Direct Sales Planner | Party Plan Direct Sales Income Tracker Spreadsheet | Google Sheets

Direct Sales and Party Plan Small Business Planner and Income Tracker template is designed to help you track your monthly sales, profits and expenses for your small home business.

This business tracker spreadsheet is for use with Google Sheets and is an instant download product.


Designed with party plan and direct sales in mind, this income tracker will be the perfect tool to keep you organised.

Lots of great features with 10 tabs of functional tracking tools for your small business:

* PROFIT SUMMARY
The values will automate from your revenue and expenses tabs.

* REVENUE & GOAL TRACKER
Use this tab to track your earnings and set revenue goals.
The monthly revenue summary and goal progress will automatically update.

* EXPENSE TRACKER
Use this tab to track your monthly expenses.

* WEEKLY PLANNER
Use this to plan out your quarters by week.
Update for a new year by changing the first date. This will update all dates.

* BIZ GOALS
Use this to set monthly business goals with a checklist for achieved goals.

* TO DO LIST
Create a recurring task list for weekly, monthly & launch tasks.

* TEAM DATABASE
Keep track of your team details and achievements.

* CUSTOMER DATABASE
Keep track of your customer details, orders and follow up.

* INVENTORY
Use this to track your in-stock inventory.

* ACCOUNTS
Use to track your business-related accounts and log-in details.

This spreadsheet can be updated easily for future years and dates.

This spreadsheet has been set up with automatic calculations for revenue, expenses and profits as well as financial goal tracking. You put in your figures and it automatically works out the totals for you.

Not all pages are shown in the photos above.

Designed for direct sales consultants or party plan business tracking. If you need a custom version, send me a message.

Perfect for Modere, Doterra, NuSkin, Tupperware, Roden and Fields, Direct Cellars, Nutrimetics, Youngevity, Isagenix, Young Living and many others. The perfect direct sales tax spreadsheet no matter the company you are building your business with.


You will receive a link to create a copy of the Google Sheets Spreadsheet. Google Sheets is a free program that is part of the Google Drive suite and it can be accessed from any computer online making it a far better option than Excel. No software is required on your computer to update this product! Compatible across mobile devices, PC and Mac.


NOTE: THIS ITEM IS FOR PERSONAL USE ONLY - NOT FOR DISTRIBUTION