Can I use these templates in Google Sheets?

Yes. Download the .xlsx file, upload it to Google Drive, open it, then choose File > Save as Google Sheets. The formulas and drop-downs carry over; chart colors and some formatting can look slightly different than in Excel. Message me if anything doesn't work and I'll help.

What if my file won't open or something isn't working?

Because these are digital downloads, Etsy doesn't allow returns or exchanges. But if a file won't open or a formula isn't working, send me a message through Etsy. I'll fix it or send you a replacement file.

Custom and personalized orders

Yes! Click "Request Custom Order" on the shop page or send me a message describing what you need: the categories, columns, calculations or layout you have in mind. I can customize an existing template or build a new one, and I'll send you a quote and timeline before any work starts.

Where do I find my files after I buy?

Right after checkout, Etsy emails you a download link. You can also go to You > Purchases and reviews on Etsy.com and click Download Files next to your order. Tip: digital files can't be downloaded in the Etsy phone app, so open Etsy in a web browser (on a computer is easiest) to download them.

My Google Sheets file opens in view-only mode. What do I do?

In the top menu click File > Make a copy (or File > Save as Google Sheets if you uploaded the .xlsx). That gives you your own fully editable copy. If it still won't open: use a computer instead of a phone, make sure you're signed in to your Google account, check you have free space in Google Drive, or try a different browser. Still stuck? Message me and I'll help.

Do I need to be good at spreadsheets to use these?

Not at all. Only type in the yellow cells; everything else (totals, charts, dashboards) is calculated for you. Every file has a Start Here tab with step-by-step instructions, plus a SAMPLE version filled with example data so you can see how it works, and a BLANK version ready for your own numbers.

Will it work on a Mac, iPad or my phone?

Yes. The templates work in Microsoft Excel (Windows or Mac) and in Google Sheets, which is free and runs in any browser. Once your file is set up, you can update it from the Excel or Google Sheets app on your phone or tablet. For the first setup a computer is easiest. Apple Numbers isn't supported, since some formulas and charts don't carry over.

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Solopreneur Business Planner Spreadsheet, CRM, Project Tracker, Content Calendar, Small Business Planner, Excel Google Sheets

Name: Solopreneur Business Planner Spreadsheet, CRM, Project Tracker, Content Calendar, Small Business Planner, Excel Google Sheets
Brand: SheetSmartTemplateCo
SKU: 4601514821
Price: 12.49 USD
Availability: InStock
Rating: 5.0 (3 reviews)

NowPrice:$12.49

Original Price: $24.99

50% off

•

Sale ends on November 22

SheetSmartTemplateCo

You can only make an offer when buying a single item

Highlights

Designed by SheetSmartTemplateCo
Digital download
Digital file type(s): 4 Files

Solopreneur Business Planner Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. One workbook to run your one-person business: clients, projects, content, money and goals, all feeding one dashboard. Perfect for freelancers, coaches, consultants and designers.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/ho-wm-wEmhY

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).

★ WHAT'S INCLUDED ★
• Business Dashboard: pick a month to see revenue, expenses, profit, monthly goal progress, year-to-date totals, open and weighted pipeline, win rate, content published, overdue follow-ups and overdue tasks, with 3 charts
• Clients & Leads CRM (300 rows): stage drop-down, deal value, win % per stage, weighted value, next follow-up date with Overdue / Today / This week flags, source, offer, notes
• Projects (50 rows): client, status, priority, dates, fee, task counts, days left, flag and % complete pulled from your tasks
• Tasks (500 rows): project, priority, status, start and due dates, hours, % done bars, overdue flags
• Content Calendar (400 rows): platform, type, status, publish date, views, engagement, leads, engagement rate
• Revenue log (1,000 rows) with tax set-aside, and Expenses log (1,000 rows) with deductible and receipt checks
• Offers: your services and products with sales count, revenue, average sale, open pipeline and share of revenue
• Quarterly Goals: goals that track revenue, profit, new clients, leads or content automatically, with progress bars and On track / Behind status
• Monthly KPI report: all 12 months summarised with 2 charts
• Clickable Start Here page, Setup tab with every drop-down list, and sample data so you can see how it works

★ PERFECT FOR ★
✓ Freelancers, coaches, consultants and designers
✓ Service providers who sell packages or retainers
✓ Creators who sell services and digital products
✓ Anyone running a business on their own

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 2 files included: an Excel version + a Google Sheets edition
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Set your business name, year, revenue goals and tax set-aside % on Setup
2. List your offers, then add leads, projects, tasks and content
3. Log payments and costs as they happen
4. Check the Dashboard and Monthly KPIs, and pick any month to review it

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This is a planning tool, not tax, legal or financial advice.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.

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Jesse Peters

Owner of SheetSmartTemplateCo

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Jesse Peters

SheetSmartTemplateCo ·

South Bend, Indiana

5.0

8 sales

New on Etsy

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Solopreneur Business Planner Spreadsheet, CRM, Project Tracker, Content Calendar, Small Business Planner, Excel Google Sheets

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