✅ SayPro Forecasting Template (Excel Version)
Purpose: To assist employees in forecasting future trends using historical data, current market drivers, and quantitative models.
Prepared by: SayPro Market Sizing & Forecasting Research Office
Use: Internal Decision Support | Dynamic | Auto-updating charts & formulas
📊 Template Structure (Sheet-by-Sheet Overview)
Sheet 1: Dashboard
- Purpose: Visual summary of key trends, forecasts, and insights.
- Features:
- Auto-updating line and bar charts
- Market growth overview
- CAGR summary
- Filters for year, sector, and region
Sheet 2: Data Input (Historical & Current)
| Year | Sector | Region | Actual Value (USD) | Notes |
|---|---|---|---|---|
| 2019 | HealthTech | East Africa | 2,100,000 | Baseline pre-COVID |
| 2020 | HealthTech | East Africa | 2,500,000 | Pandemic surge |
| 2021 | HealthTech | East Africa | 2,900,000 | Stabilizing growth |
| … | … | … | … | … |
Features:
- Color-coded cells for editable inputs
- Data validation for consistency
- Option to import .csv or link external data sources
Sheet 3: Forecasting Engine
| Year | Linear Forecast | CAGR Forecast | ARIMA Model (Optional) | Final Forecast (Weighted Avg.) |
|---|---|---|---|---|
| 2025 | =FORECAST.LINEAR(…) | =… | =ARIMA(…) | =AVERAGE(…) |
| 2026 | … | … | … | … |
Methodologies Built-In:
- Linear regression forecast
- Compound Annual Growth Rate (CAGR)
- Optional ARIMA (for users with advanced Excel plug-ins or Python integration)
- Weighted averaging of multiple models
- Scenario-adjusted forecast (e.g., base, optimistic, pessimistic)
Sheet 4: Assumptions & Drivers
| Variable | Value | Description | Scenario |
|---|---|---|---|
| Inflation Rate | 5.2% | Regional average 2024 | Base |
| Tech Adoption Rate | 18% | Urban SME estimate | Optimistic |
| Public Investment | USD 1.3B | Announced for sector | Confirmed |
Use:
- Document macroeconomic and policy assumptions
- Adjust parameters and immediately view forecast impact in Dashboard
Sheet 5: Market Segmentation Forecast
| Segment | 2024 | 2025F | 2026F | 2027F | CAGR (%) |
|---|---|---|---|---|---|
| B2C | $3.2M | $3.5M | $3.9M | $4.4M | 10.6% |
| B2B | $2.8M | $3.0M | $3.3M | $3.7M | 9.7% |
| Gov & NGO | $1.5M | $1.6M | $1.8M | $2.0M | 9.2% |
Sheet 6: Charts & Visualizations
- Dynamic charts (auto-refresh)
- Forecast vs Actual
- CAGR comparison by segment
- Scenario overlays
- Pie charts by market share
- Fully editable for presentations
🧠 Built-In Logic Highlights
- Error checks for missing values
- Automatic CAGR calculation
- Option to run multiple scenarios (toggle view)
- Forecast sensitivity analysis (± variables)
📂 Export Options
- Export to PDF for board presentations
- Export charts only (PNG/JPEG)
- Export forecast values to .csv
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