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Financial Foundation – Session 5

Hosted by: Denise MacDonald and Steve Fisher

Topic 5: TTM (Trailing 12 Months) and Analyzing Trends

To create a reliable Pro Forma, the TTM needs to be solid first so we can see trends over time. To do this, we must understand that the profit margin results from the intersection between factors we can control: revenue, gross margin, and expenses.

In this session, we explore:

How and why to keep the Gross Margin and monthly expenses consistent
How the break-even analysis formula can help a business reach profitability
Three ways to affect profitability
Monthly financial routines

Seminar 5 Powerpoint

Seminar 5 Spreadsheet

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