4 Levels of Forecasting (Beginner → Advanced)

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Ever look at your forecast and wonder if you're getting the full picture?

After building hundreds of forecasts for high-growth companies, I've discovered most businesses are stuck with basic sales projections or simple P&Ls - but there's so much more potential locked in your numbers.

In this video, I walk through the 4 levels of forecasting, starting with basic sales dashboards (Level 1) and traditional P&Ls (Level 2).

You'll see exactly how to transform these basic tools into powerful decision-making engines that give you real insights into your business.

You'll learn:

How to turn a basic sales dashboard into a strategic planning tool
Why tracking inputs (like ad spend, sales rep quotas, and partner referrals) is a game-changer
Real examples from B2B SaaS, e-commerce, and professional services
The exact formulas I use to connect your business drivers to revenue

Whether you're just starting out or looking to level up your forecasting game, this framework will help you build models that drive real business decisions.

⏱️ Timestamps:
00:00 What Makes a Perfect Financial Forecast? (Introduction)
00:34 Level 1 - Basic Financial Forecasting: Common Mistakes to Avoid
03:30 Level 2 - Professional P&L Forecasting: Step-by-Step Guide
07:14 Level 3 - Advanced Forecasting: Balance Sheet & Cash Flow Mastery
10:00 Level 4 - Expert-Level Forecasting: Combining Actuals with Projections
12:45 How to become better at forecasting


ABOUT THIS CHANNEL
Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new.

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