BUSINESS TEMPLATES AND TOOLS

We offer a set of business templates for your convenience. Some may be useful for planning your business when requesting funding. How you use the template depends on your project, for example, if you want to do a Cost Benefits Analysis, your best free tool will be the Cost Benefit Analysis Template.

You can take the templates straight out of the box and use them in whichever way you need.

 
 

BUSINESS TEMPLATES DOWNLOAD

 
 

CASH FLOW
FORECAST

(1 sheet xlsx 339 KB) Use the cash flow forecast template to help you anticipate the movement of cash in and out of your business, such as your projected income and expenses.

 

SALES
FORECAST

(2 sheet xlsx 120 KB) If you’re a new business owner, you can use the sales forecast template to estimate your sales based on market research and industry benchmarks. If you’re already in business, you take into account previous sales data to help you estimate your future sales.

 

BREAKEVEN ANALYSIS
CALCULATOR

(1 sheet xlsx 333 KB) Use this calculator to help you understand the breakeven point for your business: the point at which total revenue equals total costs and expenses. Knowing this can help you determine the profitability of your products or services and the volume of sales required to make a profit.

 
 

OPERATING EXPENSES
FORECAST CALCULATOR

(1 sheet xlsx 92 KB) There are a number of everyday operating expenses involved with running a business. Use this template to forecast the expenses (fixed costs), such as rent, bank fees and wages, to run your business.

 

INITIAL START-UP
COSTS CALCULATOR

(4 sheet xlsx 334 KB) The start-up costs calculator will help you work out the costs involved in starting and running your business.

 

BUSINESS PLAN
TEMPLATE

 (28 page docx 265 KB) Having a well prepared business plan before starting your business can help you refine your idea, gain a deeper understanding of your market and have a clear direction for your business.

 
 

MARKETING PLAN
TEMPLATE

(11 page docx 50 KB) Spreading the word about your business and attracting customers is important for any successful business. This marketing plan template will help you determine how to get your business noticed by the people who need or want your product.

 

LETTER OF
COMPLAINT

(1 page docx 14 KB) If you’re having problems with a product of service provider, use our letter of complaint template to let the supplier know about the issue and provide them with an opportunity to resolve the problem.

 

LETTER OF
DEMAND

(1 page docx 17 KB) Writing a letter of demand is an important first step in trying to recover money owed to you. By using our template, you can save money by writing your own a letter of demand without the aid of a lawyer.

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