Income Statement Methods

The Income Statement Methods worksheet sets the forecasting assumptions for the projected income statements.

Adjustments

In the Adjustments column, enter any adjustments necessary to prepare the most recent income statement for projection. The corrected income statement appears in the Pro Forma Income Statement column.

Projecting the Accounts

Please Note: You cannot set projection assumptions for summary accounts, such as Total Revenues and Gross Profit. Summary accounts are calculated by summing the appropriate projected accounts.

Repeat the steps below for each non-summary account:

Select the account that you want to project. To select an account, click anywhere on its row.

Click on the Projections button in the Desktop Toolbar. A dialog box will open.

Use the DCF Projection Dialog Box to set the parameters for projecting the account.