Build a Dynamic Financial Model in Just 15 Minutes

Learn to make a financial model to forecast your P&L and make it dynamic.
🔥 Take our Finance & Valuation Course: www.careerprinciples.com/cour...
🆓 DOWNLOAD Free Excel file for this video: view.flodesk.com/pages/644bc2...
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.
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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.

[@KenjiExplains]

🔥 Take our Finance & Valuation Course: www.careerprinciples.com/courses/finance-valuation-course

[@solomonbhandari-young4154]

2gud

[@mitchclearyPTBO]

Hi Kenji, great video. Would your excel course be relevant for someone looking to operate in google sheets instead of excel, or are there too many differences between the two?

[@olukotunbukola4959]

Very good 😊

[@user-kt6oz6gw1w]

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!

[@vibhutidwivedi]

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

[@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 💗

[@camlex6310]

Really helpful explanation!! Thanks

[@kwitondajeanpaul6151]

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

[@rukat6550]

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!

[@ross3412]

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

[@michaelquach6655]

Well done. Super straightforward and cool scenario switch 👍

[@KenjiExplains]

Thanks!

[@alial5027]

Guys, what's the most important financial statement if you have to choose one only to assess a company's financial health?

[@brian5220]

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

[@journeyaddictman35]

Excellent content for beginners

[@vikramadityarathore97]

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

[@KenjiExplains]

Thank you mate appreciate your support 👍

[@erumshafi6562]

thanks, it is really helpful

[@aspectoflife]

the best, compact and comprehensive.

[@nicholaspetre1]

Very good , man!

[@preyaljain6995]

Thankyou so much ❤

[@seanchen2783]

Very helpful!!

[@minhajghayur6437]

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?

[@samnangchim5758]

Thanks teacher

[@user-ex6tm9es9q]

Fantastic!

[@hassan3792]

very very nice
thank you

[@user-qg8wb7zm7v]

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

[@ethiopiagirma3923]

Thank you.

[@MuhammadIsmail-xy4tb]

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

[@wilmarobles4717]

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

[@marcblaze1820]

thanks g

[@ahnafjawadkhan2269]

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

[@KenjiExplains]

I have it here: ua-cam.com/video/CPtBJN3SAvs/v-deo.html

[@masumbillah1077]

just thanks teacher

[@sivaprakasam6550]

Very nice explanation 😊 and file can't download

[@dylanlim684]

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 !

[@AnCai-gj3cp]

Hi Dylan, because we are calculating the whole amount (including the existing portion of the current year (100% or 1) and the increasing portion of next year, so that why we have to plus 1)

[@fernandoarroyo9357]

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

[@theelephantchasingrm8427]

@kenjiexplains Can you please also show this model for a mortgage and auto lender (from Bank’s perspective)…!!

[@aqsashahzad4810]

Hi. What is a dynamic financial model?

[@nikhilagrawal6834]

How actually we got the growth rate/order growth rate for making models ??

[@teofilanguema1645]

please can you guide me on what my mistake could be? I practiced everything and it was going well until I pressed ctrl+alt+v and everything in the live case became #value! except for the 2000

[@willzinner8813]

can you make a saas one as well please sir?

[@KenjiExplains]

Noted!

[@user-ur1zd8fe8c]

I dig it… lol am I a nerd!?!?

[@baonguyen4278]

I cannot download the excel file :((

[@lovelyGhada]

🙌

[@solomonbhandari-young4154]

WOW

[@brianfretes3033]

does anyone have the excel file to work alongside Kenji? I am not able to access it from the description.

[@KenjiExplains]

Hey once you click the link it should reach your downloads folder

[@brianfretes3033]

Still isn't showing up. What should I do?@@KenjiExplains

[@arsalanahmed5706]

shouldnt you get like a negative value in operating profit since 119850-100000-26250=-6400

[@nishanth4323]

Ola🙂 🙏

[@KenjiExplains]

Hello!

[@nishanth4323]

​@@KenjiExplains 🙏❤️

[@gaurabdeb1511]

13:00

[@knight9040]

On what basis you've made Assumptions?

[@VijayaNarasimha522]

Based pn track record or the company
Or track record of the Industry, which company is operating