Building a Spreadsheet Forecasting Model

by Ross Maynard

This course explains how to build and operate spreadsheets for forecasting, planning and business models. It's a practical guide, which takes a step-by-step approach to building, utilising and maintaining models.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Establish the ground rules for building a spreadsheet model, including guiding principles and the core elements
  • Build a model including input data, intermediate calculation and output data
  • Put together an executive summary of your model along with any appendices necessary
  • Use scenario planning and sensitivity analysis to improve your spreadsheet models
  • Apply a range of different techniques to assess the impact of potential changes in inputs or variables
  • Maintain a business model and use it to make decisions

About the course

Modern spreadsheets are very powerful tools, and it is easy to build a forecasting or business model. The problem is that the formulae can quickly become complex, and the structure of the model can get very unwieldy. When building a spreadsheet model, you may be able to navigate it well enough, but if other people have to use it they may find it impenetrable.

This course explains how to build and operate spreadsheets for forecasting, planning and business models. It's a practical guide, which takes a step-by-step approach to building, utilising and maintaining models.

Look inside

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Contents

  • The foundations of spreadsheet models
    • The guiding principles of spreadsheet model building
    • The importance of spreadsheet forecasting models
    • The key elements in a spreadsheet model
    • Structuring your spreadsheet
    • Structuring your spreadsheet forecasting models
    • The purpose and scope of the model
    • Definitions, assumptions, and sources of data
    • Achieving version control
  • Building the model
    • Inputting data into a model
    • Understanding intermediate calculations
    • Core models
    • Executive summaries and model overview
    • Appendices and user guides explained
    • Using appendices
  • Scenario planning and sensitivity analysis
    • Model uses and what-if analysis
    • Understanding sensitivity analysis
    • Explaining scenario planning
    • Presenting the outputs of the model
    • The benefits of using sensitivity analysis
  • Building a spreadsheet model of your business
    • The key principles of building a business model
    • Using a business model to inform decision-making
    • Planning and decision-making
    • Keeping your spreadsheet models up to date
    • Maintaining the business model
    • Four key purposes

Author

Ross Maynard

Fellow of the Chartered Institute of Management Accountants. Ross has worked as a consultant and trainer for over 20 years, specialising in process improvement and lean for finance teams.

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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your teamís needs
Learn moreLearn moreLearn more
Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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