Summary of Procedure for Generating Projections

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Using Exl-Plan > Model-Building Procedure > Summary of Procedure for Generating Projections

The following chart summarizes the procedure for generating projections.

Steps

 

Initiating Keystrokes

Remove all existing assumptions

 

ALT+L, L

 

 

Enter basic data about the business, projection start date and currency

 

ALT+L, B

 

 

Enter title for the new model

 

ALT+L, T

 

 

Enter annual assumptions

 

ALT+A etc.

 

 

Enter opening balance sheet & prior year income statement

 

ALT+U, I ALT+U, B

 

 

Final recalculation

 

ALT+L, A

 

 

View Dashboard

 

ALT+U, D

 

 

Save projections

 

ALT+F, S

 

 

Review output reports & charts

 

ALT+U, ALT+C

 

 

Print reports & charts

 

ALT+N, ALT+R

 

 

For more help see:

Detailed Guidance on Generating Projections.
Quik-Start at the Start worksheet.
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

Setting Up Exl-Plan

Entering Assumptions

Entering Prior-Year Income Statement & Opening Balance Sheet

Completing Projections

Avoiding Calculation Errors

Doing Sensitivity Analyses

Guidance on Entering Assumptions

Changing Exl-Plan



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