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NOW PLAN TO STARTUP, EXPAND OR MONITOR A SUPERMARKET THE

EASY WAY

 plan any supermarket business like a pro


 plan to finance any supermarket business start-up or expansion
 surprise any potential investor with a thorough and complete presentation
 analyze the financial situation with state-of-the-art analysis tools
 stay up-to-date with the real financial situation at all times
 unlimited what-if and other analyses for 5 years without loss of data

It's a program that produces faster results than any other, and is brought to you by a
company with over 25 years of related experience. It is a helpful retail business plan
program and offers the necessary flexibility. Its structure is the preferred format today
and it offers you a template that includes all that should be included in a supermarket
business plan geared toward success. The financial application is the only retail specific
close-to-reality planner in the world.

Designed to help retail entrepreneurs and retailers make smarter decisions faster
and easier, it's the best value your money can buy when it comes to supermarket
business plan and retail financial plan software.

Supermarket business plan template

The preferred format supermarket business plan template for investors, SBA, banks
and angel investors in MS Word format.

You don't have to create your own contents from scratch or delete most of it as may be
the case with a sample plan. You'll also get the most professional printed results. The
program includes the retail store template by default and one additional business plan
template of your choice (in this case supermarket business plan template). You can also
purchase some additional retail business plan templates. The supermarket business plan
template is fully geared towards the supermarket business. Easily add project plans,
phasing diagrams, floor plans, specific plans and more as is needed. Easily insert
financial data from the financial application.

Supermarket Business Plan Template


Table of Contents (automated) Historic analysis
- General view
Executive summary - The market position
- Income statement historic
- Business goals/mission - Balance sheet historic
- Business description
- Business formation The organizational structure
- Business philosophies/identity - Management and personnel
- Character - Administrative organization
- Location - Contingency planning
- Main objectives
- Directors Supermarket operations
- Management team - Supermarket identity
- Key advantages - Supermarket location
- Strategic positioning - Supermarket premises
- Strategic alliance - Supermarket layout
- Licenses
- Sales summary Risk management
- Vision of the future - Risk reduction
- Funds required - Exit strategy

Development Financial plan


- Location determination - The investment budget
- Development process - Statistical data (ratios)
- Project plan - The return on investment
- Development team - Financial projections

Marketing Appendices
- The product mix - Personal income statement
- Sales estimates - Other
- Analysis current product mix
- Market analysis
- Marketing goals & strategies
- Competitive research
- Pricing policy
- Operations
- Advertising & promotion
- SWOT analysis

Retail business plan financials

Trend setting retail financial application written in MS Excel that has no


competition when it comes to close-to-reality retail store projections.

You will not find a better solution as specific, as detailed, and as automated. For
consultants there is no limit to the number of projections and retail business plans that
can be created. Enter some main assumptions, and start entering your financial data into
the clearly marked cells. Use it for a supermarket business plan as well as for ongoing
monitoring of your retail business.
Key advantages

• Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly


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 months, quarters, and years.
• Up to 5 years can be forecast in one financial workbook, with no limit if multiple
workbooks are used.
• 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.
• More than 40 charts illustrate trends in expenses, sales, revenues, cashflow and
more.

If you have purchased the Advanced Edition -AE- you can enjoy more detailed financial
analysis and reports that surpass even the most expensive accounting programs.

PlanMagic Retail Financial Application

The Ultimate in Modern Retail Business Financial Planning & Analysis


for any retailer, or retail type businesses

- Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix,
tax, dividend, and more)
- 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, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and
quarterly (3 years), annual (5 years)
- Personnel assumptions - payroll burden, hourly/overtime rates, bonuses payment
schedule
- Personnel plan monthly & quarterly (3 years) - with headcount, payroll, overtime,
bonuses and payroll burden summary
- Personnel plan annual (5 years)
- Product details & Cost of Goods with minimum stock level entry (3 years) -
Add/Edit/Remove product lines and products using the
products wizard to add up to 10 product lines (or market areas) and unlimited products
per product line.
- Sales projections monthly & quarterly (3 years) - enter sales by units or amounts, or in
bulk per product line, rebates & allowances
- Sales projections annual (5 years)
- Income statement (Profit & Loss) monthly & quarterly (3 years) - with automated
discounts & returns, bad debts and losses & thefts.
- Income statement (Profit & Loss) annual (5 years) - with EBITDA and earnings per
share details for companies
- Cashflow projection monthly & quarterly (3 years) - direct method used
- Cashflow projection annual (5 years)
- Balance sheet projection monthly (3 years)
- Balance sheet projection annual (5 years) - with no. of shares issued and net asset value
per share details
- Notes to the financial statements - with automated data from the projections
- Tax accounts - sales and income tax
- Inventory account (5 years)

RETAIL BUSINESS ANALYSIS

- Historic ratios (3 years)


- Projected ratios including IRR/NPV, (AE only: Z-score) for business valuation,
industry standard comparison (3/5 years)
- Loan capacity ratios (3/5 years)
- Annual summary matrix (balanced scorecard) - beginning balance, income statement,
cash flow, ending balance (5 years)
- Best/Worst case scenarios (Sensitivity analysis) (5 years)
- Financial summary with CAGR (5 years)
- Comparison analysis - personnel, sales, advertising, income, cash flow, balance sheet (5
years)
- Overdraft scenario

THE ADVANCED EDITION - AE - ALSO INCLUDES:

- Development planning (up to 4 phases, 5 years prior and 5 years of planning with
automated development timeline)
- Advertising & promotion plan detailed (3 years), annual (5 years)
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Detailed break-even analysis per product line with break-even charts per product line
- Annual dynamic What-If analysis (5 years)
- Revenue analysis per product line (5 years)
- Timeline with a task wizard (3 years) - entries are as easy as 1-2-3, with project cost,
start date and end date
- Dashboard of charts
- Exchange rate multiplier to easily convert values into another currency
BONUS TOOLS

- Retail equipment list worksheet


- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook

Feature Benefit
Incomparably automated from start to
Automated from A to Z.
finish. No manual calculations needed.
After the first year numbers are automated
Provides fast results by eliminating
based on averages or increase % using our
unnecessary manual input.
Smart Entry System (SES)™.
Categorized expenses and extra rows can be
Categorized income statement.
added.
Entry as simple as 1-2-3, departments,
Persons, groups, departments personnel
groups, persons with monthl or hourly
plan wizard.
wages, bonuses, overtime, payroll burden.
Enter monthly sales by units or amounts per
New improved sales projections.
product, or in bulk per product line.
Gives you a quick overview when and
More than 40 automated charts.
where needed.
Print wizard: quickly print any selection Saves you time collecting data to be printed.
of predefined print areas. Click and Go.
Export wizard: easily export multiple Handy for conferencing or external
values-only worksheets. consultants.
Exchange rate wizard: easily recalculate
Indispensable for a global presentation.
into another currency.

Business plan guide

A complete business plan guide in HTML format. The guide covers subjects such as
organizational structure, financing (owners' equity, foreign capital), marketing (market
analysis, business goals, marketing strategies, advertising), operations (business identity,
business location), business financials (projections, historic analysis, ratios) and more.

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