This product is designed for Excel 2003, and Excel 2010/2013.


PlanStar™ is the first of a new generation of innovative JaxWorks products designed for the new entrepreneurial business boom taking root in worldwide economies.

Although produced for Excel 2003 and Excel 2007, emphasis has been placed on 100% compatibility with Office 2010.

Except for advanced analysis, this system will last the lifetime of your business.

PlanStar™ helps you accomplish these proven entrepreneurial steps: 
1) Prepare to start
2) How to start
3) The Startup
4) First Year Tracking
5) Tracking Ongoing Operations
6) Maturity of Business
7) Preparing to sell
8) Sold!!
9) Off to a new venture

Entrepreneur System was created by incorporating 17 NEW analysis systems plus 393 templates into one ultimate new business startup and ongoing operating system.

The integrated systems include:
   1) The PlanStar Core Analysis System
   2) PlanStar Cash Flow Analyzer™
   3) PlanStar Microshots Pro™

   4) PlanStar MicroView™
   5) PlanStar Consolidator System™
   6) PlanStar Budgeting Analysis System
   7) PlanStar Detailed Expense Analysis System
   8) PlanStar Detailed Sales Analysis System
   9) PlanStar Business Plan Creator System
 10) PlanStar Forecasting Analysis System
 11) PlanStar Financial Projections System
 12) PlanStar Dynamic Strategic Planner
 13) PlanStar Business Audit System
 14) PlanStar Startup Business Analysis System
 15) PlanStar Pricing Analysis System
 16) The Director Business Analysis System
 17) PlanStar Small Business Manual
 18) 393 Excel Business Templates

These systems are organized into 4 categories: 

    1) PlanStar Small Business Manual Folder
    2) Startup and Expansion
    3) Financial Operations
    4) Management Analysis

To make access and navigation to the files uncomplicated, we have included a Master Control Panel which is activated by an icon on your desk top. All of the systems, except the templates, are accessible from the panel:

Some of the 18 Business Analysis Systems & Templates Included:

1) The PlanStar Small Business Manual©
Contents: 315 pages, 6.00" x 9.00", Print ready for perfect binding.
Copyright: © 2010, JaxWorks
Format: MS Word 2003, 2007, 2010

The PlanStar Small Business Manual™ is a no-nonsense book to help anyone to start a new business venture.

1. The book is written in a non-technical style with only a basic knowledge in spreadsheets and word processing is required.

2. The approach is that of an outside business consultant assisting you in starting or restarting your business in a systematic manner and gradually introducing you to tools for managing, monitoring, and improving your business as it grows.

3. The general presentation is based on the step method, that is, the sequence of material is designed to train you as well as help you develop new and better management habits in an orderly manner.

4. When you finish the book, you will be privy to the top tools and methods used in successful businesses.

5. In addition to the templates referenced in this book, we have included over 393 small business files created in Microsoft® Excel 2003 and Word 2003. You may open them in any productivity software that has the correct converters. However, you may encounter problems in third party suites with the Visual Basic modules.

2) The Director Business Analysis System
(Excel 2003, Excel 2007, and Excel 2010)

The Director™ is referenced and applied widely in The PlanStar Small Business Manual™. It is available only in this product.

This Director™ is three very powerful integrated analysis systems running simultaneously as one:

1. The Standard System:
The Standard System analyzes data entered on the Master Data Entry Worksheet and broadcasts these numbers over the analysis system and funnels one rating number back to this worksheet.

2. The What-if System:
The What-if System is directly linked to the Master Data Worksheet. It also broadcasts the what-if numbers across its own separate system and funnels one rating number back to this worksheet.

3. Trend Prediction:
Using regression analysis we predicted the trend based on the two scores. Since only two entries are used the predicted 3rd regression can appear exaggerated, however, it immediately indicates how proposed positive operating controls can improve the overall performance.


3) The PlanStar™ Entrepreneur Core Analysis System
(Excel 2003, Excel 2007, and Excel 2010)

The PlanS
tar™ Entrepreneur Core Analysis System is the keystone tool for the person who is dedicated and enthused about creating and making a business successful by applying proven management tools.

Enthusiasm and determination are the hallmarks of the successful entrepreneur. Without proper management tools, this enthusiasm can turn into frustration. To build and operate any business a person must have the proper tools. PlanStar™ and its accompanying tools can avoid these frustrating moments.

When you are asking yourself "What is wrong and how can I discover and correct the problems?", the tools in this system can help you avoid these dilemmas in operating a business.

The PlanStar™ Entrepreneur System was created by integrating 18 new and updated JaxWorks systems into one ultimate new business startup and ongoing operating system.

These systems are organized into 4 categories:
1) PlanStar Small Business Manual Folder
2) Startup and Expansion
3) Financial Operations
4) Management Analysis

4) The PlanStar Cash Flow Analyzer
      (Excel 2003, Excel 2007, and Excel 2010)

The PlanStar Cash Flow Analyzer™ is two systems in one;
1) It analyzes your cash flow and
2) creates a comprehensive financial analysis of your business.

Cash flow is the amount of cash being received and paid by a business during a defined period of time. If you do not have positive cash flow, you can not pay your bills.

In practical terms, the cash flow projections and the income statement projections are parallel tasks that are essentially prepared from the same data. They may be regarded almost as two sides of the same coin.

The income statement shows the owner/manager the income/loss based on the assumption that both sales income and the cost of making that sale are matched together in the same month.

The cash flow statement looks at the same transactions from the viewpoint that in reality the cost of the sale is incurred first (and paid for) and the income is received last, anywhere from one week to three months later.

Benefits from using Cash Flow analysis
The cash flow statement is one of the four main financial statements of a company. The cash flow statement can be examined to determine the short-term sustainability of a company. If cash is increasing (and operational cash flow is positive), then a company will often be deemed to be healthy in the short-term. Increasing or stable cash balances suggest that a company is able to meet its cash needs, and remain solvent. This information cannot always be seen in the income statement or the balance sheet of a company. For instance, a company may be generating profit, but still have difficulty in remaining solvent.

5) PlanStar MicroView™ Dashboard Business Analysis System
(Excel 2003, Excel 2007, and Excel 2010)

Excel offers significant power to generate high-quality, low-cost, low-maintenance small chart dashboards. Excel small chart dashboards can display virtually any business data and all on one single page rather than pages of charts.

PlanStar MicroView™ is resplendent in small charts, and dashboards all generated by entering data on one worksheet that populates all of the charts in the workbook.

PlanStar MicroView™ is also a Business Analysis system that produces worksheets suitable for use in any Business Plan.

Easy to setup:
1) Click the number of financial periods that you desire for posting: 4 through 12 periods.
2) Click a business category: Manufacturing, Service, Retail, Wholesale, or Job Shop.
3) Set up as "C" corp or "S" corp.
4) Instantly choose Year, Month, or Quarter configurations.

In seconds, you are able to analyze almost any business the way you want it and print a professional report .

The logic is simple: Enter on one worksheet your financial data, have that data instantly populate all analysis worksheets in the workbook, and yield analysis results that point to problems areas for improving your business.

An added benefit is PlanStart MicroView™ Miniature Charts (Nano Line Charts).
They help business managers quickly zoom in on good, bad and other trends in their line data so that they can make better decisions.

6) PlanStar Consolidator™ Business Consolidation Analysis System
(Excel 2003, Excel 2007, and Excel 2010)

The PlanStar Consolidator™ is designed to combine the financial data of a company with financial data from multiple entities, such as profit centers, subsidiaries, or majority interests into one Consolidation Report.

Enter the finance details for each of your company's entities on each entry worksheet. You enter financial data for each of up to 10 profit centers and The PlanStar Consolidator™ produces over 50 analysis reports for tracking your business.

When you modify, add, or delete the data in the cells of the entry worksheets, The PlanStar Consolidator™ automatically calculates your company's consolidated financial statements.


7) PlanStar MicroShots Pro™ Business Analysis System
(Excel 2003, Excel 2007, and Excel 2010)

PlanStar MicroShots Pro™ Business Analysis System is designed to quickly analyze the overall health of any business. Its main feature is the "MicroShots Control Panel". MicroShots are condensed chart snapshots of key financial analysis data. The MicroShots worksheets are fully automated and yield instant results.

Easy to setup:
1) Click the number of financial periods that you desire for posting: 4 through 12 periods.
2) Click a Z-Score class: Public, Private, Non-manufacturing.
3) Click a business category: Manufacturing, Service, Retail, Wholesale, or Job Shop.
4) Set up as "C" corp or "S" corp.
5) Choose Year, Month, or Quarter configurations.
6) Enter data in cells in the "Master Data Entry" worksheet.
7) Enter data in cells in the "Cash Flow Data Entry" worksheet.
8) Go to the "Quick Analysis 4 Periods" worksheet. Here you will find the Primary Financial
Predictors that determine the overall health of the business.
9) Next, go to the "Summary Analysis" worksheet. All of the key analysis worksheets feed
information back to this summary sheet for additional fast assessment.
10) Then, go to the "Financial Health Analysis" worksheet. This worksheet condenses everything
into one printed page. Button clicks yield blowups for printing.
11) Lastly, go to the automated "MicroShots" worksheets for some amazing fast analysis results.

This product is open architecture which allows you to sculpture it to suit any business analysis situation. Typically, our professional users smorgasbord worksheets according to their client's business profile.

This is a "Must Have Product" when creating a business plan. This product also places special emphasis on Ratio Analysis. You will find almost every ratio that banks and venture capitalists use in evaluating a business.

8) PlanStar Budget System
(Excel 2003, Excel 2007, and Excel 2010)

The PlanStar Budget System™ set of worksheets helps you assess key financial, operating, and competitive metrics as part of a monthly performance review. The template includes built-in formulas that you can use to quickly generate an accurate and reliable snapshot of your organization's budgeted and actual monthly results.

PlanStar Budget System™ comprises 12 worksheets:
   1) Budget Summary   This worksheet captures financial metrics in the Profit and Loss Summary and the Balance Sheet Summary line
       items. The Operating Metrics Summary line item covers key line items such as production capacity. The Competitive Summary line
       item provides a comparison of your company against its known competitors.
   2) Profit & Loss Chart   Selected data that you enter in the Profit and Loss Summary line items on the Budget Summary worksheet form
       a bar graph on the Profit & Loss Chart worksheet.
   3) Balance Sheet Chart   Selected data that you enter in the Balance Sheet Summary line items on the Budget Summary worksheet are
       carried over to the Balance Sheet Chart worksheet. This worksheet displays a bar graph of your data for period-end cash flow;
       accounts receivable; inventory; property, plant, and equipment; accounts payable; and long-term liabilities.
   4) 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.
   5) Marketing Budget Plan Chart
   6) Annual Operating Budget—Service Companies
       A) Inputs & Assumptions   This worksheet documents key assumptions that affect the operating budget in general, such as the tax
           rate and straight-line depreciation period.
       B) Business Unit Expense Analysis   This worksheet captures the bottom-up metrics that define the cost of the three primary
            operating areas of a services organization (service operations, sales and marketing, and general and administrative). Each area
            contains both a headcount and a cost model.
       C) Annual Operating Budget   This worksheet is based on the inputs within the previous worksheet; the results are summarized in
           the pro forma financial statements (profit and loss, balance sheet, and cash flow summary).
       D) Trend Chart   This worksheet visually depicts trends by quarter for key items including revenue, margin, ending cash balance,
            and ending total assets balance.
   7) The Budget vs. Actual Analysis worksheet helps to analyze a company's overall progress toward reaching financial goals.
        You can use this analysis to compare key line items from your income statement (profit-and-loss statement) and balance sheet
        with annual financial plans.
   8) The Budget Scenario Analysis set 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.



393 Templates Library
(Excel 2003, Excel 2007, and Excel 2010)

5year Projections
7 Year Balloon Loan Amort
7 Year Balloon Loan Amort 97
24 Month Sales Forecast
24 Month Sales Forecast 97
36 Month Sales Forecast
36 Month Sales Forecast 97
40 column
40 column 97
48 Month Sales Forecast
48 Month Sales Forecast 97
52 Week Sales Record
52 Week Sales Record 97
401K Planner
401K Planner 97
401K Reallocation Planner
Accounts Payable Aging
Accounts Payable Aging 97
Accounts Receivable Aging
Accounts Receivable Aging 97
Activity Ratios
Activity Ratios 97
Annual Direct Labor Analysis
Annual Direct Labor Analysis 97
Approval To Hire Request
Approval To Hire Request 97
Auto Expense Report
Auto Expense Report 97
Average Selling Price Analysis
Average Selling Price Analysis 97
Avertising Expenditures-Media
Avertising Expenditures-Media 97
Backorder Control
Backorder Control 97
Balance Sheet
Balance Sheet 97
Balance Sheet 2 Years (Quarterly)
Balance Sheet Summary of Years 1 to 5
Balanced Scorecard
Balanced Scorecard 97
Basic Cash Flow
Basic Invoice
Basic Invoice 97
Bill of Ladding
Bill of Ladding 97
Break-Even Analysis
Break-Even Analysis 97 (2)
Break-Even Analysis 97 (3)
Break-Even Analysis 97
Break-Even Analysis (2)
Break-Even Analysis (3)
Break-Even Chart
Break-Even Chart 97
Break-Even CIA
Break-Even CIA 97
Breakeven Interactive
Break-Even Simple
Break-Even Simple 97
Break-even Units
budget 97
Budget-5 Profit Centers
Budget-5 Profit Centers 97
Budget Plan
Budget Plan 97
Business Acquisition Worksheet
Business Acquisition Worksheet 97
Business Indebtedness
Business Indebtedness 97
Business Loan Proceeds
Business Loan Proceeds 97
Business Plan Sample
Business Plan Sample 97
Business Valuation
Business Valuation 97
Cash Budget
Cash Budget 97
Cash Flow 4 Yrs Quarterly
Cash Flow 4 Yrs Quarterly 97
Cash Flow Forecast 2 Years (Quarterly)
Cash Flow Forecast 12 Months
Cash Flow Forecast 12 Months 97
Cash Flow Sensitivity Analysis
Cash Flow Sensitivity Analysis 97
Commercial Loan Checklist
Commercial Loan Checklist 97
Commission Report
Commission Report 97
Comp. Contribution Analysis
Comp. Taxable Income Analysis
Company Property Receipt
Company Property Receipt 97
Comparative Balance Sheet
Comparative Business Income
Comparative Business Income 97
Comparative Contribution Income
Comparative Contribution Income 97
Comparative Earnings Analysis
Comparative Earnings Analysis 97
Comparative Taxable Income
Comparative Taxable Income 97
concretelog 97
Corporate Analysis
Corporate Analysis 97
Corporate Earnings Analysis
Corporate Earnings Analysis 97
Credit Application
Credit Application 97
Credit Control List
Credit Control List 97
Credit History
Credit History 97
Customer Ledger
Customer Ledger 97
Daily Production Report
Daily Production Report 97
Daily Profit Tracking and Weekly Summary.doc
daily report
daily report 97
Daily Time Sheet
Daily Time Sheet 97
Daily Time Sheet-Services Rendered
Daily Time Sheet-Services Rendered 97
Dashboard 97
Debt Ratios
Debt Ratios 97
Direct Advertising Response
Direct Advertising Response 97
Direct Marketing Analysis
Direct Marketing Analysis 97
Employee Change Record
Employee Change Record 97
Employee Orientation
Employee Orientation 97
Employee Performance Review
Employee Performance Review 97
Employee Self Evaluation
Employee Self Evaluation 97
Employee Termination
Employee Termination 97
Employee Time Sheet
Employee Time Sheet 97
Entrepreneurial Test
Estimating Start-Up Capital
Estimating Start-Up Capital 97
Expense Budget
Expense Budget 97
Expense Report
Expense Report 97
field logs
field logs 97
Financial Calculator
Financial Calculator 97
Financial Comparison Analysis
Financial Comparison Analysis 97
Financial Forecast Analysis 97 8 yrs
Financial Forecast Analysis 8 yrs
Financial Statement Ratios
Financial Statement Ratios 97
Financial Toys
Financial Toys 97
Five Year Projections
Five Year Projections 97
Fixed Asset Record
Fixed Asset Record 97
Flexible Budget
Flexible Budget 97
G&A Expense Budget
G&A Expense Budget 97
G-A Expense Budget
Headcount Analysis
Headcount Analysis 97
Income Statement
Income Statement 97
Income Statement 2 Years (Quarterly)
Income Statement 12 Months
Income Statement Summary of Years 1 to 5
Industry Analysis
Inspection Report
Inspection Report 97
Insurance Coverage Report
Insurance Coverage Report 97
Job Estimate
Job Estimate 97
Liquidity Analysis & Ratios
Liquidity Analysis & Ratios 97
Loan Tree
Loan Tree 97
Manufacturing Overhead Budget
Manufacturing Overhead Budget 97
Marketing Analysis
Marketing Analysis 97
Marketing Calculators
Marketing Calculators 97
Marketing Personnel Expenses
Marketing Personnel Expenses 97
Media Budget by Quarter
Media Budget by Quarter 97
Media Forecast
Media Forecast 97
Merchandise Plan
Merchandise Plan 97
Merchandise Return
Merchandise Return 97
Monthly Sales Projections
Monthly Sales Projections 97
Moving Average Sales Forecast
Moving Average Sales Forecast 97
NeoPrice« Pricing Analysis
NeoPrice« Pricing Analysis 97
New Employee Record Char 97
New Employee Record Chart
New Product Sales Forecast
New Product Sales Forecast 97
One Year Project Process Report
One Year Project Process Report 97
Overdue Account File
Overdue Account File 97
Parts Inventory
Parts Inventory 97
Payback Analysis
Payback Analysis 97
Perpetual Inventory Control
Perpetual Inventory Control 97
Personal Wealth Analysis
Personal Wealth Analysis 97
Personnel Activity Report
Personnel Activity Report 97
Present Value Mixed Stream
Present Value Mixed Stream 97
Price Estimate For Services
Price Estimate For Services 97
Price Line Sales Projections
Price Line Sales Projections 97
Product Sales Goals
Product Sales Goals 97
Production Reject Report
Production Reject Report 97
Profitability Ratios
Profitability Ratios 97
Proforma Balance Sheet
Pro-Forma Balance Sheet
Pro-Forma Balance Sheet 97
Proforma Income Statement
Pro-Forma Income Statement
Pro-Forma Income Statement 97
Project Cost Summary
Project Cost Summary 97
Projected Cash Flow
Puchases Log
Puchases Log 97
Purchase Order
Purchase Order 97
Quarterly Budget Analysis
Quarterly Budget Analysis 97
Quarterly Cash Flow Projection
Quarterly Cash Flow Projection 97
Quarterly Marketing Budget
Quarterly Marketing Budget 97
Quarterly Sales Record
Quarterly Sales Record 97
Quotation Evaluation
Quotation Evaluation 97
Quotation Record
Quotation Record 97
Ratio Analysis
Ratio Analysis 97
Ratio Analysis-Comprehensive
Ratio Analysis-Comprehensive 97
Ratio Analysis-Detailed
Ratio Analysis-Detailed 97
Receipt For Goods
Receipt For Goods 97
Receiving Report
Receiving Report 97
Request For Quotation
Request For Quotation 97
Sales Activity Report
Sales Activity Report 97
Sales Budget
Sales Budget 97
Sales Channel Analysis
Sales Channel Analysis 97
Sales Promotion Expenses
Sales Promotion Expenses 97
Sales Quotation
Sales Quotation 97
Sales Revenue Report
Sales Revenue Report 97
Sales Seasonality by Month
Sales Seasonality by Month 97
Sales Trend Analysis
Sales Trend Analysis 97
Service Invoice
Service Invoice 97
Shipping Order
Shipping Order 97
Small Business Valuation
Small Business Valuation 97
Smoothing Forecast Analysis
Smoothing Forecast Analysis 97
Startup Budget
Startup Budget 97
Startup Capitalization
Startup Capitalization 97
Statement of Account
Statement of Account 97
Statement of Cash Flows
Statement of Cash Flows 97
Stock Balance Record
Stock Balance Record 97
Stock Valuator
Stock Valuator 97
Store-To-Store Sales
Store-To-Store Sales 97
Summary of Key Accounts
Summary of Key Accounts 97
time-progress report
time-progress report 97
Vendor Cost Analysis
Vendor Cost Analysis 97
Vendor Evaluation Analysis
Vendor Evaluation Analysis 97
Vendor Master File
Vendor Master File 97
Wealth Accumulation Analysis
Wealth Accumulation Analysis 97
Wealth Analysis
Weekly Cash Flow Projection
Weekly Cash Flow Projection 97
Weekly Profit Tracking and Year to Date Totals.doc
Weekly Work Schedule
Weekly Work Schedule 97
Yearly Planner
Yearly Planner 97

Microsoft Office Excel 2003 minimum 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 × 600) or higher-resolution monitor
     6) Operating system Microsoft Windows 2000 with Service Pack 3 (SP3),
         Windows XP, or later

Apple Minimum System Requirements:
Microsoft  (Apple) Office Excel 2008, Word 2008, and PowerPoint 2008 system requirements
To use Apple Microsoft Office 2008, you will need:
     1) A Mac computer with an Intel 500 MHz or faster processor
     2) Operating system Mac OS X version 10.4.9 or later
     3) 512 MB of RAM or more
     4) 1.5 GB of available hard disk space
     5) DVD drive
     6) 1024 x 768 or higher resolution-monitor

NOTE: Since Microsoft chose to drop VBA (Macros) in Apple Excel 2008, a good alternative is to use Boot Camp found in Mac OS X or a 3rd party virtual desktop program. This allows you to have Windows XP or Vista on your Mac desk top.



This product is designed for Excel 2003, and Excel 2010.





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