Tài liệu Import custom worksheets from Excel doc

Import custom worksheets fromExcel Anyone with strong knowledge of business and spreadsheets can probably build the set of linked, financially and mathematically correct tables required

Import custom worksheets from

Excel

Anyone with strong knowledge of business

and spreadsheets can probably build the set

of linked, financially and mathematically

correct tables required to produce an

effective business plan — but is that the

best use of your time?

With Business Plan Pro, all of the standard

pieces are already built and ready to use

And if you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast You can name, format and include these tables as part of your plan, or use them behind the scenes for advanced financial analysis

By importing tables from Excel, you can enhance and personalize your business plan while saving substantial time over starting from scratch

Manage your business better with an integrated dashboard

If you need a bird’s eye view of

your business, your plan, and if

you are meeting your goals,

Business Plan Pro’s integrated

dashboard gives you the tools you

need Check your actual sales

compared to your goals and

ensure that spending is in line

with your budget Quickly

manage your company goals and

objectives and easily export

everything to PowerPoint for an executive presentation

Quarterly and 24-month financial reports

The default presentation of the reports in

the appendix of business plans shows

monthly details in landscape format for

in-depth review If you or your investors

prefer quarterly or longer-range reports,

the Premier Edition offers support for

those formats

Business valuation tools

Impress sophisticated investors with an

investment analysis and valuation

Calculate valuation based on sales or

earnings and calculate IRR and NPV

This table deals with two types of

investment analysis, the Internal Rate

of Return (IRR) and Net Present Value

(NPV) Investment analysis views the

company from the investor's point of

view For the investor, there is only one flow into the company that matters the investment and there are only two flows back out as returns

— dividends and equity valuation This table deals with this issue in detail

Visual cash planning with Cash Pilot

Create what-if scenarios by testing the key

variables that affect your cash flow

Planning your cash flow is not intuitive, yet

it is one of the most important aspects of

managing a business

Cash Pilot™ is a graphical tool which

provides a visual representation to help you

better manage three key components in your

balance sheet that affect your cash flow: accounts receivable, accounts payable, and stock management

What happens if your customers start paying you net-60 instead of net-30? How will keeping more inventory on hand impact your cash flow?

Business Plan Pro’s Cash Pilot tool allows you to quickly run different scenarios and immediately see the impact on your cash flow so you can manage your business better

Create your own business plan templates

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Customize the Business

Plan Pro Premier outline,

add custom financial tables,

and insert standardized

text, then save as a

template to share with other

Business Plan Pro users

Ideal for franchisors, larger

companies, and

consultants, the Save as

Template feature in the

Premier Edition allows you to customize and distribute a unique business plan template to your users

Once you have completed building your template, use the "save as

template" feature and send it to the people who need to complete a plan in your custom format When your users start Business Plan Pro, they will see your custom template as an option

Case study: ABC Company wants to standardize the planning process for

its division A senior manager uses Business Plan Pro Premier and

customizes the plan outline and Profit and Loss Statement to meet the specific needs of ABC Company She enters custom expense lines and new text topics in the outline that division managers will need to complete their business plans

Once the plan is saved as a template, the manager emails the template to all of her division They open the template in Business Plan Pro Premier

or Standard Edition and create plans in the standard format required by ABC Company

Advanced financial spreadsheets

The Premier Edition of Business Plan

Pro includes more advanced financial

forecasting options Divide your

expenses and payroll into functional

categories such as General &

Administrative, Production, Marketing,

etc., forecast personnel salaries in more

detail and forecast two years in a

monthly format In addition, you can add an unlimited number of custom spreadsheets or import directly from Microsoft Excel

Speed up your annual planning process

Business Plan Pro now makes it

easier than ever to plan each fiscal

year When you reach the end of

your current year, you can easily

archive your old plan and start work

on your new plan based on last

year’s data Business Plan Pro makes the planning process easier and you’ll produce your annual plan in record time

Investment offering table

Business planners seeking multiple

rounds of investment can use this table to

plan for outside investment and track

investment amounts, ownership, shares,

share prices, and stock dilution Your

prospective investors will want to see this

information

Plan vs actual charts

The Premier Edition Plan vs

Actual feature includes 12

additional charts to help you

visually track your actual numbers

and your variance analysis

Quickly analyze where your real

results vary from your original

plan

The Actual and Variance charts

draw their data from the

corresponding Actual and

Variance tables

Profit and loss: plan vs actual

Are you meeting your goals and keeping expenses under control? Successful entrepreneurs don't

just plan, they follow through,

and then track how well their

actual business results match

their original plan Users with

the Premier version have an

additional tracking tool in the

Profit and Loss table for plan

vs actual comparison

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Understand how your actual sales compare with what you thought your sales would be The Profit and Loss Plan vs Actual feature lets you quantify the areas where you are succeeding, and identify parts of the business that may need more attention

Sales forecast: plan vs actual

Successful business plans are

focused on implementation, not

just ideas Users with the

Premier version have an

additional tracking tool in the

Sales Forecast table for Plan vs

Actual comparison

Paying attention to the variance

between your planned sales and

costs and your actual results can help you get a better picture of your organization's financial situation Watching these issues closely can help you correct your course as you go