Business Plan Pro
Even the financials are easy
Don't fear the financial section of your business plan—you don't need an MBA to get it right. Business Plan Pro makes financial forecasts easy, with built-in formulas in all the spreadsheets and expert advice every step of the way.
Business Plan Pro's table wizards guide you through creating your financial forecasts. You just plug in your numbers and the calculations are done for you. Plus, you have instant access to the methodology behind standard business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers such powerful, integrated financial and
Create forecasts visually with a “drag and drop” graphic forecaster. The forecaster is a simple and powerful tool to streamline the forecasting process. You can easily change your sales and expenses estimates. Simply click your mouse button to move the line on your forecast chart, or apply a growth rate to the whole year. Build forecasts using visual common sense.
Real-world financial data
Business Plan Pro leverages more than 9,000 industry profiles to give you insight into how your business compares against similar companies in your industry. The most recent data from your industry gets pulled right into your plan, so you can show investors that your numbers are on target, or explain why they differ.
Advanced financial spreadsheets
The Premier Edition of Business Plan Pro includes more advanced financial forecasting options. Divide your expenses and payroll into categories such as General and Administrative, Production, and Marketing. Forecast personnel salaries in more detail, or forecast two years in a monthly format. You can even add spreadsheets or import directly from Microsoft Excel, to create a custom business plan that's just right for your business.
Import financial data
Import from Excel (Premier only)
If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. Include these tables as part of your plan, or use them behind the scenes for advanced financial analysis. Enhance and personalize your business plan while saving substantial time by avoiding starting from scratch.
Import from your accounting software
Importing from QuickBooks or Peachtree saves you valuable time and effort. Instead of retyping all the historical data you want to include in your plan, just click import and it's done for you. Once it's there, it's easy to base your forecasts on your past performance.
Create long-term financial forecasts
Business Plan Pro allows for long-term financial forecasting. Detailed 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.
Manage your cash
Planning your cash flow is one of the most important aspects of managing a business. The Cash Pilot makes it easy.
All the spreadsheets
Not everyone needs every table, but if you do, it's in there. And if you don't need it, it's easy to remove it from your outline.
Plan settings for nonprofits
Create a business plan or funding plan for your nonprofit organization or social enterprise by selecting the nonprofit option.