SME Business Tracker

Why did I create this template?

Many small business owners don't do bookkeeping for their businesses, which results in rushed business decision making. The purpose for this tracker is to help business owners track their sales, expenses monthly and annually in a simplified fashion that everyone can follow.

What's inside the template?

In the tracker, you have the log for your sales income by month and an annual view of incomes for the whole year. So you know if the income meets your initial goals.

You also have the expense logs sorted by month, where you can record all the operating expenses in each month. There's also an annual view of the expenses for the whole year. So you know if the expenses are under your control.

There is also a customer list, similar to a CRM, for you to keep all your customer contacts in one place. So they come in handy when you need to contact them for reviews, or upsell them more products and services.

How to use the template?

With the link, you can check the template and duplicate it to your own Notion account for use.

What are the benefits of the template?

The business tracker template is a powerful tool designed to simplify your financial management, giving you the peace of mind you need to focus on your financial priorities. Our easy-to-use template comes with all the features you need to take control of your business' finances and reach your financial goals.