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How it worksVariables
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There are 2 tabs (sheets) at the bottom of this spreedsheet. Here is an explanation of each tab.Business Tax Rate25%
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1. OVERVIEWOwner Distribution Tax24%
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When in doubt, always come back to this overview tab for a refresher. This tab contains the instructions for each of the tabs. Still not sure what to do? Check the "Need help?" section at the bottom of this sheet.Merchant Fees3%
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2. SALES MODEL
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FORECAST - This is where you estimate sales for a year in business. Whether its your first year, next year or the remainder of this fiscal year, simply include the following information in this section...
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Offering: List out all of the products and services you plan to sell. If you are a store with hundreds of products, you can simply list the category of products or services instead.

Price: Include the price for the product or services. If a category, simply enter an average price of all the products or services in the category.

# of Sales: Enter in an estimated number of sales in terms of units sold per product or number of paying clients for example. If a category, enter the average number for the category. If you have been in business for several months or years, look back at previous months and get an average number.

Est. Monthly Revenue: This number is auto-calculated based on the price and # of sales you enter.

Est. Annual Revenue: This is simply your estimated monthly revenue multiplied by 12 months and is auto-calculated for you.
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Need help?
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We're here to help. Visit https://www.agileplanners.com/contact for all your contact options or simply give us a call at (786) 429-7017.
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Disclaimer
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This spreadsheet is intended to be used as a tool to facilitate the general estimating of personal and self-employed business owner budgets. No liability is assumed for the accuracy of the calculations or data provided herein, either expressed or implied by Agile Planners, LLC, its shareholders, management or staff.
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