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Bottoms up forecast model in excel

Where can I find a simple bottoms up forecast model in excel? Any help on this is greatly appreciated!

Answers

Topic Expert
Charley Kyd
Title: Founder
Company: ExcelUser
(Founder, ExcelUser) |

What are you forecasting? Cash Flow? Sales? Something else? If you're forecasting cash flow, I wouldn't recommend using someone else's simple model. As a CFO, I've used spreadsheets to forecast cash flow in four different cash-poor companies, and all the forecasts were only vaguely similar to each other.

Also, the techniques are quite different for a long-term cash flow forecast with monthly buckets, for a six-week forecast with weekly buckets, and for a weekly forecast with daily buckets...all of which I found useful.

Topic Expert
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

I agree with Charley. Templates are tempting, but as much as different companies may have in common with each other, you need to make your own forecast or have someone create a custom forecast for you that you can update over time.

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