Equine Workspace
Equine Business Planner

Know what your equine business needs to earn. Build a plan to get there.

Plan revenue, expenses, goals and growth in one focused tool built for equine business owners. See what the numbers mean, explore different scenarios and track how your business is performing against the plan you created.

$29 one-time. One-time purchase. Access forever.

Included with every Equine Workspace plan.
Equine Business Planner
Live Application
Equine Business Planner dashboard showing monthly revenue goal progress, plan vs actual tracking, revenue mix, capacity and recurring revenue
One Working View

Your business plan, in one working view.

Revenue

Know what the business needs to produce.

Expenses

Plan what it takes to operate.

Profit

Understand what may be left.

Capacity

See whether the plan fits the business.

Goals

Connect the numbers to what you want to accomplish.

Actuals

Track how the month is really progressing.

Why It Matters

Make the numbers useful.

Running an equine business involves more than knowing what came into the bank account. The Planner helps owners understand what the business needs to produce, where the money is expected to come from and whether the current plan supports the goals they are working toward.

01

What does my business need to earn this month?

Build monthly revenue goals around the business you actually operate.

02

Where is my revenue coming from?

See the mix across services, programs and other revenue streams.

03

What will be left after expenses?

Plan expenses and understand estimated profit before the month unfolds.

04

Do I have enough capacity for the plan?

Compare revenue goals with the actual capacity of your business.

05

How much of my revenue is recurring?

Understand the predictable portion of your monthly business.

06

Am I actually following the plan?

Compare planned and actual performance as the month progresses.

Monthly Planning

Build the month before the month happens.

The Planner brings together the financial and operational picture of your month in one place, instead of keeping those decisions scattered across notes, spreadsheets and mental calculations.

  • Monthly revenue goals
  • Revenue streams
  • Expected expenses
  • Estimated profit
  • Tax reserve planning
  • Capacity
  • Recurring revenue
  • Goals and actions

The Equine Business Planner is planning software. It does not replace your accounting software.

Plan vs Actual

A plan you can come back to.

Designed to be used throughout the month, not completed once and forgotten. Plan the month. See what is happening. Adjust as the business changes.

Plan vs Actual
Live Application
Equine Business Planner plan versus actual tracking with revenue goal progress and estimated profit
Scenarios

Ask “what if?” before you make the change.

Use scenarios to think through different possibilities and understand how changes could affect the business plan. This is where the Planner goes beyond a static spreadsheet or calculator.

Scenarios help you reason about possibilities. They do not predict outcomes or guarantee results.

01Changing pricing
02Adding or adjusting a service
03Changing client volume
04Taking time away from the business
05Changing capacity
06Exploring a growth opportunity
Goals, Actions and Opportunities

Turn the plan into action.

The Planner goes beyond numbers. Keep goals, actions and opportunities connected to the business plan so the numbers lead to practical next steps.

01

Goals

Set the revenue and business goals you are working toward.

02

Actions

Capture the actions needed this month to move toward them.

03

Opportunities

Keep the opportunities you are considering connected to the plan.

Reports and Exports

See the bigger picture.

Review the information you have built in the Planner and take it with you when useful. Reporting and export capabilities help you step back and look at the business as a whole.

Who It Is For

Built for equine businesses, not one business model.

The Planner is designed around the realities of running an equine business while remaining flexible enough for different operating models.

Trainers
Boarding businesses
Instructors and lesson programs
Breeders
Equine professionals
Clinics and educators
Shows and events
Sales and consignment
Associations and organizations
Get the Planner
$29one-time purchase

Access forever. A standalone product you own, not a subscription.

Get the Business PlannerOne-time purchase. Access forever.

Already considering Equine Workspace?

Equine Business Planner is included with every Equine Workspace plan, alongside the broader Workspace business system.

Explore Equine Workspace

Equine Business Planner is planning software, not accounting, tax, legal or financial advice.

Build a plan your business can actually follow.

Start with the Equine Business Planner on its own, or get it included with every Equine Workspace plan.