Revenue Tracking Template
Copy this template into Google Sheets or Excel to track your business revenue
How to Use:
- 1. Click “Copy Table” below
- 2. Open Google Sheets or Excel
- 3. Paste (Ctrl/Cmd + V) into cell A1
- 4. The formulas will automatically calculate totals and growth
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | Growth % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | =SUM(B2:M2) | - |
| 2025 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | =SUM(B3:M3) | =((N3-N2)/N2)*100 |
| MoM Growth | - | =(C3-B3)/B3*100 | =(D3-C3)/C3*100 | =(E3-D3)/D3*100 | =(F3-E3)/E3*100 | =(G3-F3)/F3*100 | =(H3-G3)/G3*100 | =(I3-H3)/H3*100 | =(J3-I3)/I3*100 | =(K3-J3)/J3*100 | =(L3-K3)/K3*100 | =(M3-L3)/L3*100 | AVG | =AVERAGE(C4:M4) |
Key Metrics to Add:
- • Year-to-Date (YTD) Total: =SUM(B3:M3)
- • Average Monthly Revenue: =AVERAGE(B3:M3)
- • Best Month: =MAX(B3:M3)
- • Quarterly Totals: =SUM(B3:D3) for Q1
Pro Tips:
- • Add conditional formatting for negative growth
- • Create a chart to visualize trends
- • Add a “Target” row to track vs goals
- • Include a notes section for context
Annual Goal Tracker
| Metric | Formula | Description |
|---|---|---|
| Annual Goal | 1000000 | Your target revenue |
| Current Total | =N3 | Year-to-date revenue |
| Progress % | =Current/Goal*100 | Percentage to goal |
| Monthly Required | =(Goal-Current)/(12-MONTH(TODAY())) | Avg needed per remaining month |