You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for. So if your business has changed significantly and you only want say last six months dat you cant achieve this Cloud based, easy step by step process for planning for novices.
Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast.
Developed by Palo Alto Software, Business Plan Pro claims to be the best-selling business plan software for 10 years in a row, garnering praise from a variety of publications, including The Wall Street Journal, and Business Week.
It is available for purchase in both a standard and premier package, retailing in 2010 at $99.95 and $199.95, respectively.
Further if you dont use Xero or QBooks, there is no option to import from a spreadsheet - so again you need a data entry person to manually enter actual data unless you want to spend ages doing it yourself...
Very disappointed as up to this point had liked the platform.
It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all - current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example.
Whats worse is you cant roll back the sync - you have to manually delete all sync'd data.
While creating a business plan from scratch can seem daunting, there are various computer software programs on the market that can assist business owners in this task.
Developed by Jian Software, Biz Plan Builder can be purchased for use on both Mac and PC computers.