Spreadsheet Skills for Planning, Forecasting & Budgeting

Available Dates

Dec-16-2024

Barcelona
Jan-20-2025

Barcelona
Feb-17-2025

Barcelona
Mar-17-2025

Barcelona
Apr-21-2025

Barcelona
May-19-2025

Barcelona
June-16-2025

Barcelona
July-21-2025

Barcelona
Aug-18-2025

Barcelona
Sep-15-2025

Barcelona
Oct-20-2025

Barcelona
Nov-17-2025

Barcelona
Dec-15-2025

Barcelona

Dates in Other Venues

Dec-02-2024

Kuala Lumpur
Dec-02-2024

Istanbul
Dec-09-2024

Paris
Dec-09-2024

Singapore
Dec-16-2024

Dubai
Dec-23-2024

Istanbul
Dec-30-2024

Kuala Lumpur
Jan-06-2025

Singapore
Jan-06-2025

Paris
Jan-13-2025

London
Jan-13-2025

Amsterdam
Jan-20-2025

Dubai
Jan-27-2025

Kuala Lumpur
Jan-27-2025

Istanbul
Feb-03-2025

Paris
Feb-03-2025

Singapore
Feb-10-2025

Amsterdam
Feb-10-2025

London
Feb-17-2025

Dubai
Feb-24-2025

Istanbul
Feb-24-2025

Kuala Lumpur
Mar-03-2025

Paris
Mar-03-2025

Singapore
Mar-10-2025

Amsterdam
Mar-10-2025

London
Mar-17-2025

Dubai
Mar-24-2025

Istanbul
Mar-24-2025

Kuala Lumpur
Apr-07-2025

Singapore
Apr-07-2025

Paris
Apr-14-2025

Amsterdam
Apr-14-2025

London
Apr-21-2025

Dubai
Apr-28-2025

Kuala Lumpur
Apr-28-2025

Istanbul
May-05-2025

Singapore
May-05-2025

Paris
May-12-2025

London
May-12-2025

Amsterdam
May-19-2025

Dubai
May-26-2025

Istanbul
May-26-2025

Kuala Lumpur
June-02-2025

Singapore
June-02-2025

Paris
June-09-2025

Amsterdam
June-09-2025

London
June-16-2025

Dubai
June-23-2025

Istanbul
June-30-2025

Kuala Lumpur
June-30-2025

Singapore
June-30-2025

Paris
July-07-2025

Singapore
July-07-2025

Paris
July-14-2025

London
July-14-2025

Amsterdam
July-21-2025

Dubai
July-28-2025

Kuala Lumpur
July-28-2025

Istanbul
Aug-04-2025

Singapore
Aug-04-2025

Paris
Aug-11-2025

Amsterdam
Aug-11-2025

London
Aug-18-2025

Dubai
Aug-25-2025

Kuala Lumpur
Aug-25-2025

Istanbul
Sep-01-2025

Singapore
Sep-01-2025

Paris
Sep-08-2025

London
Sep-08-2025

Amsterdam
Sep-15-2025

Dubai
Sep-22-2025

Istanbul
Sep-29-2025

Paris
Sep-29-2025

Kuala Lumpur
Sep-29-2025

Singapore
Oct-06-2025

Singapore
Oct-06-2025

Paris
Oct-13-2025

Amsterdam
Oct-13-2025

London
Oct-20-2025

Dubai
Oct-27-2025

Kuala Lumpur
Oct-27-2025

Istanbul
Nov-03-2025

Singapore
Nov-03-2025

Paris
Nov-10-2025

London
Nov-10-2025

Amsterdam
Nov-17-2025

Dubai
Nov-24-2025

Istanbul
Nov-24-2025

Kuala Lumpur
Dec-01-2025

Paris
Dec-01-2025

Singapore
Dec-08-2025

London
Dec-08-2025

Amsterdam
Dec-15-2025

Dubai
Dec-22-2025

Istanbul
Dec-29-2025

Paris
Dec-29-2025

Singapore
Dec-29-2025

Kuala Lumpur

Course Details

Planning, Forecasting & Budgeting are the most important functions in business. Performed properly they can lead to exceptional success. Yet many people do not use the tools available to them to their best advantage. In this course, we will leverage the power of Excel to demonstrate how to improve your forecasting, planning, and budgeting. By developing better spreadsheets & models, planning is more accurate, forecasting is more precise & budgeting is more attainable. And the time to develop these is dramatically reduced.

Spreadsheet Skills for Planning, Forecasting & Budgeting training course will demonstrate how you can develop spreadsheet models to create a forecast, which can then be utilised to generate business plans and operating budgets with the use of Excel as it is used in practice. The applications will be focused on three crucial aspects of business and financial management - strategic planning, intelligent forecasting, and realistic budgeting

Delegates will learn how accessible the power of Excel is to provide realistic forecasts and prepare flexible budgets. The impact on efficiency in planning and control and therefore return on investment for companies and/or divisions will be startling.

By the end of Spreadsheet Skills for Planning, Forecasting & Budgeting training course delegates will be able to:

Participate effectively in planning, budgeting and forecasting process
Apply advanced Excel spreadsheet skills in business forecasting
Employ leading edge tools for cost analysis and forecasting
Develop financial models to assist in capital investment decisions
Make spreadsheet models for cash flow forecasting
Build powerful “what if” spreadsheet models for risk sensitivity analysis

Spreadsheet Skills for Planning, Forecasting & Budgeting training course, is ideal for:

Financial accounting team members
Cost and management accounting staff
Finance managers
Budget managers
Commercial managers
Capital investment and project team members

Our courses in Barcelona are held at the LPC office located at:

Passeig de Gràcia, 21, planta principal, 08007 Barcelona, Spain

Once you register, we will subsequently send you the course details, including the location, trainer, and other logistical information.

Pay Attention, Please! The course location at our offices is subject to availability. Should our office be unavailable, we will secure an alternative nearby venue and promptly inform you of the change. The exact time and location will be confirmed one week prior to the course commencement.

Course Outline

5 days course

Day 1

Day 2

Day 3

Day 4

Day 5

Introduction to Spreadsheets using Excel

The power of Excel for building financial models
The Ribbons of Excel with their commands and functions
Using formulae: Copying, anchoring, and special pasting
Using functions: financial, statistical, and mathematical
Review of the financial objectives of business: ROI, ROA, ROE
Overview of Financial Statements

Proper Planning:

Introduction to planning
What-if analysis:
- Scenario analysis techniques
- Sensitivity analysis using spinners & scroll bars
Economic Order Quantity (EOQ)
Build out Data tables to see an entire range of options
1-way Data tables
2-way Data tables
Maximizing vs. optimizing techniques
Utilizing The Goal Seek command to calculate a reverse equation
Using Solver to calculate optimal product mix, distribution problems & capital budgeting

Fantastic Forecasting

Forecasting in perspective - the Past vs. the Future
The necessity to apply a range of different forecasting methods:
- Qualitative Models used in forecasting
- Quantitative Models focussing on time series and regressions methodology
Forecasting growth rates
Recording, applying, and modifying forecast assumptions

Beyond Budgeting:

What is a budget?
How to build a simple budget
Build a Flexible Budget Model
Build out a complete budget
Operating budget elements
Financial budget elements
Linking them
What is the Variance Analysis report & why is it important to improve your budget
Calculating variance analysis to see what must be changed

Putting it together – building the comprehensive model

Considering the financing mix in strategy
Considering the Return to Shareholder as the primary indicator
Build your planning model
Build your forecasting model
Build your budgeting model
Link these together in a review

Spreadsheet Skills for Planning, Forecasting & Budgeting

Course Info

Course Details

By the end of Spreadsheet Skills for Planning, Forecasting & Budgeting training course delegates will be able to:

Spreadsheet Skills for Planning, Forecasting & Budgeting training course, is ideal for:

Course Outline

Introduction to Spreadsheets using Excel

Proper Planning:

Fantastic Forecasting

Beyond Budgeting:

Putting it together – building the comprehensive model

Course Video

Spreadsheet Skills for Planning, Forecasting & Budgeting

Course Info

Course Details

By the end of Spreadsheet Skills for Planning, Forecasting & Budgeting training course delegates will be able to:

Spreadsheet Skills for Planning, Forecasting & Budgeting training course, is ideal for:

Course Outline

Introduction to Spreadsheets using Excel

Proper Planning:

Fantastic Forecasting

Beyond Budgeting:

Putting it together – building the comprehensive model

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Course Video