This product is designed for Excel 2003.
This product is compatible with Excel 2010.


We have been asked over-and-over to produce a "One Number" measure of a business's health. Believe it or not, this is harder than it might first appear. 

After many discussions with our authors, it was determined that it could be done. This product is the result.

Here are the areas assessed over 4 financial periods:
1) Financial 6) Z-Score
2) Management 7) Springate
3) Productivity 8) Logit Analysis
4) Operations 9) H-Factor
5) Cash Flow 10) Working Capital

All of these areas are analyzed and the results are combined into a single assessment rating number that is displayed at the bottom of the Summary Analysis worksheet.

This is an intermediate level product. The open and unprotected architecture allows intermediate level Excel users to customize it to suit the needs of any business.




Some Screen Shots







Product Description


The Assessor™ Business Assessment & Analysis System is a very powerful multi-integrated analysis system running as one:

Here are the areas assessed over 4 financial periods:
1) Financial                6) Z-Score
2) Management          7) Springate
3) Productivity            8) Logit
4) Operations              9) H-Factor
5) Cash Flow             10) Working Capital

All of these areas are integrated into a single assessment rating that makes sense and weighted accurately.

This is an intermediate level product. The open and unprotected architecture allows intermediate level Excel users to customize it to suit the needs of any business.


Product Features


The Assessor™ is "Printer Ready". All sheets pre-formatted.
Full open architecture allows you to customize to suit your needs.
Includes these bonus tools:
Cash Flow Analyzer (A $50.00 value, if bought separately)
        Business Plan for Startup Business
        Business Plan Creator
        Business Tools Library Volume I
        Business Tools Library Volume II
        Dynamic Strategic Planner
        NeoPrice™ - Pricing Your Product or Service
        Master Control 2007


Minimum Requirements


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 × 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.


Assessor™ Index

This index is in alphabetical order.

Assessment Details
Average Collection Period
BE Adjusted
Breakdown of Costs
Breakeven 4 Periods
Breakeven Analysis
Breakeven Analysis (2)
Breakeven Analysis (3)
Breakeven Analysis (4)
Cash Flow 4 Periods
Cash Flow 8 Periods
Cash Flow Data Entry
Comp. Balance Sheet
Comp. Income Statement
Cover Sheet
Current Ratio
Current Summary Chart
Debt Ratio
Earnings Per Share
Equity Ratio
Executive Summary
Expanded Ratios
Expense Analysis
Financial Analysis Dash (1)
Financial Analysis Dash (2)
Financial Analysis Dash (3)
Financial Analysis Dash (4)
Financial Summary
Forecast Analysis
Forecast Analysis Dashboard (1)
Forecast Analysis Dashboard (2)
G&A Expenses Chart
Gross Profit Margin
Inventory Turnover Ratio
Labor Expenses Chart
License Agreement
Logit Analysis
Management Audit

Management Audit Background
Management Audit Explanations
Management Audit Introduction
Management Audit Manual Entries
Market Value Analysis
Market Value Explained
Master Data Entry
Master Index
Materials Cost Chart
Net Profit Margin
Operations Assessment By Owner
Operations Assessment Summary
Optimal Performance
Ownership Chart
Payroll Analysis
Productivity I
Productivity I-Survey
Profit Chart
Proforma Balance
Proforma Income
Quick Analysis 1 Periods
Quick Analysis 4 Periods
Quick Ratio
Ratios Introduction
Return on Assets
Return on Equity
Sales Performance Chart
Sales Projection Chart
Sales vs. Expense
Stock Valuation
Summary Analysis
Times Interest Earned Ratio
Total Expenses Chart
Z-Score (1) Chart
Z-Score (2) Chart
Z-Score (3) Chart
Z-Score Analysis (1)
Z-Score Analysis (2)
Z-Score Analysis (3)
Z-Score Explained


Bonus Tools Index
(All New and Updated)

Accounts Payable Aging
Accounts Receivable Aging
Annual Direct Labor Analysis
Approval To Hire Request
Auto Expense Report
Average Selling Price Analysis
Advertising Expenditures-Media
Backorder Control
Balance Sheet
Balance Sheet (2)
Balance Sheet (3)
Basic Invoice
Bill of Ladding
Break-Even Analysis
Break-Even (2)
Break-Even Chart
Break-Even CIA
Break-Even Units
Budget-5 Profit Centers
Buried Costs
Business Acquisition Worksheet
Business Indebtedness
Business Loan Proceeds
Business Plan Sample
Business Valuation
Cash Budget
Cash Flow 4 Yrs Quarterly
Cash Flow Forecast
Cash Flow Forecast (2)
Cash Flow Sensitivity Analysis
Commercial Loan Checklist
Commission Report
Company Property Receipt
Comparative Business Income
Comparative Contribution Income
Comparative Earnings Analysis
Comparative Taxable Income
Corporate Earnings Analysis
Credit Application
Credit Control List
Credit History
Customer Ledger
Daily Profit Tracking
Weekly Profit Tracking
Daily Production Report
Daily Services Rendered
Debt Ratios
Direct Advertising Response
Direct Marketing Analysis
Employee Change Record
Employee Orientation
Employee Performance Review
Employee Self Evaluation
Employee Termination
Employee Time Sheet
Employee Turnover Analysis
Estimating Start-Up Capital
Expense Budget
Expense Report
Financial Calculator
Financial Comparison Analysis
Financial Analysis Data Entry
Financial Analysis
Financial Statement Ratios
Five Year Projections
Fixed Asset Record
Flexible Budget
G&A Expense Budget
Income Statement
Income Statement 2 Years
Income Statement 12 Months
Income Statement 5 Years

Inspection Report
Insurance Coverage Report
Job Estimate
Liquidity Analysis & Ratios
Manufacturing Overhead Budget
Marketing Calculators
Marketing Personnel Expenses
Media Budget by Quarter
Media Forecast
Merchandise Plan
Merchandise Return
Monthly Sales Projections
Moving Average Sales Forecast
New Employee Record Chart
New Product Sales Forecast
One Year Project Process Report
Overdue Account File
Parts Inventory
Payroll Analysis
Perpetual Inventory Control
Personal Wealth Analysis
Personnel Activity Report
Present Value Mixed Stream
Price Estimate For Services
Price Line Sales Projections
Product Sales Goals
Production Reject Report
Profitability Ratios
Proforma Balance Sheet
Pro-Forma Balance Sheet
Proforma Income Statement
Pro-Forma Income Statement
Project Cost Summary
Projected Cash Flow
Puchases Log
Purchase Order
Quarterly Budget Analysis
Quarterly Cash Flow Projection
Quarterly Marketing Budget
Quarterly Sales Record
Quotation Evaluation
Quotation Record
Ratio Analysis
Receipt For Goods
Receiving Report
Request For Quotation
Sales Activity Report
Sales Budget
Sales Channel Analysis
Sales Promotion Expenses
Sales Quotation
Sales Revenue Report
Sales Seasonality by Month
Sales Trend Analysis
Service Invoice
Shipping Order
Small Business Valuation
Smoothing Forecast
Startup Budget
Startup Capitalization
Statement of Account
Statement of Cash Flows
Stock Balance Record
Stock Valuator
Store-To-Store Sales
Summary of Key Accounts
Vendor Cost Analysis
Vendor Evaluation Analysis
Vendor Master File
Wealth Accumulation Analysis
Weekly Cash Flow Projection
Weekly Work Schedule
Yearly Planner


Assessor Folder Contents

More Screen Shots

Master Control Central
There is a Master Control Central worksheet.

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.
A Few Dashboards
(Each printed on a single sheet of 8˝ x 11 Paper)

Master Data Entry Worksheet
Master Data Entry - Automated Side Bar Selections
Pro Forma sheet
4 Financial Periods




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