Budget-versus-Actual Charts – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. A collection of professionally designed charts to illustrate variances between budget and actual numbers
2. A useful instrument in a company or product performance analysis
3. Produces detailed outcome analysis and graphs

BUDGETING & FORECASTING EXCEL DESCRIPTION

Budget-versus-Actual Charts Excel: Download professional budgeting & forecasting templates with monthly sales, KPI dashboards, and variance analysis for business reports. Budget-versus-Actual Charts is an Excel template (XLSX) available for immediate download upon purchase.

This file contains 𝗺𝗮𝗴𝗮𝘇𝗶𝗻𝗲-𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗮𝗿𝘁𝘀 📊 in Excel to illustrate variances between budgeted and actual figures.

♦️Professionally designed charts in business documents and presentations 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲𝗹𝘆 𝗴𝗿𝗮𝗯 𝗿𝗲𝗮𝗱𝗲𝗿𝘀' 𝗮𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻. They make readers go through your materials more thoroughly. And they are certainly a great tool to present data and draw conclusions♦️

𝗧𝗵𝗲 𝗰𝗵𝗮𝗿𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝗱 𝗶𝗻𝘁𝗼 𝘁𝗵𝗶𝘀 𝗽𝘂𝗯𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗿𝗲:

1️⃣ Monthly sales: budget vs. actual (total and variances)
2️⃣ Key financial metrics mini-dashboard (budget-actual-prior year)
3️⃣ Sales growth rates by product (budget-actual-prior year)
4️⃣ KPI dashboard (different kinds of indicators with different magnitude on the same chart)
5️⃣ Charts showing budget-to-actual changes in volumes, prices and mixes by product
6️⃣ A chart illustrating both relative and absolute changes
7️⃣ A column chart showing three dimensions of data

The charts are quite 𝗳𝗹𝗲𝘅𝗶𝗯𝗹𝗲 𝘁𝗼 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗮𝗻𝗱 𝗺𝗼𝗱𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀. You can replace products with e.g. departments or geographic regions. Instead of budgets and actuals you can apply them to reporting periods or model scenarios. Revenues, profits etc. can be changed to any other indicators.

All charts have 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 concerning the type of charts used, series, axes, key formatting information. The most complex charts are accompanied by detailed instructions on how to create them from scratch.

Source: Best Practices in Budgeting & Forecasting Excel: Budget-versus-Actual Charts Excel (XLSX) Spreadsheet, Andrei Okhlopkov