Tài liệu Import custom worksheets from Excel doc

Import custom worksheets from
Excel
Anyone with strong knowledge of business and spreadsheets can probably
build the set of linked, financially and mathematically correct tables
required to produce an effective business plan — but is that the best use of
your time?
With Business Plan Pro, all of the standard pieces are already built and
ready to use. And if you already have financial data in Microsoft Excel,
you can easily import it and link it to your forecast. You can name, format
and include these tables as part of your plan, or use them behind the
scenes for advanced financial analysis.
By importing tables from Excel, you can enhance and personalize your
business plan while saving substantial time over starting from scratch.
Manage your business better with an integrated dashboard
If you need a bird’s eye view of your business, your plan, and if you are
meeting your goals, Business Plan Pro’s integrated dashboard gives you
the tools you need. Check your actual sales compared to your goals and
ensure that spending is in line with your budget. Quickly manage your
company goals and objectives and easily export everything to PowerPoint
for an executive presentation.
Quarterly and 24-month financial reports
The default presentation of the reports in the appendix of business plans
shows monthly details in landscape format for in-depth review. If you or
your investors prefer quarterly or longer-range reports, the Premier
Edition offers support for those formats.
Business valuation tools
Impress sophisticated investors with an
investment analysis and valuation.
Calculate valuation based on sales or
earnings and calculate IRR and NPV.
This table deals with two types of

investment analysis, the Internal Rate
of Return (IRR) and Net Present Value
(NPV). Investment analysis views the
company from the investor's point of
view. For the investor, there is only one flow into the company that
matters the investment and there are only two flows back out as returns
— dividends and equity valuation. This table deals with this issue in
detail.
Visual cash planning with Cash Pilot
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Create what-if scenarios by testing the key
variables that affect your cash flow.
Planning your cash flow is not intuitive, yet
it is one of the most important aspects of
managing a business.
Cash Pilot™ is a graphical tool which provides a visual representation to
help you better manage three key components in your balance sheet that
affect your cash flow: accounts receivable, accounts payable, and stock
management.
What happens if your customers start paying you net-60 instead of net-30?
How will keeping more inventory on hand impact your cash flow?
Business Plan Pro’s Cash Pilot tool allows you to quickly run different
scenarios and immediately see the impact on your cash flow so you can
manage your business better.
Create your own business plan templates
Customize the Business
Plan Pro Premier outline,
add custom financial tables,
and insert standardized
text, then save as a

template to share with other
Business Plan Pro users.
Ideal for franchisors, larger companies, and consultants, the Save as
Template feature in the Premier Edition allows you to customize and
distribute a unique business plan template to your users.
Once you have completed building your template, use the "save as
template" feature and send it to the people who need to complete a plan in
your custom format. When your users start Business Plan Pro, they will
see your custom template as an option.
Case study: ABC Company wants to standardize the planning process for
its division. A senior manager uses Business Plan Pro Premier and
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customizes the plan outline and Profit and Loss Statement to meet the
specific needs of ABC Company. She enters custom expense lines and
new text topics in the outline that division managers will need to complete
their business plans.
Once the plan is saved as a template, the manager emails the template to
all of her division. They open the template in Business Plan Pro Premier
or Standard Edition and create plans in the standard format required by
ABC Company.
Advanced financial spreadsheets
The Premier Edition of Business Plan
Pro includes more advanced financial
forecasting options. Divide your
expenses and payroll into functional
categories such as General &
Administrative, Production, Marketing,
etc., forecast personnel salaries in more
detail and forecast two years in a
monthly format. In addition, you can add an unlimited number of custom

spreadsheets or import directly from Microsoft Excel.
Speed up your annual planning process
Business Plan Pro now makes it
easier than ever to plan each fiscal
year. When you reach the end of
your current year, you can easily
archive your old plan and start work
on your new plan based on last
year’s data. Business Plan Pro makes the planning process easier and
you’ll produce your annual plan in record time.
Investment offering table
Business planners seeking multiple
rounds of investment can use this table to
plan for outside investment and track
investment amounts, ownership, shares,
share prices, and stock dilution. Your
prospective investors will want to see this
information.
Plan vs. actual charts
The Premier Edition Plan vs. Actual feature includes 12 additional charts
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to help you visually track your actual numbers and your variance analysis.
Quickly analyze where your real results vary from your original plan.
The Actual and Variance charts draw their data from the corresponding
Actual and Variance tables.
Profit and loss: plan vs. actual
Are you meeting your goals and keeping expenses under control?
Successful entrepreneurs don't
just plan, they follow through,
and then track how well their

actual business results match
their original plan. Users with
the Premier version have an
additional tracking tool in the
Profit and Loss table for plan
vs. actual comparison.
Understand how your actual sales compare with what you thought your
sales would be. The Profit and Loss Plan vs. Actual feature lets you
quantify the areas where you are succeeding, and identify parts of the
business that may need more attention.
Sales forecast: plan vs. actual
Successful business plans are focused on implementation, not just ideas.
Users with the Premier version have an additional tracking tool in the
Sales Forecast table for Plan vs. Actual comparison.
Paying attention to the variance between your planned sales and costs and
your actual results can help you get a better picture of your organization's
financial situation. Watching these issues closely can help you correct
your course as you go.