Does your 2027 plan add up? 📊
A free Google Sheets template to plan your sales, pay and profit for the year ahead
As business owners, it’s easy to move from one month to the next reacting to whatever comes our way, with a sense of what we’d like the year to bring but no clear picture of whether we’re on track for it. This template gives you that picture before 2027 begins. You’ll map out what you plan to sell month by month, see how that turns into profit once your tax and costs are covered, and find out whether the year you have in mind holds together.
With your numbers laid out in front of you, you’ll be able to see:
how much you need to sell each month to reach the year you want
what you can pay yourself, set aside first instead of taken from whatever’s left
how much you have to invest back into your business, and when
whether you’re on track as the year goes on, using the simple monthly tracker
It’s built on the same planning I do for my own business every autumn, and you don’t need to be a spreadsheet person to use it. You just fill in the blue cells, and the sheet works out the rest.
Pop your details in below and I’ll email it to you straight away.