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Financial Projection Software:
Demos & Tutorials

Exl-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 these benefits or get full details and free trial downloads.

These demos and tutorials are relevant to all versions of Exl-Plan. They are based on the Super version (US/Canadian edition) of Exl-Plan. Bear in mind that this is one of the more powerful and comprehensive versions - Micro, Lite and Pro are (much) less elaborate while Super Plus, Ultra and Ultra Plus are even more detailed.

Quick Guide to Exl-Plan Versions

Exl-Plan awarded 5-Stars by ZDNet

The demos, based on Excel 5, 7, 8, 95, 97, 2000, XP and 2003, are also relevant to Excel 2007, 2010, 2013, 2016. If using Excel 2007, 2010, 2013, 2016, see Frequently Asked Questions for Using Excel 2007, 2010, 2013, 2016 for more information.

Slideshow Demo:

  • View online demo - 15 pages.

Introductory Flash Video Demos:
    Use the video controls to speed up demos.

How to ... Tutorials (Flash Video):
   Ideal for prospective and new users.

  1. Set Up Excel (2 min.): Enable macros before loading Exl-Plan.
  2. Get the Basics (4 min.): See the key elements of Exl-Plan.
  3. Get Started (6 min.): Set up and enter assumptions.
  4. Use Quik-Plan (7 min.): Use and extend Quik-Plan.
  5. Generate 5-Year Projections (11 min.): Enter detailed assumptions.
 
 
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.

 
 
You can download a trial copy of any version/edition of Exl-Plan. A trial copy can be remotely upgraded to a fully-operational version (further info). If preferred, you can also purchase and then (almost) immediately download a fully-operational copy (further info).

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.

Exl-Plan contains 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. Manuals and tutorials are included in the download files for all versions of Exl-Plan.



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  Financial  
 Projection 
  Software  
 Cashflow 
  Forecasting  
  Software  
  Business  
      Plan      
  Software  
  Marketing 
       Plan       
  Software  
  Strategic  
    Planning    
  Software  
  Business  
      Plan      
     Guide     
   Business   
   Planning   
   Freeware   
    Online     
  Planning   
      Tools      
   Business   
   Planning   
    Papers    
     Other     
     Items     
                     
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