Cumulative sales Forecast Formula

[Anderson 123]

I have a year end sale figure of £80,000 and want to divide this between 12 months in way that starts from Jan to Dec, and the Jan Sale not to be less than £4,000 and each month the sale increase slightly with a few fluctuations in Sep, Feb and March when there is seasonality and the sales are slow.

The total of all 12 months should add up to £80,000. is there an formula that forecasts the sales amounts in each month for me?

 

[DRSteele]

Welcome to the forum.

This becomes too complex if you try to use formulas. This is more straightforward if you use Solver, which is an Add-in for Excel. Do you want to know how to do that?

 

[Anderson 123]

Welcome to the forum.

This becomes too complex if you try to use formulas. This is more straightforward if you use Solver, which is an Add-in for Excel. Do you want to know how to do that?

No, I appreciate if you let me know how to do it step by steps .. many thanks!!!!

 

[DRSteele]

Huh? "No", you don't want to know how to do that?

Let's just try this for starters.

I created an algorithm that lays out the sales figures. There are growth factors applied to certain months (10% growth here for each of the months May, Jun, Jul, Aug, Oct, Nov, Dec); three of the other months have seasonality factors (C3,D3,E3,&J3) that reduce sales (Feb 20%, then Mar 5%; Sep 10%). You can alter those figures and then adjust B7 until the total sums to near 80,000 in N7. That should be good enough.

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
growth/seasonality
Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
Sales

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[TD="align: center"]3[/TD]

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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FCE4D6]#FCE4D6[/URL] , align: right"]0.8000[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FCE4D6]#FCE4D6[/URL] , align: right"]0.9500[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FCE4D6]#FCE4D6[/URL] , align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FCE4D6]#FCE4D6[/URL] , align: right"]0.9000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
[TD="align: right"]1.1000[/TD]
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[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=FFF2CC]#FFF2CC[/URL] , align: right"]6261.59[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]5009.27[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]4758.77[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]5234.65[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]5758.11[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]6333.92[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]6967.31[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]7664.05[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]6897.64[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]7587.40[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]8346.15[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]9180.76[/TD]
[TD="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=E2EFDA]#E2EFDA[/URL] , align: right"]79999.62[/TD]

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Sheet6​

[TABLE="width: 85%"]
<tbody>[TR]
[TD]Worksheet Formulas[TABLE="width: 100%"]
<tbody>[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]
[TH="width: 10"]Cell[/TH]
[TH="align: left"]Formula[/TH]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]F3[/TH]
[TD="align: left"]=E3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]G3[/TH]
[TD="align: left"]=F3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]H3[/TH]
[TD="align: left"]=G3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]I3[/TH]
[TD="align: left"]=H3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]K3[/TH]
[TD="align: left"]=I3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]L3[/TH]
[TD="align: left"]=K3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]M3[/TH]
[TD="align: left"]=L3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]C7[/TH]
[TD="align: left"]=B7*C3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]D7[/TH]
[TD="align: left"]=C7*D3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]E7[/TH]
[TD="align: left"]=D7*E3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]F7[/TH]
[TD="align: left"]=E7*F3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]G7[/TH]
[TD="align: left"]=F7*G3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]H7[/TH]
[TD="align: left"]=G7*H3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]I7[/TH]
[TD="align: left"]=H7*I3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]J7[/TH]
[TD="align: left"]=I7*J3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]K7[/TH]
[TD="align: left"]=J7*K3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]L7[/TH]
[TD="align: left"]=K7*L3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]M7[/TH]
[TD="align: left"]=L7*M3[/TD]
[/TR]
[TR]
[TH="width: 10, bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]N7[/TH]
[TD="align: left"]=SUM(B7:M7)[/TD]
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</tbody>[/TABLE]

 

[Anderson 123]

Thank you so much . This is very nice of you but can you Tell me how you created the algorithm or how you do the add-in to excel? I need to use this feature many times in the future !!