Search industry contacts
Search this website
| Options Options
Advanced Search
Close menu button Close Menu
Home > Online tools and training > Tools > Templates and calculators
Document Actions
 

Templates and calculators

— filed under:

On this page:

 
Cash flow templates and calculators
 

Annual cash flow template

Prepare your cash flow forecasts for the year ahead with this useful template.

Break-even calculator

Find out how many products you'll need to sell to break even or reach a certain profit level.

Terms of trade template

Customise this terms of trade template to create a terms of trade document for your business.

Collecting debt calculator

You can improve your cash flow by decreasing the amount of time it takes to collect payment. Work out the average number of days it takes you to collect debt

Calculate your charge out rate

How much should you charge? You just need to know how much you want to earn (your profit) plus how much it costs to run your business (your overheads) and then divide this figure by the number of hours you can charge out to customers. Here's a quick method to approximate how much you should charge for a person's time

5 ways to increase profit

Small changes in five key areas of your business can have a major impact on your profit. Calculate how much extra profit your business could make

Ratio analysis

Ratio analysis is used to assess your past financial information (such as sales), and compare that to previous years, to see if there is a trend. Use this calculator to quickly work out if your business is improving or declining

Consolidate your debt

While it is generally best to be debt free, this may not always be possible. Consolidating your debts into one loan may result in lower costs. A lower overall interest rate and lower combined fees could contribute to improved cash flow overall. Work out if consolidating all your debt into one loan will be beneficial

 
Marketing templates and calculators
 

Market research survey template

Find out whether the plans you have for your business will meet your customers' needs. Use this form to gauge market demand for your new business idea.

Calculate discounts and loyalty rewards

Large businesses often have sales with big discounts and it's tempting to follow suit to compete. However, unless your business normally has very high margins on the products you sell, you may be surprised how much that sale will cost. Use this calculator when planning sales, promotions or loyalty discount offers.

Profile your customers

Work out your typical customer profile so that you can target your marketing more effectively with this customer survey template.

Lifetime value of your clients

Right from the start you need to budget for what your customer loyalty will cost you. These include costs such as staff time, advertising, rewards, and promotions. Calculate your ROI (Return on Investment) for the money you spend on retaining customers.

Advertising budget timeline

This template helps with planning your annual marketing budget. You can plan what you are doing, when you will do it and how much it will cost.

Advertising break-even calculator

Unlike large corporations, few small businesses can afford to advertise purely for brand awareness, so ensure your advertisement will generate a return. Work out how much new business you need in order to break-even on your advertising.

Competitor research

Researching your competitors' strengths and weaknesses can give you the competitive edge. Record some data about your competitors that will help you plan how you can compete.

 
Business planning templates
 

Business plan template

It is important that you have a business plan when you start your business. It will help you raise funds and set direction for your business. This template can help you structure your business plan and give you some ideas about what to write in each section.

Setting your goals

Plan what goals you want to achieve, who will do it and when it will be done. Record the steps you need to take and plan how you can achieve your long-term goals.

Conducting a SWOT analysis

A regular SWOT analysis (Strengths, Weaknesses, Opportunities and Threats) of your business can help you identify opportunities and areas for improvement, and head off any looming threats. Use this SWOT template to help gather ideas for your business.

Personal development plan

A personal development plan maps out how employees can develop their skills and abilities as well as linking these skills to the goals of the business. Use this template to create development plans for your employees.

Last updated 21 May 2012