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Business Plan Pro

Plan for better business management

Whether you're just starting up a business or have been running one for years, you know the connection between good management and success can't be ignored. Measuring how your business is doing against your business plan is the best way to make sure you're on track or to make quick course corrections when you're not. And it's easy with the special features built into Business Plan Pro Premier.

Your plan as a management tool

Your plan as a management tool
(Premier only)

The management dashboard in the Premier Edition of Business Plan Pro gives you a quick visual overview of how your plan is living up to real-world results. To get the most from the dashboard, enter or import your actual data for sales, cost of sales, expenses, and milestones. The software will automatically compare your current results to your plan and highlight any variances.

Follow up with plan versus actual comparison (Premier only)

The plan versus actual feature in the Premier Edition of Business Plan Pro adds 12 more charts to help you visually track your actual numbers and your variance analysis. Quickly analyze where your real results vary from your original plan.

Follow up with plan versus actual comparison
Visually track your cash flow

Visually track your cash flow
(Premier only)

The dynamic capabilities of the Cash Pilot allow you to adjust key numbers on the fly to easily see how your cash flow is affected by changes in your plan. Want to hire a new employee? How will this affect your overall cash flow? Easily see your cash needs with this advanced feature, available in the Premier Edition.

Keep ahead of the competition

The industry profiles included in Business Plan Pro do more than help you complete your financial projections; they can also guide your future business decisions. As you revisit your plan, you'll see how your business is doing and how it stacks up against others in your industry. If you're doing better than the averages, good for you! If you're behind, use the information to make changes to help your business grow.

Keep ahead of the competition
The reports you need

The reports you need

Easily generate reports for presentations or long-range planning sessions. Whether you need one chart or all the charts, just the appendix or every table in your plan, all you have to do is decide and the reports are generated for you and ready to print with the click of a button.

Easy multi-year planning (Premier only)

Keep your business plan alive with Business Plan Pro Premier. The annual rollover process makes it easy to save past years' business plans for reference and lessons-learned analysis. Key data gets transferred to the appropriate tables (for example, first-year data automatically transfers to the Past Performance table) and you start your new planning year on solid footing, with the insights you've gained over the past year.

Create custom templates

Create custom templates
(Premier only)

Create a custom business plan outline and then save the result as a new business plan template to share with other Business Plan Pro users.

Small business legal guide

Small business legal guide

Manage your business better by learning the ins and outs of small business legal issues and how to choose a legal structure.

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