Using Exl-Plan > Model-Building Procedure > Summary of Procedure for Generating Projections
The following chart summarizes the procedure for generating projections.
Steps
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Initiating Keystrokes
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Remove all existing assumptions
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ALT+L, L
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⇓
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Enter basic data about the business, projection start date and currency
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ALT+L, B
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⇓
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Enter title for the new model
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ALT+L, T
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Enter annual assumptions
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ALT+A etc.
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Enter opening balance sheet & prior year income statement
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ALT+U, I ALT+U, B
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⇓
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Final recalculation
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ALT+L, A
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⇓
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View Dashboard
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ALT+U, D
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Save projections
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ALT+F, S
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Review output reports & charts
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ALT+U, ALT+C
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Print reports & charts
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ALT+N, ALT+R
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For more help see:
• | Quik-Start at the Start worksheet. |
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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