Know Your Numbers: Cost, Pricing & Profit Tracker for Small Businesses

This workbook template is designed to help small business owners clearly understand their numbers — without the confusion. Many startups assume that more sales automatically mean more profit. But in reality, without proper tracking, it’s easy to overlook costs and end up making less than you think — or even operating at a loss.

That’s why I created this all-in-one system. It helps you track your ingredients, calculate your true product costs, set the right pricing, monitor expenses, and see your real profit — all in one place, fully automated.

Simple, clear, and practical — so you can make better decisions and grow your business with confidence.

This is an 8-sheet workbook with everything connected by formulas — here's the flow:

1. Ingredient Inventory → Enter purchases → Total cost auto-calculates per row, with colour-coded status alert
2. Product Costing → Enter ingredients & costs → get cost per unit
3. Pricing Calculator → Set your markup % → get selling price, profit, margin & break-even
4. Sales Tracker → Enter monthly quantities → revenue auto-calculates
5. Expense Tracker → Log all overhead + COGS → totals auto-calculate
6. Profit & Loss → Fully automatic → see net profit every month
7. Dashboard → 8 KPI cards + monthly summary → your business at a glance



How to use it:

• Only edit the yellow cells — everything else has formulas
• Sample data is pre-filled (bakery example) — just replace with yours