Budget PLanner Sales Tracker Spreadsheet
Budget Planner & Sales Tracker | Advanced Business Management
$ 29.00 Add to cart

Budget Planner & Sales Tracker | Advanced Business Management

$ 29.00

Organize your budget and achieve sales goals with the help of the Business Management Spreadsheet.
The product includes the following modules:

  • 3 Dashboards (Cashflow, Budget, Payable & Receivable),
  • 5 Reports (by Category, Customer, Taxes), Settings tab.
  • Budget Planner & Sales targets (for 5 years),
  • Sales & Expense registers,
  • Customer & Suppliers registers,


Need something more comprehensive? Check our Sales CRM Spreadsheet!

Compatible: Excel 2013, 2016, 2019, 365

(1 customer review)
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One spreadsheet for managing your finances

Managing finances can be a challenge for any small business owner. Financial management is not necessarily difficult, it just requires diligence and commitment.

Our Advanced Company Finance Spreadsheet will guide you by the hand of budgeting and controlling your business

Creating a budget can help you keep your finances organized
Often, the reason your small business is successful is because of the skills you bring to making your product or providing your service.

Dashboards to control your company: Cashflow, Budget tracker, Payable & Receivable


Each of the dashboards serves a different purpose. Advanced Company Finance Management includes 4 different dashboards.

  • Cashflow – The basic dashboard to control the condition of the company. Control your running balance, check expenses and income, and compare the result with the previous year.
  • Budget Tracker – Control your sales goals and budget. There is no better method for rapid growth!
  • Payable & Receivable – pay your suppliers on time and expect the same from your customers. This dashboard will allow you to control the accounts

Income Statement with “What if” Analysis

The income statement is the basic document to control a company’s income and expenditures. Also, it shows the effectiveness of the business strategies.

What’s innovative here is that we added a 3-year forecast to the Income statement. Not only that, the forecast is also a sensitivity analysis.
This means you can check what financial result your business will achieve by modifying 3 variables: Revenue, Cost of Goods Sold, Operating Expenses.
What if analysis answers questions like What Earning Before Tax (EBT) will be in the next year if sales increase by 8% and COGS also increase by 3%?

Income Statement Spreadsheet

How to effectively create a company budget?

Company Management Budget Planner

The standard budgeting consists of:

  • Analyze costs
  • Estimate revenue
  • Set spending goals

Our workbook is designed to make it easier for you to work on your budget. You can define your cost categories or use the ones prepared by us.
Advanced formulas will guide you and, as a result, prepare the perfect annual budget

Does it make sense to set sales goals?

The workbook provides space for sales targets that you define by categories or products.

Make sure the goals you set are SMART.

  • Specific (simple, sensible, significant).
  • Measurable (meaningful, motivating).
  • Achievable (agreed, attainable).
  • Relevant (reasonable, realistic and resourced, results-based).
  • Time-bound (time-based, time-limited, time/cost limited, timely, time-sensitive)

Excel Sales Target Planner

Sales & Expense registers as a core of company finance management

Company Sales Tracker Spreadsheet

The workbook has 2 basic registers: Sales and Expenses.
The tables contain such columns as Customer / Supplier, Product, Price, Vat / Gst, and others that will automatically calculate the result for you.

Moreover, we implement a collapsible sidebar panel with filters to make it easy to filter the tables.

Set of Reports to control the entire business

If that was not enough, Advanced Financial Management includes a report suite to further control its operational processes. We have reports broken down by clients, categories, income, and costs, as well as tax reports.

Excel Tax Calculator


  • Excel Spreadsheet (xlsx file) – ready to use file
  • Sample data – to show you how it looks like with some real data
  • Compatible with Excel 2013, 2016, 2019, 365

Check other spreadsheets that will take your sheets to the next level

1 review for Budget Planner & Sales Tracker | Advanced Business Management

  1. Laurie.S

    Damian was able to add an additional tax to the sheet as I am in Canada and have PST on items as well as GST. Great customer service!!

    — Review imported from Etsy —

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