Solopreneur Business Planner Spreadsheet, CRM, Project Tracker, Content Calendar, Small Business Planner, Excel Google Sheets

Solopreneur Business Planner Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. One workbook to run your one-person business: clients, projects, content, money and goals, all feeding one dashboard. Perfect for freelancers, coaches, consultants and designers. ✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info). ★ WHAT'S INCLUDED ★ • Business Dashboard: pick a month to see revenue, expenses, profit, monthly goal progress, year-to-date totals, open and weighted pipeline, win rate, content published, overdue follow-ups and overdue tasks, with 3 charts • Clients & Leads CRM (300 rows): stage drop-down, deal value, win % per stage, weighted value, next follow-up date with Overdue / Today / This week flags, source, offer, notes • Projects (50 rows): client, status, priority, dates, fee, task counts, days left, flag and % complete pulled from your tasks • Tasks (500 rows): project, priority, status, start and due dates, hours, % done bars, overdue flags • Content Calendar (400 rows): platform, type, status, publish date, views, engagement, leads, engagement rate • Revenue log (1,000 rows) with tax set-aside, and Expenses log (1,000 rows) with deductible and receipt checks • Offers: your services and products with sales count, revenue, average sale, open pipeline and share of revenue • Quarterly Goals: goals that track revenue, profit, new clients, leads or content automatically, with progress bars and On track / Behind status • Monthly KPI report: all 12 months summarised with 2 charts • Clickable Start Here page, Setup tab with every drop-down list, and sample data so you can see how it works ★ PERFECT FOR ★ ✓ Freelancers, coaches, consultants and designers ✓ Service providers who sell packages or retainers ✓ Creators who sell services and digital products ✓ Anyone running a business on their own ★ COMPATIBILITY ★ • Microsoft Excel (desktop, Mac, web) • Google Sheets (upload to Google Drive and open with Google Sheets) • 2 files included: an Excel version + a Google Sheets edition • Not designed for Apple Numbers ★ HOW IT WORKS ★ 1. Set your business name, year, revenue goals and tax set-aside % on Setup 2. List your offers, then add leads, projects, tasks and content 3. Log payments and costs as they happen 4. Check the Dashboard and Monthly KPIs, and pick any month to review it Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol. ★ PLEASE NOTE ★ • This is a digital download. Nothing will be shipped. • This is a planning tool, not tax, legal or financial advice. • Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.