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This product is designed for
Excel 2003 and Excel 2007.
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The key to successfully operating a business is
having the right information to make your decisions.
This concept may appear elementary, but it can be
one of the greatest strategic and operational
obstacles a business faces. As any person who reads
or analyzes financial statements knows, there are
more financial indicators available than are needed.
The trick is to choose the indicators that have the
greatest relevance to a firm's financial goals.
Since a Blueprint is a plan of action, or something
already done that can be used as a guide to doing
something in the future,
JaxWorks Blueprint uses familiar
financial tools to analyze, plan, and grow a firm's
future.
JaxWorks Blueprint
broadcasts thousands of data analysis information
from single data entry sheets. For example, the
primary module produces a 64 page analysis report
from data entered on one page.
Compatible with Microsoft Office 2000, 2003, and
2007, JaxWorks
Blueprint is totally open
architecture, has no macros, and contains 82
worksheets which print 109 pages.
Features:
JaxWorks Blueprint
is "Printer Ready"
82 worksheets
Prints 109 pages
Full open architecture allows
you to customize to suit your needs.
Includes both Microsoft Excel 2003 and Microsoft
Excel 2007 Versions
Minimum System
Requirements:
Microsoft Office Excel 2007 system requirements
To use Microsoft Office Excel 2007, you will need:
1) Computer and processor 500 megahertz (MHz)
processor or higher
2) Memory 256 megabyte (MB) RAM or higher (1 Gig is
recommended)
3) Hard disk 1.5 gigabyte (GB)
4) Drive CD-ROM or DVD drive
5) Display 1024x768 or higher resolution monitor
6) Operating system Microsoft Windows XP with Service
Pack (SP) 2,
Windows Server 2003 with SP1,
or later operating system
Microsoft Office Excel 2003 system requirements
To use Microsoft Office Excel 2003, you need:
1) Computer and processor Personal computer with an
Intel
Pentium 233-MHz or faster
processor (Pentium III recommended)
2) Memory 128 megabytes (MB) of RAM or greater
3) Hard disk 150 MB of available hard-disk space;
optional installation files
cache (recommended) requires an
additional 200 MB of available
hard-disk space
4) Drive CD-ROM or DVD drive
5) Display Super VGA (800 Χ 600) or higher-resolution
monitor
6) Operating system Microsoft Windows 2000 with Service
Pack 3 (SP3),
Windows XP, or later
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Blueprint Index |
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red index items
are data entry sheets that broadcast
throughout the respective worksheets. The
index is in workbook order. |
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Financial Data Entry
Days Process
Income Statement
Income Statement 8 Periods
Projected Income Statement
What-if Income Statement
Comparative P&L Statement
P&L Trend Analysis
Balance Sheet
Balance Sheet 8 Periods
Balance Sheet Projections
Comparative Balance Sheet
Balance Sheet Trend Analysis
Projected Balance Sheet
What-if Balance Sheet
Cash Flow Statement
Cash Flow Statement 8 Periods
Financial Operations
Financial Operations Dashboard
Revenue Operations
Revenue Operations Dashboard
Operations Projections
Key Financial Indicators Dashboard
Financial Ratios
Key Financial Ratios Dashboard
Forecast Assessment Analysis
Optimal Performance
Stock Valuation
Bankrupcy Predictions
Market Value Analysis
Forecast Analysis
General Trend Assessment
Financial Summary
Payroll Analysis
Break-Even Analysis
Breakeven Analysis (1)
Breakeven Analysis (2)
Breakeven Analysis (3)
Breakeven Analysis (4)
Breakeven Adjusted |
Liquidity Ratios
Asset Ratios
Profitability Ratios
Debt Ratios
Market Ratios
Detailed Expense Estimates
Planned Expenses Input
Actual Expenses Input
Expense Variances
Expense Analysis
Total Expenses Chart
Detailed Sales Estimates
Sales Forecast Input
Sales Forecast Totals
Sales Forecast Chart
Sales Projection Charts
Linear Trendline Chart
Logarithmic Trendline Chart
Polynomial Trendline Chart
Power Trendline Chart
Exponential Trendline Chart
Moving Average Trendline Chart
Expenses vs. Sales Summary
Step Costs Graph
Budget System
Budget Summary
Profit & Loss Chart
Balance Sheet Chart
Marketing Budget Plan
Budget Plan Chart
Inputs & Assumptions
Business Unit Expense Analysis
Annual Operating Budget
Metrics Trend Chart
Budget vs. Actual
Budget Scenario Analysis
Headcount and Payroll
Planning
Salary and Benefits Chart
Product Profitability
Analysis
Summary Metrics Chart |
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Blueprint
Examples |
Financial Ratios
This worksheet will help both you and any
potential outside investor compare your business's
performance from one year to the next (for example,
has gross profit grown or declined between years one
and five?) and against other similar businesses (for
example, does your business give as good a return on
investment as others?).
The ratios can also be used as an aid in making
future financial projections. For example, if you
believe that it is prudent to hold the equivalent of
a month's sales in inventory, once you have made the
sales forecast for future years, the projections for
inventory in the balance sheet follow logically. |
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Optimal Performance
Analysis
Several numbers on this page may appear illogical
since maximum percentages were used in Sales and
minimum percentages were used in Expenses.
Its sole purpose is to show how, if everything comes
together, the results of maximum efficiency already
performed in other time periods. |
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Market
Value Analysis
There is no single best method for determining a
business's worth since each business sale is unique.
The wisest approach is to compute a companys value
using several techniques and then choose the one
that makes the most sense.
There are three techniques and several variations
for determining the value of a business:
1) The balance sheet technique.
2) The earnings approach.
3) The market (or price/earnings) approach . |
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Break-Even Analysis
The Break-Even point can be easily computed by
dividing Fixed Expenses by Fixed Expenses plus
Profit: FE/(FE+P).
You will note that the date of Break-Even has also
been computed by multiplying 365 times the
Break-Even percentage. In the BE Chart, placing your
pointer on the bisection of Sales and Expenses will
also indicate the month and approximate date. |
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General Trend
Assessment Analysis
Trend assessments are vital to discovering
the overall health of a business.
This sheet
yields 8 periods of trends in Net Sales, Cost of
Goods Sold, Gross Profit, Total expenses, Operating
income, EBIT, Net Income After, Current Assets,
Inventory. Total Assets, Current Liabilities,
Non-current Liabilities, Total Liabilities, Retained
earnings, Equity, and
Z-Score:
Publicly Held Firm
Privately Held Firm
Non-Manufacturing
And, much more . . . |
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The Budget Scenario
Analysis
This analysis helps managers evaluate the impact of
different business scenarios on key budget drivers
that generate revenue. You can use them to enter
data about the best-case, average-case, and
worst-case scenarios on annual revenue. Find out
whether the revenue assumptions associated with your
annual budget are reasonable or whether mitigating
strategies should be implemented to limit risks
associated with the worst-case scenario.
Use this analysis as part of your annual budgeting
cycle after you've completed the initial draft of
your budget. |
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Headcount Analysis
The Headcount and Payroll Planning worksheet set is
designed to help finance, human resources, and
compensation teams forecast and plan annual
headcount and total compensation. This set of
worksheets helps you forecast compensation expense
based on the predicted number of staff each quarter
within each department. It also accounts for key
expenses such as fringe benefits and variable pay. |
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Product Profitability
Analysis
This analysis helps finance, product
management, and operations teams assess the overall
profitability of specific products quarterly and
annually. By conducting a product profitability
analysis, your company can understand the direct and
indirect costs associated with developing and
offering a specific product and assess a product's
contribution to the bottom line. |
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Marketing Budget Plan
The Marketing Budget Plan worksheet lays out a list
of possible expenditures for you to consider when
creating your marketing budget. You can use all the
categories in the template, or only a few, or you
can add categories of your own.
This worksheet makes it easy for you to create a
budget plan, because formulas and other worksheet
features are already set up for you. When you enter
or change quantities and prices, the totals are
automatically adjusted. |
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Dashboards
There are 4 dashboards:
1) Financial Operations Dashboard
2) Revenue Operations Dashboard
3) Key Financial Indicators Dashboard
4) Key Financial Ratios Dashboard
All serving to view key indicators at a glance.
All of these mini-charts can be drag copied or
linked to a PowerPoint presentation, or any suitable
MS Office or compatible application. |
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