Small Business Planner Printable for Orders, Inventory and Profit

Small business planner printable that helps you shape your vision, write an easy one page plan and keep orders, customers, stock and money organized together. Its 20 undated pages take you through yearly goals, month and week planning, pricing, record keeping, profit tracking, promotion, launches and regular check-ins. You download US Letter and A4 PDF files instantly, and nothing is shipped.

Less scrambling through notebooks and screenshots. More clarity about where your business is going and what it is earning.

How this small business planner printable brings order to your week

Begin by putting your vision and mission into words, then answer eight guided questions to form a simple plan. From there the year breaks down into goals for each quarter and to-dos for each week, with sales noted day by day. The pricing page adds up materials, labor, overhead and profit so each product earns you a fair amount, and the order, customer and stock pages make it clear what is paid, what has gone out and what needs restocking.

At the end of each month, your income and spending flow into a yearly profit and loss overview, and a short review helps you choose what to begin, drop or keep. Since no dates are printed, any month can be your starting point, and the tracking pages can be printed again as often as you like.

Who this business planner is for

• Owners of small businesses who would like orders, customers and finances in one binder
• Makers, handmade sellers and anyone running an online shop
• Service providers and freelancers keeping track of clients and earnings
• Side hustlers and first-time entrepreneurs drafting a simple first plan

Design and printing

• Elegant, minimal pages in white with soft blush pink touches, easy on your ink
• Generous margins all around, so nothing gets trimmed on a home printer
• Portrait pages in 8.5 by 11 inch US Letter and 210 by 297 mm A4
• Undated, so any month can be your first
• Monthly calendar with a Sunday start in the US Letter file and a Monday start in the A4 file
• Clip it into a binder or onto a clipboard, or ask a print shop to spiral bind it

Inside the small business planner printable: 20 pages

1. 1Cover with the contents and lines for your own name and your business name
2. 2Vision and mission: your business name, tagline and start date, the reason you began, a 3 to 5 year vision, your mission and core values, what makes you different, your ideal customer and how you want people to feel when they buy
3. 3A one-page business plan built on 8 guided prompts (the problem I solve, my solution, who I serve, what I sell, how I'll reach customers, how I make money, what I need, success in 12 months), start-up or monthly costs and three next steps
4. 4Goals for the year and by quarter: one big goal, revenue and customer targets, launches planned, a word of the year, business and personal goals, then a focus, to-do list and revenue target for every quarter
5. 5A month on one page: the month's focus, revenue target against result, an undated calendar, top priorities, dates and deadlines, and the marketing you plan
6. 6A week on one page: three key tasks, the week's focus, to-do lists from Monday to Friday plus the weekend, admin and money jobs, people to follow up and a day by day record of sales and orders
7. 7Offers and prices for up to 16 products or services (making cost, time, price, profit), the formula of materials plus labor plus overhead plus profit margin, your top sellers and new offer ideas
8. 8Customer list with 18 lines: contact details, where they heard of you, first order, total spend and notes, plus regulars to thank and people to contact again
9. 922 lines to log orders: number, date, customer, items, quantity, total, and boxes for paid and sent, along with the month's order count, sales total and average order value
10. 10Stock record with 20 lines: item or SKU, where it is stored, opening stock, stock in, stock out, on hand, reorder level and an order box, plus low items and supplies to buy
11. 11Money in and money out, with 18 lines for each, totals for both, net profit and the amount saved for tax
12. 12A year of profit and loss, January through December, with income, costs, profit and a yearly total, plus your strongest month, the largest cost worth reviewing and your profit margin
13. 13Sales target page with a progress bar marked from 5% to 100%, 13 weeks of target compared to result, ideas to increase sales and a treat for when you get there
14. 14Marketing plan with your goal, who you are speaking to and your main message, a channel table (social media, email list, website, markets, collaborations, ads, word of mouth), offers and important dates, content ideas and what worked
15. 15Social media plan: where you post and how often, four content pillars (show, teach, share, connect), 10 planned posts, hashtags and the post that did best
16. 16Launch planning with checklists for the run-up, the day itself and the follow-through, plus a sales target, units sold, revenue, new followers and what you learned
17. 17Suppliers and accounts: 8 lines for suppliers and 10 for tools or accounts, each with a renewal date and a note of where the password is stored (never the actual password)
18. 18Idea space on a dot grid, with your strongest ideas, the cost, time and effort each needs, a first small step and a try it by date
19. 19Month in review: income, costs, profit, number of orders and new clients, wins and challenges, what sold most, lessons, a 1 to 10 feeling scale, start, stop and continue, and next month's focus
20. 20Looking back on the year: annual totals, moments you are proud of, big lessons, a goals check, your top product, habits to drop, the people who helped and your direction for next year

Your download

• Small Business Planner in US Letter, a 20 page PDF
• Small Business Planner in A4, a 20 page PDF
• Read Me First, a brief PDF on printing

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• You receive a PDF designed for paper, not a hyperlinked digital planner. If you like, you can still import it into most note taking apps and write on the pages.
• This is a digital download only. Nothing is mailed to you.
• Colors may look slightly different on your screen than on paper.
• Personal use only. Please keep the files to yourself, with no sharing, reselling or redistributing.
• Digital files cannot be returned. Should a file fail to open or print properly, email us and we will help quickly.
• The planner helps you get organized. It does not give financial, tax or legal advice, so ask a qualified accountant about your own circumstances.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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