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*PLEASE MAKE A COPY >> Go File/ Make a Copy
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MONTHLY REVIEW- template
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EXAMPLEMayJunJulAugSepOctNovDecJanFebMarAprTOTAL
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BUSINESS
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INCOME
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Consulting1000
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Coaching600
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Workshops500
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Product sales200
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Other100
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24000000000000000
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EXPENSES
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Product purchases200
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Room rental400
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Insurance50
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Membership fees50
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Website expenses40
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Other Expenses40
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Buffer/business savings100
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BUSINESS COSTS8800000000000000
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INCOME (minus) EXPENSES15200000000000000
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20%Potential TAX3040000000000000
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Owner's Remuneration8100000000000000
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REMAINING CASH4060000000000000
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(After Tax and Owner Remuneration)
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SALES INFO
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No of clients120
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No. of products sold40
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Avg business expense per sale/client$55.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.000
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Avg income per sale/client$150.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.000
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Avg Margin per sale before wages + tax
$95.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.000
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Avg Profit inc Owner Wages and Tax$25.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
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No. of potential clients160
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Booking capacity for the month75%0%0%0%0%0%0%0%0%0%0%0%0%0.00%
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REVIEW:
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What felt good this month?
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What felt more challenging?
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What do you want to change for next month?
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