Skip to content

Blessedbrita/retail-financial-forecast-model

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

3 Commits
 
 
 
 

Repository files navigation

Retail Financial Forecast Model (Excel)

This project demonstrates financial analysis and forecasting using Excel.

The model analyzes historical retail sales data and builds a 5-year financial forecast using a three-statement financial model.

Project Components

Raw Data Cleaning
Sales analysis by region and category
Discount impact analysis on profitability
5-year financial forecast
Scenario analysis (Base Case, Best Case, Worst Case)

Financial Model Structure

Income Statement
Cash Flow Statement
Balance Sheet

These statements are dynamically linked to simulate financial performance under different assumptions.

Key Insights

Some subcategories have reduced profits, and some have losses due to heavy discounting.

Some high-revenue categories generate weak margins due to aggressive discount strategies.

Technology products maintain stronger profitability even with moderate discounts.

Tools Used

Microsoft Excel
Pivot Tables
Financial Modelling
Scenario Analysis

Author

Blessed Masunika

About

Excel financial analysis and 5-year retail forecasting model with scenario analysis.

Topics

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

 
 
 

Contributors