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Sage training: Sage 50 Forecasting classroom course description


Sage 50 Forecasting is a two-day course. Our price is £250.00 (Sage's RRP is £535.00). Book today to save with us.Sage 50 Forecasting

» 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.

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Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
Leeds     Manchester     N.London     Newcastle     Reading     

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Course Centre Start date Duration Total places Available places Book
Sage 50 ForecastingCroydon22/03/20102 days120
Sage 50 ForecastingManchester29/04/20102 days125
Sage 50 ForecastingReading06/05/20102 days103
Sage 50 ForecastingN.London18/05/20102 days127
Sage 50 ForecastingBirmingham08/06/20102 days1210

Sage 50 Forecasting is a two-day course. Our price is £250.00 (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 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
To review other courses see the classroom course list and you can always contact a Sage training advisor on 0845 641 0624 or by email.

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.


Detailed course content


Click to see the course content


Sage 50 Forecasting training course session 1 Create a New Forecast

  • 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

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course session 3 Record Opening Balances

  • Learn how to enter the opening balance sheet and deal with the settlement of opening trade debtors and creditors

Sage 50 Forecasting training course session 4 Use Income and Cost Records

  • Examining the various means of entering your forecast data across income and cost records

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course session 7 Stock Channels and composite stock

  • Review the options for dealing with multiple stock channels and composite stock

Sage 50 Forecasting training course session 8 Fixed Asset Records

  • In this session you will discover how to work with Fixed and Financed Asset records including depreciation and revaluation

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course session 10 Settings for Automated Records

  • Review the automated records for taxation, dividends and bank records

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course session 12 Sales Ledger and Stock Financing and Provisions

  • Review the program’s Factoring and Stock Financing capabilities

Sage 50 Forecasting training course 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

Sage 50 Forecasting training course session 14 Extending and Flexing a Forecast

  • Explore how to flex records in your forecast and how to extend your forecast period

Sage 50 Forecasting training course 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


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