Using Exl-Plan with Free-Plan

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Financial Projections with Exl-Plan > Using Exl-Plan with Free-Plan

Many sections in the Free-Plan Guide & Template contain simple tables showing sales, expenditure, head count etc. These are likely to be based on spreadsheet-based schedules that are more detailed and contain projections for months and quarters.

Exl-Plan contains numerous assumption reports which can be used as supplied (or simply expanded) to contain these detailed schedules and to feed their results directly into fully-integrated, pro-forma projections for 11. Financial Projections. This means that any changes to underlying assumptions are immediately reflected in the financial projections within Exl-Plan.

When using Exl-Plan to generate financial projections, you can create links from tables and graphs within Exl-Plan to your business plan in the Word document. As a result, any changes to assumptions in Exl-Plan will be automatically reflected in the business plan. The only drawback to this approach is that if you ever update the name of your Exl-Plan XLS file (which we recommend for backup and security reasons), you lose the link to the Free-Plan document.

As an alternative to linking, you can paste “pictures” from Exl-Plan once your projections have been finalized into the Free-Plan Template as described below.

To insert a table as a static “picture” from Exl-Plan’s Textual Summary Report into the Free-Plan Template, proceed as follows:

1.Select the table within Exl-Plan and use Edit > Copy.
2.Load the Free-Plan Template and go to the desired location for the table. Use Edit > Paste Special to insert the table as a picture.
3.Select the table, right-click and select the Format Picture … option. Click the Layout tab and select In-line with text. Resize and center the picture.

To insert one of the Exl-Plan’s wider tables as a vertical “picture” into Free-Plan:

1.Select the table in Exl-Plan and use Edit > Copy.
2.Open Microsoft Paint and paste the table into it. Use Image > Flip/Rotate to turn the table through 270 degrees. Copy the rotated table.
3.Load the Free-Plan Template and go to the desired location for the table. Use Edit > Paste Special to insert the table as a picture.
4.Select the table, right-click and select the Format Picture … option. Click the Layout tab and select In-line with text. Resize and center the picture.

Notes:

You could also insert a table into the Word document as a formatted table or as a link back to Exl-Plan.
If using an older version of Word, use Edit > Paste Special … > Paste > Picture and make sure that 'float over text' is not ticked.
To remove a picture simply Cut or Delete it.

Get more detailed information and free trial downloads to see Exl-Plan for yourself. See sample output from Exl-Plan at 11. Financial Projections.



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