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Business Plan Writer
The Business Plan Writer is a new module that allows you to write a business plan document and to incorporate in it tables and graphs, which are created by the software in the Financial Planner module. Writing the business plan begins by building the Table of Contents that includes text topics combined with tables and graphs. The order and structure of the topics in the Table of Contents are set by the user and can easily be edited and changed.Once the Table of Contents is ready, you can write the contents of each text section and then create the whole business plan. The tables and graphs will be created and added automatically in their designated sections. The created business plan can be printed or exported to a Word or PDF file. The values in the tables and graphs are the up to date figures from the Financial Planner

 Reporting Package
The Reporting Package is a new module that allows you to prepare reports that include text sections and incorporate tables and graphs from the Financial Planner module. A typical report can show Actual vs. Plan results. You can build the Table of Contents of the report and then write the text sections. When finished, you can create the report and the tables from the Financial Planner will be added automatically. The report can be printed or exported to a Word or PDF file.

Color Codes in Actual vs. Plan Reports
The main Actual vs. Plan screens and reports include now a color code column that shows the variance between plan and actual in colors. When the actual results equal or better than the plan values, the green color appears. When the actual results are less than planned, a yellow color appears if the variance is moderate (up to 3%), or a red color appears to emphasize a significant variance.

User Interface
The User Interface of the software is enhanced and uses Office 2007 Ribbon technology, which makes it easier for the user to find all the functions of the software in the same place.

Import Actual Data
The Import Actual Data module is simplified and enhanced. The complex possibility to define different import profiles and to import files with inconsistent structure was removed.  The new module can import data file with specific structure (e.g. columns for account codes, account description and for each month).

Product Profit Centers
You can can allocate operating expenses to Products and analyze the profit of each product as a Profit Center. This feature is added to the existing Market Profit Centers and enables to analyze the profitability of the business segments from several points of view.

Personnel Cost Analysis
Personnel Cost analysis screen was added to the Analysis menu under Plan Details group. This screen shows the cost of salaries and the headcount of employees in all the departments in one report.

Working Capital Analysis
Working Capital analysis screen was added to the Analysis menu under Financial Analysis group. This screen shows the current assets compared to current liabilities of the business throughout the plan periods and what are the Working Capital requirements of the business.

Variable Expenses as % of Direct Costs
Variable expenses, in Operating Expenses, enable now to choose that they will be calculated as percentage of a selected product direct costs, in addition to the existing options which include sales, sales by markets and sales by products.

Activation of New Investments
In Plant and Equipment screen you can set the activation period for each investment and depreciation will start from this period and on. This is useful for investments that are done during a few periods, and activated in the completion period.

Profit and Loss - Percentage and Index Analysis
The Profit and Loss report includes now two additional tabs:
- % Analysis - shows the P&L in percentages. Each amount is calculated as percentage of the Revenues or the Total Production, according to the selected Percentage base. This analysis shows the structure and inner division of the P&L items and how they develop through the plan periods.
- Index Analysis - shows the base period values as 100 and each value in each period is calculated in relation to it, e.g. if a revenue of 20,000 in first year is 100 then a revenue of 30,000 in second year will be presented as 150. This analysis enables to detect trends in each P&L item. 

Linked Documents
The Documentation module includes now a possibility to add a list of linked documents, e.g. Word documents or Excel sheets, to each screen of the software. For example, if the user had a number of Word documents with assumptions and data that relate to the data in the Sales Plan screen he can open the Documentation module, select the Linked Documents tab and add all the related Word documents to the list. Next time that the user will want to review a document that relates to the Sales Plan he will just select it and display it in the Documentation module rather then searching for it in the hard disk.

Report Profiles
The Report table includes an additional feature, the Report Profiles, that enables to save and load pre-prepared lists of reports. When the user marks some of the reports in the Reports table he can click on the Report Profiles button and save the selection of the reports to a named profile. Next time that he will want to produce the same list of reports he will be able to enter the Report Profiles again and load the saved profile, this will mark the required reports as it was when saving the profile.

Password for Plan
You can now enter a password for a plan (in General Data screen, General Parameters tab there is a button for it). The password will be asked when opening the plan. The Password for the software (entered by pressing Password button on Preferences screen) was improved too. A button was added to change the password and new password is asked twice.

Widths of Columns are saved
If you change width of columns in any data or analysis screen it is saved and used next time the screen is loaded or a report is created. This feature is very useful for reports and presentation.

Product Components Term of Payments
The product component tables include a new column for payment days for each component.

Product Components Report
A Product Components report can be created by clicking a button on the Product and Cost screen toolbar.

Cursor movement after entering data
In Preferences screen (in General tab) you can decide to what direction the cursor will move when clicking Enter after data entry in a cell. Like Excel, the cursor can move right, down, left or up.

Copy and Paste of a Range
Like Excel, when pasting a range of cells it can be done by marking only the first cell in the target range, and not the whole range as it was before.

Dynamic Link between Documentation and Navigator
When an screen that has documentation is selected in the Navigator, it is opened with the Documentation screen. A checkbox on the Documentation screen can be unchecked to disable this link.

Sales by Units in Ratio Generator
The Financial Ratio Generator enables now to choose also lines from the Sales by units table to be used in user defined ratios.

New Year - copy Previous data from Rolling Forecast
The New Year function can copy previous period data from the Rolling Forecast screens.

Button to expand/collapse tree
A Button was added to the toolbars of the Profit and Loss, Operating Cash Flow and the Profit Centers screens. This button enables to expand and collapse quickly the tree structure of these screens.

Reports and Export to Excel enable Expanded Trees
A parameter was added to the Reports Table and to the Export to Excel screen that allows to select if the Profit and Loss, the Operating Cash Flow and the Profit Centers reports will be created expanded and show all the details or collapsed and show only the main items (as was in previous versions).

Enhanced Task Controlling
The Task List was enhanced and includes now fields to enter who is responsible for each task, when the work on the task should be started and what is the estimated working days that are required for the task. These added features, together with existing features that enable to enter the due date of each task, to mark if it is completed and to present all or only uncompleted tasks, makes the Task List a powerful tool to control all the activities that are concerned to the planning and controlling activities with the softrware.

Actual vs. Plan Percentage Analysis
The Actual vs. Plan enables percentage analysis for the Accumulated column as well as it was for the periodical columns.

Cash Flow Statement of Previous Periods
The Cash Flow Statement screen was added to the Previous Periods screen. The data entered here is shown in the Cash Flow Statement screen in the Analysis section and enables to see the trends from previous periods to the plan periods.

Details in Actual Markets and Products Profit Centers
The actual data can be entered in details for Market Profit Centers and Product Profit Centers. The Actual vs. Plan is also detailed and comparison for each income and expense item can be done.

Analysis items reorganized in groups
Analysis items in menu and navigator are organized in 4 groups to make it easier to understand the different analysis tools.

Navigator rebuilt to emphasize main items
Main items in the Navigator are emphasized by colors and graphics. When user selects a main item in the Navigator it is expanded and the other main items are closed. This is an option that the user can change in the Preferences screen, Navigator tab so that it will work as before.

Control Panel
The Conrol Panel can be defined as the main screen that is displayed to you when the software is loaded. In the Control Panel you can select and load one of the main modules of the software: the Financial Planner, the Business Plan Writer and the Reporting Package. When the work with the selected module is done you return to the Control Panel and can decide if to load another module or exit the software. The control Panel also allows you to display the software Help file and to open new or existing plans.

Upgrade Information

Can I try it ?
You can download evaluation version of Business Planner 2012 Pro in the Downloads page. The evaluation version is active for a few days and doesn't allow printing.
Note: Business Planner 2011Pro is installed to a different folder than any previous version and doesn't overwrite it. You can load a plan that you did with a previous version and it will be upgraded and copied to sub-folder Plans in the folder of the software.

What is the Price ?
As a user of a previous version of the Business Planner you are entitled for a special upgrade price. In the Buy page you can see the price of the upgrade and you can pay for the upgrade through a secured server.