The three main tables (A, B and C) in the Assumptions Form
below comprise a single submission form and need a browser which is both forms-
and tables-enabled. Up to 24 assumption values are needed for the first-year
projections and a further 18 values cover the subsequent four years. Once
assumptions and related data has been entered into the tables and
double checked for errors, completeness etc., press the Submit
Assumptions Now button.
Entry of assumptions is simple and takes only a few minutes. However,
you will need more time to plan and think through the required data.
According, we recommend that this page be bookmarked and then printed
as an aid to compiling the assumptions off-line prior to entering
them online in the form below.
If you need more detail, you can download a trial version of our financial
planner - Exl-Plan (for Excel) - which incorporates
much more extensive facilities for preparing projections (P&Ls, cashflows
and balance sheets) for up to five years ahead.
This service is NOT suitable for school or college assignments.
Recommendation: Bookmark this
page and then print it to allow you complete the Assumptions Form off-line.
Consider the following matters before starting to enter any values:
Decide on the best start month & year for projections. If a start-up,
use the month when serious trading is expected to begin. If an established
business, the start date can relate to your current financial year,
next month, next year or whatever.
Use a sensible currency denomination (e.g. thousands, millions). For
most small businesses which are trading in US dollars, euro or pounds
sterling, the thousands (000) denomination should be satisfactory. Millions
or, even, billions (defined as thousands of millions) might be more
appropriate for some currencies such as the Yen. Values can be entered
to three decimal places. For example, 3.287
million would equate to 3,287,000, and
28.12 thousand is equivalent to 28,120.
Please observe the following when entering values:
If the value boxes within a table disappear, press PgDn & PgUp.
Always use the Tab key, or mouse, to
move from box to box. Do not press the Enter key. If you press
Enter, your PC may send us an incomplete form. If this happens, continue
entering values and resend the completed form with a note in its comment
field that we should disregard the earlier version.
To ignore a variable, leave its box blank.
Do not enter the letter o (or O), a dash (-), "n/a" etc.
Use a dash (and not parenthesis) to indicate a minus/negative value.
Don't precede values with any blank spaces or characters (e.g. currency
symbols) and don't add "%" or any other symbols after values. Don't
enter any formulae that you might have used to calculate values e.g.
instead of entering 70/200*100, you should simply enter the result (35)
as a number.
Never enter multiple assumption values
into a single box (e.g. 320, 350, 370).
Once you specify the currency denomination (000, Mln or Bn), use it
throughout when entering monetary values. For example, if you
specify 000 as the denomination & wish
to enter 55,500, insert 55.5
(i.e. 55 point 5) in the appropriate box. Do not enter 55,500
or it will appear as 55,500,000 in the
projections !!!
The comment "leave blank if not a company"
means exactly what it says. If your business is a sole trader, partnership
etc., then it is not a company !
Final words of advice:
If you supply an incorrect email
address, we have absolutely no way of making contact and your projections
will be undeliverable.
You must supply assumptions for the second
& subsequent years, otherwise all the projections could be
useless.
Important: If your email system uses aggressive anti-spam filtering,
you may never receive our email containing your projections. You should
temporarily add emails from "@planware.org" to your white or
friends list. Do this immediately after
you submit your assumption. Note that our Privacy
& Security Statement applies to all users.
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