Report Tab (Masterplan Lean)

Congratulations! If you have gotten this far, you have likely finished your plan, or at the very least very close to completing it.

This tab provides you with numerous options for reports. The Primary deliverables are as follows.

Power Point Presentation

  • This prompt is the primary output & deliverable of the MasterPlan Lean program. This will produce your final plan within the Power Point Presentation format, which will include all of the data you have previously input
Export Strategic Goals as PDF
  • This prompt will produce a PDF version of the data you have input into the “Strategic Goals” tab of the “Strategies” Section, which we have found to be very valuable within both the presentation and implementation of the final plan.

Export Financial Statement as XLSX

  • This prompt will provide you with the Bank Ready Profit & Loss, Cashflow and 5 Year Forecast document, based on the data input into the “All Assumptions & Statements” tab from the “Financial” section.
Word Presentation
  • This prompt is alternate the primary output & deliverable of the MasterPlan Lean program. This will produce your final plan within the Word Document format, which will include all of the data you have previously input