Coach & Course Creator Revenue Tracker Bundle — Clients, Sales, Income Dashboard | HTML App, Branded Excel Export, Printable PDFs
Shop rating: ★★★★★ 5.0 · 11 reviews on Etsy $11.60Sale ends September 27
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Description
Coach & Course Creator Revenue Tracker Bundle
Your entire coaching or course business — clients, sales, offers, and income — organized in one beautifully designed system.
Stop juggling spreadsheets, sticky notes, and five different apps. This bundle gives you a single, elegant dashboard to track every client, every sale, and every dollar — plus a fully editable branded Excel export and printable paper planner pages for when you want to plan by hand.
📦 WHAT'S INCLUDED
💻 1 × Revenue OS HTML App
A single-file, offline-ready business dashboard — just open it in any browser, no installation needed. Track clients, sales pipeline, offers & pricing, expenses, and monthly profit & loss, all in one sage-and-gold themed interface.
📊 1 × Branded Excel Export (built into the app)
One click inside the app generates a fully editable, formula-driven Excel workbook — Summary dashboard, Clients, Sales, Offers, Expenses, and Profit & Loss, all linked with live formulas so your numbers update automatically as you edit.
📄 1 × User Guide (PDF)
A clear, step-by-step walkthrough of every feature in the app, so you're up and running in minutes.
🖨️ Printable Planner Pages (PDF)
A hand-fillable paper companion for offline planning — Weekly Pipeline Tracker, Client Onboarding Checklist, Offer & Pricing Planner, Sales Log, Monthly Income & Expense Tracker, Annual Overview, Testimonial Tracker, and a Pricing Calculator Cheat Sheet.
✨ KEY FEATURES
✔️ Client & pipeline management with follow-up tracking
✔️ Sales log with payment status (paid / pending / partial / refunded)
✔️ Offer & pricing planner with margin tracking
✔️ Automatic monthly Profit & Loss reporting
✔️ One-click branded Excel export — fully editable, formulas included
✔️ Printable paper planner for offline / hybrid workflows
✔️ Clean, professional sage & gold design
✔️ 100% private — all data stays on your device (no account, no cloud)
👩🏫 WHO IT'S FOR
Coaches, consultants, course creators, and service-based entrepreneurs who want one simple system to manage clients and see exactly where their revenue stands — without a complicated CRM or monthly subscription.
💾 REQUIREMENTS
Any modern browser (Chrome, Safari, Edge, Firefox) — desktop or laptop recommended. Excel export opens in Microsoft Excel, Google Sheets, or Numbers.
📌 IMPORTANT
This is a digital download — no physical item will be shipped. Due to the nature of digital products, all sales are final.