How to Plan Your Revenue as a Solopreneur (And Actually Know What You're Keeping)
Most solopreneurs know what they made last month. What they don't know is what they actually get to keep. And those are two very different numbers. This is why revenue planning for solopreneurs is about more than just hitting a big income goal — it's about understanding what that number actually means for your bank account.
I used to do this math manually every month. I'd pull up my income tracker in Asana, look at my totals, and sit there with a calculator. How much goes to taxes? How much do I pay myself? What do I need to bring in next month? It worked, but it was tedious and one wrong step felt like it could throw everything off.
So I built the Revenue Planner — a $9 tool that does all of it for you. Here's how it works.
Either keep reading or watch the video below:
Start With Your Take-Home Goal, Not Your Revenue Goal
This is the step most people skip. They set a revenue goal — $5K, $10K, whatever the number is — without ever working backward from what they actually need to live and run their business. So they hit the number and still feel behind because they forgot about taxes, expenses, and everything else that comes out first.
The Revenue Planner flips that. You start by entering how much you want to actually take home. Then the tool calculates how much total revenue you need to bring in to get there — with your tax holdback already factored in.
Speaking of tax holdback: if you've ever just hoped for the best at tax time, this is the part for you. The tool tells you exactly how much to set aside every time a payment comes in. You look at the number, move the money, and move on. No math. No dread.
See Exactly How Many Sales You Need
Once the tool knows your revenue target, it shows you how many sales of each of your offers you need to hit it. Not in theory — with your actual offers and your actual prices.
This is where revenue planning for solopreneurs gets really useful. You can see clearly whether you should focus on volume with a lower-priced product, or whether a single high-ticket service closes the gap faster. The tool makes that comparison instant.
Play With Your Offer Mix Using Sliders
This is the most fun part, and the thing that makes this tool different from just doing the math in your notes app. There are sliders for your offer mix. Move them and the numbers update in real time.
So you can ask: what if I ran a launch next month? What if I focused more on this offer? What if I added a new product to the mix? You can run real projections with real numbers — which makes goal setting feel grounded instead of like guessing.
When you're done, you download a clean PDF summary of all your results to keep on hand whenever you need it.
What to Do Once You Know Your Numbers
Once you know what you need to make and how you're going to make it, the next step is actually tracking it month to month. That's what Track It & Stack It is for — my income and expense tracking workshop that walks you through building your full financial tracking system inside Asana in under an hour.
The Revenue Planner helps you plan. Track It & Stack It helps you see it happening in real time. Together, they're a solid system for knowing exactly where your business stands financially without ever opening a spreadsheet.
