ProForma Invoice

You don't need an MBA or finance degree to create Pro Forma spreadsheets for your new product or venture. Just one click will help you quickly determine success - with ease!

PRO FORMA - CaseBuilder Pro Formas lets you easily calculate and analyze:

• Profitability projections by year
  
• Direct and full allocated margin
  
• Internal rate of return (IRR)
  
• Net present value (NPV)
  
• Return on investment (ROI)

You can immediately download all six files:

Three Pro Forma spreadsheets (Microsoft Excel)
The Pro Forma templates are pre-built and easy to use. Three versions (beginner, intermediate, advanced) give you the flexibility to choose the one easiest to work within your given situation. Simply input the areas in blue.

All of your original data is used to populate the analysis page. The program then displays analysis by year and calculates outputs. There are no locked cells, so you can insert rows and customize the fields as needed. The templates are pre-populated with examples to be self-teaching. It's that easy!

Business Plan Pro Forma worksheet (Microsoft Excel)
Specifically tailored to preparing a business plan, this spreadsheet strengthens your case, especially if you need funding to support your project. It calculates capital expenses, cost of goods sold (COGS), operating expenses, and expected cash flow. Simply input your numbers and the program processes the report. A balance sheet is also included.

Two ROI spreadsheets (Microsoft Excel)
These spreadsheets were specifically developed for internal projects where the main driver is cost savings rather than revenue generation. Return on Investment (ROI) and other relevant metrics can be easily calculated. Two versions are included.

6 Reasons Why You Should Absolutely Choose CaseBuilder Pro Formas:

1. You don't have to reinvent the wheel
Preparing Pro Forma spreadsheets from scratch takes hours or days. Our precise templates save you considerable time and effort. And this timeless methodology can be used again and again.

2. Multiple versions to choose from
Whether you're a novice or expert at Pro Forma preparation, there's a version to suit your needs and knowledge -- beginner, intermediate and advanced. ROI spreadsheets also calculate return on investment from cost savings.

3. Flexibility and adaptability
Because there are no locked cells, CaseBuilder Pro Formas can be easily customized and adapted to your situation. Insert, delete or rearrange rows and data as you see fit. The result is a relevant analysis that speaks to your specific business.

4. Finance degree not required!
We've taken the drudgery out of Pro Forma analysis. You simply input your numbers and the spreadsheet does the rest! Even non-finance managers can easily create and understand the report.

5. Professional results and format
With CaseBuilder Formas you can count on a solid analysis that's pleasing to the eye. What's more, we've formatted the worksheet for easy reading and clear interpretation.

6. Affordable on any budget
At only $49 for a single license, CaseBuilder Pro Formas pays for itself in the first hour. Think how much time and effort you can save.

Six Fatal Flaws of Most Other "Financial Analysis" Templates

Fatal Flaw One: Lack of flexibility
If you use a program designed for a specific industry not related to your business, your Pro Forma analysis will be weak. You need tools that allow you to tailor it to your specific business attributes.

Fatal Flaw Two: Locked cells
Other products don't allow you to overwrite, delete, or insert additional fields, which not only is frustrating, but results in an incomplete or inaccurate analysis. Stick to programs that allow you to customize at will.

Fatal Flaw Three: Too complex
Often you have a small window of time to prepare a Pro Forma. Learning complicated software or PhD-level financial spreadsheets only slows the process. Choose tools that are the simplest to use and do the tedious work for you.

Fatal Flaw Four: Difficult to read
Spreadsheets should be clean and simple, with ample white space and distinct headings. Some competing products output row upon row of tiny numbers that are hard to read, and even harder to understand.

Fatal Flaw Five: Too big
Your Pro Forma analysis should fit nicely on one or two pages, capturing the essential data for the decision makers. Other products give you long, complex analyses, which can weaken your case because the essential information gets lost. Keep it simple.

Fatal Flaw Six: One size fits all
If the product you're considering has only one version or is geared to one level of expertise, look for something else. Not everyone is a Pro Forma expert; likewise not everyone is a novice. Choose the product that matches your expertise or your particular analysis needs.

Order now and receive FREE two additional business-building products!