Rolling Forecast Excel Template

Prepared by Dheeraj Vaidya, CFA, FRM

dheeraj@wallstreetmojo.com

visit - www.wallstreetmojo.com
 Particular Actual Actual Actual Forecast Forecast Forecast Forecast Forecast
2019 2019 2019 2019 2019 2019 2019 2019
Jan Feb Mar Apr May Jun Jul Aug
Sales $5,000 $5,150 $5,200 $5,356 $5,517 $5,500 $5,720 $5,892
Expenses $3,500 $3,600 $3,500 $3,700 $3,800 $3,850 $3,860 $3,900
Taxes & Others $1,000 $1,020 $1,010 $1,015 $1,050 $1,060 $1,040 $1,020
Net Profit $500 $530 $690 $641 $667 $590 $820 $972
Forecast Forecast Forecast Forecast Forecast Forecast Forecast
2019 2019 2019 2019 2020 2020 2020
Sep Oct Nov Dec Jan Feb Mar
$5,600 $5,650 $5,800 $5,835 $6,000 $5,900 $5,800
$3,920 $3,950 $3,985 $4,000 $3,900 $3,950 $3,850
$1,030 $1,040 $1,050 $1,045 $1,060 $1,070 $1,065
$650 $660 $765 $790 $1,040 $880 $885