Detailed Guidance on Generating Projections

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

To use Exl-Plan to make projections for a particular business, follow this four-step procedure:

1.Set up Exl-Plan
2.Enter Assumptions
3.Enter Prior-Year Income Statement & Opening Balance Sheet
4.Complete the Projections

 

Note that calculation errors should be ignored until the step for Enter Prior-Year Income Statement & Opening Balance Sheet has been completed.

Regularly use File > Save to make file copies when building a model. In addition to saving the current file, make copies using incrementing file names e.g. PLAN-1, PLAN-2 and so on. This will help ensure that if a serious error arises within your projections, it will always be possible to revert to an earlier error-free version.

See also the Online Tutorials on Get the Basics and How to Get Started.

See Also:

Erasing Existing Values

Gathering & Entering Assumptions

Structuring a Model

Summary of Procedure for Generating Projections

Avoiding Calculation Errors

Doing Sensitivity Analyses

Guidance on Entering Assumptions

Changing Exl-Plan



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