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Financial Projection Software:
Exl-Plan Basic - Details, Download & Purchase

Page Contents

1. Introducing Exl-Plan Basic

2. Scope, Facilities & Features

3. Help Provided & Expertise Needed

4. Download Trial Copy or Purchase Full Version

5. Other Exl-Plan Versions



1. Introducing Exl-Plan Basic

Exl-Plan Basic is part of the Exl-Plan range of packages for preparing comprehensive financial projections for a business plan, budgets etc. It uses annual assumptions to generate five-year projections whereas all other commercial versions (Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) use monthly and quarterly assumptions to create three, five or seven years ahead. Also, Exl-Plan Basic handles both UK/ International and US/ Canadian accounting formats. All other version handle these formats in separate editions. On account of all these differences and to avoid confusion, descriptive material about Exl-Plan Basic is confined on this page. Here is a description of the complete Exl-Plan range.

Exl-Plan Basic is ideal for "first-cut" or "high-level" projections comprising comprehensive 5-year income statements (P&Ls), cash flow projections and statements and balance sheets along with numerous charts and ratios. As such, it can be used for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business where monthly or quarterly projections are not required. It could also be used to prepare highly-professional financial projections for "business plan competitons" or for Business School assignments.

 
 
Fast Facts

Name: Exl-Plan (nine versions and US/Can & UK/International editions).

Function: Excel template for multi-year income, cashflow & balance sheet projections with Word template for business plan.

Uses: Business plans, budgets, raising finance & strategic planning.

For: Managers, consultants, entrepreneurs & startups.

Benefits: Saves time & effort. Easy-to-use. Expandable. Provides know-how & improves planning.

System: Windows 95/98/ Me/NT/2000/XP/Vista/
Win7,8,10 with Excel 5,7,8,95,97,2000,XP,2003,
2007,2010,2013,2016.

Prices (US$): Free, 29, 49, 89, 129, 169, 209, 249 or 289.

See Also: Cashflow Plan for rolling 12-month projections.

 
   

Exl-Plan requires Microsoft Excel (5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010, 2013, 2016) running on Windows (95/98/Me/NT/2000/XP/Vista/Win7,8,10).

Important Note: Exl-Plan requires a Windows-based, desktop version of Excel. It will not run, on account of its extensive use of macros, with any cloud-based versions of Excel (or other similar spreadsheet types). If using Office 365 or Office 16, Excel must be installed on a Windows PC.

As Exl-Plan Basic incorporates over 6,000 formulae and more than a hundred preprogrammed menus & buttons you only need a very basic knowledge of Excel to prepare highly professional and presentable projections. If you are an advanced Excel user, you can utilize your expertise to enhance and expand Exl-Plan to meet particular needs - see Extending Exl-Plan in the FAQs for Users. Exl-Plan Basic is suitable for managers and business people with minimal previous experience of financial or business planning as well as for experienced planners, accountants, consultants and model-builders.

Click to display full sizeExl-Plan Basic offers lots of help and support. It contains extensive online help (90+ topics - click thumb opposite to see shot of HTML Help), a printable 100-page manual and a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan.

For your business plan, Exl-Plan Basic includes a free Business Plan Template for Word (48 pages) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).

Exl-Plan Basic will appeal to newcomers to business planning as well to experienced professional advisers. It is extremely useful as a planner in its own right and is also an ideal introduction to the more powerful versions. A user of Basic will be at home with these versions as the entire Exl-Plan range uses similar structures and approaches throughout. Also, purchasers of Exl-Plan Basic can avail of special discounts when trading up to more powerful versions.

Prices for the Exl-Plan range are as follows:

Exl-Plan: Prices & Upgrade Fees (US$)
Free Basic Micro Lite Pro Super Super Plus Ultra Ultra Plus
Free 29 49 * 89 * 129 * 169 * 209 * 249 * 289 *
Register Buy and Use Now

You can get trial copy downloads for entire Exl-Plan range here or purchase for immediate download/ use here. Special price discounts are available to purchasers of Exl-Plan Basic who subsequently wish to trade up to a more powerful version of Exl-Plan - get details.

Check these benefits of Exl-Plan Basic:

  • Save time and money and contribute substantial business, financial and spreadsheet know-how to your plan - check all the benefits.
  • Get a better-built planner, with more features and facilities, in a fraction of the time and cost that it would take a very experienced spreadsheet user with a financial background to develop a planner from the ground up.
  • It allows you to concentrate on the task of planning rather than spreadsheet programming. It frees you from having to write hundreds of formulae and routines and allows you to spend more time to researching assumptions and evaluating the resultant projections.
  • It can help you to improve plans and performance. At the very minimum, it will help you to avoid costly mistakes which could arise in the absence of a clear plan for your business.
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2. Scope, Facilities & Features

Click to display full sizeExl-Plan Basic projects full-year income statements (profit and loss accounts), cash flow projections (click thumb opposite to see report) and statements, balance sheets and ratio analyses for five years ahead based on annual assumptions inserted by the user. It also contains an opening balance sheet along with a summary income statement for the year preceding the start of the projections. For example, if projections start in April 2006, an income statement for the year ending March 2005 could be entered for reference or comparison purposes.

In addition to comprehensive pro-forma reports, Exl-Plan Basic generates the following output:

  • Report containing key financial and performance ratios.
  • Click to display full sizeDashboard (click thumb opposite to view dashboard) containing summary tables, charts and expert assessments of prime ratios.
  • An eight-page Textual Summary Report containing a summary of the projections in textual form with embedded values, graphs and tables. Ideal as the basis for the financial section of a business plan.
  • Eleven sets of charts showing key annual projections and ratios for dozens of variables.

Exl-Plan Basic's facilities and features include the following:

    • Facilities for inserting constant and varying annual assumptions.
    • Selective what-if, or sensitivity analysis, covering the five years.
    • Book-marking facility to allow a user mark a location within a worksheet and to return quickly to it.
    • Multiple safeguards to protect formulae etc. and help prevent accidental changes being made to worksheets.
    • Click to display full sizeExtensive ratio analyses for five years - click thumb opposite to view ratios' report.
    • Comprehensive online help.
    • Comprehensive set of tailored toolbar buttons.
    • Error trapping to advise when data entry or calculation errors arise.
    • Full access to worksheets and formulae to facilitate customization and expansion.

Exl-Plan Basic can be automatically switched between UK/ International and US/ Canadian accounting formats, terminologies, spellings etc.

Exl-Plan Basic is very "open" and can be expanded or customized by users. The online help and manual describe almost twenty techniques or procedures for extending and tailoring Exl-Plan. As supplied, Exl-Plan Basic handles the following ranges of assumptions:

2.1 Sales, Cost, Inventory & Overhead Assumptions

The range of sales, cost, inventory and overhead expenses assumptions include:

  • Annual sales forecasts for six product/market subgroups which can be specified as values and/or volumes/prices.
  • Facilities for specifying the cost of materials/goods (or goods for resale) in percentage terms and for setting material inventory targets. These can be ignored by "pure" service businesses.
  • Direct labor head count (and costs) and four other user-definable direct/variable cost categories.
  • Fourteen categories of overhead expense.

2.2 Fixed Asset, Investment & Financing Assumptions

The range of fixed asset, investment and financing assumptions include:

  • Fixed assets with provision for handling depreciation and additions/disposals.
  • Amortization of intangible assets.
  • Separate interest rates for cash balances, overdraft and long-term debt.
  • Facilities for increasing and decreasing long-term debt and assigning it between short- and long-term liabilities.
  • Share issues, dividends and corporation tax or, for sole traders, cash injections/ drawings and income tax.

2.3 Credit Assumptions & Input/Output Taxes

The range of credit assumptions and input/output tax - Sales Taxes, Value Added Tax (VAT) and Goods & Services Tax (GST) - facilities include:

  • Provision for setting credit terms for sales and related purchases (materials or goods for resale).
  • Facilities for delaying payment of payroll taxes/benefits, dividends, corporation tax and capital expenditure.
  • Sales/output tax rates can be set for sales.
  • Where taxes apply to inputs, there are facilities for setting different tax rates for inputs & capital expenditure and for delaying net payments.

Exl-Plan Basic is the most basic version in the Exl-Plan range. The other versions - Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus - are much more powerful and contain many additional features and facilities. They cover monthly/quarterly projections for time horizons ranging from three to seven years and are available for immediately purchase/ use and as remotely-upgradeable trial copies from S$49 to US$289. Further details, download trial copies, FAQs and purchase/ upgrade methods.

Quick Guide to Exl-Plan Versions

Exl-Plan awarded 5-Stars by ZDNet


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3. Help Provided & Expertise Needed

Exl-Plan Basic incorporate extensive online help (in both WinHelp and HTML formats) covering over 90 topics covering:

Very Quick Start
Welcome to Exl-Plan
Financial Modeling & Business Planning
Introducing Exl-Plan
Loading Exl-Plan for the First Time
Getting Orientated with Exl-Plan

Using Exl-Plan
Guidance on Entering Assumptions
Calculation Error Messages
Changing Exl-Plan
Support & Assistance

It also includes a printable 100-page manual and a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan. Also supplied is a free Business Plan Template for Word (48 pages) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).

This support is supplemented by regularly updated Frequently Answered Questions for Users and both telephone and email assistance is provided to resolve queries about using and expanding Exl-Plan - see also Support for Users.

Because Exl-Plan Basic is extensively menu driven, minimal Excel expertise is required. At the same time, experienced spreadsheet users can use Exl-Plan's open approach to extend and modify worksheets within Exl-Plan. Only limited Excel expertise (e.g. creating simple formulae, inserting rows and similar) is needed to make some of the most powerful and useful expansions to Exl-Plan.

Intending users only need a (very) basic understanding of income statements, cash flow and balance sheets in order to get to grips with Exl-Plan Basic.

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4. Download Trial Copy or Purchase Full Version

A trial copy of Exl-Plan Basic can be downloaded for exploration and evaluation. If suitable, it can be remotely upgraded from trial to fully-operational.

Alternatively, a fully-operational copy of Exl-Plan Basic can be acquired immediately following payment.

Note: Special price discounts are available to purchasers of Exl-Plan Basic who subsequently wish to trade up to a more powerful version of Exl-Plan - get details.

Once installed, do one of the following to run Exl-Plan Basic:

  • Select Exl-Plan from the Start > Programs menu (for W95/98/Me/NT/2000/XP/Vista/Win7,8,10). You can also access Exl-Plan Basic's online help and accompanying manual and Flash-based tutorials.
    or
  • Load Excel and open the EXLPLAN.XLS file from within EXL* subdirectory or folder specified during installation (this may be located below the EXCEL subdirectory or MY DOCUMENTS folder).
Online Tutorial
View a Tutorial (2 minutes) on how to set up Excel and load Exl-Plan Basic. *
* if using Excel 2007, 2010, 2013, 2016, see the special Frequently Asked Questions about using Exl-Plan with Excel 2007, 2010, 2013, 2016.

To fully load Exl-Plan Basic, you may need to change Excel's security setting to Medium to allow Exl-Plan's extensive macros to run (via Tools | Macro | Security) - click thumbs below for guidance. For more help, refer to the Tutorial or to Loading and Running Problems at the Frequently Asked Questions for Newcomers. This guidance relates to Excel 5, 7, 8, 95, 97, 2000, XP and 2003. If using Excel 2007, 2010, 2013, 2016, see Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016.

Click to display full size Click to display full size Click to display full size
Load Excel, select Tools, Macro, Security ... ... click Medium security level and close Excel. Reload Excel, load Exl-Plan and, when prompted, enable macros.

Click here to access more detailed Installation & Running Notes. We suggest that you print these notes for reference. Once installed, you can directly access Exl-Plan's Online Help from within Exl-Plan, or via the Start > Programs menu option (W95/98/Me/NT/2000/XP/Vista/Win7,8,10).

If running W95/98/Me/NT/2000/XP/Vista/Win7 and using Word 97, 2000, XP, 2007, you will be able to access Free-Plan, Business Plan Guide and Template, through the Programs menu option for Exl-Plan.

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5. Other Exl-Plan Versions

Exl-Plan Basic is the least detailed and powerful version in the Exl-Plan range. All other versions, cover monthly and quarterly projections for periods ranging from three to seven years. They also accommodate many more variables and include additional tools and facilities.

Quick Guide to Exl-Plan Versions

The following table offers you guidance on the suitability of all versions for different size firms. The complexity of your business, sector, detail/sophistication required, planning objectives and your expertise should also be considered.

Typical Projected Annual Sales (US$/ £stg/ €) (Mln = millions):

<50k 100k 200k 300k 500k 750k 1 Mln 2 Mln 5 Mln 5 to 100+ Mln 
Free Ideal for basic or high level projections
Basic Ideal for basic or high level projections
Micro OK Best No
Lite No OK Best No
Pro No OK Best OK
Super No OK Best
Super Plus No OK Best *
Ultra No OK Best **
Ultra Plus No OK Best ***
* Super Plus handles ten revenue/cost streams instead of six for Super
** Ultra generates monthly projections for initial three years instead of one year with Super
*** Ultra Plus handles ten revenue/cost streams instead of six for Ultra

The basic specifications and prices of the all versions of Exl-Plan is summarized below:

Basic Specifications Free Basic Micro Lite Pro Super Super Plus Ultra Ultra Plus
Time Horizon 2 Yrs   5 Yrs   12 Mths + 8 Qtrs = 3 Yrs 12 Mths + 8 Qtrs = 3 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 12 Mths + 8 Qtrs + 2 Yrs = 5 Yrs 36 Mths + 8 Qtrs + 2 Yrs = 7 Yrs 36 Mths + 8 Qtrs + 2 Yrs = 7 Yrs
Number of built-in formulae 2,000 3,800 7,400 8,600 11,800 14,500 16,600 28,300 33,150
Revenue/cost streams 1 1 1 2 4 6 10 6 10
Number of Reports 16 16 31 31 33 38 38 62 62
Number of Charts 11 11 19 19 19 31 31 31 31
Prices (US$) 0 29 49 89 129 169 209 249 289

Visit other pages for more detailed information, trial downloads and purchase methods.

Note: If you need projections covering just 12 months, have a look at Cashflow Plan, our range of fully-integrated cash flow planners which generate projections for 12 months ahead and incorporate a roll-forward facility to simplify regular updating of projections. Details and trial-version downloads.

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