Small Product Business Planner

Organize the moving parts of a product-based business in one connected planning system. The Small Product Business Planner brings product pricing, inventory, sales, expenses, orders, customers, marketing, wholesale leads, standard procedures, and quarterly review into one reusable toolkit.

What is included

• Editable Excel workbook with 13 organized tabs
• Dashboard with active product, open order, sales entry, and active lead counts
• Business Plan worksheet for goals, current state, next actions, due dates, and status
• Products and Pricing tracker with unit cost, retail price, wholesale price, gross profit, and margin calculations
• Inventory, Sales, Expenses, Orders, Customers, Marketing, and Wholesale Leads trackers
• SOP Library for documenting repeatable business processes
• Quarterly Review and Quick Review prompts for decisions and next steps
• Instructions tab for setup and ongoing use
• Five-page printable planning workbook covering business direction, product planning, operations, sales and growth, and quarterly review
• README and Small Business Studio Standard License

How to use it

1. Define the business, products, pricing, and quarterly priorities.
2. Enter inventory, orders, sales, expenses, customers, and wholesale leads as work happens.
3. Use the dashboard and review prompts to see what needs attention.
4. Update procedures and decisions as the business grows.

Who it is for

Makers, artists, product-based businesses, handmade sellers, cottage businesses, online shops, market vendors, and independent brand owners.

Formats and delivery

Instant digital download delivered as one ZIP file. Includes an editable XLSX workbook and a five-page printable PDF. The workbook can also be uploaded to Google Sheets, although some formatting may vary. No physical item is shipped.

Important

This planner supports business organization and recordkeeping. It does not replace legal, tax, accounting, pricing, privacy, contract, advertising, or regulatory advice.

License

Standard use is for one person or one business. Source files and editable templates may not be resold, shared, redistributed, sublicensed, or used to create a competing template product.