PaloAltoSoftware

Financials made easy

Business Plan Pro's table wizards guide you through creating your financial forecasts. You just plug in your numbers and the calculations are done for you. Plus, you have instant access to the methodology behind standard business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers such powerful, integrated financial and spreadsheet support.

All the spreadsheets you need

Not everyone needs every table, but if you do, it's in there:

• Balance Sheet
• Break-Even
• Analysis Cash Flow
• General Assumptions
• Inventory Analysis
• Investment Analysis (Premier Edition Only)
• Investment Offering (Premier Edition Only)
• Payback (Premier Edition Only)
• Long-Term Market Analysis
• Milestones
• Past Performance
• Payment Detail
• Personal Net Worth
• Personnel
• Profit and Loss
• Ratios
• Receivables Detail
• Sales Forecast
• Sources and Uses (Premier Edition Only)
• Startup Table
• Startup Funding
• Use of Funds (Premier Edition Only)

Plan settings for nonprofits

Easily create a business plan or funding plan for your nonprofit organization or social enterprise. Select the nonprofit option in the Plan Setup and the financials, charts and plan outline are automatically customized for the unique needs of nonprofits.

Simplified forecasting

Create forecasts visually with a "drag and drop" graphic forecaster. The forecaster is a simple and powerful tool to streamline the forecasting process. You can easily change your sales and expenses estimates. Simply clicking your mouse button to move the line on your forecast chart or apply a growth rate to the whole year. Build forecasts using visual common sense.

Create long-term financial forecasts

Business Plan Pro allows for long-term forecasting of your. Detailed financial forecasting is available through the first five years, while a long-term macro-view summary plan can be created for up to 10 years in the future.

Manage your cash flow Premier only

Planning your cash flow is one of the most important aspects of managing a business. Create what-if scenarios by testing the key variables that affect your cash flow: accounts payable, accounts receivable and inventory/stock. The Cash Pilot is a graphical tool which provides a visual representation to help you better manage these three key components that affect your cash flow.

Free add-ins for special circumstances

Expand your forecasting options with free, downloadable Business Plan Pro add-in components. Create a detailed depreciation breakdown, a loan payback schedule, and a sales forecast for a subscription model.