Dynamic Real-Time Forecasting With Excel

Course details

This course is specially tailored for Sales Directors, Chief Financial Officers, finance managers, sales managers and executives in sales planning, business planning, corporate planning, accountants, financial analysts who are involved in sales forecasting. Participants are expected to know VLOOKUP, IF formula, absolute and relative referencing, and pivot table. Participants are highly encouraged to attend our foundation course "Hidden Secrets to Excel Data Analysis" first before attending this course.

Learning Objectives

Upon completion of the course, participants will be able to:

• Accurately consolidate your sales forecast without Inter-workbook links,
• Provide almost real-time update to sales forecast changes,
• Provide detailed analysis of your sales forecast by sales person, territory, customers, products, business units, etc
• Create powerful and professional looking reports and charts that are automatically updated as the sales forecast changes.

Course Outline

• How to effectively calculate overtime hours using Excel
• Transforming the sales forecast in the template into a database.
• Consolidate data from multiple workbooks into one file using MSQuery.
• Multiple top-down views of sales forecast
• Update multiple Pivot Tables from the same source with ONE refresh. No macro is required.
• Prepare reports and presentation that are updated automatically with the latest forecast.