The main challenge in developing a financial planning model that caters to all types of small business entities is to define and configure a sales model that fits all possible applications. Because I keep things simple (see Wynism No. 1), I have developed of a series of models, each one having a different arrangement for revenue and margin generation. This concept is shown in the following diagram.
The “list” of models currently includes the following:
Sales Rep Driven (SRD) model (currently available)
Revenue based model
Product based model
Expense (Internet) Driven model (currently under development)
Project Driven model (currently under development).
In most applications where Sales Reps are revenue drivers, one of the above two SRD models will suffice. However, in the event that you have a slightly different sales process, WynPlan allows for convenient customization to fit your exact needs, because all equations are visible and can be modified. Please call me so that we can discuss your specific requirements but remember that you always have the option to modify a WynPlan model by:
- Doing it yourself
- Have your “financial guy” do it for you, or
- Use me as your “financial guy” and I will do it for you. (See Wynism No. 7)
WynPlan produces two standard reports:
- The Assumptions Report is a recap of ALL assumptions (Drivers) included in the Plan. It is vital to understand the assumptions as this (collectively) is what “produces” your Plan. Click here for an example of a complete Assumptions Report for SRD Prod Exec (Executive version of the Sales Rep, Product driven model).
- The Financial Statements Report presents the five year statements and supporting schedules. Click here for an example of a complete Financial Statement Report for SRD Prod Exec (Executive version of the Sales Rep, Product driven model).
There are three levels of WynPlan:
- WynPlan Entry. A basic low growth low headcount starter plan with limited options. This is a cost effective opportunity of evaluating the suitability of using WynPlan as a means of developing a financial plan for your business.
- WynPlan Manager. The Manager level model has the capability to handle up to six Sales Representatives and sixteen permanent employees, making it a good choice for the mid-growth company.
- WynPlan Executive. The Executive level model has the capacity to handle up to thirty Sales Reps, up to eighty permanent employees and forty contract employees in four operating departments making it very suitable for the high growth company.
The number of departments, selling profiles, sales reps and the size of your business will determine the version that is right for you. Click here for a detailed comparison of the three levels of WynPlan Sales Rep Driven model.
Ready to really put WynPlan to work for your business?
Wondering which WynPlan is right for you? Feel free to give me a call to chat about it, and I’ll be happy to answer any questions you have.
Or, download WynPlan Entry for FREE – right now – and put it to the test in YOUR business today!
| Purchase WynPlan SRD-Revenue Manager Now -$297 | |
| Purchase WynPlan SRD-Product Manager Now -$297 | |
| Purchase WynPlan SRD-Revenue Executive Now -$797 | |
| Purchase WynPlan SRD-Product Executive Now -$797 | |