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Profit Planner Workbook Software

The Profit Planner Workbook Software is designed to simplify your profit planning. It allows you to quickly and easily see how changes in figures will affect a specific department or the company as a whole. And it's great for forecasting!

Based on the powerful forms from Total Management 1 Workshop, this easy-to-use program guides you through all aspects of your financial plan—from sales to expenses—and then creates monthly targets based on your own seasonal trends!

How It Works

  1. Set up your own departments—up to nine—and define the type for each from our templates:
    • Big-ticket sales
    • Finance and Insurance
    • Counter sales
    • Service
    • Storage/rental
    • Office furniture
    • Generic
  2. Switch between Spader's logic and traditional accounting to see how your budget looks both ways.
  3. Compare your budget to Spader's industry-specific key expense ratios and see how you compare to others in your industry.
  4. Allocate expenses from the total company down, and/or budget expenses for each department independently.
  5. Spread your annual budget across 12 months using your own company's seasonality.
  6. Input a few numbers from your financial statements each month, and then view charts that show you graphically how your actual results compare to your plan. 

System Requirements & Cost

  • Windows 95 or newer
  • Microsoft Excel 97 or newer (NOT 64-bit version of Excel 2010, default/32-bit version is OK)
  • Display screen area set to 800 × 600 or more
  • Laser or inkjet printer, legal size paper recommended

 

Software Price, single user license: $1795
Monthly Support: $16.25/month
Support is required, and is billed annually, in advance.
Support includes toll-free user support for budgeting help, technical questions and routine updates for error corrections. Future updates to the program incorporating new features are not included in support fees.

This price is for one user license. Purchase multiple user licenses FOR USE AT THE SAME BUSINESS LOCATION for a package price, or add user licenses for the same location at a later time.
 

 


Contact us to learn more about how Profit Planner Workbook can help your business find fulfilling success.

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