Making Business Projections

with Rudolph Rosenberg
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lynda.com's PMI® Program
This course qualifies for 1.25 PDUs towards maintaining PMI® certification. Learn More
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Making Business Projections
Video duration: 0s 1h 17m Intermediate

Viewers:

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.

Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.

The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

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 IT
Software:
Excel
Author:

Welcome

- [Voiceover] 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 company's past and current performance to make projections for its future. To do so, we will be taking both a top-down as well as a bottom-up approach to making business projections. By analyzing the company's revenue, gross margin, and operating expenses, by anticipating changes throughout the coming year, and by factoring in the company's goals for growth, we'll be able to synthesize a result that gets us closer to a business' reality.

Now let's get started with Making Business Projections.

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