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Small Business Planner & Goal Tracker
Goals, sales, cash and weekly priorities for a business of one, in a sheet and on paper.
$6.30Regular price $9-30%$9
Fall Sale: 30% off at checkout, ends Nov 15.
–Days––Hours––Min––SecA guided small business planner for solo owners and freelancers. Map your offers and their profit per hour, turn a yearly revenue goal into quarters and months, log sales and cash, and pick three priorities each week. The spreadsheet works in Excel and Google Sheets, and seven printable planner pages cover your yearly vision, quarterly goals, monthly plan and review.
Format: Excel + Google Sheets · PDF guide
License: Personal & Business
Made for you if…
- You run a small business on your own, or with a little help
- You sell a mix of services and products and want to see which ones actually pay
- You like a printable planner for the big picture but want the numbers to add themselves up
What you’ll get done
- A revenue goal broken into quarters and months, with ahead or behind at a glance
- Profit per hour for every offer, so you know which ones to raise, keep or drop
- Sales, unpaid invoices, profit and cash on hand in one place, reviewed once a month
What’s inside
- 01Blank small business planner spreadsheet (.xlsx) for Excel and Google Sheets
- 02Example file filled in for a freelance graphic designer who also sells Canva templates, January to September 2026
- 03Tabs: Setup, Offer Map, Goals (yearly, quarterly, monthly), Clients & Sales (250 rows), Cash Tracker, Weekly Priorities (52 weeks), Monthly & Quarterly Review and a Dashboard with a revenue vs goal chart
- 047 printable pages (PDF): yearly vision, quarterly goals, monthly plan, weekly priorities, monthly review, content and marketing plan, offer planning
- 0512-page PDF guide, including how to open it in Google Sheets
- 06Prints on US Letter paper
Try the free version
Run the numbers with the Profit Margin Calculator
Find your margin from cost and price, or the price you need to hit the margin you want. The Small Business Planner & Goal Tracker keeps it going month after month.
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Frequently Asked Questions
Does it work in Google Sheets?
Yes. Your PDF guide has a link that makes your own Google Sheets copy in one click, with no upload needed. It also works in Excel 2019 or later and Microsoft 365.
Is it a printable planner or a spreadsheet?
Both. The guided pages (vision, goals, monthly plan, weekly priorities, reviews, content plan, offer planning) print on US Letter paper, and the spreadsheet keeps your sales, cash and goals adding up on their own.
Is there a Notion version?
No. The planner is built for Excel and Google Sheets, plus printable PDF pages.
Is it accounting or tax software?
No. It gives you a simple cash-basis view of sales, costs, profit and cash for planning. Use your bookkeeping software or a tax professional for tax filings.
Is it a download or a subscription?
A one-time download. Pay once and the files are yours. Save a copy and change the year to plan the next one.