HomeSage 50 Forecasting training course
Sage 50 Forecasting is a two-day course. Our price is £279.00 (Sage's RRP is £535.00).
» Overview: Plan for the future of your business with Sage 50 Forecasting.
» What do I learn?
This course explains everything you need to know about using Sage 50 Forecasting, from how to create forecasts, entering data, generating reports to integration with Sage 50 Accounts and Microsoft® Excel.
» By the end of this course you will:
- Know how to create weekly or monthly forecasts using sections and sub-sections
- Be able to enter forecast information for sales and cost records using various calculation methods
- Understand ‘hot-linking’ from other Sage software and Microsoft® Excel
- Know how to forecast using standard and composite stock records, including stock channels
- Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets
- Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest
- Know how to customise the software to configure the bank account, business tax and dividends
- Know how to incorporate multi-currencies and memo records
- Be able to analyse forecasted sales and costs by department
- Understand Sales Ledger and Stock financing and how to setup bad debts and other provisions
- Know how to flex data in a forecast and extend the forecast to cover a longer time period
- Be able to enter or import actual figures into forecasts and create variance reports
Who should attend? All users of Sage 50 Forecasting (formerly Sage Financial Forecasting) looking to get started with the initial set up and operational features? The Sage 50 Forecasting course covers all the fundamentals you'll need to become conversant with the software.
» Detailed course content
Click to see the course content
- Discover the options available for creating a new forecast, adding extra sections to the forecast structure and saving your forecast to a user defined default file location
Session 2 Create records and sub sections
- Review the various methods of creating records in your forecast, consider the types of record available and find out how to structure your forecast date into sections, sub sections and level 2 sub sections
Session 3 Record Opening Balances
- Learn how to enter the opening balance sheet and deal with the settlement of opening trade debtors and creditors
Session 4 Use Income and Cost Records
- Examining the various means of entering your forecast data across income and cost records
Session 5 Wages Records and Hotlinking
- Deal with the optimum way of entering wages and also how to hotlink information from Excel, Sage Accounts and Sage Payroll
Session 6 Standard Stock Model
- In the standard stock session you will see how to account for closing stock in the Balance Sheet, as well as the cost of sales in the Profit & Loss
Session 7 Stock Channels and composite stock
- Review the options for dealing with multiple stock channels and composite stock
Session 8 Fixed Asset Records
- In this session you will discover how to work with Fixed and Financed Asset records including depreciation and revaluation
Session 9 Loans, Other Assets/Liabilities Records and Capital
- Find out how to deal with loans received and loans made, the options available for using other asset or liability records and how to deal with capital in your forecast
Session 10 Settings for Automated Records
- Review the automated records for taxation, dividends and bank records
Session 11 Multi Currency, Memo Records and Departmental Analysis
- Discover how to maintain currencies and exchange rates and how to deal with multi currency forecasting. Also, we examine the benefits of memo records and how to achieve departmental analysis in your forecast
Session 12 Sales Ledger and Stock Financing and Provisions
- Review the program’s Factoring and Stock Financing capabilities
Session 13 The Key Forecast Values Pane and Reports
- View the effects of changing data on the Values Pane and also the report options available within your forecast
Session 14 Extending and Flexing a Forecast
- Explore how to flex records in your forecast and how to extend your forecast period
Session 15 Actuals and Variances
- Learn how to enter the actual figures in your forecast. Review the possibility of entering revised budgets and explore the actuals against either original or revised budgets, via the variance reports
Book now
| Course | Centre | Start date |
Duration | Total places | Available places | Book |
| Sage 50 Forecasting | Bristol | 03/04/2012 | 2 days | 10 | 10 | |
| Sage 50 Forecasting | Birmingham | 30/04/2012 | 2 days | 12 | 12 |
Sage 50 Forecasting is a two-day course. Our price is £279.00 (Sage's RRP is £535.00).
You can book your course in several ways:
- Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
- Phone: Just call 0845 009 3990 to pay by card or arrange BACS or cheque payments.
- Use the contact form: Click here and fill out the contact form.
Important notes about booking your Sage classroom training course
- When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
- If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
- If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
- Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
- *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.
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