Sales Tracker collects your sales from retailer reports, your own online store and sales you type in yourself, so you can see everything in one place.
Open it from Sales Tracker in the sidebar. The page has three tabs: Dashboard, Import and History.
Set it up
- Go to the Import tab.
- Download a royalty report from a retailer (for example Amazon KDP, IngramSpark or Draft2Digital) and drop it on Drop CSV or XLSX file here, or click Select File.
- Leave Platform on Auto-Detect and click Import File. When it finishes you'll see how many records were imported.
- If you sell direct, open Store Integrations on the same tab and connect your store (WooCommerce, Shopify, Square, Stripe, PayPal or Fourthwall). New sales then sync every night.
- For anything else, such as a book fair or a hand-sold copy, use Manual Entry and click Add Manual Sale.
- Go to the Dashboard tab to see your royalties, paid units, page reads and platforms. Use the date presets (All Time, 3M, 6M, 1Y, YTD, Custom) and the book, language, format and channel filters to narrow it down.
Review and tidy up
- The History tab lists every import with its file, platform, rows, royalty and date. Delete an import to remove every record it added.
- Pick a Year on the History tab and click Tax Pack PDF or Tax Pack CSV for a year-end summary of royalties by platform and by book.
- On the Dashboard tab, Export CSV downloads every sale record.
- Your platforms (top of the page) lets you add, rename or delete the platform names you use for manual sales.
Want a walkthrough? Click How do I use this tool? to take the tour. It shows example data so you can see how things look before you import anything.