How To Insert Financial Metrics Into Business Plan Text

Enloop's Business Plan Writer app allows you to insert over 100 financial metrics and data, sometimes called business metrics, directly into your text using our TextSync™ technology. This real-time data then updates automatically whenever you change your business plan or financial forecasts--and your text always stays in-sync with your business plan data!  This saves you from the tedious task of manually updating your text every time you change your data -- a real time-saving feature available only on the Enloop Business Plan software. This feature is available only at paid subscription levels.

Paid subscription levels also give you access to many other time-saving features that help you write your business plan, including automatically generating and managing your business plan text; sharing your business plans with your team; selecting your country's currency symbol and correct local format in your business plan; and improving your plan by seeing a real-time Business Plan Score that updates as you develop your business plan online.

 

How to Insert Financial Metrics into Business Plan text

To insert financial metrics into your business plan text, go to any text section of your business plan and click on Edit to edit your text. Then, insert your cursor into your text wherever you want the data to appear. To the right of the text editor, you'll see a list of data bubbles. Click on the blue data bubble of the data you want to insert. The blue data bubble gets inserted into your text. You can then see the actual sentence while in Preview mode. The data is now contained within the text and will always update automatically. You can always edit the text, re-insert it or delete it entirely.

Here's a list of the data that you can insert into your text, listed by section:

 

Business Plan section: Business Information

  • Company Name
  • Legal Formation
  • Business Type
  • Years In Business
  • NAICS Description
  • NAICS Code
  • FEIN
  • Plan Start Date
  • Address
  • Street
  • City
  • State
  • Zip Code
  • Country
  • Telephone
  • Email Address
  • Owners
  • Owner Name
  • Years of Experience
  • Credit Score
  • Past Performance
  • Past Revenue
  • Past Net Profit
  • Past Cash Balance
  • Past Debt
  • Product & Sales section
  • Sales
  • Sales Yr 1
  • Sales Yr 2
  • Sales Yr 3
  • COGS
  • COGS Yr 1
  • COGS Yr 2
  • COGS Yr 3
  • Gross Profit
  • Gross Profit Yr 1
  • Gross Profit Yr 2
  • Gross Profit Yr 3
  • Gross Profit % Yr 1
  • Gross Profit % Yr 2
  • Gross Profit % Yr 3

 

Business Plan section: Marketing

  • Marketing Expenses
  • Total Marketing Expenses Year 1
  • Total Marketing Expenses Year 2
  • Total Marketing Expenses Year 3
  • % Marketing Expenses of Revenue


Business Plan section: Management and Personnel

  • Management Team
  • Manager Name
  • Title
  • Description
  • Payroll
  • Total Payroll Yr 1
  • Total Payroll Yr 2
  • Total Payroll Yr 3
  • Avg % Tax & Benefits
  • Avg % Direct Labor
  • Avg Sales/Employee

 

Business Plan section: Important Assumptions

  • Starting Cash Balance
  • Accts Pay Days
  • Accts Rec Days
  • % Sales on Credit
  • Owners Contributions
  • Total Owner Contribution
  • Loans
  • No. of Loans
  • Total Debt
  • Investors
  • No. of Investors
  • Total Invested
  • Other Income
  • Total Other Income
  • Expenses
  • Total Expenses
  • Fixed Assets
  • Total Fixed Assets

 

Business Plan section: Profit and Loss

  • Gross Profit Yr1
  • Gross Profit Yr2
  • Gross Profit Yr3
  • Avg Gross Margin
  • Total Operating Expenses
  • Total Operating Expenses + Payroll Yr1
  • Total Operating Expenses + Payroll Yr2
  • Total Operating Expenses + Payroll Yr3
  • Net Profit After Tax
  • Net Profit Yr1
  • Net Profit Yr2
  • Net Profit Yr3
  • Income Tax
  • Income Tax Yr1
  • Income Tax Yr2
  • Income Tax Yr3
  • Owners Draw
  • Owners Draw Yr1
  • Owners Draw Yr2
  • Owners Draw Yr3
  • Retained Earnings
  • Retained Earnings Yr1
  • Retained Earnings Yr2
  • Retained Earnings Yr3

 

Business Plan section: Cash Flow

  • Owner Contributed Capital
  • Net Cash Flow
  • Net Cash Flow Yr1
  • Net Cash Flow Yr2
  • Net Cash Flow Yr3
  • Ending Cash Balance
  • Ending Cash Bal Yr1
  • Ending Cash Bal Yr2
  • Ending Cash Bal Yr3

 

Business Plan section: Balance Sheet

  • Total Current Assets
  • Current Assets Yr1
  • Current Assets Yr2
  • Current Assets Yr3
  • Fixed Assets Yr1
  • Fixed Assets Yr2
  • Fixed Assets Yr3
  • Current Liabilities Yr1
  • Current Liabilities Yr2
  • Current Liabilities Yr3
  • Long Term Liabilities
  • Long Term Liabilities Yr1
  • Long Term Liabilities Yr2
  • Long Term Liabilities Yr3
  • Capital Yr1
  • Capital Yr2
  • Capital Yr3
  • Total Liabilities
  • Total Liabilities Yr1
  • Total Liabilities Yr2
  • Total Liabilities Yr3