Business Tools

What's inside

• Business Income & Expense Tracker — Track income, expenses and profit automatically.
• Small Business Cash-Flow Tracker — Monitor money in, money out and your cash position.
• Business Budget Planner — Plan spending and compare budget against actual costs.
• Sales & Revenue Tracker — Record sales and calculate business revenue automatically.
• Invoice & Payment Tracker — Organise invoices and monitor payment status.
• Client & Customer CRM Tracker — Manage leads, customers and follow-ups in one place.
• Social Media Content Planner & Tracker — Plan, publish and track social content.
• Digital Product Sales Tracker — Track sales, fees and net revenue across platforms.
• Small Business KPI Dashboard — See your key business numbers in one dashboard.
• 90-Day Business Goal Tracker — Break goals into weekly actions over 90 days.
• Daily Business Productivity Planner — Organise priorities, tasks and appointments.
• Weekly CEO Business Planner — Plan your week with clear objectives and targets.
• Business Owner Diary — Plan your business day and capture priorities and ideas.
• Order & Customer Fulfilment Tracker — Track orders from payment through fulfilment.
• Product & Pricing Calculator — Calculate costs, prices and estimated profit.
• Business Launch Dashboard — Organise launch tasks, budget and content.
• Freelancer & Service Business Client Tracker — Manage clients, projects and invoices.
• Annual Business Planner & Review Dashboard — Plan and review your year from January to December.
• All tools supplied as .xlsx files — works with Microsoft Excel and Google Sheets.
• Each tool includes customer Quick Start / How-to-Use instructions.