Forecasting in Excel

In this recorded webinar, you will learn how to create a customizable forecast using a profit and loss template. The session will demonstrate how you can generate multiple business scenarios to facilitate forecasting for various cases. By using a single template, you will be able to compute all the cost center P&L reports effortlessly. Additionally, the webinar will introduce a feature enabling you to consolidate a range of cost centers in a summary page with just one click. The primary focus of the webinar is on demonstrating effective model design.

Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.

Key topics:

• Create a robust assumptions page that allows users to run any one of three scenarios
• Adding creative formula that allows scenarios to be turned on and off
• Creation of a P&L template that has key cells that when changed will create the new reports
• Key formulas, INDEX MATCH, SUMIFS, SUMPRODUCT, CELL and nested IF statements
• Adding a slicer to generate summary that can run 1 up to 10 consolidated reports based on a possible 30 different outputs

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: May 2023