If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. You can name, format, and include these tables as part of your plan.
With the dynamic Cash Pilot, you get a cash flow chart that presents a visual look at how accounts payable, accounts receivable, and inventory will affect your cash flow.
Most business plans have 12 months of projections, followed by several years of annual projections. But if you need 24 months of detailed numbers, Premier is for you.
Investors want to know what your business, and their investment, is going to be worth. Impress even the most sophisticated investors with investment analysis.
Stay on top of real world results for timely course correction. Track your actual numbers and quickly analyze where your real results vary from your original plan.
Create a custom business plan outline, add your own financial tables and standardized text, and then save the result as a new business plan template. Ideal for franchises!
Compare your real-world results to your business plan and make well-informed decisions on how to correct course and maximize your opportunities. Use your plan to guide your business.
|Step-by-Step Help and Expert Guidance||Standard||Premier|
|500+ complete sample business plans|
|Row-by-row spreadsheet help|
|Business-planning book included|
|Detailed instructions and examples|
|New Plan Setup Wizard|
|Industry and Market Research Tools||Standard||Premier|
|Industry ratios analysis|
|Built-in industry research data|
|Market Analysis Wizard|
|Print and Publish Your Plan||Standard||Premier|
|Create plan templates|
|Customize your plan|
|Export to Word, Excel, PowerPoint, or PDF|
|Includes great-looking PowerPoint templates|
|Publish online – 100% secure|
|Custom reports and documents|
|Venture capital database|
|Investment offering table|
|Forecast Expenses, Sales, and Growth||Standard||Premier|
|Long-term financial forecasting|
|All the spreadsheets you need|
|Import from QuickBooks|
|Import from Peachtree Complete Accounting|
|Download free add-ins|
|Plan settings for non-profits|
|Import from Excel|
|Quarterly and 24-month financial data|
|Visual cash planning with Cash Pilot|
|Plan vs. Actual Financial Analysis||Standard||Premier|
|Integrated management dashboard|
|Profit and loss: plan vs. actual|
|Sales forecast: plan vs. actual|