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

Some of the 18 Business Analysis Systems & Templates Included:

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.

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.
 

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)