How to Build a Forecasting Model in Excel

Подписаться 311 тыс.

Просмотров 544 тыс.

50% 1

How to Build a Forecasting Model in Excel - Tutorial | Corporate Finance Institute
Enroll in the Full course to earn your certificate and advance your career: courses.corporatefinanceinstit...
Master the art of building a rolling 12-month cash flow forecast model in our Financial Planning & Analysis (FP&A) course. In this course you will learn to build a cash flow model from scratch complete with assumptions, financials, supporting schedules and charts.
-- FREE COURSES & CERTIFICATES --
Enroll in our FREE online courses and earn industry-recognized certificates to advance your career:
► Introduction to Corporate Finance: loom.ly/us5oJEw
► Excel Fundamentals: loom.ly/4KnYciU
► Accounting Fundamentals: loom.ly/xHJgJO4
► Reading Financial Statements: loom.ly/2wrcPw8
► Fixed Income Fundamentals: loom.ly/DZdjDA0
-- ABOUT CORPORATE FINANCE INSTITUTE --
CFI is a leading global provider of online financial modeling and valuation courses for financial analysts. Our programs and certifications have been delivered to thousands of individuals at the top universities, investment banks, accounting firms and operating companies in the world.
By taking our courses you can expect to learn industry-leading best practices from professional Wall Street trainers. Our courses are extremely practical with step-by-step instructions to help you become a first class financial analyst.
Explore CFI courses: courses.corporatefinanceinsti...
-- JOIN US ON SOCIAL MEDIA --
LinkedIn: / corporate-finance-inst...
Facebook: / corporatefinanceinstit...
Instagram: / corporatefinanceinstitute
Google+: plus.google.com/+Corporatefin...
RU-vid: / corporatefinanceinstit...

Опубликовано:

5 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 77

@rizalukman7982 9 дней назад

Thank you very much for the video.I used to work as a financial analyst but I didn't know that before creating a 3 financial statement model I have to learn first about assumption

@jahorasvictornaibaho7467 4 года назад

Thanks for sharing knowledge. Really appreciated

@TSquared2001 6 лет назад

This was on time. I definitely appreciate the refresher.

@CFI_Official 6 лет назад

That's great, glad you found the tutorial valuable!

@zonanagon9764 2 года назад

Thank you for the sharing. Subscribed, liked!

@goldenpark2009 7 лет назад

You guys are doing awesome job by sharing knowledge. Keep doing, thank you a lot

@CFI_Official 7 лет назад

Our pleasure, thanks for watching!

@zeeshanshah8292 2 года назад

Hello. I am really enjoying learning this model and I am so thankful to you for this sharing. Though I am confused on somethings here as well. Can you please tell me how you calculated these ratios( explain the formula and also how you get the "x" next to numeric? i.e. "times" because my result is coming in numbers and different than yours.14:45

@wanderlust_rona 3 года назад

Thank you for the course! What if you don't have any historical records? Ler's say for a start-up company, you only have market trend available, how about that?

@peterheine6240 4 года назад

Hello, I have a question about forecasting. Should plan corrections be determined during forecasting? Or is it not necessary to determine them? Why is there an extrapolation? An extrapolation is absolutely necessary.

@martinsanchezpanizza6401 3 года назад

Hi, thanks for sharing. Can you please send me the link to download the spreadsheet? Thanks!

@FRANKWHITE1996 4 года назад

Thanks for sharing video

@heaviestmelo3873 6 лет назад

Will this work well for a trucking company?

@tharindhijayawardena6053 2 года назад

you are god sent

@Mad1080 2 года назад

Sir, Thanks for the wonderful video.. Can you plz share a video forecasting future based on past present.

@muhammadshabbir9682 4 года назад

Good job

@afsalkp1685 2 года назад

Hi It was a nice presentation, thank you! I was looking for a financial forecasting template for a manufacturing company (Need to project - Revenue, Production, COst of Revenue and Cash Flow). Is it possible to provide thihs particular template instead of subscribing to the whole 1 year course? Please let me know

@loucaviotto4193 4 года назад

what is the difference between a normal financial model class at a university and a statistical financial model class?

@John83118 8 месяцев назад

This piece is amazingly insightful. Experiencing a book with parallel content was a pivotal event for me. "Mastering Money Mindfulness" by Benjamin Hawk

@darkstar7255 4 года назад

Thank you for sharing the tutorial. I'm just wondering why account payable in days calculation is Account Payable/(COGS) rather than Account payable/Annual purchased?

@joecorrea8254 2 года назад

Account payable is related to supplies from suppliers aka cost of goods

@suyashgupta9418 3 года назад

hey , i started doing the free course but can you please specify how am i supposed to get the certificate for the course also there was a pdf there which i had to download ,which i did but it doesnt show the tick mark as done as a result my course doesn't get 100% completed...hope u solve these issues because i am planning to take more courses and i am confused as i dont get alot of things...thank uu

@1990sweetsarah 13 дней назад

Really like your channel. You mentioned that I need to download the file at the beginning of the course. Could you share the download link please? Thank you a lot.

@rogeriooliveira4934 Год назад

great content, can share the base. Thank you so much.

@hcompa25 3 года назад

Hi, Can you please send me the link to download the spreadsheet? Thanks

@businessman1060 5 лет назад

could you please upload this excel sheet

@talaatkabeel6396 Год назад

That is awesome lecture , would you please send me the link to download the spreadsheet . Mt regards.

@Itwealthservices 6 лет назад

please share the excel sheet too that you are using

@Marc_Koch 6 лет назад

Can you please tell me how to set up my spreadsheet so that I can click on a primary category and it expands the categories into additional rows. For instance, click on P&L category and it expands into line items.

@CFI_Official 6 лет назад

Sure, happy to help! 1) Select the rows you want to group 2) Press Alt, D, G, G 2) Rows will be grouped and can now expand / contract These steps are covered in detail in our FREE Excel crash course. Here's the link to enroll:courses.corporatefinanceinstitute.com/courses/free-excel-crash-course-for-finance

@YazminAbat 3 года назад

@@CFI_Official If everybody were like you guys

@kristenchenchen4864 3 года назад

Could you share the excel sheets you used?

@shahsyed9957 3 года назад

Sir can you share this excel sheet where OK are show

@CFI_Official 8 лет назад

Check out the full course at: corporatefinanceinstitute.com/

@abassmohamed145 4 года назад

Duration to finish the course?

@gnashi1 6 лет назад

Thank you for the exhilarating course. will you please share the excel sheet that you are using? Thank you in advance for your prompt answer

@CFI_Official 6 лет назад

Thank you for the wonderful feedback! The downloadable model is available as part of our FP&A course. Here's the enrollment link: courses.corporatefinanceinstitute.com/courses/fpa-rolling-12-month-cash-flow-forecast-course

@asarwaribit Год назад

Please share the file you are using for practice, Thanks

@morrazzo4432 5 месяцев назад

How much time does it take to develop financial model in general?

@asdemb Год назад

How does the check works?? Thanks

@nidhichowdhary1473 2 года назад

Hi , from where do I download this excel file?

@rulaabunuwar8034 6 лет назад

Please share the excel sheet that you are viewing on RU-vid

@CFI_Official 6 лет назад

Hi Rula, thanks for reaching out to us! This short tutorial is part of our FP&A course. When you enroll in the course, you'll have access to the Excel models: courses.corporatefinanceinstitute.com/courses/fpa-rolling-12-month-cash-flow-forecast-course

@jen_305 2 года назад

Where can I find this download?

@seasme 3 года назад

Where can I download that file

@edwardg9765 3 года назад

Can I buy this template?

@snehil_arora 5 лет назад

PLEASE SHARE THE EXCEL SHEET AS WELL SO THAT PEOPLE CAN WORK ON THAT. THANK YOU

@CFI_Official 5 лет назад

Hi Snehil, As stated in the description, this video is an excerpt from our FP&A course, which you can find here: courses.corporatefinanceinstitute.com/courses/fpa-rolling-12-month-cash-flow-forecast-course

@user-om9lg9vx3q Год назад

Where can I find the Excel template?

@jameshernandez8963 7 лет назад

Question regarding the inventory numbers. Are you saying that this formula is showing an average of how many days of inventory is on hand per month per calendar year. Not an accounting major here and trying to learn more about forecasting inventory.

@CFI_Official 7 лет назад

Yes exactly, it's an assumption about the value of inventory that would be on the balance sheet at the end of each month, assuming an average number of days to sell the inventory

@comvid3246 2 года назад

Sales per square foot on an annual basis? But why are actuals on a monthly basis?

@vompire01 5 месяцев назад

the link to the attachment file pls ?

@ishashah7913 4 года назад

I did not understand ...all the forecasts cells were already filled...where did you forecast???

@IfIknewthen 3 года назад

template?

@augmiester123 6 лет назад

Why does it just completely cut to a new section right in the middle?

@CFI_Official 6 лет назад

Hi Augustine, This video is taken from our Financial Modeling Templates Bundle, and moves on to demonstrating how the model works in Excel after a brief introduction.

@StayPolishThinkEnglish 3 года назад

12:18 Why do you put 1 minus ? (if I may ask)

@TheWhispex 3 года назад

To calculate this percentage, you assume that 25% is 25/100, right? What means that equals to 0,25. Then, if you have 25% of gross margin and wants to know your cost of goods sold (cogs), then you need to subtract 0,25 from 1. Gross Margin: 25% --> 0,25 COGS = 75% --> (1-0,25)

@StayPolishThinkEnglish 3 года назад

@@TheWhispex ohhh. I get it. So simple. Thanks a lot, man :)

@williamturpin8278 4 месяца назад

Where is the Excel File?

@londonviahongkong 4 года назад

Anyone else sped this up to 1.25x?

@TSquared2001 3 года назад

Is that even an option?

@dianapuerta9487 5 лет назад

Its too bad that the excel sheet is not available for free you have to purchase it and it cost $147.00 per month thats a lot money for a student to pay. If this is a tutorial and its public we should at lease be able to try for free. Great tutorial but I am Disappointed that this is just a business strategy to make you pay and enrolled!

@CFI_Official 5 лет назад

Hi Diana, Thank you for reaching out to us. Please note that the $147 is a one-time fee that grants you lifetime access to the course and all of its study materials.

@SaniRecords 5 месяцев назад

Knowing all the facts before judging makes the difference between small and big humans.

@skurt21 3 года назад

You lost me at "In the first part I'm going to introduce myself" Sorry.

@112r 7 лет назад

please share the excel sheet too that you are using

@calutron008 3 года назад

I want to download it as i am blind and can't see what tim is doing can somewne out there send me a link for the spread sheet -- I am also a bit confused as to what area we're in like is this investmant banking say or just financial theory. I can't find a friend to watch this with.

@112r 3 года назад

@@calutron008 well someone has been rejected too many times from everyone including mommy n daddy and completely bitter now..... No one is talking to u,..stay rejected in your closet!