Скачать или смотреть How To Build Monthly Budgeting & Forecasting Model

Learn how to build a monthly budgeting and forecasting model from scratch, including dynamically linked financial statements, rolling forecasts, and charts for visualization. The budgeting and forecasting model is generally used for internal corporate planning, measuring results and performance, and strategic planning. This tutorial will guide you through the following key components:

Monthly Assumptions: Focused on detailed monthly drivers rather than annual aggregates.
3 Financial Statements: Income statement, balance sheet, and cash flow statement, all dynamically linked.
Rolling Forecasts: Easily update your model with actual results to maintain a forward-looking financial view.
Purpose of Budgeting Models: Used for internal planning, measuring performance, and strategic decision-making.
Key Features: Debt covenants, leverage ratios, supporting schedules, and visual summaries with charts and graphs.

This comprehensive guide is tailored for retail businesses but can be adapted to other industries. Follow along and master financial planning with step-by-step guidance from CFI courses!

Chapters:
00:00 - Budget/Forecast Model Components
00:59 - Budget/Forecast Model Purpose
01:34 - 12-Month Rolling Forecast Model
02:25 - Updating Assumptions & Drivers
03:29 - Guide to Rolling Forward the Model

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