Forecast Drivers Model Template

Set up your forecast drivers that dictate the financial assumptions and expectations

Author: Christy Grimste
Christy Grimste
Christy Grimste
Real Estate | Investment Property Sales

Christy currently works as a senior associate for EdR Trust, a publicly traded multi-family REIT. Prior to joining EdR Trust, Christy works for CBRE in investment property sales. Before completing her MBA and breaking into finance, Christy founded and education startup in which she actively pursued for seven years and works as an internal auditor for the U.S. Department of State and CIA.

Christy has a Bachelor of Arts from the University of Maryland and a Master of Business Administrations from the University of London.

Reviewed By: Austin Anderson
Austin Anderson
Austin Anderson
Consulting | Data Analysis

Austin has been working with Ernst & Young for over four years, starting as a senior consultant before being promoted to a manager. At EY, he focuses on strategy, process and operations improvement, and business transformation consulting services focused on health provider, payer, and public health organizations. Austin specializes in the health industry but supports clients across multiple industries.

Austin has a Bachelor of Science in Engineering and a Masters of Business Administration in Strategy, Management and Organization, both from the University of Michigan.

Last Updated:January 31, 2022

Download WSO's free Forecast Drivers model template below!

This template allows you to set up your forecast drivers that dictate the financial assumptions and expectations of your company.

The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"Driver based forecasting is the linking of operational activities to the calculation of key variable revenues and expenses."

A screenshot below gives you a sneak peek of the template.

Forecast Drivers Model Template

More Resources:

We hope this template helps you excel at your job! Please check out the following additional resources to help you advance your career:

Attachment Size
Forecast Drivers Model Template.xlsx 1.01 MB 1.01 MB