a demo to unlock.” Who it’s for:
- Owners and operators who suspect their sales numbers don’t quite add up but can’t point to where.
- Sales and revenue leads tracking deals, invoices, or reps in a sheet that’s been copied and edited one too many times.
- Anyone closing the books who wants to catch double-counted or mis-filed revenue before it lands in a report.
The honest part: this is the lite version. It shows you what a cleanup would find on sample data, and gives you the checks to run on your own. If you want your real sales file actually deduped, recategorized, and rebuilt into a live dashboard, that’s the paid build.
What’s inside
What’s inside the sheet
Three tabs, ready to use, with sample sales rows already filled in (April–June 2026) — including a few deliberately messy ones — so you can watch the Data Health checks catch them before you touch your own data:
- Sales — one row per sale or invoice: date, customer, product, rep, amount, invoice #. The starter categories cover a typical small business — rename them to match how you sell.
- Dashboard — the rollup: KPI tiles for Revenue, Top Product, and Recovered-by-cleanup, a Revenue by Month table with a trend chart, and a top-products/reps breakdown, all on SUMIF/SUMIFS formulas that recalculate the moment you add a row.
- Data Health — the money-finder: automatic checks that flag duplicate invoice numbers, revenue that doesn’t match its category, blank or out-of-range dates, and totals that don’t tie out — then tallies the dollars affected.
The checks it runs for you:
- Duplicate detection — flags repeated invoice numbers so the same sale isn’t counted twice.
- Miscategorized revenue — surfaces rows where the amount lands in the wrong bucket, so real revenue stops hiding under the wrong label.
- Blank & broken dates — catches sales with no date (or a typo date) that quietly fall out of your monthly and quarterly totals.
- Totals that tie out — cross-checks the sum of the rows against the dashboard, so a broken formula can’t silently understate the quarter.
Header row is frozen, amount columns are currency-formatted, and the Data Health flags update live as you paste in your own rows — open it and it just works.
Get the free template
Get the free template
Click through and make your own copy right now — no email required, no catch.
Or let me run it on your real sales data. Send your email and a recent export, and I’ll clean up a section of it and show you what it finds — free, usually within a business day. You keep the result either way.
Prefer to skip both? Email me at colin@automatedworkflowllc.com and I’ll send the link straight over. Based in Gainesville, FL — working with small businesses everywhere.
The paid version
Want your real sales data cleaned and rebuilt? That’s the $650 build.
This is the lite version — it shows you the checks and finds the money on sample data. It’s genuinely useful for spot-checking your own sheet. But if your real sales file is thousands of rows, years of edits, and revenue you don’t fully trust, running those checks by hand gets old fast.
The paid version does it for you, under NDA:
- Cleaned and deduped — I take your real sales data, remove the duplicate invoices, fix the miscategorized revenue and broken dates, and repair the totals, so what you report is what actually happened.
- Rebuilt into a self-updating dashboard — your revenue by month, top products and reps, and a live Data Health tab that keeps flagging issues as new sales come in — built on your real fields, not flat defaults.
- An AI weekly sales summary — a plain-English Monday note: what you sold, what changed vs. last week, and anything that looks off.
And you don’t buy it blind — I build a working demo on your real sales data first, free, in about a day. See what it recovers, then decide. NDA available on request.
Who made this
Who made this
I’m Colin McCarthy, and Automated Workflow is me — a real person in Gainesville, FL, building Google Sheets tools for people who’d rather run their business than fight their spreadsheet. I work with small businesses and solo founders all over the US, remotely.
- A free tool with no catch. You copy it and it’s yours — no account, no expiry.
- Your data is yours. This is a template you copy into your own Drive; I never see your numbers unless you hire me and choose to share them.
- I answer my own email and phone — colin@automatedworkflowllc.com, (703) 939-1174.
- Trained craft. Anthropic Academy certified in AI-assisted automation, and reviewed publicly on Upwork.
Ready when you are
Grab the free template
Make your copy, paste in a few sales rows, and watch the Data Health tab flag the duplicates, miscategorized revenue, and blank dates — the money hiding in your sheet — today.
Get the free template →Want your real sales data cleaned and rebuilt? See the $650 automated dashboard or book a free 1-day demo. Based in Gainesville, working with small businesses everywhere.
Questions people ask