====================================================== FREELANCE 90-DAY REVENUE GOAL TRACKER ====================================================== Created by SoloStack — solostack.madethis.app Free to use. No signup required. ====================================================== HOW TO USE THIS WORKSHEET -------------------------- 1. Set your annual income target at the top. 2. Work down through each level (quarterly → monthly → weekly → daily). 3. Compare actuals vs. targets weekly. 4. At the end of 90 days, use the review section to reset. ====================================================== STEP 1: SET YOUR ANNUAL TARGET ====================================================== Annual income target: $________________ (Be ambitious but realistic — what would change your life?) Break it down: - Quarterly target (÷4): $________________ - Monthly target (÷12): $________________ - Weekly target (÷52): $________________ - Daily target (÷260 working days): $________________ ------------------------------------------------------ EXAMPLE CALCULATION (for reference): Annual target: $96,000 ÷ 4 = $24,000/quarter ÷ 12 = $8,000/month ÷ 52 = $1,846/week ÷ 260 = $369/working day ------------------------------------------------------ ====================================================== STEP 2: REVENUE SOURCES BREAKDOWN ====================================================== How will you hit your monthly target of $________? Source 1 — Retainer clients: Client name / type: ___________________________________ Monthly value: $________________ Number needed: _______ Source 2 — Project work: Average project value: $________________ Number of projects/month needed: _______ Source 3 — Other (productized service, passive, etc.): ___________________________________ Monthly value estimate: $________________ TOTAL: $________________ (should equal monthly target) ====================================================== STEP 3: MONTHLY TRACKING (3-MONTH VIEW) ====================================================== MONTH 1 (_____________________) --------------------------------- Goal: $________________ Actual: $________________ Gap: $________________ (positive = ahead, negative = behind) Revenue sources this month: [ ] Retainer: $_______ (_____ clients) [ ] Projects: $_______ (_____ projects) [ ] Other: $_______ Notes / what drove results: ___________________________________________________ ___________________________________________________ Action for next month if behind: ___________________________________________________ ------------------------------------------------------ MONTH 2 (_____________________) --------------------------------- Goal: $________________ Actual: $________________ Gap: $________________ Revenue sources this month: [ ] Retainer: $_______ (_____ clients) [ ] Projects: $_______ (_____ projects) [ ] Other: $_______ Notes / what drove results: ___________________________________________________ ___________________________________________________ Action for next month if behind: ___________________________________________________ ------------------------------------------------------ MONTH 3 (_____________________) --------------------------------- Goal: $________________ Actual: $________________ Gap: $________________ Revenue sources this month: [ ] Retainer: $_______ (_____ clients) [ ] Projects: $_______ (_____ projects) [ ] Other: $_______ Notes / what drove results: ___________________________________________________ ___________________________________________________ ====================================================== STEP 4: WEEKLY PIPELINE HEALTH CHECK ====================================================== Complete every Monday. Takes 5 minutes. Week of: ________________ Active leads in pipeline: _______ (target: 3+) Proposals sent / awaiting reply: _______ (target: 2+) New outreach this week: _______ (target: 5+) Follow-ups sent this week: _______ Income forecast next 30 days: $________________ Gap to monthly target: $________________ This week's #1 action to close the gap: ___________________________________________________ ------------------------------------------------------ WEEKLY TRACKER (12 WEEKS) ------------------------------------------------------ Week | Date | New Leads | Proposals Out | Revenue Closed | Notes -----|-------------|-----------|---------------|----------------|------- 1 | ___________ | | | $ | 2 | ___________ | | | $ | 3 | ___________ | | | $ | 4 | ___________ | | | $ | 5 | ___________ | | | $ | 6 | ___________ | | | $ | 7 | ___________ | | | $ | 8 | ___________ | | | $ | 9 | ___________ | | | $ | 10 | ___________ | | | $ | 11 | ___________ | | | $ | 12 | ___________ | | | $ | ------------------------------------------------------ QUARTER TOTAL ------------------------------------------------------ Total revenue earned: $________________ Target for quarter: $________________ Variance: $________________ (_____%) ====================================================== STEP 5: 90-DAY REVIEW ====================================================== Did you hit your quarterly target? [ ] Yes [ ] No Biggest win this quarter: ___________________________________________________ Biggest miss and why: ___________________________________________________ Primary revenue source (what actually drove income): ___________________________________________________ What to keep doing next quarter: ___________________________________________________ What to stop doing: ___________________________________________________ What to start doing: ___________________________________________________ Next quarter's target: $________________ (based on what you learned — adjust up or down) ====================================================== Get 60+ done-for-you freelance business templates at: solostack.madethis.app/products ======================================================