Exl-Plan  - Planning Tool for Excel

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Exl-Plan is a range of powerful, easy-to-use template packages for preparing comprehensive financial projections for a business plan, budgets etc. for six-months and one, three, five or even seven years ahead. You can also use it as a tool for strategic and corporate planning, raising finance, business restructuring and financial appraisals within almost any size and type of business.

The Exl-Plan range (Micro, Lite, Pro, Super) is available using either UK/ International or US/ Canadian accounting conventions - sixteen variants in all.

All these variants have the flexibility to handle manufacturing, distribution and service businesses and they are suitable for planning new ventures as well as established firms of all sizes.

Exl-Plan utilizes Excel (5, 7, 8, 95, 97, 2000, XP or 2003) running on Windows (3.1 or 95/98/Me/NT/2000/XP).

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As Exl-Plan incorporates extensive formulae (up to 33,000 !) and preprogrammed menus & buttons (over 200 items) you only need a very basic knowledge of Excel (if you are not familiar, please see the full Microsoft Excel Courses) to prepare highly professional and presentable projections. If you are an advanced Excel user, you can utilize your expertise to enhance and expand Exl-Plan to meet particular needs.

Exl-Plan incorporates comprehensive facilities and features. It is suitable for managers and business people with minimal previous experience of financial or business planning as well as for experienced planners, accountants, consultants and model-builders.

Exl-Plan offers you lots of help and support. It contains extensive on-line help (130+ topics) and optional printed 115-125 page spiral-bound manuals (7" x 9") are available for the Micro, Lite, Pro, Super versions/editions.

Free-Plan: Click to display full size

For your business plan, all versions of Exl-Plan include Free-Plan, a 65-page Word-based business planning guide and template, plus a copy of the white paper on Writing a Business Plan.


1. Exl-Plan is Faster, Easier & Better

Click to display full sizeExl-Plan is a range of business planning software for preparing comprehensive financial projections including cash flow forecasts for up to seven years ahead. You can use Exl-Plan for a business plan, strategic and corporate planning, raising finance, budgeting, restructuring and financial appraisals within almost any size and type of business. It runs as a powerful, easy-to-use template with Excel (5, 7, 8, 95, 97, 2000, XP or 2003) using Windows (3.1 or 95/98/Me/NT/2000/XP) and includes a 65-page Word-based business plan guide and template. Exl-Plan can save time and money and contribute substantial business, financial and spreadsheet know-how to your plan.

With Exl-Plan, you get a better-built planner, with more features and facilities, in a fraction of the time and cost that it would take a very experienced spreadsheet user with a financial background to develop a planner from the ground up.

Here's the reason why:


Which method is likely to be the fastest, best way to prepare financial projections?
Excel with Exl-Plan Excel Alone
1. Load Exl-Plan
2. Enter assumptions
3. Review results

No writing formulae, no formatting, no programming, no testing, no designing, no charting, no correcting, no messing !

1. Design model
2. Load blank workbook
3. Layout worksheets
4. Create assumption cells
5. Design report formats
6. Enter all formulae
7. Format worksheets
8. Create charts
9. Develop menus
10. Create shortcuts
11. Enter test data
12. Correct errors
13. Retest
14. Enter assumptions
15. Review results
16. Check formulae
17. Correct errors
18. Test corrections
19. Document model
20. Review results
Moral: Don't try to reinvent the wheel - use Exl-Plan

As Exl-Plan incorporates extensive formulae and preprogrammed menus & buttons (over 200 items), you only need a very basic knowledge of Excel to prepare highly professional and presentable projections. If you are an advanced Excel user, you can utilize your expertise to enhance and expand Exl-Plan to meet particular needs.

Exl-Plan incorporates comprehensive facilities and features. This makes it suitable for managers and business people with minimal previous experience of financial or business planning as well as for experienced planners, accountants, consultants and model-builders.

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Exl-Plan is rich with help and support (click thumb opposite to see sample help). It contains extensive on-line help (130+ topics) and optional printed 115-125 page spiral-bound manuals (7" x 9") are available for the Micro, Lite, Pro and Super versions/editions.

Note that the Free editions of Exl-Plan include an 80-page manual supplied as a Word file.

All versions/edition include a copy of Free-Plan, a 65-page business planning guide and template for Word (click thumb opposite to enlarge view).

Prices and upgrade fees for Exl-Plan are as follows:

Exl-Plan Registration Fees (US$)
Pro Super
129 169 *

* Optional printed manual US$20. Fees include Priory Airmail delivery worldwide.


2. Advantages of Using Exl-Plan

Exl-Plan can offer you many significant benefits and advantages including:

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Most importantly, Exl-Plan serves as a tool which allows you to concentrate on the task of planning rather than programming. It frees you from having to write hundreds of formulae and routines and allows you to spend more time to researching assumptions and evaluating the resultant projections. Used effectively, Exl-Plan can help you to improve plans and performance. At the very minimum, it will help you to avoid costly mistakes which could arise in the absence of clear plans. Click thumb to see sample chart automatically generated by Exl-Plan.

If you are new to planning, Exl-Plan allows you to start planning with the minimum of fuss and maximum of help. Exl-Plan places a simple but sophisticated financial planning tool on your desk top, irrespective of size and stage of development of your business.

Awards

Exl-Plan awarded 5-Stars by ZDNet

Exl-Plan - Screen Shots

Exl-Plan is a range of business planning software for preparing comprehensive financial projections including cash flow forecasts for up to seven years ahead. You can use Exl-Plan for a business plan, strategic and corporate planning, raising finance, budgeting, restructuring and financial appraisals within almost any size and type of business. It runs as a powerful, easy-to-use template with Excel (5, 7, 8, 95, 97, 2000, XP or 2003) using Windows (3.1 or 95/98/Me/NT/2000/XP) and includes a 65-page Word-based business plan guide and template. Exl-Plan can save time and money and contribute substantial business, financial and spreadsheet know-how to your plan.

The following screen shots have been taken mainly from the UK/International edition of Exl-Plan Pro.

Additional Information

Facilities & Features

Sales, Cost, Inventory & Overhead Assumptions

Fixed Asset, Investment & Financing Assumptions

Credit Assumptions & Input/Output Taxes

Screens

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Front worksheet

5-year profit & loss (income statement) with graphs

Monthly balance sheets & cashflow graph

Help topic, navigator & procedure

Textual report & first-year profit & loss (income statement)

Quarterly performance review & graphs

Quik-Plan assumptions, diagnostic report & check balances

Monthly sales assumptions & help procedure

First-year profit & loss (income statement) with graphs

DuPont Chart profitability planner (Super version of Exl-Plan only).

Trading performance tracking charts (Super version of Exl-Plan only).

Version Comparison

System Requirements

Exl-Plan utilizes Excel (5, 7, 8, 95, 97, 2000, XP or 2003 or later) running on Windows (3.1 or 95/98/Me/NT/2000/2003/XP or later).

Order

30 day money back-guarantee!

You will receive information electronically immediately after ordering!

Additional Information: Exl-Plan
Exl-Plan Pro License (UK/International edition)

$129.00

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Exl-Plan Pro License (US/Canadian edition)

$129.00

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Exl-Plan Super License (UK/International edition)

$169.00

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Exl-Plan Super License

$169.00

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