Revenue Goal
Planner

COACHING PRACTICE TOOLS

Work backward from your annual revenue target to the exact clients,
sessions, and pricing mix you need.

From Target to Plan

Coaches who set revenue goals without doing the math behind them often hit mid-year surprises: they are on pace, or they are not, but they cannot tell which because they never worked out what "on pace" actually requires. An annual number becomes actionable only when you know the monthly requirement, the client count, the conversion rate, and the sustainability of the hours.

The exercise in this planner is not complicated, but most coaches skip it. The result is that their revenue goal floats above their practice as an aspiration rather than operating inside it as a plan. The gap between those two states is exactly what this worksheet closes.

The most useful output of this planner is not the annual target. It is the gap number in Section 3: clients still needed. That number is the real shape of your marketing challenge, and it is specific enough to act on.

How to Use This Planner

Start with your annual gross target in Section 1. Work from there - do not start with the monthly number.
Be honest in Section 2 about actual working weeks. Subtract vacation, professional development, sick days, and slow periods before calculating capacity.
Section 3 will show you the client gap. If the number feels impossible, go back to pricing before expanding your marketing.
Section 4 is a sustainability check. If the hours required at goal exceed what you can realistically deliver, the pricing needs to go up, not the hours.
Section 5 is for coaches with multiple income streams. Assign revenue to each stream and verify the total against your target.

Revenue Goal Planner

Name

Year

Section 1: Annual Revenue Target

Annual gross revenue goal:

$

Estimated annual business expenses:

$

Annual net income target:
$

Revenue distributed by quarter:

Quarter	Target
Q1 (Jan - Mar)	$
Q2 (Apr - Jun)	$
Q3 (Jul - Sep)	$
Q4 (Oct - Dec)	$
Total	$

Section 2: Capacity and Working Time

Weeks in the year:52

Weeks off (vacation, sick, professional development, slow periods):

Actual working weeks per year:

Months with reduced capacity (e.g., summer, December):

Monthly gross revenue needed in full months:

$

Section 3: Clients Needed

Primary package price:

$

Average engagement length (months):

Revenue per client:

$

Clients needed per year to hit goal:

New client starts needed per month:

Current active client count:

Clients still needed:

Discovery call conversion rate:

%

Discovery calls needed per month:

Section 4: Sessions and Sustainability

Sessions per client per month:

Session length:

hours

Total coaching hours per month at goal:

Total coaching hours per week at goal:

Is this sustainable long-term?

Yes - this is within my comfortable capacity

Manageable - will need discipline around boundaries

No - pricing needs to increase or client volume needs to decrease

If not sustainable: adjusted package price at a manageable client load:

$

Section 5: Income Stream Mix

For coaches with multiple offerings:

Income Stream	Price	Projected Revenue
	$	$
	$	$
	$	$
Total		$

Gap to annual target:

$

What needs to change to close that gap?

Tandem Coaching Partners

Credentialed coaches with real-world leadership experience,
partnering with executives and organizations
to unlock sustainable growth.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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Discover your capabilities.
Act on them.

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Revenue GoalPlanner