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Financial Projection Software:
Introduction

Page Contents

1. Introduction to Exl-Plan Range

2. When to Use Exl-Plan

3. Exl-Plan is Faster, Easier & Better

4. Benefits of Using Exl-Plan



1. Introduction to Exl-Plan Range

Click to display full sizeExl-Plan is a range of powerful, easy-to-use template packages for preparing comprehensive financial projections for a business plan, budgets etc. for one, two, three, five or seven years ahead. You can also use it as a tool for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business. Click thumb opposite to see Exl-Plan's welcome screen with special menus and buttons.

The Exl-Plan range (Free, Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) is available using either UK/ International or US/ Canadian accounting conventions - eighteen variants in all.

Exl-Plan is extremely flexible and is being used in over a hundred countries with the USA, Canada, UK, Australia and South Africa predominating.

Quick Guide to Exl-Plan Versions
 
 
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 with Excel 5,7,8,95,97,
2000,XP,2003,2007,2010,
2013.

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

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

 
   

All these variants have the flexibility to handle manufacturing, distribution and service businesses and they are suitable for planning new ventures as well as established firms of all sizes - see Selecting the Right Versions in the FAQs for Newcomers.

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

Click to display full sizeAs Exl-Plan incorporates extensive formulae (up to 33,000 !) 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 - see Extending Exl-Plan in the FAQs for Users. Click thumb opposite to see portion of a monthly Profit & Loss (Income Statement).

Exl-Plan incorporates comprehensive facilities and features. It 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.

Exl-Plan offers you lots of help and support. It 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. Optional printed 115-125 page spiral-bound manuals (7" x 9") are also available for the Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus versions/editions.

Free-Plan: Click to display full sizeFor your business plan, all versions of Exl-Plan include a free 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).

Have a look at the advantages of using Exl-Plan and how it can save your time and effort, and improve your planning and results. Why develop your own spreasheet planner (and re-invent the wheel) when we offer a fully-developed planner which you can buy and use now?

You can get more detailed information and free trial versions downloads. 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.

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2. When to Use Exl-Plan

Exl-Plan is a software tool which you can use for preparing financial projections for a business. These projections are required when a new or established business is:

  • preparing a business plan,
  • making cashflow projections,
  • exploring development options,
  • planning major developments or diversifications,
  • constructing budgets,
  • developing strategies,
  • raising external finance,
  • exploring an acquisition and so on ...........

You can easily integrate Exl-Plan's output into a business plan, or similar document, being compiled with Microsoft Word. Have a look at Free-Plan, our free Business Plan Guide and Template, to see how this can be done.

Click to display full sizeAlso, you can use Exl-Plan to make first-cut projections before making a more detailed plan - it runs satisfactorily with minimal assumption values. In addition, it incorporates an unique facility called Quik-Plan which greatly simplifies and speeds up the compilation of high-level three-five year annual projections (click thumb opposite to see the range of planning tools built into Exl-Plan).

Get more detailed information and free trial version downloads. If you propose to download a trial version of Exl-Plan, this short Quick Start Guide will help you get started.

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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3. Exl-Plan is Faster, Easier & Better

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.

Which method do you think 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: You don't need to reinvent the wheel.   Use Exl-Plan !   Try it for free !



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4. Benefits of Using Exl-Plan

Exl-Plan offers you many significant benefits including:

  • Save 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 error-free, well-tested, robust, powerful and expandable. It is also clearly documented and supported.
  • 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 devote more of your precious time to researching assumptions and evaluating the resultant projections. Used effectively, Exl-Plan can help you 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 opposite to see a typical Exl-Plan chart.

If you are new to planning, Exl-Plan gets your plan started 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, irrespective of size and stage of development of your business.

Quick Guide to Exl-Plan Versions

Exl-Plan awarded 5-Stars by ZDNet

In a nutshell, Exl-Plan gives you 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 financial background to develop a planner from the ground up. Here's why.

Basic & Free Planners for Financial Projections and more ...

Our Exl-Plan range of integrated monthly/quarterly planners includes Exl-Plan Basic which uses annual assumptions to generate comprehensive 5-year projections. This simple, low-cost version (US$29) will meet many business planning needs. Get details, download free trial copy or buy & use now.

Also available is a completely free version, Exl-Plan Free, which is identical to Basic but projects for just two years ahead. Details and free download.

The Free and Basic versions of Exl-Plan are complemented by other more detailed, powerful versions of Exl-Plan. Get details and download trial copies.

All versions of Exl-Plan include a free 150-page Business Plan Guide & Template (for Word).




Get Help with Financial
Projections
financial projections Exl-Plan - Integrated Multi- Year Financial Planner
Requires: Excel 5, 7, 8, 95, 97, 2000, XP, 2003, 2007, 2010 or 2013 with Windows 95/98/
Me/NT/2000/XP/Vista/Win7.
Prices: Free to US$ 289.
Details  Trial Downloads
Buy + Use Now

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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   
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