Planning form

Money Needs and work units calculator

1. Minimum Needs and work units

Annual Monthly
Rent / Mortgage payment
Loan and Installment
Telephone and mobile bills
Fixed Expenses Electricity bill
Fuel (petrol)
Total
Food
Clothing and other accessories
Medicine
Living Expenses Life style expense
Vacations
Total
Sales promotion, Advertisement,
Telephone, stationery, postage,
Business Travel
Fuel and travelling allowances
Business Expenses Salaries bills
Others
Total
Life insurance
PPF
Savings Saving Account
Mutual fund
and
Investment
Accumulations Stock
Others
Total
Net Total 1+2+3+4

Minimum Business required to meet your needs per month:- Rs. _________________

Minimum sale required per month:- _________________

Minimum Sales call required per months:- _________________

Minimum Closing required per month :- _________________

Actual Goal:- _________________

Extra Business Required to meet your target :- __________________

Extra sale required per month:- _________________

Extra Sales call required per months:- _________________

Extra Closing required per month :- _________________