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The following templates can be used to track and forecast your business success. First, review the example content to get a sense of how the forms should be populated. Then, fill out the templates with data and information about your own business.

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).

Templates

Business Form Templates
.docx
.xlsx
.ods
.odt
.pdf
.rtf
Accounts Payable xlsx ods pdf
Accounts Receivable xlsx ods pdf
Balance Sheet xlsx ods
Break-Even Analysis xlsx ods
Budget Worksheet xlsx ods pdf
Business Plan docx rtf
Shortened Business Plan docx rtf
Cash Flow Analysis xlsx ods
Cash Flow Statement xlsx ods
Customer List xlsx ods pdf
Invoice xlsx ods pdf
Profit and Loss Statement xlsx ods
Purchase Order xlsx ods pdf
Sales Forecast xlsx ods
SWOT Analysis docx odt pdf rtf
Vendor List xlsx ods pdf

Sample Data

Business Form Sample Data
.docx
.xlsx
.ods
.odt
.rtf
Accounts Payable xlsx ods
Accounts Receivable xlsx ods
Balance Sheet xlsx ods
Break-Even Analysis xlsx ods
Budget Worksheet xlsx ods
Business Plan docx odt rtf
Cash Flow Analysis xlsx ods
Cash Flow Statement xlsx ods
Invoice xlsx ods
Profit and Loss Statement xlsx ods
Purchase Order xlsx ods
Sales Forecast xlsx ods
SWOT Analysis docx odt rtf

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 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.