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.|
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>.
Erasing Existing Values
Gathering & Entering Assumptions
Structuring a Model
Summary of Procedure for Generating Projections
Setting Up Exl-Plan
Entering Prior-Year Income Statement & Opening Balance Sheet
Avoiding Calculation Errors
Doing Sensitivity Analyses
Guidance on Entering Assumptions