Business Templates

The following templates can be used to track and to forecast your business success. Fill them out with data and information about your own business. You can also review the example content provided below to get a sense for how the forms should be populated.

You will find templates and sample data available in a variety of applicable formats, including Microsoft Excel and Word (.docx and .xlsx), Apache OpenOffice text document and spreadsheet (.ods and .odt) and PDF and rich text (.pdf and .rtf).

Business Templates	Microsoft Word (.docx)	Microsoft Excel (.xlsx)	OpenOffice Spreadsheet (.ods)	OpenOffice Text (.odt)	Adobe PDF (.pdf)	Rich Text (.rtf)
Accounts Payable Track amounts you owe to vendors or suppliers for services or goods you bought using credit.
Accounts Receivable Track payments that other people or businesses owe to your company.
Balance Sheet Get a snapshot of your business’s financial situation within a specific time period.
Break-Even Analysis Determine the point at which your profit equals the investment and cost for a particular product or service.
Budget Worksheet Plan and track when and how you earn and spend money.
Business Plan Create an in-depth roadmap for your company to help you plan for the future.
Shortened Business Plan Create a basic roadmap for your company to help you plan for the future.
Cash Flow Analysis Project how much money will come into and leave your business in the future.
Cash Flow Statement Record the amount of cash and cash equivalents coming into, and going out of, your business.
Customer List Keep track of the people or companies you do business with.
Invoice Record the amount owed to you by a customer for products or services provided.
Profit and Loss Statement See a summary of your business’s revenue, costs and expenses during a given period.
Purchase Order Record details of items you agree to purchase from a supplier at a certain price point to confirm the order before the purchase has been made.
Sales Forecast Project your sales for up to 12 months into the future.
SWOT Analysis Identify your business’s strengths, weaknesses, opportunities and threats.
Vendor List Organise all of the contact information for vendors you rely on to do business.

Sample Business Data	Microsoft Office (.docx)	Microsoft Excel (.xlsx)	OpenOffice Spreadsheet (.ods)	OpenOffice Text (.odt)	Rich Text (.rtf)
Accounts Payable Track amounts you owe to vendors or suppliers for services or goods you bought using credit.
Accounts Receivable Track payments that other people or businesses owe to your company.
Balance Sheet Get a snapshot of your business’s financial situation within a specific time period.
Break-Even Analysis Determine the point at which your profit equals the investment and cost for a particular product or service.
Budget Worksheet Plan and track when and how you earn and spend money.
Business Plan Create an in-depth roadmap for your company to help you plan for the future.
Cash Flow Analysis Project how much money will come into and leave your business in the future.
Cash Flow Statement Record the amount of cash and cash equivalents coming into, and going out of, your business.
Invoice Record the amount owed to you by a customer for products or services provided.
Profit and Loss Statement See a summary of your business’s revenue, costs and expenses during a given period.
Purchase Order Record details of items you agree to purchase from a supplier at a certain price point to confirm the order before the purchase has been made.
Sales Forecast Project your sales for up to 12 months into the future.
SWOT Analysis Identify your business’s strengths, weaknesses, opportunities and threats.

Disclaimer: No Legal Advice Intended
This site provides general information related to creating and running a business. The content of this site is for informational purposes only and not for the purpose of providing legal or tax advice or opinions. The contents of this site, and the viewing of the information on this site, should not be construed as, and should not be relied upon for, legal, financial or tax advice in any particular circumstance or fact situation. No action should be taken in reliance on the information contained on this site, and Visa Inc. disclaims all liability in respect to actions taken or not taken based on any or all of the contents of this site to the fullest extent permitted by law. You should contact an attorney to obtain advice with respect to any particular legal or tax issue or problem, including those relating to your current or potential business.

The contents of this site have been developed for a U.S. audience.