Rolling Forecasts

Learn how rolling forecasts provide a more current view of financial performance than a static annual budget. This course explains how to design the forecast process, identify key drivers, analyze scenarios, and evaluate forecast accuracy. It also shows how to use forecast results to support management decisions, improve coordination across departments, and address data, software, and spreadsheet issues that affect planning quality and responsiveness.
Format

PDF Course

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Duration

4 Hours

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Course Information

Author: Steven Bragg
Course number: FN1037

Learning Objectives
  • Recognize how scenario analysis is used in a rolling forecast.
  • Recall how sensitivity analysis is used in forecasting.
  • Recognize the best ways to present forecasting results to management.
  • Specify how to set up variance analysis in a rolling forecast system.
  • Recall why revenue shortfalls require extra analysis.
  • Recognize how to deal with forecast misses.
  • Recall the indicators of forecasting process failures.
  • Recognize the risks associated with merging targets and forecasts.
  • Specify how to make a rolling forecast especially effective.
  • Recall how rolling forecasts can be tailored to specific industry and organizational situations.
  • Recognize the systems that supply information to a rolling forecast.
  • Recall the consequences of poor data integration.
  • Recognize the advantages of using forecasting software.
  • Specify the issues associated with using spreadsheets in forecasting.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Finance
Prerequisites: None
Advance Preparation: None
Latest Review Date: April 2026
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

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The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.