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
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:
Name: Exl-Plan (nine versions and US/Can & UK/International
Function: Excel template for multi-year
income, cashflow & balance sheet
projections with Word template for business plan.
Uses: Business plans, budgets, raising finance & strategic
As Exl-Plan incorporates extensive formulae and preprogrammed menus &
buttons (over 200 items), you only need a very basic knowledge of
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.
Exl-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.
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.
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 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
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.
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
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
on your desk top, irrespective of size and stage of development of your
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