Forecast Operating Expenses In a previous post, I discussed how I forecast headcount expenses and the related physical heads and benefits. Of course, this is just one piece of the corporate expense puzzle. It is also important to have an easy and quick way to forecast operating expenses without hard coding numbers month-by-month. Excel Template […]
Excel
How to Create the Dreaded Excel Waterfall Chart
Excel Waterfall Chart Somewhere along the line, we’ve all been asked to create an Excel waterfall chart for a Board or management presentation. Waterfall charts are a very “simple” and powerful visual method to present year-over-year changes or whatever time period you are measuring. Presenting variances via a bunch of numbers on a spreadsheet can […]
How I Create Detailed Headcount Forecasts
Headcount Forecasts in Excel For a software company, personnel-related expenses are usually the largest operating expense by far on the P&L (Profit and Loss Statement). As a large expense, you’ll want to forecast this as accurately as possible. I’ll walk you through how I create detailed headcount forecasts. You can download the Excel model I […]