The 2026 Edition is here. Completely rebuilt, same $37. See what changed →
2026 Edition · Fully Rebuilt

The spreadsheet that ran my business past its first million just got rebuilt for 2026.

27 tabs. One command center for your goals, content, funnels, and money, plus the numbers that did not exist in 2020: your MRR, your sponsorships, and your AI stack.

$37  ·  one-time purchase, yours forever

See Inside the Spreadsheet ↓

Built for Google Sheets · Works on phone, tablet, and desktop · Instant access

Monica Froese
27
Power-packed tabs
60,000+
Students taught
6
Years of buyers running on it
The Story

I built this spreadsheet in 2020. This year, I opened it and winced.

The original version of this planner ran my business through its first million dollars. Thousands of business owners have bought it since 2020, and the core of it still works: one place for your goals, your content, your funnels, and your money, instead of eleven scattered tools and a prayer.

But 2020 me ran her business on a blog and Pinterest. There was a whole tab just for tracking pins. The affiliate tracker had a column where you were supposed to type your passwords. The example process taught you how to schedule Instagram posts through Buffer. None of that is how my business works anymore, and I would bet it is not how yours works either.

So I did not give it a coat of paint. I rebuilt it: every tab, every formula, every example, and every benchmark, for the way creator businesses run in 2026.

Monica Froese thinking
Try Before You Buy

Click around inside the real thing

This is a live preview of four of the 27 tabs, built with the same layout, colors, and logic as the file you will download. Click the sheet tabs at the bottom to switch, exactly like you will in Google Sheets.

docs.google.com/spreadsheets · Ultimate CEO Business Planning Spreadsheet™ (2026 Edition)
DASHBOARD
DAYS LEFT IN THIS QUARTER: 84 days Today: July 9, 2026
Projected Annual Revenue
$84,970
From your Revenue Planner tab
Year-to-Date Income
$31,240
From your Business Income tab
Year-to-Date Expenses
$9,873
From your Business Expenses tab
Year-to-Date Net Profit
$21,367
Income minus expenses, automatic
Goals Complete This Year
2 of 4
From your Quarterly Goal Planner
Active Products
12
From your Product Tracker
Current MRR
$3,627
From Membership & MRR
Sponsorship Revenue Booked
$2,150
From Sponsorships & Partnerships
AI Stack Cost / Month
$97
Active tools on your AI Stack tab
MEMBERSHIP & MRR TRACKER
White cells are yours. Gold cells calculate. Churn color-codes itself against healthy benchmarks.
MonthMembers (start)Net newMembers (end)Churn %MRR
January85+8934.7%$3,627
February93+111043.8%$4,056
March104+51095.8%$4,251
April109+131224.6%$4,758
May122+91315.7%$5,109
June131+131444.6%$5,616
YEAR+591444.9% avg$5,616
AI STACK TRACKER
Every AI tool, what it earns its keep doing, and what canceled tools are quietly wasting.
Tool$ / moWhat it replaced / savesStill using?
Claude$20Copywriting contractor for first draftsYES
Descript$24Cut editing from 4 hours to 1 per episodeYES
Zapier$30~2 hrs/week of manual list adminYES
CapCut$10Short-form clips with auto-captionsYES
Old AI writer$19Superseded by Claude. CANCEL THIS.NO
ACTIVE STACK / MONTH$97Wasted on "NO" tools$19 /mo
CONTENT SNAPSHOT
Type the year once and every week updates. The current week highlights itself in red.
Jun 28Jul 5Jul 12Jul 19Jul 26Aug 2
Launches & PromosFlash SaleCourse Launch
Email CampaignsNewsletterSale emails ×3NewsletterNewsletterLaunch seq.
Long-Form ContentPodcast ep.YouTubePodcast ep.
Short-Form Content3 reels3 reels3 reelsLaunch clips
Community & EventsCoffee chatSummit

Sample numbers shown. The countdown above is live, and it is the same formula that runs on the real Dashboard.

The Rebuild

What changed between 2020 and 2026

The 2020 version tracked

  • Blog posts and keywords
  • Pinterest pins, one by one
  • Facebook and Twitter visibility
  • Passwords typed into a spreadsheet
  • One-time product sales only
  • A Vimeo walkthrough you had to re-watch

The 2026 edition tracks

  • Podcasts, YouTube, newsletters, and blogs in one planner
  • Every platform's content performance, with a heat map
  • Membership MRR and churn, color-coded against benchmarks
  • Sponsorship deals from pitch to paid
  • Your entire AI stack, and what each tool earns or wastes
  • A Dashboard and full written guide built into the file
What's Inside

All 27 tabs, four color-coded systems

Click a system. This is the same color logic you will see on the tab strip inside the file.

Quarterly Goal PlannerSix goals a quarter, with status dropdowns and progress bars that fill as you work.
Content SnapshotYour whole year, week by week. Type the year once and every date updates. Today's week highlights itself.
Long-Form Content PlannerPodcast, YouTube, newsletter, or blog. Plan by month with a repurposing section built in.
Content Piece PlannerAn AI-assisted workflow for one piece: voice-note it, draft it with AI in your voice, edit, distribute.
Email Marketing PlannerWeekly sends for the whole year, with 2026 open and click benchmarks.
Visibility PlannerShort-form, YouTube, podcast guesting, communities, partnerships. Week by week.
Funnel PlannerPlug in your numbers, see conversion rates against current benchmarks, color-coded.
Process PlannerDocument your workflows. Includes a complete AI-assisted content process as the example.
Revenue PlannerProduct-by-product forecasting with quarterly and yearly totals that calculate themselves.
DashboardTwelve live tiles and three charts, all pulling automatically from the other tabs. Zero input required.
Membership & MRRMembers, churn, and monthly recurring revenue, color-coded against healthy benchmarks.
Sponsorships & PartnershipsEvery deal from pitch to paid: rates, deliverables, invoices, and booked-versus-collected totals.
AI StackEvery AI tool you pay for, what it replaced, and a running total of what canceled tools are wasting.
Social & Content PerformanceLog every post on every platform. The reach column heat-maps so winners stand out on their own.
List & Revenue GrowthList size and revenue side by side, including revenue per subscriber.
Funnel TrackerEvery moving piece of every funnel: traffic sources, forms, sequences, upsells, deadlines.
Affiliate TrackerPrograms, links, commissions, and W-9 status. Passwords stay in your password manager, where they belong.
Product TrackerEvery free and paid product, with a status dropdown that feeds the Dashboard.
Recurring Business ExpensesEvery subscription, grouped by payment account, with an autopay checklist.
Business ExpensesLog expenses with consistent dropdown categories your tax-time self will thank you for.
Business IncomeEvery payment in: sales, payouts, sponsorships.
Estimated TaxesA set-aside calculator plus a live countdown to each US quarterly deadline.
Launch ReviewPlan a launch, log the sales, and see your total color-coded against your target and stretch goal.
Monthly ReviewsA monthly CEO check-in on finances, email, and promotions.
Yearly Financial ReviewTwo years side by side with year-over-year change color-coded.
Year in ReviewThe full-year snapshot that feeds your Dashboard revenue chart.
Interactive Demo

Try a piece of it right now

This is a scaled-down version of the new Membership & MRR tab. Put in your numbers (or the numbers you want) and watch it think.

Mini MRR Projector

The real tab also tracks churn month by month and color-codes it against healthy benchmarks.

$3,315
MRR today
$7,059
MRR in 12 months
Built for 2026

Built for how you run a business now

📊

A Dashboard that builds itself

Twelve live tiles: projected revenue, profit, MRR, sponsorship revenue, AI spend, goal progress, and more. You never type a thing on it.

🤖

AI is in the workflow, not bolted on

The content planner and process templates assume you work with AI: voice-note your take, draft in your voice, edit until it sounds like you.

🔁

Recurring revenue gets real tracking

MRR, churn, and member counts with benchmarks, because a membership is not a product launch and should not be tracked like one.

🤝

Sponsorships from pitch to paid

Rates, deliverables, run dates, invoices. Booked versus collected, totaled for you.

🔒

No passwords in spreadsheets

The old password columns are gone, replaced with a password-manager checklist. Your logins were never supposed to live in a Google Sheet.

📖

The guide is built in

Quick start, tab-by-tab instructions, and troubleshooting live inside the file. Skim it, search it, done.

Empowered Business community event in Chicago
Proven Since 2020

Thousands of business owners have run on this system

This planner has been in the wild since 2020, refined by six years of real businesses using it every week: shop owners, course creators, service providers, and newsletter writers. The 2026 edition is everything they taught me, rebuilt into one file.

Meet Monica

I built this for myself first

I am Monica Froese. This spreadsheet is not a template someone designed to look productive. It is the planning system I used while my business crossed its first million, updated to match how I run things today: an email-first business with a membership, sponsors, and AI doing the heavy lifting.

I also have two daughters, which means every tab in this file exists because it saves time, not because it fills space.

Monica Froese - I Don't Do Failure
60,000+Students taught
$8M+In revenue
20,000+Newsletter readers
13 yearsIn business
Monica Froese with creators at an event
Is This You?

Who this is for

This is for you if you sell digital products, run a service business online, or make money as a creator, and your "system" is currently four spreadsheets, two Notion pages, and a number in your head. It works whether you are at $500 months or $50,000 months, because the tabs you are not ready for yet (sponsors, membership) will sit there waiting until you are.

It is not for you if you want software that syncs to your bank account automatically, or a course that teaches business strategy. This is a planning and tracking system you fill in yourself, on purpose. The fifteen minutes a week you spend in it is the point: that is the CEO habit the whole thing is built around.

Monica Froese
Real Reviews

What buyers say

★★★★★
"Perfect for Resetting Biz Goals"

"Recently, I ended a partnership with a business partner. This spreadsheet is helping me reset my business goals and strategically plan as I move forward."

Sandriia D. Hicks

Lizella, Georgia

★★★★★
"Great business tool!"

"So many great tabs on this spreadsheet! I love having all of this data in one place."

Lisa

Verified buyer

★★★★★
"So Good!"

"I never know what to keep track of. And this sheet keeps it all SO organized and ready for you to make informed decisions 🤩"

Joy Racicot

Joplin, Missouri

Get Instant Access

One spreadsheet. $37. Every system in your business.

$37

One-time purchase · Instant access · Yours forever

  • All 27 tabs, fully rebuilt for 2026
  • Self-building Dashboard with live charts and a days-left-in-quarter countdown
  • New Membership & MRR, Sponsorships & Partnerships, and AI Stack trackers
  • AI-assisted content planning workflow built into the planners
  • Complete written guide and troubleshooting inside the file
  • Current conversion, email, and churn benchmarks throughout
  • Works in Google Sheets on any device, including your phone
  • Checked against WCAG accessibility standards, so it is comfortable to read all day
Get the Spreadsheet for $37 →
Why $37: because every business owner deserves a real planning system, not just the ones ready for a four-figure program. You are getting six years of refinement, 27 tabs, and every formula already built and tested. Make your copy today and run your first CEO check-in this week. The price has not changed since 2020. The spreadsheet has.
Before You Ask

Questions you are probably asking

It is built for Google Sheets, and that is where everything shines: the checkboxes, the clickable navigation, the live dashboard. The formulas are written to work in Excel too, so Excel users can absolutely use it, but a few Sheets-specific touches (like the tick-box cells) behave as simple TRUE/FALSE values there. If you have a free Google account, you are set.

[PLACEHOLDER: Monica to decide upgrade policy before publishing.]

No, and that is deliberate. The old version had a video, and the truth is nobody wants to scrub through 40 minutes of footage to answer one question. The 2026 edition has a full written guide built into the file: a quick start, instructions and troubleshooting for every tab, and a color key that makes the whole system make sense in about two minutes. You can read it, search it, and come back to it.

Five steps, and none of them involve formulas. You make a copy, set your goals, and type this year into three gold boxes. That is the entire setup. The rule inside is simple: white cells are yours to type in, gold cells calculate themselves. Every formula is protected against the errors spreadsheets usually throw, so you will never see #DIV/0! staring back at you.

Yes. The planning core (goals, content, funnels, email, money) is the engine of the file, and it works from day one at any size. The MRR and sponsorship tabs sit ready for the day you need them, and having them there is a quiet nudge to build toward revenue streams you might not have considered yet.

The spreadsheet lives in your own Google account, and your numbers never pass through anyone else's hands, including mine. The 2026 edition also removed the old password columns entirely, because credentials belong in a password manager, not a spreadsheet. Your business data stays exactly as private as your Google account is.

[PLACEHOLDER: Insert Empowered Shop® digital product refund policy language and link before publishing.]

Monica Froese laughing

Run your business like the CEO of it.

One file. Twenty-seven tabs. Every number that matters, fifteen minutes a week. The 2026 edition is the best version of this spreadsheet that has ever existed, and it is still $37.

Get the Spreadsheet for $37 →