Step 1: Open and Duplicate Your Template
Never work directly in the master template.
Open the GTBuy spreadsheet template in Google Sheets, click File > Make a Copy, and rename it with the current month and year.
This preserves your master file and creates a clean workspace.
Organize your Google Drive by creating a folder named GTBuy Tracking and storing each monthly copy inside.
If you use Excel, save the template as an .xlsx file and create a new copy each month using Save As.
This habit alone will save you hours when you need to look up old orders or compare month-over-month performance.