SayPro Timesheet (Monthly)

✅ SayPro Revenue Tracking Excel Sheet Template

1. Sheet Structure Overview

The Excel file should include the following tabs:

1. Dashboard
2. Monthly Revenue Overview
3. Revenue by Stream
4. Donations Breakdown
5. Training Revenue
6. Consulting Revenue
7. Graphs & Trends

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2. Tab: Dashboard (Summary View)

Metric	May 2025	April 2025	Change (%)	Notes
Total Revenue	$XX,XXX	$XX,XXX	±X%	Monthly performance summary
Donations	$X,XXX	$X,XXX	±X%
Training Fees	$X,XXX	$X,XXX	±X%
Consulting Services	$X,XXX	$X,XXX	±X%
Online Sales (e.g., eBooks)	$X,XXX	$X,XXX	±X%	Optional
Number of Transactions	XXX	XXX	±X%	Useful for behavior tracking
Average Revenue per Transaction	$XX.XX	$XX.XX	±X%

Use conditional formatting to highlight increases/decreases with green/red indicators.

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3. Tab: Monthly Revenue Overview

Month	Donations	Training Fees	Consulting	Other	Total Revenue
Jan 2025	$	$	$	$	$
Feb 2025	$	$	$	$	$
…	…	…	…	…	…
May 2025	$	$	$	$	$

Add formulas for monthly totals, running totals, and percent change month over month.

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4. Tab: Revenue by Stream (Detailed)

Date	Stream	Source/Client	Service/Item	Amount	Payment Method	Notes
01/05/2025	Training	ABC NGO	Virtual Workshop	$450	EFT	Paid in full
03/05/2025	Consulting	Government Dept. X	Strategy Session	$1200	Invoice	Partial payment
05/05/2025	Donations	Jane Doe	One-time Donation	$100	Online Pay	Via donation portal
…	…	…	…	…	…	…

Include a filterable table and use pivot tables for summaries by stream or date.

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5. Tab: Donations Breakdown

Date	Donor Name	Donation Type	Amount	Frequency	Channel (e.g., PayPal, Card)	Notes
01/05/2025	Jane Doe	One-time	$100	One-time	Online	From newsletter
02/05/2025	Monthly Giver X	Recurring	$50	Monthly	PayFast	Loyalty program

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6. Tab: Training Revenue

Date	Client Name	Training Title	Format	Participants	Fee per Person	Total Revenue
01/05/2025	Org A	Leadership Basics	Online	25	$40	$1000
10/05/2025	Org B	Monitoring & Eval	In-person	15	$60	$900

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7. Tab: Consulting Revenue

Date	Client Name	Project Title	Type of Consulting	Hours Billed	Rate/hr	Total Revenue
05/05/2025	Department XYZ	Impact Assessment	Evaluation	10	$150	$1500
18/05/2025	NGO Z	Systems Planning	Strategy	8	$200	$1600

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8. Tab: Graphs & Trends

• Bar Chart: Monthly revenue by stream
• Line Graph: Total revenue trend across 12 months
• Pie Chart: Share of revenue by stream for current month
• Combo Chart: Monthly revenue vs. number of transactions

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📎 Optional Features

• Dropdown filters by stream, month, or payment method
• Automated summary dashboard with slicers and dynamic charts
• Conditional formatting to alert low months or missing data