Build a Dynamic Financial Model in Just 15 Minutes
Learn to make a financial model to forecast your P&L and make it dynamic.
🔥 Take our Finance & Valuation Course: www.careerprinciples.com/cour...
🆓 DOWNLOAD Free Excel file for this video: view.flodesk.com/pages/644bc2...
In this video we'll build a financial model in just 4 steps. First, we'll make a revenue forecast using the number of orders and the order value. Then, we'll work on forecasting the variable expenses (COGS) and the fixed expenses (SG&A). Third, we'll build the income statement and the profit margins based on the assumptions. Finally, we'll make the model dynamic by creating scenario analysis using the choose formula on Excel.
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Chapters:
0:00 - Intro
0:33 - Revenue Assumptions
2:37 - Fixed & Variable Cost Assumptions
6:03 - Building the Income Statement Forecast
10:28 - Making it Dynamic with Scenario Analysis
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Пікірлер: 64
🔥 Take our Finance & Valuation Course: www.careerprinciples.com/courses/finance-valuation-course
@solomonbhandari-young4154
Жыл бұрын
2gud
@mitchclearyPTBO
10 ай бұрын
Hi Kenji, great video. Would your excel course be relevant for someone looking to operate in google sheets instead of excel, or are there too many differences between the two?
@olukotunbukola4959
7 ай бұрын
Very good 😊
This was incredibly helpful. I realize it's simple but for a non-financial person, it was just what I needed to put into my business plan. At least as a starting point. Thanks so much!
This was so incredibly helpful! It was a great starting place for me to understand its build so I can make it more complex for an even more precise financial picture. Thank you!
You're a lovely person to listen to an your depth of knowledge is quite impressive. I thank you for restoring my previously lost enjoyment of excel.
Fabulous 😍 well explained everything was on point lots of love for you Kenji 💗
I am glad i found your videos. They are really helpful
I love hou video’s, i have learned a lot. Thanks👊🏽
Really helpful explanation!! Thanks
That was very basic but excellent fundamental modeling there👍, a dashboard on trends and visuals on P&L would have been just perfect 👌.
@JunLiSF
11 күн бұрын
What's more advance?
the best, compact and comprehensive.
Well done. Super straightforward and cool scenario switch 👍
@KenjiExplains
Жыл бұрын
Thanks!
@alial5027
Жыл бұрын
Guys, what's the most important financial statement if you have to choose one only to assess a company's financial health?
Excellent content for beginners
Hello Kenji! Thank you always for an informative video! Was wondering if you are using excel on Mac using parallels? It will be greatly appreciated if I could get an answer to this!
thanks, it is really helpful
Great instruction, clear and cogent. Curious if you have one of these customized for a restaurant or would you consider this model adaptable.
Keep doing the good job mate, excel and finance simplified for everyone.
@KenjiExplains
Жыл бұрын
Thank you mate appreciate your support 👍
Very good , man!
Very helpful!!
Thankyou so much ❤
Hi Kenji, if you’re making a model similar to this at work from scratch. What source(s) would you use for your assumptions, such as the growth rate, and other line items?
Fantastic!
Thanks teacher
very very nice thank you
Thank you.
Great Job...Please how can i ignore an outlier when calculating an average value in a model
just thanks teacher
thanks g
Does sb know hot to show the Live case as well?
Hey Kenji, may I know why we have to (1+...) before multiplying the percentages for the order growth rate, what does it do ? @1:35 Thank you !
@AnCai-gj3cp
Жыл бұрын
Hi Dylan, because we are calculating the whole amount (including the existing portion of the current year (100% or 1) and the increasing portion of next year, so that why we have to plus 1)
Dear, kindly also make a video on Management accounts in Excel. Thanks
please can you guide me on what my mistake could be? I practiced everything and it was going well until I pressed ctrl+alt+v and everything in the live case became #value! except for the 2000
Very nice explanation 😊 and file can't download
Your videos are helping me a lot. Can you please make a relative valuation model please, sir?
@KenjiExplains
Жыл бұрын
I have it here: kzread.info/dash/bejne/dYSopKyHY7anptY.html
Hi Kenji. Please teach also how to alphabetize tabs in workbook.
9:33 year 2 you would actually only have to pay tax for $80800 (Y2 profit + Y1 loss), not $87200, as you can offset the loss from the previous year (I think)
@kenjiexplains Can you please also show this model for a mortgage and auto lender (from Bank’s perspective)…!!
How actually we got the growth rate/order growth rate for making models ??
Hi. What is a dynamic financial model?
I dig it… lol am I a nerd!?!?
I cannot download the excel file :((
WOW
does anyone have the excel file to work alongside Kenji? I am not able to access it from the description.
@KenjiExplains
4 ай бұрын
Hey once you click the link it should reach your downloads folder
@brianfretes3033
4 ай бұрын
Still isn't showing up. What should I do?@@KenjiExplains
can you make a saas one as well please sir?
@KenjiExplains
Жыл бұрын
Noted!
🙌
13:00
shouldnt you get like a negative value in operating profit since 119850-100000-26250=-6400
@niccolosichirollo5258
13 күн бұрын
it is negative. parentheses indicate negative in accounting.
Ola🙂 🙏
@KenjiExplains
Жыл бұрын
Hello!
@nishanth4323
Жыл бұрын
@@KenjiExplains 🙏❤️
On what basis you've made Assumptions?
@VijayaNarasimha522
3 ай бұрын
Based pn track record or the company Or track record of the Industry, which company is operating