Spreadsheet Skills for Planning, Forecasting & Budgeting

Course Category : Finance

A practical training programme to develop spreadsheet skills for accurate planning, forecasting, and budgeting in professional financial environments.
Duration: 5 Days | Level: Intermediate

Introduction

With the growing reliance on data-driven financial analysis and decision-making, spreadsheets have become essential tools for planning, forecasting, and budgeting across organisations. They enable the development of accurate financial models, scenario analysis, and improved decision efficiency.
This course provides a practical framework to enhance spreadsheet skills in financial modelling, data analysis, and forecasting to support organisational performance and sustainability..

Targeted Audience

Financial and Planning Analysts
Finance and Accounting Managers
Budgeting Officers
Project Managers
Data Analysts
Operations Staff
Fresh Graduates in Finance Fields

Targeted Skills

Financial modelling using spreadsheets
Financial data analysis
Financial forecasting
Budget preparation
Advanced spreadsheet functions
Reporting and dashboard creation

Expected Outcomes

Build professional financial models using spreadsheets.
Develop accurate data-driven financial forecasts.
Design effective and integrated budgets.
Analyse data for informed financial decisions.
Create interactive reports and dashboards.
Improve organisational financial planning efficiency.

Training Topics Index

Spreadsheet structure and model design
Data entry and organisation
Basic functions (SUM, AVERAGE)
Data formatting
Data validation

Financial functions (NPV, IRR)
Conditional functions (IF, COUNTIF)
Lookup functions (VLOOKUP, XLOOKUP)
Data analysis using Pivot Tables
Data cleaning and preparation

Forecasting model development
Trend analysis
Scenario analysis
Sensitivity analysis
Use of historical data

Types of budgets
Operating budget preparation
Capital budgeting
Variance analysis
Improving estimation accuracy

Financial reporting design
Interactive dashboards
Data visualisation techniques
Charts and graphs
Report automation

Course Features

Updated and Interactive Content
Hypothetical Examples and Case Studies
Pre- and Post-assessments to Measure Impact
Verified Certificate with a QR Verification Code