Plan & Budget : Capturing Business Data – From a Business Perspective
- Begin your plan intuitively by entering familiar business information such as products, markets and company departments
- Flexible: Plan using units or $$
- Enter or import historical numbers to help you plan forward
download.html
Plan & Budget: Planning your Sales and Expenses
- Enter sales projections per market and per period. Save time on entering data by using our “Copy Across Periods” capability (see Ease of Use Slide)
- Distinguish between fixed, variable and personnel expenses
- Account for capital expenditure and depreciation over the period of the plan
download.html
Plan & Budget: Capturing financial and capital parameters
- Ensure your plan takes into account inventory, terms of payment, goodwill, taxes and a host of other financial data
- Easily include current loans, owner equity, dividends and other parameters that effect your cash flow and balance sheet
download.html
Analysis : Integrated Financial Reports (Cash Flow, P&L and Balance Sheet)
- Review a complete set of integrated reports – changes to the plan data are automatically reflected in all reports
- Examine plan and budget projections – from highlights all the way down to detailed line items
- Analyze trends using Quick Graphs
download.html
Analysis : Break Even, What If, Scenarios & more
- What will my P&L & Cash Flow look like if sales drop by 25% or I raise my prices by 10% - analyze these scenarios with ease using "What If" and "Scenario" tools
- When will my company or venture break even? Am I over or under projecting sales to achieve this?
- View the impact of these analyses on your financial reports and adjust the plan accordingly
download.html
Analysis: Company Valuation
- Automatically generated company valuation modeling such as Price/Earning, Free Cash Flow and EVA
download.html
Control: Plan vs Actual, Rolling Forecasts
- Enter or import actual data on P&L, Cash Flow, Balance Sheet and more, to allow you to compare actual values to plan
- Perform Rolling Forecasts based on the actual data
download.html
Ease of Use
- Easy-Start wizard & Plan Navigator guide you through the planning process
- Save time entering data by copying information forward across periods
- Use Quick Graphs to see a graph of any of the data in the plan with just one click
- Share information with others by exporting reports and data to MS Word & Excel
download.html
Advanced Features
- Dynamic link to MS Excel (import & export) keeps your excel spreadsheets and Business Planner Pro plan synchronized at all times
download.html
