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Making Business Projections
Illustration by John Hersey

Making Business Projections

with Rudolph Rosenberg

Video: Welcome

(chiming music) Hi. I'm Rudolph Rosenberg, and welcome to making business projections. In this course we'll look at a very practical technique to use a companies past and current performance to make projections for its future. To do so we will be taken both a top-down as well as a bottom-up approach to making business projections by analyzing the companies revenue, gross margin, and operating expenses.
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  1. 2m 0s
    1. Welcome
      46s
    2. What you should know before watching this course
      1m 14s
  2. 13m 6s
    1. Financial projections
      1m 34s
    2. The difference between forecasting and planning
      2m 25s
    3. Treating start-ups and established businesses differently
      2m 43s
    4. The top-down and bottom-up approaches
      3m 5s
    5. Volatility and the treatment of exceptional elements
      3m 19s
  3. 25m 54s
    1. Revenue projection basics
      1m 46s
    2. Preparing past P&Ls
      3m 40s
    3. Projecting revenue based on your resources
      5m 32s
    4. Adjusting for changes in productivity
      2m 12s
    5. Adjusting for changing resources
      2m 55s
    6. Detailing your plan by month using seasonality
      1m 52s
    7. Creating a product-level projection
      2m 39s
    8. Adding back exceptional elements using pipeline information
      2m 32s
    9. Market-driven forecasting
      2m 46s
  4. 6m 39s
    1. Gross-margin projection basics
      2m 43s
    2. Determining which gross-margin profile to use
      2m 58s
    3. Combining product performance with product margins
      58s
  5. 6m 32s
    1. Operating expenses (OPEX) projection basics
      1m 46s
    2. Excluding exceptional items
      33s
    3. Projecting fixed OPEX
      1m 55s
    4. Projecting variable OPEX
      1m 41s
    5. Adding back exceptional elements
      37s
  6. 11m 1s
    1. Explaining the top-down approach
      2m 34s
    2. The revenue trajectory method
      4m 2s
    3. The exit methodology
      2m 15s
    4. Projecting gross margin and OPEX
      2m 10s
  7. 11m 11s
    1. Finding balance between the two approaches
      52s
    2. Moving from forecast to plan
      2m 10s
    3. Adapting projects for start-ups
      5m 33s
    4. Developing worst-case scenarios
      2m 36s
  8. 1m 10s
    1. Next steps
      1m 10s

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Watch the Online Video Course Making Business Projections
1h 17m Intermediate Aug 18, 2014

Viewers: in countries Watching now:

Estimating future financial performance plays a big part in the life of start-ups and corporations large and small. By looking ahead, companies can proactively manage changes. Start-ups can use projections to build business plans and raise capital. This course is about making those financial projections: not by predicting the future, but by learning from past performance. Rudolph Rosenberg shares the techniques used by financial planning professionals to build robust financial projections using Microsoft Excel. He shows how to combine two approaches—bottom up and top down—into a well-rounded projection that will help you analyze revenue and expenses, anticipate changes, and incorporate company goals in a realistic picture of your company's future.

This course qualifies for 1.25 Category A professional development units (PDUs) through lynda.com, PMI Registered Education Provider #4101.

Topics include:
  • Forecasting vs. planning
  • Dealing with exceptional elements
  • Projecting revenue
  • Adjusting for changes and seasonality
  • Creating product-level projections
  • Estimating costs and operating expenses
  • Projecting gross margin
  • Setting up targets and goals
  • Developing worst-case scenarios

  • The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
Subjects:
Business Data Analysis IT Business Intelligence
Software:
Excel
Author:
Rudolph Rosenberg

Welcome

(chiming music) Hi. I'm Rudolph Rosenberg, and welcome to making business projections. In this course we'll look at a very practical technique to use a companies past and current performance to make projections for its future. To do so we will be taken both a top-down as well as a bottom-up approach to making business projections by analyzing the companies revenue, gross margin, and operating expenses.

By anticipating changes throughout the coming year, and by factoring in the companies goals for growth, we'll be able to synthesize results that gets us closer to a businesses reality. Now, let's get started with making business projections.

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