Standard
£77.99
Premier
£126.99
BUSINESS PLAN PRO 
Forecast expenses, sales, and growth
To create a complete business plan, you need a collection of related financial spreadsheets, such as sales forecasts, projected cash flow, funding requirements, and more.
Building these spreadsheets yourself in Excel is difficult, time consuming and can lead to errors. With a million things to do for your business, is that really the best use of your time?
Why reinvent the wheel?
With Business Plan Pro 11.0, all the financial spreadsheets you need are ready to use, already linked together, financially and mathematically correct, and surrounded by easy-to-follow instructions and examples. Just plug your numbers in, and let the software do the rest.
Ready-to-use planning tables
Among the financial data tables included in Business Plan Pro are:
- Balance sheet
- Break-even analysis
- Cash flow financials
- Milestones
- Profit and loss
- Ratios
- Milestones
- Sales forecast
- Payment detail
- Start-up funding
- Investment analysis (Premier Edition only)
- Investment offering (Premier Edition only)
- Sources and uses (Premier Edition only)
- Use of funds (Premier Edition only)
Graphic Forecaster
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.
VAT forecasting and management
The VAT Detail table included with Business Plan Pro aggregates all of your Value Added Tax information into one place so that you can easily see your VAT balance, your current VAT liability and projected VAT liabilities.
Long-term financial forecasting
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 summary plan can be created for up to 10 years in the future.
Automatic charts
All the colour charts and graphs you need are created automatically from your financial forecast. As you update your table numbers, your charts change automatically. Charts are fully customisable too; you can change colours, headings, convert from 2-D to 3-D, and much more.
Among the charts included in the software:
- Start-up costs
- Break-even analysis
- Gross margin
- Profits
- Sales
- And many more...
Import data from QuickBooks
If you use QuickBooks Pro, Premier, or Premier: Accountant Edition, you can easily start your business plan by importing your balances. Plan based on your past performance for more accurate results.
Import from Sage accounting software
If you use Sage Line 50 (version 9 or newer) for your bookkeeping, you can import your work easily into your business plan. Use the import feature in Business Plan Pro to import your sales, cost of goods, and expense categories automatically.
Not only does this import tool save time and effort, but you can quickly run plan vs. actual reports in our Premier Edition to see where your forecast is in comparison to your actual data.
Built-in business plan review
Plan Review double-checks all of your numbers to ensure an error-free business plan. It also helps determine areas for improvement in your plan. This dynamic and unique tool checks to see that you have realistic growth rates, a solid break-even analysis, manageable cash flow projections, and more. It offers you advice and suggestions when it finds a discrepancy in your financials.
Import from Excel [Premier Edition only]
If you already have financial data in Microsoft® Excel, you can easily import custom worksheets from Excel 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.
Quarterly and 24-month financial data [Premier Edition only]
Ensure your plan readers focus on the key information by printing your data in quarterly reports.
Visual cash planning with Cash Pilot [Premier Edition only]
Planning your cash flow is not intuitive, yet it is one of the most important aspects of managing a business. The Cash Pilot is a graphic tool that provides a visual representation to help you better manage three key components that affect your cash flow:
- Accounts receivable
- Accounts payable
- Inventory/stock management
- Payback period [Premier Edition only]
Calculate not only your break even, but how long it will take to pay back an investment. This new financial table and chart provide the information some investors want to see and is also a useful measure of the potential risk investors will be taking.
Plan vs. actual financial tools
Take your business to the next level with our easy-to-use, powerful plan vs. actual financial tools. Implementation depends on tracking and following up, and that's where plan vs. actual analysis is critical. You can't track results and follow up with management unless you know how your actual numbers compare to the figures you projected in your plan. Now you can track business performance by monitoring the variance between the financial plan and how your company actually performed.
