Скачать или смотреть How to Forecast Income Statement

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𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀:

Start with given Income Statement (IS) layout
Fixed and variable costs divided
Take last period or average data to set baseline figures
Baseline column is foundation for projection

𝗔𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀 𝘂𝘀𝗲𝗱:

• Revenues - assumed growth rate for each type of revenue
• Gross profit - gross profit rates based on historical data
• Overhead fixed - estimate expected growth rate for each cost, based on operation plan
• Overhead variable - % in revenues
• Tax - Effective corporate income tax rate

𝗣𝗿𝗼𝗰𝗲𝘀𝘀

→ Input columns for wished period of projection (e.g. 5 periods)
→ Make formulas to calculate key aggregate figures, like revenues, EBIT etc.
→ Make revenue projection
→ Make gross profit projection
→ Make cogs projection
→ Make overhead projection
→ Make corporate tax projection

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