Small Business Year-End Review & 2027 Plan (Excel & Google Sheets)

Close out 2026 and set your 2027 plan in one afternoon, with your numbers added up for you.

Good for: Small shops, makers, freelancers and side businesses.

INSTANT DOWNLOAD: digital spreadsheet; nothing is shipped.

Close out 2026 and plan 2027 in one afternoon. Type in your monthly numbers and the spreadsheet adds up the year: revenue, expenses, profit, margin, best and slowest months, average sale and profit per hour, plus a revenue vs expenses chart. Then answer the reflection questions, set a 2027 revenue goal and track each month against it. Made for small shops, makers, freelancers and side businesses.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance: AI tools helped write the formulas, layout, reflection questions and instructions.

What's included:

- Instructions tab

- Summary: your year at a glance with a monthly revenue vs expenses chart

- Months: revenue, expenses, orders or clients, and hours for each month, with profit, margin, profit per hour and average sale

- Top Sellers: products, services or clients with share and rank, plus keep / grow / drop

- Expenses by category, with a check against your monthly totals

- Reflect: 12 questions (wins, what drained you, stop / start / keep, one word for 2027)

- 2027 Goals: revenue goal with growth vs 2026, plus up to 8 goals with measure, target, deadline and status

- 2027 Tracker: monthly targets (even split, or following your 2026 seasonal pattern), actual, % of target and running totals

Format: one ZIP file with a BLANK .xlsx, a SAMPLE .xlsx (made-up numbers for a small handmade shop) and a README. Works in Microsoft Excel, Google Sheets (upload to Drive, then open with Google Sheets), LibreOffice and Numbers. No macros.

Please note: a planning tool, not tax, accounting or financial advice.

Instant download: after payment you get a download link right away.

Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.

License: personal / own-business use. Please don't resell, share or re-upload the file.

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Save with the bundle

- New Year 2027 Money Bundle ($22, save 29%), includes this item: https://payhip.com/b/rhqV2

- Small Business & Freelancer Bundle ($30, save 33%), includes this item: https://payhip.com/b/Poqi8