Solopreneur Management Kit — Excel + Printable PDF Planner

Manage your entire store with a single package.

Track your sales, calculate your prices and margins, keep an eye on your inventory and expenses, plan your posts, and meet your quarterly goals. The kit includes an automated Excel workbook and a 15-page printable PDF planner, designed for micro-entrepreneurs and online sellers.

In the Excel workbook (10 tabs, Google Sheets compatible)

• Dashboard: revenue, fees, expenses, net profit, margin, top products, monthly chart
• Sales tracking with platform fees calculated automatically
• Prices and margins: recommended price based on your target margin
• Inventory tracking with restock alerts
• Expense tracking by category
• Content calendar and 30 post ideas
• Quarterly goal planner

In the PDF planner (15 color A4 pages)

• Year at a glance and quarterly planner
• Sales, prices, margins, inventory, and expense sheets
• Monthly calendar, weekly planner, 30 post ideas
• Monthly review and product launch checklist

Delivery: immediate download after payment, via email and on the confirmation page. No physical shipment.

Please note: the rates (contributions, commissions, revenue cap) are indicative and can be modified. This kit is a tracking tool and does not replace the advice of a chartered accountant. For your own business use only.

Frequently asked questions

• Compatible with Mac and Google Sheets? Yes, with Excel, Numbers, or Google Sheets (file import).
• Can I print the sheets multiple times? Yes, as many times as necessary for your own use.
• Having trouble with my files? Write to us: we respond quickly.