Business Forecasting & Tracking Tool
On Sale
£49.00
£49.00
Business Forecasting & Tracking Tool
Are you looking for the following?
To feel confident about your business's finances?
Clarity about what is happening with your cash?
A financial plan breaking down how to grow your business?
Well, we've grouped together some of the tools that we use to help people manage their business finances, track sales, clarify financial targets and manage cash.
Benefits of This Pack
Users have used these worksheets to:
What's Included
The pack includes the following:
✅Financial Forecast
Get clear and confident about your monthly income and expenses. This tab shows you what the business will make across a 12-month period.
✅12-Month Financial Forecast
This is the magic! Plan your finances for a FULL 12 months and know how much you can save, spend and invest in your business. Use this to build a solid plan for your business.
✅Sales Forecast
Use this tool to get laser-focused on how many sales you need to make to reach your target. Use the 12-month view to break down the volume of sales needed each month.
✅Cashflow Forecast
Avoid dipping into the overdraft by planning your inflow and outflow of cash. Use tactics to keep your business cash rich and reduce the stress of worrying about where your money will come from.
✅Sales Tracker
Once you have built your sales forecast, use this tool to track your sales performance by week and month. This is the trick to ensure you stay on top of plans and achieve your business goals.
✅Sales Review
This tool is to be used alongside your monthly review and refocus strategy session. Compare performance to your plans and identify what went well and where you struggled. This helps you reach your goals with ease.
✅Dashboard
View all your business financials in one place. View your management information highlighting the important sales and profit information you need to make good business decisions.
🔗The Download
We'll be forever making tweaks, linking more of the tabs together and creating more accompanying videos! You'll receive the link immediately after purchase. Enjoy!
Got questions?
Yes, absolutely. We are always on hand. Ping us an email at support@wearemindovermoney.com
Are you looking for the following?
To feel confident about your business's finances?
Clarity about what is happening with your cash?
A financial plan breaking down how to grow your business?
Well, we've grouped together some of the tools that we use to help people manage their business finances, track sales, clarify financial targets and manage cash.
Benefits of This Pack
Users have used these worksheets to:
- Increase profit by up to 50%
- Cut costs and increase efficiency
- Plan for growth by understanding sales volumes and costs
- Track performance and identify where opportunities are
- Keep more cash in their bank and not enter the overdraft
What's Included
The pack includes the following:
✅Financial Forecast
Get clear and confident about your monthly income and expenses. This tab shows you what the business will make across a 12-month period.
✅12-Month Financial Forecast
This is the magic! Plan your finances for a FULL 12 months and know how much you can save, spend and invest in your business. Use this to build a solid plan for your business.
✅Sales Forecast
Use this tool to get laser-focused on how many sales you need to make to reach your target. Use the 12-month view to break down the volume of sales needed each month.
✅Cashflow Forecast
Avoid dipping into the overdraft by planning your inflow and outflow of cash. Use tactics to keep your business cash rich and reduce the stress of worrying about where your money will come from.
✅Sales Tracker
Once you have built your sales forecast, use this tool to track your sales performance by week and month. This is the trick to ensure you stay on top of plans and achieve your business goals.
✅Sales Review
This tool is to be used alongside your monthly review and refocus strategy session. Compare performance to your plans and identify what went well and where you struggled. This helps you reach your goals with ease.
✅Dashboard
View all your business financials in one place. View your management information highlighting the important sales and profit information you need to make good business decisions.
🔗The Download
We'll be forever making tweaks, linking more of the tabs together and creating more accompanying videos! You'll receive the link immediately after purchase. Enjoy!
Got questions?
- Does it come with instructions? Yes! Each tab is accompanied by an instructions tab, with guidance on what each element of the sheet means.
- Do I need to be good at Excel to use this? Not at all! All the formulae have been created for you. All you need to do is plug some numbers in and let it do its magic!
- Who created the worksheets? Fair question! These were curated by a team of qualified finance professionals (accountants, financial advisers). They use worksheets just like these to manage their own finances and regularly build bespoke tools for their clients too.
Yes, absolutely. We are always on hand. Ping us an email at support@wearemindovermoney.com
