Week 7

Welcome to Business Plan Financials!

Thank you for purchasing Business Plan Financials from PlanningShop. These worksheets will help you develop clear, compelling financial projections for your

business. If you are unfamiliar with the business planning process, we encourage you to refer to our book, Successful Business Plan: Secrets & Strategies , by

Rhonda Abrams, for comprehensive, step-by-step guidance. It is available through our website, www.PlanningShop.com.

First, a few tips to get you started:

SAVING A BLANK W ORKBOOK, TO ALLOW FOR RECOVERY FROM MISTAKES

You may start directly editing this file. If you later decide to start over and need a fresh copy of this file, find the blank "ORIG_PlanningShop_BizPlanFin(2.8)" file in

your PlanningShop directory. Make a copy of this file (just in case you might need to start over yet again), and then start editing the copy.

NAVIGATING THE W ORKSHEETS

You installed the W indows version of Business Plan Financials. The Excel Ribbon now contains a "PlanningShop" tab, that contains controls to let you navigate

between worksheets. The PlanningShop Ribbon looks slightly different in Excel 2007, Excel 2010, Excel 2013, but the functionality is the same.

Excel 2007 for W indows:

Excel 2010 for W indows:

Excel 2013 for W indows:

In Excel 2011 for Mac, there is no PlanningShop tab on the Excel Ribbon (Microsoft does not allow it).

Instead, to navigate between worksheets and charts, use the Excel worksheet tabs along the bottom edge of the Excel window.

HOW TO FILL IN THE WORKSHEETS

Each worksheet is composed of "cells" containing either black text or blue text. All you need to do is enter data in the blue cells--the black cells are automatically

calculated for you.

W hile you work, keep an eye out for red triangles that appear with some cells on the worksheets. These triangles indicate the presence of a "help balloon" that will

popup when you roll over the triangle, presenting you with additional information and tips about the section you are working on.

FOR MORE HELP

For more in-depth help and assistance, click on the "Business Plan Financials Help" menu in the toolbar. The help files contain extensive information about each

worksheet, along with a "Frequently Asked Questions" (FAQ).

To get started, click on the right-pointing arrow in the PlanningShop toolbar to reach the "Setup and Assumptions" worksheet, where you'll enter some basic

information about your business.

Version 2.8

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