Exl-Plan Basic 2.72

Exl-Plan Basic 2.72 is a part of the Exl-Plan range of packages for preparing comprehensive financial projections for a business plan, budgets etc. It uses annual assumptions to generate five-year projections whereas all other commercial versions (Micro, Lite, Pro, Super, Super Plus, Ultra and Ultra Plus) use monthly and quarterly assumptions to create three, five or seven years ahead. Also, Exl-Plan Basic handles both UK/ International and US/ Canadian accounting formats. All other version handle these formats in separate editions. On account of all these differences and to avoid confusion, descriptive material about Exl-Plan Basic is confined on this page. Here is a description of the complete Exl-Plan range.
Exl-Plan Basic is ideal for "first-cut" or "high-level" projections comprising comprehensive 5-year income statements (P&Ls), cash flow projections and statements and balance sheets along with numerous charts and ratios. As such, it can be used for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business where monthly or quarterly projections are not required. It could also be used to prepare highly-professional financial projections for "business plan competitons" or for Business School assignments.
As Exl-Plan Basic incorporates over 6,000 formulae and more than a hundred preprogrammed menus & buttons 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. Exl-Plan Basic 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.
Click to display full sizeExl-Plan Basic offers lots of help and support. It contains extensive online help (90+ topics - click thumb opposite to see shot of HTML Help), a printable 100-page manual and a series of Flash-based tutorials (running for 12 minutes) covering setting up Excel, getting started and the basics of using Exl-Plan.
For your business plan, Exl-Plan Basic includes a free Business Plan Template for Word (48 pages) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing).
Exl-Plan Basic will appeal to newcomers to business planning as well to experienced professional advisers. It is extremely useful as a planner in its own right and is also an ideal introduction to the more powerful versions. A user of Basic will be at home with these versions as the entire Exl-Plan range uses similar structures and approaches throughout. Also, purchasers of Exl-Plan Basic can avail of special discounts when trading up to more powerful versions.

Benefits:

1. It saves 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.
2. Exl-Plan is well-tested, robust, powerful and expandable. It is also clearly documented and supported.
3. Exl-Plan is error-free and incorporates extensive error trapping to help prevent users introducing errors when using Exl-Plan. For examples of errors that can arise in spreadsheets, have a look at this listing of spreadsheet mistakes.
4. 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.
5. 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.
6. 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.

Major Features:

1. Facilities for inserting constant and varying annual assumptions.
2. Selective what-if, or sensitivity analysis, covering the five years.
3. Book-marking facility to allow a user mark a location within a worksheet and to return quickly to it.
4. Multiple safeguards to protect formulae etc. and help prevent accidental changes being made to worksheets.
5. Click to display full sizeExtensive ratio analyses for five years - click thumb opposite to view ratios' report.
6. Comprehensive online help.
7. Comprehensive set of tailored toolbar buttons.
8. Error trapping to advise when data entry or calculation errors arise.
9. Full access to worksheets and formulae to facilitate customization and expansion.

Enhancements: New release.

Requirements:

• Microsoft Excel (5, 7, 8, 95, 97, 2000, XP, 2003 or 2007)
• Windows (95/98/Me/NT/2000/XP/Vista).