See an example

Sometimes, all you need to get started is a simple example. If you’re working in a business or marketing plan, we give you a quick and easy feature that shows you how another business plan writer handled the same topic you’re trying to address.

To see an example for the current topic, click the Examples tab in the Instructions and Examples window:


Click Next Example to see more.

Click Paste Into Topic to paste the current example into your topic as a starting point for your own text.

Selling subscriptions

Are you a magazine or newspaper publisher? A SaaS (software as a service) provider? A nonprofit asking people to pledge periodic donations?

Then you might want to consider forecasting your sales (or part of your sales) with a subscription, or churn-rate, model. This kind of sales forecast allows you to make projections that take into account ongoing revenue, new customers, and cancellations.

Both Business Plan Pro and Marketing Plan Pro have a special add-in sales forecast for handling subscription sales. To access this feature:

First, download it from our website

  1. Make sure you have a working Internet connection open
  2. Open your business or marketing plan in your Palo Alto software program
  3. On the Tools menu, click Add-ins
  4. (Note: your serial number should automatically load in the web page. If it doesn’t, you can find it by clicking About in the Help menu)
  5. Scroll down the list until you find Sales Forecast-Subscription (Churn Rate) Model
  6. Click Download Component
  7. If prompted to Find a program or Save the file, click Save. Then browse to a location where you want to save it, such as your Desktop.

Then, import it into your plan

  1. Return to your plan software
  2. On the File menu, click Import
  3. Choose Import an Add-In, and click Next
  4. Browse to the location where you saved the downloaded file
  5. Highlight the downloaded file name and click Open, then click Next
  6. Click Finish

The new subscription model sales forecast will open for you to see and work with. Instructions above the spreadsheet get you started. You can also click Search on the Help menu, and search for “subscription” to find more information.

Finally, link it to your tables
The Subscription forecast currently exists in your plan as a stand-alone table. It doesn’t replace your regular Sales Forecast table, and doesn’t feed into your plan’s financial data. To make your subscription forecast part of your financial plan, you can build a link in the main Sales Forecast table to the “Total Sales” row of the Subscription Model sales forecast.

Click here for detailed instructions on linking your Subscription Model to your main Sales Forecast.

Get help: Any row, any time

Our software offers two ways to get data into your tables – table Wizards, which walk you through the data entry and questions about expected sales, costs, expenses, and so on, and table Spreadsheets, where you can enter the data directly in a format similar to Microsoft Excel.

While the wizards are designed for users who aren’t used to doing their own financial projections, the spreadsheets still offer a great deal of help in understanding what kind of data belongs where.

Row Help
In addition to the general Instructions above each table, spreadsheets contain definitions for every row, which depend on your Table Settings. To see Row-by-row help in your Spreadsheet, simply click on a cell in the row you wish to learn more about, and read the definition which displays along the bottom of your program window.

Can’t See Row-by-Row Help?
If you do not see the Row definition window below your spreadsheet, make sure there is a checkmark next to Row by Row Help on the View menu.

The top line of your Row-by Row help lists the row number and label, to make sure you are reading the right definition. In the example below, all three row names have been filled in; note how the new row labels appear as part of the row definitions (“University Students“).

Row by Row Help

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