JaxWorks Small Business Spreadsheet Factory

Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word, PDF and
HTML documents, that cover a number of financial, accounting and sales functions. These are invaluable small business
tools.
Also included Free are:
- Business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- Free training courses for most Microsoft Office applications. These guides are in PDF format and rival
commercial books.
- Comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- Suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.
If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications in the
Office suite this site is invaluable.
Copyright, 2014, Jaxworks, All Rights Reserved.

JaxWorks Chart Factory

Worksheets
Income Charts
Forecast Charts

JaxWorks was created to make available to the Small Business owner and Business Professional the foundation tools of the
5 top U.S. business consulting firms. We are a team of business analysts, both active and retired, from industry and
education, with considerable knowledge of business finance and management. With the outreach power of the Internet, we
are dedicated to helping small business owners worldwide improve their firm's performance.

Balance Sheet Charts

Budget Charts
Budget Variance Charts
Ratios Charts
Mega Chart System
Program Information

The JaxWorks Chart Factory demonstrates the power of VBA (Visual Basic for Applications). You can produce thousands of quick
chart combinations in this workbook by simply clicking on the Make Charts Button on each worksheet. Each chart is printable and
can be copied into other MS Office applications especially suited to PowerPoint for Presentations.
This workbook was designed to create hundreds of chart combinations to present your What-if vs. Actual estimates. The charts are
preset for printing, however, you should use the print preview to adjust to your printer's parameters.
We advise not changing any of the workbook/worksheets structure. Almost any structure change will cripple the VBA code. A
structure change would be moving cells, protecting workbook or worksheet, breaking links, unhiding/hiding worksheets,
adding/deleting rows or columns, etc. Shaded cells contain formulas.

Copyright Notice

For Best Viewing Be Sure To Set Your Screen To The Highest Resolution.

Copyright, 2014, Jaxworks, All Rights Reserved.

Copyright, 2010, JaxWorks, All Rights Reserved.

Sale s and Total Cost of Sales

2,200,000

1,040,000

2,150,000

1,020,000
1,000,000

2,100,000

980,000
2,050,000
960,000
2,000,000

940,000

1,950,000

920,000

1,900,000

900,000
1999 2000 2001 2002

Sales

Total Cost of Sales

Copyright, 2010, JaxWorks, All Rights Reserved.

Sale s and Net Sales

2,500,000
2,000,000
1,500,000
1,000,000
500,000
0
1999

2000

Sales

2001

2002

2003

2004

Net Sales

2005

Copyright, 2010, JaxWorks, All Rights Reserved.

2006

Total Curre nt Asse ts and Total Curre nt Liabilities

1,400,000
1,200,000
1,000,000
800,000
600,000
400,000
200,000
0
1999

Total Current Assets

2000

2001

2002

Total Current Liabilities

Copyright, 2010, JaxWorks, All Rights Reserved.

Sales and Total Expe ns es

2,500,000
2,000,000
1,500,000
1,000,000
500,000
0
1999 Budget 2000 Budget 2001 Budget 2002 Budget
Sales

Total Expenses

Copyright, 2010, JaxWorks, All Rights Reserved.

Sale s and Total Expe ns es

20.0%

-2.3%

18.0%

-2.4%

16.0%
14.0%

-2.5%

12.0%

-2.6%

10.0%
8.0%

-2.7%

6.0%

-2.8%

4.0%

-2.9%

2.0%
0.0%

Sales

1999

2000

Total Expenses

2001

-3.0%

2002

Copyright, 2010, JaxWorks, All Rights Reserved.

Gross Profit M argin and Net Profit M argin

53.05%

17.30%

53.00%

17.20%

52.95%

17.10%

52.90%
52.85%
52.80%
52.75%

17.00%
16.90%
16.80%

52.70%

16.70%

52.65%

16.60%

52.60%
16.50%
Gross Profit Margin
Net Profit Margin
1999 2000 2001 2002

Copyright, 2010, JaxWorks, All Rights Reserved.

Total Curre nt Ass ets and Total Curre nt Liabilitie s

1,400,000
1,200,000
1,000,000
800,000
600,000
400,000
200,000
0
1999

Total Current Assets

2000

2001

2002

Total Current Liabilities

Copyright, 2010, JaxWorks, All Rights Reserved.

Copyright Notice
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2014, JaxWorks
All rights reserved.
Specifications are subject to change without notice.

Chart Factory is a registered trademark of Jaxworks. All other brands or products are trademarks or registered trademarks of their respective holder
treated as such.
NOTICES REGARDING SOFTWARE, DOCUMENTS AND SERVICES.

IN NO EVENT SHALL JAXWORKS BE LIABLE FOR ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOE
FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING
CONNECTION WITH THE USE OR PERFORMANCE OF SOFTWARE, DOCUMENTS, PROVISION OF OR FAILURE TO PROVIDE SERVICES, O
AVAILABLE FROM THIS PROGRAM.

Back To Table of Contents

Copyright, 1996-2004, JaxWorks, All Rights Reserved.

Copyright Notice

brands or products are trademarks or registered trademarks of their respective holders and should be

ERVICES.

ECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING

N ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN
OFTWARE, DOCUMENTS, PROVISION OF OR FAILURE TO PROVIDE SERVICES, OR INFORMATION

Copyright, 1996-2004, JaxWorks, All Rights Reserved.