Thank you for trying out Business Plan Financials from Planning Shop. These worksheets will help you develop clear, compelling financial projections for your business. If you are unfamiliar with the business planning process, we encourage you to refer to our book, The Successful Business Plan: Secrets & Strategies, by Rhonda Abrams, for comprehensive, step-by-step guidance. It is available through our website, www.PlanningShop.com. Note that this demo copy of Business Plan Financials is deliberately feature-limited. We restrict you to just one product, one capital investment, one loan and 5 capital expenditures. If you purchase the Business Plan Financials, you get access to up to 10 products, 60 capital expenditures, 15 capital investments, and 20 loans. Also, the watermark that appears and prints on each page willbe removed. To use the Business Plan Financials workbook, first go to the Planning Shop tab of the Excel Ribbon.
Each worksheet is composed of “cells” containing either black text or blue text. All you need to do is enter data in the blue cells–the black cells are automatically calculated for you.
While you work, keep an eye out for red triangles that appear with some cells on the worksheets. These triangles indicate the presence of a “help balloon” that will popup when you roll over the triangle, presenting you with additional information and tips about the section you are working on.
For more in-depth help and assistance, click on the “Business Plan Financials Help” menu in the toolbar. The help files contain extensive information about each worksheet, along with a “Frequently Asked Questions” (FAQ). To get started, click on the right-pointing arrow in the Planning Shop toolbar to reach the “Setup and Assumptions” worksheet, where you’ll enter some basic information about your business.
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