Printable Direct Sales Planner and Business Tracker - Party Planner, Finance Tracker/Planner, Inventory Tracker, 8.5" x 11"

Direct Sales Planner and Business Tracker for your small business. Party Planner & Track expenses, income, inventory and more! (UPDATED FOR 2026 & 2027!)

[Please click "+ More" to read ENTIRE description before purchasing]


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-- YOUR BUSINESS TOOLS THAT ARE INCLUDED --
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-- Planner Cover Page --
* Notes Page
* Monthly Calendar Overview with blank dates to print if needed
* Mileage Tracker: Track the mileage for tax time for your parties, supply or post office runs
* 12-month 2026 Monthly Calendar
* 12-month 2027 Monthly Calendar


-- Finance Tracking Title Page --
* Income / Deposits Tracker: Keeps track of your fees and taxes paid for each deposit
* Monthly Expenses: Keep a running list or print a new sheet out for each new month and calculate the total at the end of the year
* Giveaway Tracker: Keep a list of items given away to customers for tax time
* Shop Credits: Keep track of customers that have a credit with you shop, the reason for the credit, and keep track of when they used up their credit
* Kept For Self: Keep track of the items that you kept for personal use for yourself for tax time at the end of the year
* Returns Tracker: Keep track of customer returns

-- Inventory Tracking Title Page --
* Inventory Purchases Log: Keep track of what you have paid for your inventory items
* Inventory Cycle-Count: Keep a dedicated page for a physical count of inventory at the end of each month, quarter or year.
* Beginning of Year Inventory: Keep track of the inventory you had on the first day of the year (great time saver for when it comes to taxes)
* End of Year Inventory: Keep track of the inventory you had on the last day of the year (great time saver for when it comes to taxes)

-- Party Planner/Tracking Title --
* Party Planner: Keep track of your hostess information, party date, hostess rewards, future parties/recruits, and any notes about the party you want to remember
* Online Party Worksheet: Keep track of online sales during or after the party!
* Home Party Worksheet: Keep track of home party sales during or after the party!
* Party Tracker: Keep a running total of the type of party (home, catalog, online), description of party (hostess name, event), number of items sold and sales amount to see at a glance which party types bring in the most sales with items sold

--> Have some other pages you'd like to see in this boutique planner? Send me a message before purchase and I'll create a custom listing for your additions!


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-- FILE SPECIFICATIONS --
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Pages can be printed borderless (if your printer allows) or placed to fit on the page. Keep them as single pages or add them to a spiral bound notebook or 3-ring binder for a finished look.

This is a DIGITAL PDF designed to be printed on standard letter 8-1/2″ x 11″ paper. No physical product will be mailed from this purchase. Since the files are in a high resolution PDF format you will need Adobe Reader or an equivalent to open the files. They are not designed to be reduced or printed as a booklet. Printer settings do vary, so please run a test print prior to final printing.

Since this is a DIGITAL file, you may print these at home or through a printing service (Staples, Office Depot, or where ever they do paper printing).


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-- TERMS OF USE + USER AGREEMENT --
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* For Personal Use Only - You may NOT share, give, resell or distribute this design/these files as your own, even if you modify them.
* Colors may vary between what is viewed on your computer and what you print. Computer monitors, format, Lighting, Materials, Printers and a variety of other variables can affect how colors appear. Please consider this information when making any digital purchase.

Due to the nature of digital products, I do NOT offer refunds on this item.

By completing the purchase of this item, you agree that you have read and fully comprehend the item description.