Manage your Finances

Reporting and Analysis Tools

The tools provided here are general templates only, and are not a substitute for professional financial or legal advice.


Market Potential Calculator

Use this table to help you calculate the market potential for your product.

Market Potential Calculator (Excel 127kb)

Optimal Selling Price Tool

Use this tool to help determine an optimal selling price for your goods or services.

Optimal Selling Price Tool (Excel 41kb)

Income Statement

Use this tool to easily calculate earnings, EBITDA, and total expenses.

Income Statement (Excel 40kb)

SWOT Analysis

Use this tool to examine your company's Strengths, Weaknesses, Opportunities and Threats. This tool can help you identify new opportunities to pursue as well as ways to protect your business.

SWOT Analysis Template (Excel 64kb)

Start-up Costs Calculator

Use this table to help calculate the amount of capital needed to get your business up and running.

Download Start-Up Cost Calculator (Excel 52kb)

Visa Business Plan Guide

Learn how to write an effective Business Plan with this practical guide.

Download a Visa Business Plan Template (MS Word 144kb)

Cash Flow Forecast

This form will help you to identify and prevent cash flow shortages before they happen.

Download Cash Flow Forecast (Excel 20kb)

Breakeven Analysis Tool

Use this calculator to help determine the minimum you must sell to cover your expenses.

Download Break-even Analysis (Excel 140kb)