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Auto generate daily google sheet and calculate revenue and cost

  1. #1
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    Auto generate daily google sheet and calculate revenue and cost

    Hi All - thanks in advance for your help!

    I'm running a small firm and want to track our revenue and expense more efficiently using google sheet.

    Our current process is that

    1) team member creates daily excel sheet that enteres all revenue and cost from all customers
    2) links total revenue and expense cell to main sheet ("Summary")

    https://docs.google.com/spreadsheets...it?usp=sharing

    My question is whether

    1) Is there a code or feature that we can create a new daily sheet with pre-populated fiels as shown in "2023-03-01"? Instead of duplicating the existing sheet and then delete all inputted value, I want to be able to create a template by clicking simple button

    2) as we add daily sheets, can we somehow aggregate all daily numbers into Summary as we add? I know how to do it if sheets are already populated, but since we add new sheet on a daily basis, I'm not sure how to do this.

    Thanks!

  2. #2
    Forum Contributor
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    Re: Auto generate daily google sheet and calculate revenue and cost

    My suggestion would be to have a single sheet for all entries (revenue, date, cost and customers). Then simply use a PivotTable or a Query to summarize the numbers. I added extra sheets to your link to demonstrate.

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