| Works with Microsoft Office |
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Works with Office 97, Office 2000, Office XP and Office 2003 |
| Advisor Text |
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Extensive; every workbook has extensive help and contains sample data |
| Sample plans |
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14 detailed real life examples |
| Professional Print Quality |
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High Quality - Great control over color, fonts, styles |
| View and work with entire document |
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Just like Office |
| Share documents from plan |
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Anyone with Office can read and change it |
| Integrated workbook allows you to prepare financials |
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MS Excel workbook - the standard used by financial consultants, CPAs, and other experts |
| Charts |
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Over 7 |
| Worksheets |
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Over 25 |
| # of sales forecast methods |
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3 for sales and 2 for cost of sales |
| Sales forecast customizable |
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Excel users can change forecast to meet needs |
| Plan versus Actual Analysis |
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Projected Income Statements, Cash Budgets, and Balance Sheets into which you can enter actual results. Variances are calculated. |
| Personnel Plan for year 1 and 5 year planning horizon |
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Detailed personnel plan worksheets |
| Cell notes and detailed explanations of inputs, variables, and assumptions |
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Each assumption explained in great detail. Hand holding via cell notes and context sensitive Advisor |
| Detailed OfficeReady Business Plans Tutorial |
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Tutorial can be accessed at any time. Tips on all facets of writing the plan. |
| Ability to extract and export portion of workbook for review by another Excel user |
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Any worksheet can be exported in separate Excel file. |
| Plan can be attached to email for collegial input. |
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Word, Excel, and PowerPoint files can be circulated as email attachments. |
| PowerPoint Plan Template |
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Plan can be presented via PowerPoint presentation for live meetings or via the net |
| International Currency Compatibility |
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| A4 Page Formatting |
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