$19

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Learn to model profitability and make forecasts in Excel, empowering you to make data-driven decisions for your business.

Modeling Profitability and Making Forecasts in Excel

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MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

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This course delves into key Excel functionalities that give you the tools to analyze past data, build robust financial models, and project future profitability outcomes.

What You'll Learn ...

  • Workbook Design Fundamentals: Lay the foundation for effective model building by understanding key principles of worksheet model design to reduce errors.
  • Data Tables: Explore the power of data tables for sensitivity analysis. Master the creation of both one-way and two-way data tables, and learn to identify breakeven points and lines.
  • Goal Seek and Solver: Discover the efficiency of Goal Seek and Solver for optimizing your profitability scenarios. Learn how to find breakeven sales volumes, maximize profit by adjusting production levels, and make informed choices between investment options.
  • Scenario Manager: Enhance your modeling by utilizing Scenario Manager, enabling you to create and compare different scenarios with varying assumptions. Explore the utility of the Scenario Summary Report to analyze the impact of these scenarios on your financial outcomes.
  • Statistical Analysis: Explore how Excel’s statistical functions can help you understand your data better. Learn about correlation analysis, normal distribution, and percentile calculations to gain deeper insights from your data.
  • Analysis ToolPak: Enhance your analytical capabilities with the Analysis ToolPak. Discover its features for descriptive statistics, regression analysis, and smoothing techniques like moving averages and exponential smoothing.
  • Forecast Sheet: Unlock the power of Excel's Forecast Sheet functionality to make predictions based on historical data. Learn how to create forecasts with confidence intervals.

Course Outline

Workbook and Model Design
Data Tables
Profitability Metrics
Goal Seek and Solver
Scenarios
Statistical Formulas
Analysis ToolPak
Forecast Sheet
Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Learn How to Get CPE Credit

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. 

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Are You Ready to Learn the Tools to Make Faster and Easier Forecasts?

Learn the Excel functions and tools for profitability modeling and forecasting.

Join Now for $19

- OR -

MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

Learn More About FAST

The Profitability Modeling course is one of the courses you get with FAST.

A one-time payment for the FAST program (Full Access Skills Toolkit) gives you a year of access to resources for better strategic financial management. You get:
ALL the CFO Perspective courses
Direct access to me
Over 60 downloads
 

The right tools can save you time, reduce your stress, and improve your effectiveness.

Learn More About FAST

FAST participant? Click here for instant access.

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