How To Plan Out Your Revenue For The Year




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We’re just about at the mid-year mark, how are you doing on your revenue goals?

Are you keeping track of your revenue goals and your timelines for how you’re going to achieve them?

I wanted to share a Revenue Planning Spreadsheet with you that will help you stay on track throughout the whole year and give you an annual snapshot of what your revenue will look like each quarter.

Whether you use these spreadsheets or develop your own, it’s important to plan out how many sales you want to make each quarter and put an action plan in place to achieve those milestones.


Did you know you’re 42% more likely to achieve your goals if you write them down?

Having your plan written down will allow you to stay focused on the right tasks each quarter and month to achieve your business goals. Writing your goals down not only forces you to get clear on what you want to accomplish, but doing so plays a part in motivating you to complete the tasks necessary to achieve them.

So how does it work?

Here is a video that walks you through the process:

The quick read version…

1.In your annual snapshot, set your goals for each quarter.

→ Enter in your products or services into its designated column. Then add in the price point for each. Once this is filled out, the rest of the spreadsheet will update so you won’t have to keep typing it over.

2. Once you have your goals set for each quarter of the year, move down the spreadsheet and break down each quarter into monthly goals.

→ For each quarter, you can adjust the numbers within each month depending on what you have planned for that month. Launching a product in a specific month? You might want to account for that extra time spent on the launch and adjust your numbers leading up to the launch.

3. Once you move through all four quarters, you’ll be able to move over to your Quarterly Planning Sheets. Each quarter has its own spreadsheet to help you plan out how you’re going to achieve your revenue goals.

→ Lay out your plans for the quarter for each product/service, email list goals, marketing goals and content creation goals. Once you have these laid out, you can enter in your action plans under each month.


4. Work your way through the four quarterly planning sheets.

→ Once you’ve completed them all, you will have an annual snapshot of what your revenue is going to look like for the year and an action plan in place to achieve them.


Use these spreadsheets to refer back to when you’re planning out your months in more detail. Your Quarterly Planning Sheets will serve as the blueprint for when you start to build out your action plans in more detail.