All Industries, Financial Model, General Excel Financial Models

Budget, Budgeting, Excel, Financial Analysis, Financial Planning, Financial Reporting, Variance Analysis

The budget analysis is summarized in form of a dashboard containing traffic lights tracking the budget as per the latest Actuals available and charts to compare Sales and EBITDA on a monthly basis. The budget template contains monthly tables and comparisons are available for further analysis.

Here a short explanation of how the analysis works.

The dashboard of the budget analysis template focuses on the following questions:

Are we on target to meet the budgeted targets? We have traffic lights tracking the achievement of targets related to revenues, gross profit margins, OPEX, EBITDA, and EBITDA Margins

Step 1: How are we doing on a monthly basis? (Actuals vs. Budget)

Step 2: How are we doing on a cumulated basis? (Cumulative Actuals vs. Budget)

Step 3: How are we doing compared to last year? (This year vs. previous year)

Step 4: How does an updated (rolling) Forecast compare to the initial Budget? (Updated Forecast vs. initial Forecast)

By answering these questions, a more solid understanding of a company’s budget can be obtained. Detailed schedules related to the budget, actuals, variances are available for further analysis.

The budget analysis template includes the following worksheets:

• Title
• Configuration
• Dashboard
• Overview (Actuals and Budget this year, Variance, Updated Forecast, Budget, and Actuals last year)
• Inputs This Year
• Inputs Last Year
• Calculations
• Chart Data

The excel budget template is available in two model versions, a free PDF Preview, and a fully editable Excel spreadsheet template.

File types:
– .xlsx
– .pdf