Running in parallel with shared data, ProfitVision™ produces 3 analysis reports
1) A Standard, comprehensive, 130+ page analysis report from historical data over 4 financial periods.
2) A Projected, comprehensive, 130+ page analysis report by altering the Standard data to project trends
when various key numbers are increased or decreased.
3) Business Audit System is integrated into the Summary Analysis. The audit goes beyond financials and
explores into the actual operation and management of the business. This feature allows, for the first time, an
overall health index that is virtually inarguable when presented to a client. All analysis conclusions are
substantiated in detail worksheets.

ProfitVision™ is an intermediate level product. Its open and unprotected architecture allows Excel developers to customize it to suit the needs of any business or business analyst. 





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

NOTE: This is a product that fits somewhere between starting up a business and seeking capital infusion, improving cash flow, and monitoring productivity for an ongoing business. In field tests it was successful across all sectors including consultants, accountants, and small business owners. In many instances, it was used for creating sophisticated business plans and, going forward, measuring a client's progress from startup through maturity.

ProfitVision™ is comprehensive and the rigor level is somewhere between basic at the low end and intermediate at the high end. As a result of full open architecture, it is very flexible and can be used for many situations.

One test was with a small service business owner. After a few days the logic of the system became apparent and she was able to create a great business plan suitable for presentation to her bank. Yes, she got the loan.

Its strongest feature is quickly creating projected scenarios for pro forma requirements in soliciting outside capital assistance.

 


ProfitVision™ Index

This index is in Alphabetical order.

• Accounts Payable Aging • Comp. Income Statement • Market Value Analysis • Projected Breakeven Analysis • Quick Ratio
• Accounts Receivable Aging • Copyright • Market Value Explained • Projected Comp. Balance Sheet • Rating Details
• Audit Assessment Key • Cover Sheet • Master Data Entry • Projected Comp. Inc. Statement • Ratios Introduction
• Automatic Audit • Credit Application • Master Data Instructions • Projected Cover Sheet • Return on Assets
• Average Collection Period • Current Ratio • Master Index • Projected Data Instructions • Return on Equity
• BE Adjusted • Current Summary Chart • Materials Cost Chart • Projected Executive Summary • Sales Performance Chart
• Breakdown of Costs • Daily Profit Tracking • Net Profit Margin • Projected Expanded Ratios • Sales Projection Chart
• Breakeven 4 Periods • Dashboard • Optimal Performance • Projected Financial Summary • Sales vs. Expense
• Breakeven Analysis • Debt Ratio • Ownership Chart • Projected Forecast Analysis • SIC Comparative RMA Analysis
• Breakeven Analysis (2) • Earnings Per Share • Payroll Analysis • Projected H-Factor • Snapshot
• Breakeven Analysis (3) • Equity Ratio • Perpetual Inventory Control • Projected Logit Analysis • Springate
• Breakeven Analysis (4) • Executive Summary • Productivity I • Projected Master Data Entry • Standard Industrial Codes
• Break-Even Applied • Expanded Ratios • Productivity II • Projected Proforma Balance • Stock Valuation
• Business Audit Introduction • Expense Analysis • Productivity III • Projected Proforma Income • Summary Analysis
• Cash Flow 4 Years • Expense Budget • Productivity I-Survey • Projected Rating Details • Support
• Cash Flow 4 Yrs Quarterly • Financial Summary • Productivity IV • Projected Sales vs. Expense • The Business Audit Background
• Cash Flow 8 Years • Forecast Analysis • Profit Chart • Projected Snapshot • Times Interest Earned Ratio
• Cash Flow Cycle • G&A Expenses Chart • ProfitVision Introduction • Projected Springate • Total Expenses Chart
• Cash Flow Forecast 12 Months • Gross Profit Margin • Proforma Balance • Projected Stock Valuation • Weekly Profit Tracking
• Cash Flow Forecast Daily • H-Factor • Proforma Income • Projected Z-Score (1) Chart • Z-Score (1) Chart
• Cash Flow Forecast Weekly • Industry Analysis • Projected BE Adjusted • Projected Z-Score (2) Chart • Z-Score (2) Chart
• Cash Flow Process • Inventory Turnover Ratio • Projected BE Analysis (2) • Projected Z-Score (3) Chart • Z-Score (3) Chart
• Cash Flow Sensitivity Analysis • Labor Expenses Chart • Projected BE Analysis (3) • Projected Z-Score Analysis (1) • Z-Score Analysis (1)
• Cash Flow Sensitivity AR • License Agreement • Projected BE Analysis (4) • Projected Z-Score Analysis (2) • Z-Score Analysis (2)
• Chart of Accounts • Logit Analysis • Projected Breakdown of Costs • Projected Z-Score Analysis (3) • Z-Score Analysis (3)
• Comp. Balance Sheet • Manual Audit • Projected Breakeven 4 Periods • Projected Z-Score Explained • Z-Score Explained

 

Features:
ProfitVision™ is "Printer Ready"
130 worksheets
Prints 230 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.


 

 



ProfitVision™ Folder Contents



Master Control Central

There are two Master Control Central worksheets, one for each version: Excel 2003 and 2007.

These sheets has been set up to make starting and reaping the benefits of your analysis product as simple as possible.

Just click on the system that you need and it will start automatically.



 



Control Central within ProfitVision™

This sheet has been set up to make starting and reaping the benefits of your analysis as simple as possible.

You only have to follow the 5 steps in sequence to activate all of the analysis engines.

You will find a Control Central button on all pages of ProfitVision™ so that you can return to the steps and key tools at any time.



 




 



 

 


 

 


 

 


 

 


 

 


 

 


 

 


 

 


 

 


 

 


 



 





 


 

 


 

 


 


 

 


 

 
 

 

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