PlanMagic Business

PlanMagic Business is a business plan software that includes fully automated financial projections.

Features include:

• Business plan templates in MS Word.
• Fully automated financial projection application in MS Excel.
• PowerPoint presentation template.
• Business plan guide.
• PlanMagic's Smart Entry System (SES) to minimize and speed up data entry.
• Validation checks for data consistency.
• Development can start up to 5 years prior to operations.
• Fiscal year and forecasts can start in any month.
• Forecasts include monthly, quarterly, and annual.
• 10 years can be forecast in one financial workbook.
• Views are collapsible for clear summaries.
• Costs can be split between fixed and variable cost for contribution, break-even, and similar analyses.
• Projected balance sheets that are always balanced.
• 40+ charts illustrate trends in expenses, sales, revenues, cash flow, and more.
• Assumptions: general, form, financial, inventory, loans, tax, royalties on revenues, franchise, product mix, tax, and dividend.
• Development planning.
• Startup expenses: can be entered as expendable or as depreciable.
• Investment budget: unlimited number of new/existing assets.
• Depreciation schedule using SLN, DB, DDB, or SYD.
• Funding: shareholders' capital, unlimited number of new/existing loans, deferred loans, flexible loans, and amortization.
• Beginning balance sheet with or without historic data.
• Personnel wizard: add persons, groups, or departments.
• Personnel assumptions: payroll burden with variation for tax on wage base limit, hourly/overtime rates, and bonuses payment schedule.
• Personnel plan: monthly, quarterly, and annual with headcount, payroll, overtime, bonuses, and payroll burden summary.
• Product details and cost of goods with minimum stock level entry.
• Sales projections: monthly, quarterly, and annual.
• Cash flow projection: monthly, quarterly, and annual.
• Balance sheet projection: monthly and annual.
• Income statement.
• Notes to the financial statements with automated data from the projections.
• Tax account: automated for sales tax and income tax.
• Inventory account automated.
• Historic ratios.
• Projected ratios.
• Industry standards comparison.
• Loan capacity ratios.
• Annual dynamic what-if analysis.
• Best/worst case scenarios sensitivity analysis.
• Comparison analysis.
• Timeline with a task wizard.
• Line of credit scenario.
• Development planning.
• Advertising and promotion plan.
• Annual ROA/ROE/SGR dynamic analysis tree.
• Annual WACC/EVA dynamic analysis trees.
• Annual summary matrix: beginning balance, income statement, cash flow, and ending balance.
• Annual summarized projections.
• Revenue analysis per product line.
• Executive dashboard.
• Exchange rate multiplier to easily convert values into another currency.
• Equipment, office, lunch room, and machinery list worksheets.
• Services estimation worksheets.
• Personal financial statement worksheet.
• Partnership accounts worksheet.
• USA benchmarks workbook.