A digital business planner is a set of documents that helps you organize, track, and manage all aspects of your business. It brings together all your planning documents into one place so that you can access them easily and quickly. Because no one likes hunting through folders to find something ! 

A digital business plan also makes it easy to share your business plan with relevant people, such as investors or partners. If you run a small business, you need to be organized and systematic in order to make the most of your efforts. 

Your own digital business planner will help you stay on top of things by keeping track of all the information that’s important to running your company. In this article, we’ll introduce you to the concept of a digital business planner, show how it can benefit your company and give some tips on how to make one yourself.

What is a digital business planner ?

A digital business planner is a set of documents and spreadsheets that allows you to plan and manage all aspects of your business in one place. It can be either a tool that you install on your computer or a web-based service. 

Ideally, it will bring together all your planning documents into one place so that you can access them easily and quickly. Because no one likes hunting through folders to find something ! 

A digital business plan also makes it easy to share your business plan with relevant people, such as investors or partners. Digital planners typically allow you to input and organize data from many different sources, including your company’s financial data, sales data and the progress of product development. 

You can then use this information to analyse trends, forecast future results and make informed decisions about the future of your business.

Why you need a digital business planner

As we’ve already mentioned, a digital business planner will help you to organize and track all the information that’s important to running your company. Ideally, it will allow you to see at a glance how your business is doing. 

You can use it to track your performance against your business plan, track product development and track your marketing activities. A digital business planner can also help to reduce the amount of time that you spend on administrative tasks, leaving you more time to focus on those areas of your business that need the most attention. 

A digital business planner makes it easy to share your plan with investors or partners. It also makes it easy to track progress against your plan and spot any areas that need improvement. If you want to take your business to the next level, a digital business planner will help you get there.

How to build your own digital business planner

There are many tools on the market that you can use to create your digital business planner. We recommend choosing the one that best suits your needs. 

For example, if you’re a small business owner and you sell your products online, an online sales tracking tool will come in handy. If you’re developing a product, a business-planning tool that allows you to track project progress can be very useful. 

Here are some tips for choosing the right business-planning tool for your needs.

Track your company’s performance

Performance tracking is an important part of any business-planning tool. It allows you to see how your company’s financial results compare to your business plan. This way, you can quickly identify areas that need improvement. 

Ideally, your digital business planner will allow you to track all areas of your business and provide in-depth analysis of your results. You can track your sales and marketing efforts, your product development and the progress of your employees.

Track your product/service development

For product- or service-based businesses, tracking your product development will also be important. You can use your business-planning tool to track the progress of product development, as well as manage your suppliers, finances, and project risks. Keep in mind that you can also track your process for developing a service, as well as the progress of your employees. 

Your business-planning tool will allow you to track all areas of your business and provide in-depth analysis of your results. You can track your sales and marketing efforts, your product development and the progress of your employees.

Track your marketing efforts

Marketing is an important aspect of any business, and marketing efforts should be part of your digital business planner. You can use your business-planning tool to track your marketing activities, see which ones are having the most impact and which ones need improvement. 

Your tool will allow you to track all aspects of your marketing activities, such as your spending budget, email campaigns, social media efforts and the progress of your employees.

Our final words

If you run a small business, you need to be organized and systematic in order to make the most of your efforts. A digital business planner will help you stay on top of things by keeping track of all the information that’s important to running your company. It makes it easy to see how your business is doing against your business plan, track product development and track your marketing efforts. 

Ideally, it will also allow you to see at a glance how your business is doing against your business plan, track product development and track your marketing efforts.

👉 Discover our own business digital planner available by instant download.