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
Disclaimer: I may receive a small commission on some of the links provided at no extra cost to you.

Пікірлер: 64

  • @KenjiExplains
    @KenjiExplains Жыл бұрын

    🔥 Take our Finance & Valuation Course: www.careerprinciples.com/courses/finance-valuation-course

  • @solomonbhandari-young4154

    @solomonbhandari-young4154

    Жыл бұрын

    2gud

  • @mitchclearyPTBO

    @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

    @olukotunbukola4959

    7 ай бұрын

    Very good 😊

  • @user-kt6oz6gw1w
    @user-kt6oz6gw1w6 ай бұрын

    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!

  • @michellethaghost
    @michellethaghost9 ай бұрын

    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!

  • @mark-ish
    @mark-ish Жыл бұрын

    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.

  • @hunterburns
    @hunterburns Жыл бұрын

    Fabulous 😍 well explained everything was on point lots of love for you Kenji 💗

  • @African.Tales.and.folklores
    @African.Tales.and.folklores5 ай бұрын

    I am glad i found your videos. They are really helpful

  • @brian5220
    @brian5220 Жыл бұрын

    I love hou video’s, i have learned a lot. Thanks👊🏽

  • @camlex6310
    @camlex6310 Жыл бұрын

    Really helpful explanation!! Thanks

  • @vibhutidwivedi
    @vibhutidwivedi Жыл бұрын

    That was very basic but excellent fundamental modeling there👍, a dashboard on trends and visuals on P&L would have been just perfect 👌.

  • @JunLiSF

    @JunLiSF

    11 күн бұрын

    What's more advance?

  • @aspectoflife
    @aspectoflife4 ай бұрын

    the best, compact and comprehensive.

  • @michaelquach6655
    @michaelquach6655 Жыл бұрын

    Well done. Super straightforward and cool scenario switch 👍

  • @KenjiExplains

    @KenjiExplains

    Жыл бұрын

    Thanks!

  • @alial5027

    @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?

  • @journeyaddictman35
    @journeyaddictman3510 ай бұрын

    Excellent content for beginners

  • @rukat6550
    @rukat6550 Жыл бұрын

    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!

  • @erumshafi6562
    @erumshafi6562 Жыл бұрын

    thanks, it is really helpful

  • @ross3412
    @ross34129 ай бұрын

    Great instruction, clear and cogent. Curious if you have one of these customized for a restaurant or would you consider this model adaptable.

  • @vikramadityarathore97
    @vikramadityarathore97 Жыл бұрын

    Keep doing the good job mate, excel and finance simplified for everyone.

  • @KenjiExplains

    @KenjiExplains

    Жыл бұрын

    Thank you mate appreciate your support 👍

  • @nicholaspetre1
    @nicholaspetre19 ай бұрын

    Very good , man!

  • @seanchen2783
    @seanchen27832 ай бұрын

    Very helpful!!

  • @preyaljain6995
    @preyaljain69959 ай бұрын

    Thankyou so much ❤

  • @minhajghayur6437
    @minhajghayur64377 ай бұрын

    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?

  • @user-ex6tm9es9q
    @user-ex6tm9es9q7 ай бұрын

    Fantastic!

  • @samnangchim5758
    @samnangchim5758 Жыл бұрын

    Thanks teacher

  • @hassan3792
    @hassan37925 ай бұрын

    very very nice thank you

  • @ethiopiagirma3923
    @ethiopiagirma3923Ай бұрын

    Thank you.

  • @user-qg8wb7zm7v
    @user-qg8wb7zm7v9 ай бұрын

    Great Job...Please how can i ignore an outlier when calculating an average value in a model

  • @masumbillah1077
    @masumbillah10772 ай бұрын

    just thanks teacher

  • @marcblaze1820
    @marcblaze1820 Жыл бұрын

    thanks g

  • @fernandoarroyo9357
    @fernandoarroyo935710 ай бұрын

    Does sb know hot to show the Live case as well?

  • @dylanlim684
    @dylanlim684 Жыл бұрын

    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

    @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)

  • @MuhammadIsmail-xy4tb
    @MuhammadIsmail-xy4tb Жыл бұрын

    Dear, kindly also make a video on Management accounts in Excel. Thanks

  • @teofilanguema1645
    @teofilanguema16452 ай бұрын

    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

  • @sivaprakasam6550
    @sivaprakasam65503 ай бұрын

    Very nice explanation 😊 and file can't download

  • @ahnafjawadkhan2269
    @ahnafjawadkhan2269 Жыл бұрын

    Your videos are helping me a lot. Can you please make a relative valuation model please, sir?

  • @KenjiExplains

    @KenjiExplains

    Жыл бұрын

    I have it here: kzread.info/dash/bejne/dYSopKyHY7anptY.html

  • @wilmarobles4717
    @wilmarobles47177 ай бұрын

    Hi Kenji. Please teach also how to alphabetize tabs in workbook.

  • @CalHounsome
    @CalHounsome7 күн бұрын

    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)

  • @theelephantchasingrm8427
    @theelephantchasingrm84274 ай бұрын

    @kenjiexplains Can you please also show this model for a mortgage and auto lender (from Bank’s perspective)…!!

  • @nikhilagrawal6834
    @nikhilagrawal6834 Жыл бұрын

    How actually we got the growth rate/order growth rate for making models ??

  • @aqsashahzad4810
    @aqsashahzad4810 Жыл бұрын

    Hi. What is a dynamic financial model?

  • @user-ur1zd8fe8c
    @user-ur1zd8fe8c2 ай бұрын

    I dig it… lol am I a nerd!?!?

  • @baonguyen4278
    @baonguyen42785 ай бұрын

    I cannot download the excel file :((

  • @solomonbhandari-young4154
    @solomonbhandari-young4154 Жыл бұрын

    WOW

  • @brianfretes3033
    @brianfretes30334 ай бұрын

    does anyone have the excel file to work alongside Kenji? I am not able to access it from the description.

  • @KenjiExplains

    @KenjiExplains

    4 ай бұрын

    Hey once you click the link it should reach your downloads folder

  • @brianfretes3033

    @brianfretes3033

    4 ай бұрын

    Still isn't showing up. What should I do?@@KenjiExplains

  • @willzinner8813
    @willzinner8813 Жыл бұрын

    can you make a saas one as well please sir?

  • @KenjiExplains

    @KenjiExplains

    Жыл бұрын

    Noted!

  • @lovelyGhada
    @lovelyGhadaАй бұрын

    🙌

  • @gaurabdeb1511
    @gaurabdeb15117 ай бұрын

    13:00

  • @arsalanahmed5706
    @arsalanahmed5706Ай бұрын

    shouldnt you get like a negative value in operating profit since 119850-100000-26250=-6400

  • @niccolosichirollo5258

    @niccolosichirollo5258

    13 күн бұрын

    it is negative. parentheses indicate negative in accounting.

  • @nishanth4323
    @nishanth4323 Жыл бұрын

    Ola🙂 🙏

  • @KenjiExplains

    @KenjiExplains

    Жыл бұрын

    Hello!

  • @nishanth4323

    @nishanth4323

    Жыл бұрын

    ​@@KenjiExplains 🙏❤️

  • @knight9040
    @knight9040 Жыл бұрын

    On what basis you've made Assumptions?

  • @VijayaNarasimha522

    @VijayaNarasimha522

    3 ай бұрын

    Based pn track record or the company Or track record of the Industry, which company is operating