Hey there stranger!
Sign up to get access.
Better Domain Portfolio Template
About this Tutorial
Better to use your, just make your entire Google Sheet experience better by making you faster, making you aware of how people use your sheets. And one of the things that I've actually done recently is be sheet members will send me templates and they will ask can you make something similar to this?
But what I will do or Or the other question is, can you make something better or can you make this better? So what I like to do is share with you that process. I make these videos sometimes privately for the person asking if it's like a very specific question. But this video is for everyone to see what kind of process I take in making sheets better.
I don't do this very, very, very often, but maybe I will start doing it more often if people are really intrigued by it and interested in it. If you have templates that you're working, Or sheets that you have, you wanna just email them to me directly? You're more than welcome to, and I'll get back to you and I'll, maybe I'll make a video about how to make it better.
What's interesting too is I will, Spend a lot of time. First I will make a copy so I can make the changes and I will spend a lot of time asking you, the watcher and myself, like, what is the intention? What is the need and use of this document? Why do we need it? Why do we need this other information?
And, and that clues us into what to do and how to do it better. All right, one second. I'll be. All right. The very first thing I will do is this is a domain portfolio, right? So we are looking at all of the domains. We are filtering, it looks like whoever made it has the filter on. I don't particularly like to use this function for a variety of reasons.
And one of those reasons is if you filter, if you filter just like a couple of columns and then you sort it, and then you start editing. The columns that aren't filtered you are actually editing the wrong row. And that has screwed me in the pooch a few times. So I learned my lesson. I don't use filter.
A lot of accountants do and a lot of people who are actually used to using Excel absolutely do use this cause I think. , this might work differently in Excel. But here's one, here's just a really silly quick thing I'm gonna do. I find myself scrolling all over this darn thing, so I'm gonna go and I'm gonna delete all of the columns and rows that we're not using.
All right? This is just a really simple way I find to make moving around the sheet so much easier. I don't have to worry about, am I scrolling too far? The next thing I'm gonna do, so this is called Domains. I'm gonna actually make it all lowercase so it's easy to reference. And then I'm gonna create a dashboard or summary, we'll call it summary.
I'm gonna do that in all caps because we're gonna use this domain. And let's do this. I'm gonna delete a bunch of columns and rows just so we have a few left very quickly. I use shift command and then. To the right and to the left. To do that really quickly, if you don't know about that keyboard shortcut, check it out.
I do shift command and I select all those to the right, and then I hit the right b arrow. If I do shift command and down, I sh I get the entire RO column here. Move. Got the hiccups. Alright. What do we want to get out of this domain? out of this list. So, well, it's our domain portfolio, so, well, we probably wanna know how many domains we have, right?
Hmm. It looks like we have a status here as well. We have a date, we have years sales price. You know what the most important it looks like, looks like we have a value of our prices here. So what's interesting is immediately I would think. If this is all of our domains, we typically don't wanna spend too much time just looking at the sheet.
We want to know some, some numbers out of this, some sums, some maybe the sum of all the expired ones, or we want to know what is our total. PR sales price like that we've actually sold. So our profit versus our total cost, maybe. We wanna know how many are active, we wanna know the status, we wanna know the expiration status, and we absolutely can sort it.
But like, what if we could have a domain? And not have to touch it, we just add information to it. But then when we want to sort the list, filter the list, we do that on our summary page or actually we can also add an, actually, instead of doing that, take the summary page. I'm going to duplicate it so I don't have to delete the other stuff.
I'm gonna call it filter. I'm gonna filter by a couple of statuses. I'm gonna find out which ones are okay, which ones are expired, which ones are active, sold and dropped, it looks like. Oh, great. So let's do this first, let's create a little filter button. Whoop drop down menu. We're gonna do data validation list from a range.
What we could do, this is actually fun if we, if we wanna update this dropdown every time we add a new status, but we don't wanna have to go. actually add it. It'll automatically add, let's just use this entire let's use this. J two actually save. So we now have a dropdown menu called Status, and in this dropdown menu, it will have the three statuses, active, sole dropped.
It's not interesting, so it, it automatically grabs a unique one. So, For instance, let's see if this works. How I think it works. So we have active, dropped, sold never bought, never buy. . Now let's go back to our filter and see if it has it there. And there, there it is. So automatically we, we get rid of having to create a dropdown, like another tab, and we add those there and we have to do something else.
Now just get the statuses from there, and if we wanna add to our domains and have it add different statuses, we can automatically have it in our dropdown menu. So now we want to know what domain names are in each one. So let's say. Let's do domain names, and all we're gonna do is a filter. I'm gonna filter, say this and what are we gonna filter by?
We're gonna filter by this equals, whoop. I did that wrong. It's not summary that.
Let's do this. Oops. We gonna do, let's take the help this equals, go back to domains. This one
fine. We have an error. So what's interesting is let's just hover over, no matches are found, and that's pretty simple. We don't have a status picked. And now as we select our different statuses, we have our domain. Now, let's say we want to get other stuff. We want another price, registration date, expiration date.
Let's just get C through E as well. Or A, B, C, D, E. We just go here. We take domains. We go e there and we do want the headers. Let's go there. Let's grab those headers. And so now we have a nice little filter. We can, we can filter by. So let's change this filter by stats. That's pretty cool. So now this, now this sheet is isn't, instead, instead of using that filter function here, we can just add to this and we automatically have our filters over here.
We can make it interactive, a little more interactive than using that filter. But let's go back to our summary. Let's do something fun. We wanna know how much did we buy everything for? So we just wanna have the sum of this acquisition price. . So let's do this. What I like to do, this is something fairly new, let's use console us.
We want equals sum of this. We need to format it. It's formatted here. We wanna make it nice and big boots. And typically when we do a dashboard normally what will happen is you'll have a big old header here. You'll do something like 20 bold. You'll do like total and you'll center it. But what's funny is like the most important information here is this number, not the header.
And so we like, we sort of, Make our headers much more apparent than the data, but we actually want the data. The data's more important. So what I like to do, let's do this. Yeah, that's nice. And this is just a little bit bigger. Yeah, that's awesome. We can do that. Or we can say, let's see how many total we want account of the number of.
So how we read this right is information as as western civilizations. We read top to bottom, left to right. So we're gonna say the total is $65,000 total spent, right? That's what we might do. What we could also do, let me do it this way, is we have a number here.
We want just that. Okay. We have a number here and we have, we can put it underneath, right? Which sounds really crazy, but it's really funny when we wanna have a count. So let's do a, let's do, this is count all. We're gonna count all here. We're gonna use a two to A, so we have 12 and we're gonna usually do right domains, and then it has.
Right, but let's do sos. Let's do 20. So we have domains 12, but what we really wanna say, the sentence we say is, we have 12 domains, so let's move it to the bottom. And we say, okay, 12 domains. So now we read, okay, we total, we spent $65,000 on 12. . That's how we read it and that's how we say it as well. So what you could actually get is you could actually create labels instead of headers.
And it makes it a little more interesting to read. It's very different than your normal dashboards are. But also, I like to use color here. So let's, let's give this a little bit of a gap. Let's make this a nice, beautiful grid lines gone. We will make this. good money. Let's make this honey. And I like to use a lighter shade.
So typically a header will have the darker shade and then the lighter shade is the data. I reverse that and this becomes a really. Fun and interesting sort of summary where you can say, oh, there was $65,000 total spent and on 12 domains. Like that's how you read it and that's how you say it. And this is how your dashboard may work a little bit better.
Might look a little different funner than other people might have. But let's do this. We also want to know how much is our profit, right? We wanna know sales price, so let's do total spent on 12 domains. Recreate this here, and I wanna add another, another gap right there. Let's make this gap and I'm just gonna cut, hold down command and make this gap even a little smaller.
I'm gonna make these two. I'm gonna use command again, make those the same, and this is profit. Let's say total profit, and now this is equals sum of this one. Sales price. Yeah. Whoa. Total spend. 65,000 total profit. 207,000. Damn sum. All right. What a else do we want on our, on our summary page. We want, probably want, this is actually not total profit, total sales.
Just realize that we do wanna know the profit. . Okay, let's copy this. Let's go equals this. Minus this. Ooh, now that's our profit. And what's our profit margin? Let's find out. Profit margin equals this divided by this. . Oh, we wanted . Okay, we want the total sales. Oh, we want total profit divided by total sales.
That's it. That's our profit. It's not 68 cents. It is 68%. We can quickly do that. Profit margin, 68%. Damn, son, we are doing well in this fake, pre fake domain portfolio. All right. And the last thing I would do to my summary page is let's find out which is the last sale, right? So let's see what we would do here.
We would go, well, what's the number? It's gonna be equals max of this, and it's gonna give us 8 29. But like, just knowing the date doesn't really give us much information. We. to have the domain name. So how do we find that? What we do match? What are we matching? We're matching that with, we want to get the row number or H, so domains H, and we find it's an index.
So matching is giving us the row and it's saying it's row four, so 1, 2, 3, 4, fourth row here. So all we have to do is add an index at the beginning. I want to end that with zero. We can do index and let's do a, and now a row is row four, whatever we match this with. Okay, let's do that now. We have five.com, so let's do here, let's go.
Let's make it nice. Purple. I guess let's do consoles as well. 15. and we're going to use last sale, last domain sold. Make that a little less. Make this 10. Let's change all of these. These don't look like they're really themed here. Let's make all of these console us. Yeah. Nice. All right, so now on our summary page, we have a little dashboard that.
How many do, oh, we, we messed this up. Okay, so we wanna know how many domains did we sell? We forgot to do this. Okay. Count all we need to do this. Count all, what are we counting? Total sales. All right. Eye to eye. And we wanted to do I two. So we did four domains. We've sold, sold domains. So four domains. We have a total of 12 domains ever we might wanna also have like domains left, right? We've spent 65,000, we've owned 12 forever. We might want to have like, oh, a minus here. We have we have, what is that? Eight left, eight domains. We might ha want to add that we now know what is the last domain we've sold. We have a total profit, we have our profit margin, and we've learned not just headers, but these labels.
I find this a really fun way to showcase sort of dashboard information when we know, like we just care about this number and we are gonna keep this dashboard also the same. And headers sometimes get a little stale. We don't read the header, so let's just skip it and go down directly to that information.
We built a filter over here so we can see what's active, what's sold. We can use this for CRMs or little pipeline information if you want to use. Really interesting stuff here, and this is how I would make a better domain portfolio template. All right, thanks for watching. If you want if you are a member, you can grab the you can make a copy for yourself if you want to know how to do any of this stuff, like you want to figure out how to do this last Sold Doing Max and New Index Match with a Max.
If you're not a member yet, better sheets.co is the best place you can find. Go to become a member. Have a great one. Bye.