All Industries, General Excel Financial Models

Accounting, Budgeting, CFO, Excel, Financial Projections, Performance Tracking, Variance Analysis

This monthly budget-to-actual dashboard allows for at-a-glance performance analysis. With a flexible design allowing for up to three revenue, cost of sales, and operating expense categories each, you can quickly customize it for your business.

Only want to use one or two revenue or expense categories? Just enter “do not use” as the title, and the model will make all of the changes.

The model features an easy input screen feeding the analyses and adjusts for your fiscal year. Simply enter your revenue and expense categories on the control panel, choose the month that you want to display the analysis for, and proceed to enter the budget and actual values for each month.

Budget values can be entered at one time, while actual values can be entered every month. Once entry is complete, the dashboard will show an analysis of all expense categories on a YTD basis, comparing actual performance to budget performance. It will highlight the percentage of budgeted revenue and operating income achieved to date.

The model will also calculate a revised forecast for the full year, using actual performance to date and budgeted performance for the remaining months. Below this analysis, the dashboard shows monthly performance to budget based on revenue, gross profit, and operating income.

For a more detailed report, the model includes a detailed monthly analysis of the performance of all revenue and expense categories to budget.