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Budgeting & Forecasting (4 hours)

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About

Course Overview (~4 hours) Learn how to build a practical budget model that actually helps drive management decision making. This introductory course will help you understand the fundamentals and value the budget model should provide the end-user, how to build it, and why you should be excited to produce them every year. We will learn what it means to budget "from the bottom-up, but review from the top-down" and walk through some of the techniques and methodologies I use with real management teams in my career. I will also show you a few models I built for actual clients in the $10m - $100m sales range. In my experience, Excel can be used very effectively to tell a story and highlight to management the strengths and weaknesses of the business. We will dive into: 1. Revenue forecasting 2. COGS and expense budgeting approaches (% of revenue, vendor-level, and more!) 3. Sales & Marketing budgets and relationships to sales forecasts 4. Selling, General, & Administrative (SG&A) vendor-level budgeting 5. Gross Margin, Contribution Margin, and EBITDA profitability relationships 6. Graphs, KPIs, and outputs that management can use to track performance in weekly or monthly reporting.

You can also join this program via the mobile app.

Overview

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Price

Free

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Discussion & Study Group

Discussion & Study Group

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