Financial Projection & Tracker
Do you KNOW your numbers?
If you want to build a successful business, you have to know your numbers. No more hiding your head in the sand and hoping for the best!
Over the years I have personally used and shared these financial forecasting templates with hundreds of clients.
They will help you better understand how your business makes money, which will empower you to make better decisions for your business throughout the year.
You will receive 2 worksheets.
The Financial Projection Worksheet:
The Financial Annual Projection worksheet will help you learn how to create a financial forecast for your business.
Revenue Projection - This worksheet helps you develop a monthly & annual forecast of how money will flow INTO your business by product, service, or client.
Expense Projection - This worksheet helps you create a monthly & annual forecast of how money will flow OUT of your business, including total operating expenses and expenses by category.
Financial Goals - This worksheet helps you set financial goals for your business, ranging from “minimally acceptable” to the “big hairy audacious goal”.
The Financial Topline Tracker:
Your forecast is step one. But then it’s time to see what actually happens throughout the year.
The Financial Topline Tracker worksheet will help you track your financial results throughout the year, in a simplified one-pager snapshot.
Easy-to-Use Spreadsheets & Video Tutorial
Both worksheets are editable “plug & play” Google Sheets. Simply drop your numbers into the blank cells and the formulas auto-calculate for you.
The files can be downloaded from the Google Drive and used with Microsoft Excel or Apple Numbers.
You’ll also receive 2 video tutorials to help guide you through successful completion of the worksheets!
Who It’s For:
Entrepreneurs & Business Owners
What You’ll Get:
The Financial Annual Projection Worksheet: An editable Google Sheets file that includes a Revenue Projection, Expense Projection, and Financial Goals.
The Financial Topline Tracker: An editable Google Sheets file.
Video Tutorials: Two short video tutorials to walk you through the successful completion of both worksheets.
Worksheets may be used with Google Sheets, Microsoft Excel or Apple Numbers.
Refund Policy:
Because this is a digital product and cannot be returned, we offer a courtesy 24-hour refund period. You must email us at hello@hatchtribe.com with a copy of your receipt within 24 hours of purchase to be eligible for refund.
