Build a Monthly Budgeting & Forecasting Model in Excel

Make a dynamic monthly budgeting and forecasting model in Excel.
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In this video we'll build a monthly budgeting and forecasting model in Excel. This is sometimes referred to as a rolling 12 month forecast as well. First, we'll take the actual operating expenses for each department. Second, we'll forecast those expenses going forward using excel's forecasting tools. Thirdly, we'll create different scenarios for these forecasts, like a best case, base case, and a worst case scenario. And finally, we'll build a full P&L to see how the forecasts affect our profitability, and because the model will be dynamic, we'll even see the impact of the different scenarios. This model is very useful for analysts working in roles such as financial planning & analysis, investment banking, equity research, and more.

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Chapters:
0:00​ -​ Actual Operating Expenses
1:17​ - Forecasting the base case
5:19​ - Scenario Analysis (forecasting the best and worst case)
7:32​ - Income Statement Operating Expenses
13:27​ - Completing the Income Statement
17:15 - Improving the Model
19:11 - Protecting the File