Sage WinForecast Professional Consolidation software training course.

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Sage training: Sage Winforecast Professional classroom course description

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

» Overview: Get the very most from Sage WinForecast Professional.

» What do I learn?

Discover the features of Sage WinForecast Professional that allow you to create forecasts, enter data, generate reports, integrate with Sage 50 Accounts and Microsoft® Excel and create consolidated forecasts.

» By the end of this course you will:

  • Know how to preset certain default information to save time when forecasting
  • Know how to create new forecasts using the various types of records available
  • Understand ‘hot-linking’ from Sage accounts software and Microsoft® Excel
  • How to flex data in a forecast and to extend the forecast to cover a longer time period
  • Know how to configure the bank account, business tax and dividends
  • Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest
  • Be able to enter or import actual figures into forecasts and create variance reports
  • Know how to configure the software for multi-currency
  • Be able to customise reports, add formulae and create departmental forecasts
  • Be able to handle domestic purchases and export sales of stock
  • Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets
  • Understand how to use the employee list to forecast wages
  • Know how to consolidate forecasts and handle goodwill, minority interests and elimination
  • Know how to create templates and maximise the use of memo records

Who should attend? People looking to understand all elements of Sage WinForecast Professional: creating default information, entering data, updating forecasts with actual data, linking Microsoft® Excel, stock modelling, multi-currency, forecasting payroll costs and creating consolidated forecasts.

» Detailed course content

Click to see the course content

Sage Winforecast training course session 1 - To Review the Default Settings

  • Default Record Parameters
  • Annual Profile

Sage Winforecast training course session 2 - To Create a New Forecast

  • New Sections
  • Create New Records
  • Review the Record Properties

Sage Winforecast training course session 3 - To Enter the Opening Balances

Sage Winforecast training course session 4 - To Understand Data Entry Methods

  • P & L Records

Sage Winforecast training course session 5 - To Understand Data Entry Methods

  • Balance Sheet Records

Sage Winforecast training course session 6 - To Check the Main Bank Account

  • To Set up Additional Bank Accounts
  • To Review Business Tax
  • Dividends
  • VAT Rates

Sage Winforecast training course session 7 - To Apply Flexing to a Forecast

  • To Change the Extent of a Forecast/li>
  • To Handle Actual Figures/li>

Sage Winforecast training course session 8 - Customising Reports

  • Creating Departments
  • Adding Formulae to Reports
  • Memo Records

Sage Winforecast training course session 9 - Profiles

  • Wages: Employee List Function

Sage Winforecast training course session 10 - Standard Stock Records

Sage Winforecast training course session 11 - Composite Stock Records

  • Revaluation of Fixed Assets

Sage Winforecast training course session 13 - Multi-Currency

  • Factoring
  • Stock Financing
  • Provisions

Sage Winforecast training course session 14 - Graphs

  • Report Generator

Sage Winforecast training course session 15 - Templates

  • Consolidation
  • Eliminations
  • Goodwill

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Sage Winforecast Professional 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.
See all courses on the Sage training home page. 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.


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