Discover if your products and services are pulling their weight - and what needs to change to put more money in your pocket.
How it works
Goals: set your revenue goal, net profit goal, and timeline. These flow through to every other tab.
Annual plan: enter your top products and services, their prices, and the number of sales you need. Choose to calculate by units, revenue, or percentage of goal.
Monthly: your annual figures are spread evenly across the financial year (July 2026 to June 2027) to start. Adjust any month to match how your business really sells.
Budget view: a clean grid of revenue per month and per product, ready to drop into your overall budget.
Prepared for
Your annual revenue number
$
Your annual net profit number
$
When you will reach your goal
$0
$0
-
How this works: the revenue goal, net profit goal, and timeline you set here flow through to the annual and monthly tabs. Build your product mix on either tab to close the gap to your revenue goal.
From Goals
From Goals
From Goals
List your top products/services. If you have a lot of different products that you sell, perhaps list the categories. If you quote on work at differing price points, then put in an average price point for each of your services.
For each row, choose how you want to calculate: by Units (# of sales), by Revenue ($ the product will generate), or by % Goal (share of your total revenue goal). The other two values are calculated automatically.
Products or Services
Calculate by
$ Price
# of Sales
$ Revenue
% of Goal
$0
$0
$0
-
From Goals
From Goals
From Goals
Product / Service
Price
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Total Qty
FY Revenue
$0
$0
$0
-
From Goals
From Goals
From Goals
Revenue by month, ready to drop into your overall budget. Figures are calculated from the Monthly tab.
Product / Service
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Total FY
Download your plan
Choose a format below. Your goals, product mix, monthly breakdown, and budget are all included.
Save as a PDF
Creates a printable PDF of whichever tab you were last viewing. Great for sharing a snapshot with your accountant or printing for your records.
Export your plan to Excel
Downloads an Excel workbook with four sheets: your Goals summary, Annual product mix, Monthly breakdown, and Revenue Budget. This is your complete plan as a spreadsheet.
Export the full budget template
Everything in the plan export above, plus a complete budget template with your revenue pre-filled, Cost of Sales section, and 26 operating expense categories (accounting, rent, software, salaries, and so on), all with working formulas. Walk away with a ready-to-use annual budget.
Export the revenue budget only
A simple one-sheet Excel file with just your revenue by product, by month. Useful if you want to paste it into an existing budget or share the revenue side only.
Your next step
Keep working on your plan with us
You now know what to sell and how much of it. The Growth Network is the HerBusiness membership where you keep working on it, with Suzi and a community of women business owners alongside you.
You now know what to sell and how much of it. The Growth Network is the HerBusiness membership where you keep working on it, with Suzi and a community of women business owners alongside you.
Profitable Products and Services Plan