Salon Budget & Forecast Planner
Create monthly money plans that cover payroll, tools, and education without guesswork.
Monthly budgeting rhythm
- Review last month’s revenue and expenses.
- Set targets for service, retail, and education revenue.
- Allocate funds for payroll, rent, tools, and savings.
| Category | Goal | Notes |
|---|---|---|
| Service revenue | $45,000 | Based on bookings report |
| Retail revenue | $6,000 | Focus on finishing products |
| Education/CE | $1,500 | Includes travel and fees |
| Tool investment | $800 | New shears + sharpening |
Downloadable planner
Use the Salon Budget Forecast to track each month. Include actual vs. projected columns to spot trends quickly.
Cash safety nets
- Keep 1 month of operating expenses in an emergency fund.
- Set aside a “tool refresh” savings line.
- Schedule quarterly reviews to adjust for slow seasons.
Share with your team
If you manage stylists, communicate goals: “We’re aiming for $6k retail this month—here’s how we’ll spotlight finishing products.”
Numbers feel less scary when you see them laid out. Make budgeting part of your monthly closing routine.