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 | Word (.docx) |
Excel (.xlsx) |
Spreadsheet (.ods) |
Text (.odt) |
(.pdf) |
Text (.rtf) |
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| Accounts Payable Track amounts you owe to vendors or suppliers for services or goods you bought using credit. |
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| Accounts Receivable Track payments that other people or businesses owe to your company. |
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| Balance Sheet Get a snapshot of your business’s financial situation within a specific time period. |
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| Break-Even Analysis Determine the point at which your profit equals the investment and cost for a particular product or service. |
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| Budget Worksheet Plan and track when and how you earn and spend money. |
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| Business Plan Create an in-depth roadmap for your company to help you plan for the future. Learn how to get started by watching Create a Business Plan in 4 Simple Steps. View video |
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| Shortened Business Plan Create a basic roadmap for your company to help you plan for the future. |
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| Cash Flow Analysis Project how much money will come into and leave your business in the future. |
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| Cash Flow Statement Record the amount of cash and cash equivalents coming into, and going out of, your business. |
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| Customer List Keep track of the people or companies you do business with. |
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| Invoice Record the amount owed to you by a customer for products or services provided. |
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| Profit and Loss Statement See a summary of your business’s revenue, costs and expenses during a given period. |
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| 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. |
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| Sales Forecast Project your sales for up to 12 months into the future. |
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| SWOT Analysis Identify your business’s strengths, weaknesses, opportunities and threats. |
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| Vendor List Organize all of the contact information for vendors you rely on to do business. |
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| Sample Business Data | Office (.docx) |
Excel (.xlsx) |
Spreadsheet (.ods) |
Text (.odt) |
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. |
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|
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| SWOT Analysis Identify your business’s strengths, weaknesses, opportunities and threats. |
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