BUSINESS PLAN PRO

Forecast expenses, sales, and growth

Business Plan Pro makes it easy to create realistic forecasts for expenses, sales, and growth with prebuilt spreadsheets, visual planing tools, and more.

All the spreadsheets you need

In Business Plan Pro, all the financial spreadsheets you need in your business plan are already linked together, financially and mathematically correct, and surrounded by easy-to-follow instructions and explanations. Just plug your numbers in and let Business Plan Pro do the rest.

Follow the Tasks List as it guides you through your business plan tables, with instructions and examples for each, as well as context-sensitive help.

Spreadsheets included in the software:

Balance Sheet
Break-Even Analysis
Cash Flow
Financials
General Assumptions
Inventory Analysis
Investment Analysis (Premier Edition Only)
Investment Offering (Premier Edition Only)
Payback (Premier Edition Only)
Long-Term
Market Analysis
Milestones
Past Performance
Payment Detail
Personal Net Worth
Personnel
Profit and Loss
Ratios
Receivables Detail
Sales Forecast
Sources and Uses (Premier Edition Only)
Start-up Table
Start-up Funding
Use of Funds (Premier Edition Only)

Import data from QuickBooks

Save time with a built-in import from Intuit's popular QuickBooks software. Create your financial forecasts based on your historical data in QuickBooks. Easily import your financials with the click of a button. If you use U.S. versions of QuickBooks Pro 2003-2007, QuickBooks Premier 2003-2007, or QuickBooks Premier: Accountant Edition 2003-2007, you can easily start your business plan by importing your balances. Plan based on your past performance for more accurate results.

Free add-in components

Expand your forecasting options with free, downloadable Business Plan Pro add-in components. Create a detailed depreciation analysis, a loan amortization schedule, and a sales forecast for a subscription model.

Plan settings for nonprofits

Easily create a business plan or funding plan for your nonprofit organization or social enterprise. Select the nonprofit option in the Plan Setup and the financials, charts and plan outline are automatically customized for the unique needs of nonprofits.

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 macro-view summary plan can be created for up to 10 years in the future.

Import worksheets from Excel

Premier Edition only - If you already have financial data in Microsoft Excel, you can easily import it 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.

Graphic Forecaster tool

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. Build forecasts using visual common sense.

Industry profiles for 9000+ fields

Industry profiles on virtually every industry is included. Match your numbers to industry ratios for an accurate business plan. This comprehensive collection of data and information is integrated automatically into your plan.

Need to know what others in your industry are spending? What you should spend on marketing? What is your initial cost per unit? It's all just a click away.

Automatic charts

All the color charts and graphs you need are created automatically from your financial forecast. As you update your numbers, your charts change automatically.

Charts are fully customizable, too: change colors, headings, convert from 2D to 3D, and much more. Charts included in the software:

Start-up
Break-even
Gross margin
Profits
Sales
Market analysis
And many more...

Visual cash planning

Premier Edition only - Create what-if scenarios by testing the key variables that affect your cash flow. Planning your cash flow is not intuitive, yet it is one of the most important aspects of managing a business. Cash Pilot™ is a graphical tool which provides a visual representation to help you better manage three key components in your balance sheet that affect your cash flow:

Accounts receivable
Accounts payable
Inventory / stock management

Advanced financial spreadsheets

Premier Edition only - The Premier Edition of Business Plan Pro includes more advanced financial forecasting options. Divide your expenses and payroll into functional categories such as General and Administrative, Production, Marketing, etc., forecast personnel salaries in more detail and forecast two years in a monthly format. In addition, you can add an unlimited number of custom spreadsheets or import directly from Microsoft Excel.