Completing the Projections

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Using Exl-Plan > Model-Building Procedure > Detailed Guidance on Generating Projections > Completing the Projections

To complete the projections:

1.Re-save the file and make a further backup copy.
2.Initial projections have now been completed and the appropriate reports and charts can be viewed on the screen or printed.  Assumptions can be fine-tuned and the resultant projections can be subjected to critical examination to determine their veracity etc. Be watchful for the following:
Undesired blips in the cashflow projections arising from unsound assumptions about the credit - see Notes 1 and 2 in the Cashflow Projections and review Assumptions Report No. 7 - Year-End Credit Balances.
Data-entry errors like entering 300 instead of 3,000.
3.Save the updated model and make a backup with a new file name.
4.If desired, do some sensitivity analysis (see Doing Sensitivity Analyses) and resave the results with a new file name.

At any stage, you can view a summary of projections at the Dashboard (*Output > Dashboard or "bullseye" toolbar button) or Textual Summary Report (*Output > Textual Summary).

See also the Online Tutorial on How to Get Started.

We offer generous terms to users seeking to trade up from a "paid-for" copy of Basic to a more powerful version for the purpose of generating more detailed monthly and quarterly multi-year projections and to gain access to a range of powerful planning tools for "what-ifs" sensitivity analyses, profitability improvement etc. For details, visit this special page at <http://www.planware.org/exltradeup.htm>.

See Also:

Erasing Existing Values

Gathering & Entering Assumptions

Structuring a Model

Summary of Procedure for Generating Projections

Setting Up Exl-Plan

Entering Assumptions

Entering Prior-Year Income Statement & Opening Balance Sheet

Avoiding Calculation Errors

Doing Sensitivity Analyses

Guidance on Entering Assumptions

Changing Exl-Plan



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