Build a Dynamic Financial Model in Just 15 Minutes

Learn to make a financial model to forecast your P&L and make it dynamic.

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.

LEARN:

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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.

[ktozgww]

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]

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]

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]

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

[brian]

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

[African.Tales.and.folklores]

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

[vibhutidwivedi]

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

[rukat]

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!

[michaelquach]

Well done. Super straightforward and cool scenario switch 👍

[ross]

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

[vikramadityarathore]

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

[minhajghayur]

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?

[qgwbzmv]

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

[MuhammadIsmail-xytb]

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

[fernandoarroyo]

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

[wilmarobles]

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

[sivaprakasam]

Very nice explanation 😊 and file can't download

[ahnafjawadkhan]

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

[aqsashahzad]

Hi. What is a dynamic financial model?

[dylanlim]

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 !