FishGoo: How to Generate Monthly Reports Using the FishGoo Spreadsheet

Automate summaries to calculate total orders, refund counts, and QC pass rates for better expense tracking.

Manually compiling sales and quality data each month is time-consuming and prone to error. The FishGoo Reporting Spreadsheet is designed to automate this process, giving you clear, actionable insights into your key business metrics. Follow this guide to set up and generate your monthly reports efficiently.

1. Initial Spreadsheet Setup

Ensure your raw data is logged consistently in the designated Raw_Data


            Order_ID
            Date
            Order_Value
            Refund_Status
            
QC_Status


        The Report_Dashboard

2. Automating Your Key Metrics Total Monthly Orders & Revenue A SUMIFS formula Example Formula:=SUMIFS(Raw_Data!C:C, Raw_Data!B:B, ">="&B1, Raw_Data!B:B, "<="&EOMONTH(B1,0))Refund Count & Rate A COUNTIFS formula
Example Formula:=COUNTIFS(Raw_Data!B:B, ">="&B1, Raw_Data!B:B, "<="&EOMONTH(B1,0), Raw_Data!D:D, "Yes")

QC Pass Rate

Similar logic calculates the number of QC passes, and the rate is derived against total orders shipped.

Example Formula:=COUNTIFS(Raw_Data!B:B, ">="&B1, Raw_Data!B:B, "<="&EOMONTH(B1,0), Raw_Data!E:E, "Pass")

3. Generating the Final Report

In the Report_DashboardB1.

All summary figures (Totals, Refund Rate, QC Pass Rate) will update automatically.

For a static snapshot, highlight the dashboard area (A1:D6), copy it, and Paste Special → Values
Use this cleaned data to create charts for visual trend analysis.

Benefits for Expense Tracking

Accurate Cost of Refunds:
Quality Control ROI:
Forecasting:

By automating your monthly summaries with the FishGoo spreadsheet, you transform raw data into a strategic asset for financial tracking. This process saves hours of manual work, minimizes errors, and provides consistent, reliable data for informed decision-making.

Next Step:

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