Tracking Month-to-Date Self-Pub Sales

So, I haven’t posted since July, because the first rule of Self-Pub Club is do not make any plans you’re not okay cancelling in a feverish zombie deadline fervor.  But a conversation on twitter today prompted me to come on over so I could post…

Glittery pink text with SPARKLES that reads: A SPREADSHEET!

(I mentioned the zombie fever, right? Give me some sparkles, y’all.)

This is not the world’s fanciest spreadsheet, but I find it pretty useful as a quick way to keep an eye on how much money I’ve (probably, roughly) made this month.  When I’m feeling excitable, I update it a few times a day. When I’m tired…well, I just started December’s Running Total page 4 days ago. But you don’t need to update it constantly to keep it accurate, since it was designed to use the information vendors give us.

In no particular order… (and with totally bogus numbers)…

Amazon section of the spreadsheet.

You can grab the Amazon numbers from your Sales Dashboard (the one with the graph.)  Remember to set the totals to Month to Date first (and click Update, which I never do) because it defaults to showing the last 30 days.  Paste the totals in the 2nd column. The 3rd column are conversion rates (some more recent than others, all subject to change, all just estimates) that spit out US Dollars in the last column.

The Apple & Google parts of the spreadsheet. The B&N and Kobo parts of the spreadsheet.
Barnes & Noble, Apple, Kobo are simpler, since all will let you grab a MTD total.  Barnes & Noble has the “Month to Date” sales that exclude the current and previous day, which you can click on to get. I’m lazy, so I have a space for each of those numbers so I don’t have to add them together. If I wanted to add, I wouldn’t have a spreadsheet.

I also have a line for draft2digital, since I have some books through there, but prefer to keep track of those by the vendor they’re selling on.

As for google…I don’t know. Make something up. (I’m kidding. Maybe. You can pull a transaction report and add your total, but only if you’re a masochist completionist–or you’re making enough money on Google to get you excited. :D)

The borrows section of the spreadsheet.

I grab my borrows totals from the Month to Date sales reports. (NOT the one with the graphs.)  I just add up the borrows for each book manually, because I haven’t found a less annoying way to do this yet. And you have to do it for each domain (so Amazon US, UK, DE…)  The good (bad) news is that you may not have many sites moving borrows yet. Though I changed the numbers above, I didn’t change the countries I’m tracking for.

The estimates at the top are my current range for what those borrows might be worth. I keep a high/mid/low range, and this spreadsheet uses the low range in all totals. Because I’d rather be happy than cranky.

Breakdown of %s sold at each vendor.

Finally, the monthly breakdown is…a monthly breakdown. Because, you know. I like knowing where my money is coming from, and where it isn’t. And where I want more coming from.

So, that’s the form! Like I said, not the fanciest thing in the world, but if you need an easy way to keep track of stuff, it works okay, it’s easy to update, and it’s compatible with google docs, which is where I keep mine.  🙂  Feel free to download it and adapt to your own needs!  Link below.

Running Totals Spreadsheet

An excel spreadsheet that tracks MTD sales for self-pubbers. Vendors included: Amazon, Barnes & Noble, Draft2Digital, Apple, and Google. Also provides a way to estimate money from Amazon borrows.





  1. says

    I downloaded your spreadsheet, with a plan to use it last week. Except I just realised that my distributor does something similar once a quarter. Total no of Sales, Sales per channel,number of free downloads and money earned, incl VAT. I’m lazy enough to use their spreadsheet instead. (The last quarter I earned a whopping 2 dollar at Ibooks. Though my sales from Kobo and Overdrive is still AWOL.)

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