This product is designed for Excel 2003/2007/2010.


Profit Planner™ analyzes your business and tells you how to make maximum profit.   

This product is designed for the small to medium size business owner or CFO. It is not rigorous and needs only basic skills with spreadsheets.

Once you complete the Master Data Entry worksheet, Profit Planner™ looks at hundreds of results and tells you where you need to either increase sales, decrease expenses, increase assets, reduce liabilities, correct cash flow bottlenecks, or all of the foregoing.

The Trend Analysis of Key Indicators worksheet brings everything you entered into focus. It is here that Profit Planner™ sifts through your data and renders an assessment of your business's health and where to go to correct or tweak areas for greater profit.

You will find a large selection of bonus tools that "zero in" on making your business more efficient including Headcount Analysis, Cash Flow Sensitivity Analysis, Payroll Analysis, Optimal Operating Analysis, Detailed Expense Estimates Analysis, Budget System Analysis, and much more.

Finally, Profit Planner™ has an open and unprotected architecture. This allows you to customize it to suit the needs of your business.

Features:
Profit Planner™ is "Printer Ready". All sheets pre-formatted.
135 worksheets
Prints 146 pages
Full open architecture allows you to customize to suit your needs.
Includes both Microsoft Excel 2003 and Microsoft Excel 2007 Versions
 

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

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.

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.


Profit Planner™ Index

This index is in workbook order.

• Profit Planner Introduction
• Master Index
• Master Data Entry
• Master Data Instructions
• Chart of Accounts
• Trend Analysis
• Dashboard
• Cover Sheet
• Executive Summary
• Comp. Income Statement
• Proforma Income
• Comp. Balance Sheet
• Proforma Balance
• Forecast Analysis
• Financial Summary
• Snapshot
• Cash Flow 4 Periods
• Cash Flow 8 Periods
• Cash Flow Sensitivity Analysis
• Cash Flow Sensitivity AR
• Logit Analysis
• H-Factor
• Springate
• Optimal Performance
• Payroll Analysis
• Expense Analysis
• Expense Budget
• Sales vs. Expense
• Breakdown of Costs
• BE Adjusted
• Breakeven 4 Periods
• Breakeven Analysis
• Breakeven Analysis (2)
• Breakeven Analysis (3)
• Breakeven Analysis (4)
• Z-Score Explained
• Z-Score Analysis (1)
• Z-Score (1) Chart
• Z-Score Analysis (2)
• Z-Score (2) Chart
• Z-Score Analysis (3)
• Z-Score (3) Chart
• Current Summary Chart
• Sales Performance Chart
• Total Expenses Chart
• Materials Cost Chart
• G&A Expenses Chart
• Sales Projection Chart
• Profit Chart
• Ownership Chart
• Labor Expenses Chart
• Ratios Introduction
• Current Ratio
• Quick Ratio
• Earnings Per Share
• Gross Profit Margin
• Net Profit Margin
• Return on Assets
• Return on Equity
• Average Collection Period
• Inventory Turnover Ratio
• Debt Ratio
• Equity Ratio
• Times Interest Earned Ratio
• Expanded Ratios
• Daily Profit Tracking
• Weekly Profit Tracking
• Detailed Expense Estimates
• Planned Expenses Input
• Actual Expenses Input
• Expense Variances
• Expense Analysis (2)
• Total Expenses Chart (2)
• 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
• Marketing Budget 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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