Business Tracking Planner

BUSINESS TRACKING PLANNER

Business Overview BUSINESS NAME TAGLINE WEBSITE PRODUCTS & SERVICES MISSION STATEMENT UNIQUE SELLING PROPOSITION FACEBOOK: SOCIAL MEDIA HANDLES INSTAGRAM: TWITTER: PINTEREST: YOUTUBE: LINKEDIN:

Daily Planner SCHEDULE DATE 5 am TOP 3 PRIORITIES TODAY 6 am 7 am TODAY'S FOCUS 8 am TO DO LIST 9 am 10 am 11 am 12 pm 1 pm 2 pm 3 pm 4 pm 5 pm 6 pm 7 pm 8 pm 9 pm 10 pm 11 pm NOTES

Weekly Planner MONDAY WEEK OF TOP 3 PRIORITIES THIS WEEK TUESDAY WEDNESDAY THIS WEEK'S FOCUS THURSDAY FRIDAY TO DO LIST SATURDAY SUNDAY

Monthly Planner MONTH OF SUN MON TUE WED THU FRI SAT NOTES THIS MONTH'S FOCUS

Quarterly Goals YEAR QUARTER 1 QUARTER 2 QUARTER 3 QUARTER 4

Budget Planner MONTH OF FINANCIAL GOALS FOR THE MONTH INCOME EXPENSES TARGET ACTUAL ESTIMATE ACTUAL SAVINGS / CHECKING ACCOUNT ACCOUNT STARTING BALANCE GOAL END BALANCE NOTES

Budget Tracker MONTH OF TYPE INCOME AMOUNT DESCRIPTION TYPE EXPENSES AMOUNT DESCRIPTION NOTES TOTAL INCOME TOTAL EXPENSES TOTAL SAVINGS

ORDER # Order Form NAME ORDER DATE ADDRESS CUSTOMER DETAILS EMAIL PHONE ITEM # ORDER DETAILS DESCRIPTION QTY UNIT PRICE TOTAL SHIPPING METHOD: SUBTOTAL: SHIPPING COMPANY: SHIPPING: TRACKING #: TAX: SHIPPING DATE: DISCOUNT: ARRIVAL DATE: TOTAL: NOTES

Competitor Analysis IDENTIFYING COMPETITORS TOP 3 COMPETITORS PRODUCT / SERVICE STRENGTHS WEAKNESSES COMPETITOR STRATEGIES What are some key strategies my competitors do? What can I do to differentiate myself / my business better?

CHANNEL Marketing Plan COST MARKETING TACTICS

Bills & Subscriptions MONTH OF MONTHLY AMOUNT DUE DATE DATE PAID ANNUAL AMOUNT DUE DATE DATE PAID

Monthly Finances MONTH OF SALES INCOME EXPENSES PROFIT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total

Sales Tracker MONTH OF DATE ITEM SALE PRICE FEES PROFIT

Income Tracker MONTH OF DATE DESCRIPTION SOURCE AMOUNT

Expense Tracker MONTH OF DATE DESCRIPTION AMOUNT

Order Tracker MONTH OF DATE ORDER # CUSTOMER ITEM QTY STATUS

Campaign Tracker START DATE END DATE PRODUCT PLATFORM COST REVENUE

Annual Overview YEAR JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER

NAME: Contact List COMPANY: NAME: PHONE: COMPANY: EMAIL: ADDRESS: PHONE: EMAIL: NOTES: ADDRESS: NAME: NOTES: COMPANY: NAME: PHONE: COMPANY: EMAIL: ADDRESS: PHONE: EMAIL: NOTES: ADDRESS: NOTES:

Business Notes