Scope of Exl-Plan Range

Introducing the Exl-Plan Range > Scope of Exl-Plan Range

This topic outlines the scope the other versions of Exl-Plan which are more detailed than Exl-Plan Basic.

Each of the more powerful versions of Exl-Plan (Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) comprise several integrated sub-models residing within the main model covering a three/five/seven year forecasting period as follows:

•	Detailed assumptions and projections for the initial 12 months (36 months for Ultra & Ultra Plus).

•	Annualized projections for the first year based on the 12-month projections (three years for Ultra & Ultra Plus).

•	Less detailed assumptions and projections for the initial 12 quarters along with projections for the first four quarters derived automatically from the 12-month projections (for third year for Ultra & Ultra Plus).

•	Annual projections for the initial three years based on the 12-quarter projections (for third-fourth-fifth years for Ultra & Ultra Plus).

•	Projections for a further two years based on simplified annual assumptions (Pro, Super, Super Plus, Ultra & Ultra Plus versions).

Projected income statements, cashflows, balance sheets and ratio analyses are generated for each month, quarter and year. There is an opening balance sheet and a summary income statement for the year preceding the start of the projections. For example, if projections start in April 2007, an income statement (estimated or actual) for the year ending March 2007 can be entered for reference and comparison purposes.

Output from Exl-Plan can be printed or viewed on a computer screen. This includes the following:

▪	Over 30 pro-forma reports containing assumptions, income statements, cashflow projections, balance sheets, performance reviews and summaries.

▪	Numerous charts showing key projections, ratios etc.

▪	A twelve-page Textual Summary Report containing a summary of the projections in textual form with embedded values and tables.

The following table summarizes the main features of the Exl-Plan Range:

Feature	Free	Basic	Micro	Lite	Pro	Super	Super Plus	Ultra	Ultra Plus
Time horizon – months	6	N/a	12	12	12	12	12	36	36
Time horizon – quarters	N/a	N/a	8	8	8	8	8	8	8
Time horizon – years (optional)	N/a	5	N/a	N/a	2	2	2	2	2
Overall time horizon	6 mths	5 yrs	3 yrs	3 yrs	5 yrs	5 yrs	5 yrs	7 yrs	7 yrs
Approx number of formulae	2,200	6,100	7,400	8,600	10,800	14,500	16,600	28,300	33,150
Number of main sales groups	1	1	1	2	4	6	10	6	10
Number of reports	19	16	31	31	33	38	38	62	62
Number of charts	8	11	19	19	19	31	31	31	31
Indicative size of suitable business (turnover US$ Mln)	Any	Any	<0.5	<2	1-5	>2	>2	>2	>2

More information and trial copy downloads can be secured from PlanWare at <http://www.planware.org/exlplan.htm>. See also Upgrading Trial Copy & Trading Up.