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Financial Projection Software:
Benefits

Page Contents

1. Exl-Plan is Faster, Easier & Better

2. Advantages of Using Exl-Plan





1. Exl-Plan is Faster, Easier & Better

Click to display full sizeExl-Plan is a range of business planning software for preparing comprehensive financial projections including cash flow forecasts for up to seven years ahead. You can use Exl-Plan for a business plan, strategic and corporate planning, raising finance, budgeting, restructuring and financial appraisals within almost any size and type of business. It runs as a powerful, easy-to-use template with Excel (5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010, 2013, 2016) using 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.

Exl-Plan includes a 150-page Business Plan Guide and Word-based Template. Exl-Plan can save time and money and contribute substantial business, financial and spreadsheet know-how to your plan - check the benefits below or get full details and free trial downloads. Click thumb to see Profitability Planner built into Super, Super Plus, Ultra and Ultra Plus versions of Exl-Plan.

With Exl-Plan, you 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.

Here's the reason why:


 
 
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.

 
   
Which method is likely to be the fastest, best way to prepare financial projections?
Excel with Exl-Plan Excel Alone
1. Load Exl-Plan
2. Enter assumptions
3. Review results

No writing formulae, no formatting, no programming, no testing, no designing, no charting, no correcting, no messing !

1. Design model
2. Load blank workbook
3. Layout worksheets
4. Create assumption cells
5. Design report formats
6. Enter all formulae
7. Format worksheets
8. Create charts
9. Develop menus
10. Create shortcuts
11. Enter test data
12. Correct errors
13. Retest
14. Enter assumptions
15. Review results
16. Check formulae
17. Correct errors
18. Test corrections
19. Document model
20. Review results

Moral: Don't try to reinvent the wheel - use Exl-Plan !

Try it for yourself here


As Exl-Plan incorporates extensive formulae and preprogrammed menus & buttons (over 200 items), 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. You can see the scope of Exl-Plan by downloading trial copies of all versions/editions.

Click to display full sizeExl-Plan incorporates comprehensive facilities and features. This makes it 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.

Exl-Plan is rich with help and support (click thumb opposite to see sample help). All versions/editions contain extensive online help (130+ topics) along with a 90-page manual (Word or PDF format) and a series of Flash-based tutorials (running for 19 minutes) covering setting up Excel, getting started, the basics and using Quik-Plan. Optional printed 115-125 page spiral-bound manuals (7" x 9") are available for the Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus versions/editions.

Free-Plan: Click to display full sizeAll versions/editions include a copy of Free-Plan, a Business Plan Template for Word (48 pages - click thumb opposite to enlarge view) and a complementary Guide supplied as a 90+ topic Help file and as a 100+ page PDF file for printing.

Purchase prices and upgrade fees for Exl-Plan 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
* Optional printed manual US$20. Fees include Priority Airmail delivery worldwide.

Quick Guide to Exl-Plan Versions

Exl-Plan awarded 5-Stars by ZDNet


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2. Advantages of Using Exl-Plan

Exl-Plan can offer you many significant benefits and advantages including:

  • It saves substantial time and money. With Exl-Plan, you only need to familiarize yourself with its range of variable and reports before you start entering assumptions and planning.
  • Exl-Plan is well-tested, robust, powerful and expandable. It is also clearly documented and supported.
  • Exl-Plan is error-free and incorporates extensive error trapping to help prevent users introducing errors when using Exl-Plan. For examples of errors that can arise in spreadsheets, have a look at this listing of spreadsheet mistakes.
  • You don't have to be a financial whizz-kid or spreadsheet rocket scientist to make detailed projections and to explore complex scenarios with Exl-Plan.
  • Building and testing a comparable model to Exl-Plan could require hundreds (thousands?) of hours of spreadsheet programming, worksheet formatting and formulae entry. In contrast, you can be up-and-running with Exl-Plan in less than a hour.
  • If you already have a spreadsheet or financial background, you can use this expertise to expand and tailor Exl-Plan to handle special factors or to get into greater detail.

Click to display full sizeMost importantly, Exl-Plan serves as a tool which allows you to concentrate on the task of planning rather than 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. Used effectively, Exl-Plan 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 clear plans. Click thumb to see sample chart automatically generated by Exl-Plan.

If you are new to planning, Exl-Plan allows you to start planning with the minimum of fuss and maximum of help. With a choice of nine versions (Free, Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus), Exl-Plan places a simple but sophisticated financial planning tool on your desk top, irrespective of size and stage of development of your business.

Note: If you need cashflow projections covering just 12 months, have a look at Cashflow Plan, our range of fully-integrated cashflow 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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 Projection 
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  Forecasting  
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