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Forecasts and financials in Business Plan Pro
All the spreadsheets you need
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In Business Plan Pro, all the financial spreadsheets you need in your business plan are already linked together, financially and mathematically correct, and surrounded by easy-to-follow instructions and explanations. Just plug your numbers in and let Business Plan Pro do the rest.
Follow the EasyPlan Wizard® as it guides you through your business plan tables, with instructions and examples for each, as well as context-sensitive help.
Spreadsheets included in the software:
- Balance Sheet
- Break-even Analysis
- Cash Flow Financials
- General Assumptions
- Inventory Analysis
- Investment Analysis (Premier Edition Only)
- Investment Offering (Premier Edition Only)
- Long Term
- Market Analysis
- Milestones
- Past Performance
- Payment Detail
- Personal Net Worth
- Personnel
- Profit and Loss
- Ratios
- Receivables Detail
- Sales Forecast
- Sources and Uses (Premier Edition Only)
- Start-up Table
- Start-up Funding
- Use of Funds (Premier Edition Only)
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Import data from QuickBooks
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Save time with a built-in import from Intuit's popular QuickBooks software. Create your financial forecasts based on your historical data in QuickBooks. Easily import your financials with the click of a button. If you use U.S. versions of QuickBooks Pro 2003-2007, QuickBooks Premier 2003-2007, or QuickBooks Premier: Accountant Edition 2003-2007, you can easily start your business plan by importing your balances. Plan based on your past performance for more accurate results.
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Graphic Forecaster
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Create forecasts visually with a "drag and drop" graphic forecaster. The Graphic Forecaster is a simple and powerful tool to streamline the forecasting process. You can change your sales and expenses estimates by simply clicking your mouse button to move the line on your forecast chart or apply a specific growth rate to the whole year. Build forecasts using visual common sense.
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Built-in market research data
Market research on virtually every industry is included. Match your numbers to industry ratios for an accurate business plan. This comprehensive collection of data and information is integrated automatically into your plan.
Need to know what others in your industry are spending? What you should spend on marketing? What is your initial cost per unit? It's all just a click away.
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Automatic charts
All the color charts and graphs you need are created automatically from your financial forecast. As you update your numbers, your charts change automatically.
Charts are fully customizable, too: change colors, headings, convert from 2-D to 3-D, and much more. Charts included in the software:
- Start-up
- Break-even
- Gross margin
- Profits
- Sales
- Market analysis
- And many more...
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Free downloadable add-in components
Expand your forecasting options with free, downloadable Business Plan Pro add-in components. Create a detailed depreciation analysis, a loan amortization schedule, and a sales forecast for a subscription model.
Browse available add-ins
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Plan settings for nonprofits
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Easily create a business plan or funding plan for your nonprofit organization or social enterprise. Select the nonprofit option in the Plan Setup and the financials, charts and plan outline are automatically customized for the unique needs of nonprofits.
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Long-term financial forecasting
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Business Plan Pro also allows for long-term forecasting of your financials for up to 10 years. Detailed financial forecasting is available through the first five years, while a long-term macro-view summary plan can be created for up to 10 years in the future.
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Visual cash planning with Cash Pilot
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
- Inventory / stock management
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Advanced financial spreadsheets
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The Premier Edition of Business Plan Pro includes more advanced financial forecasting options. Divide your expenses and payroll into functional categories such as General and 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.
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Import custom worksheets from Excel
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If you already have financial data in Microsoft Excel, you can easily import it directly into Business Plan Pro 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.
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Quarterly and 24-month financial data
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Ensure your plan readers focus on the key information by printing your data in quarterly reports.
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