Exl-Plan is a range of powerful, easy-to-use template packages for preparing comprehensive financial projections for a business plan, budgets etc. for one, two, three, five or seven years ahead. You can also use it as a tool for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business. Click thumb opposite to see Exl-Plan's welcome screen with special menus and buttons.
The Exl-Plan range (Free, Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) is available using either UK/ International or US/ Canadian accounting conventions - eighteen variants in all. Exl-Plan has been used in over a hundred countries.
All these variants have the flexibility to handle manufacturing, distribution and service businesses and they are suitable for planning new ventures as well as established firms of all sizes - see Selecting the Right Versions in the FAQs for Newcomers.
Exl-Plan utilizes Excel (5, 7, 8, 95, 97, 2000, XP or 2003) running on Windows (95/98/Me/NT/2000/XP).
As Exl-Plan incorporates extensive formulae (up to 33,000 !) and preprogrammed menus & buttons (over 200 items) you only need a very basic knowledge of Excel to prepare highly professional and presentable projections. If you are an advanced Excel user, you can utilize your expertise to enhance and expand Exl-Plan to meet particular needs - see Extending Exl-Plan in the FAQs for Users. Click thumb opposite to see portion of a monthly Profit & Loss (Income Statement).
Exl-Plan incorporates comprehensive facilities and features. It is suitable for managers and business people with minimal previous experience of financial or business planning as well as for experienced planners, accountants, consultants and model-builders.
Exl-Plan offers you lots of help and support. It contains extensive on-line help (130+ topics) along with a 90-page manual (Word or PDF format) and a series of Flash-based tutorials (running for 19 minutes) covering setting up Excel, getting started, the basics and using Quik-Plan. Manuals and tutorials are included in the download files for all versions of Exl-Plan. Optional printed 115-125 page spiral-bound manuals (7" x 9") are also available for the Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus versions/editions.
For your business plan, all versions of Exl-Plan include a free Business Plan Template for Word (48 pages - click thumb opposite to enlarge view) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).
When to Use Exl-Plan:
Exl-Plan is a software tool which you can use for preparing financial projections for a business. These projections are required when a new or established business is:
preparing a business plan,
making cashflow projections,
exploring development options,
planning major developments or diversifications,
constructing budgets,
developing strategies,
raising external finance,
exploring an acquisition and so on ...........
You can easily integrate Exl-Plan's output into a business plan, or similar document, being compiled with Microsoft Word. Have a look at Free-Plan, our free Business Plan Guide and Template, to see how this can be done.
Also, you can use Exl-Plan to make first-cut projections before making a more detailed plan - it runs satisfactorily with minimal assumption values. In addition, it incorporates an unique facility called Quik-Plan which greatly simplifies and speeds up the compilation of high-level three-five year annual projections (click thumb opposite to see the range of planning tools built into Exl-Plan).
Benefits of Using Exl-Plan:
Save substantial time and money. With Exl-Plan, you only need to familiarize yourself with its range of variable and reports before you start entering assumptions and planning.
Exl-Plan is error-free, well-tested, robust, powerful and expandable. It is also clearly documented and supported.
You don't have to be a financial whizz-kid or spreadsheet rocket scientist to make detailed projections and to explore complex scenarios with Exl-Plan.
Building and testing a comparable model to Exl-Plan could require hundreds (thousands?) of hours of spreadsheet programming, worksheet formatting and formulae entry. In contrast, you can be up-and-running with Exl-Plan in less than a hour.
If you already have a spreadsheet or financial background, you can use this expertise to expand and tailor Exl-Plan to handle special factors or to get into greater detail.
Most importantly, Exl-Plan serves as a tool which allows you to concentrate on the task of planning rather than programming. It frees you from having to write hundreds of formulae and routines and allows you to devote more of your precious time to researching assumptions and evaluating the resultant projections. Used effectively, Exl-Plan can help you improve plans and performance. At the very minimum, it will help you to avoid costly mistakes which could arise in the absence of clear plans. Click thumb opposite to see a typical Exl-Plan chart.
If you are new to planning, Exl-Plan gets your plan started with the minimum of fuss and maximum of help. With a choice of nine versions (Free, Basic, Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus), Exl-Plan places a simple but sophisticated financial planning tool on your desk, irrespective of size and stage of development of your business.
Micro & Lite version both generate three-year projections (monthly for first year and quarterly thereafter) and are aimed at smaller businesses e.g. sale in the range of US$0.25m to US$2m or so. The main differences are that Micro handles a single revenue/cost stream whereas Lite handles two streams and a greater range of assumption variables.
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Exl-Plan Micro (UK/International edition)