Budget vs. Actual Forecasts 5 Years Excel Template (Excel XLSX)

BUDGETING & FORECASTING EXCEL DESCRIPTION

This product (Budget vs. Actual Forecasts 5 Years Excel Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Enter your actual or projected starting budgeted monthly revenue, (expected revenue growth), COGS, and operating expenses and then manually enter the monthly actuals for the same periods. A resulting variance analysis will show the % difference in actuals relative to variance as well as a cumulative difference in net income.

Track Total Revenue, Total COGS, Gross Margin, Operational Expenses, EBITDA

Key Highlights of the Budget vs Real Exceed Expectations

– Track budget/projected vs actuals by month and view yearly totals
– Simple to explore dashboard for client comfort and get to critical information
– See information for a month-to-month and easily view summaries
– 5 Charts per year to visualize budget versus actual
– Quickly and effectively print to communicate with management
– Track month-to-month budget versus real information side-by-side

With this budget vs actuals and projections template, you'll be able to

– Compare year-to-date project or product developments with forecasted – per category or by item
– Compare YTD totals projected cost vs real costs
– Track expenditure KPIs YTD  and compare it with the budget
– Easily Spot trends, both positive and negative
– Offer assistance to production managers, Scrum Masters etc

Source: Best Practices in Budgeting & Forecasting Excel: Budget vs. Actual Forecasts 5 Years Excel Template Excel (XLSX) Spreadsheet, Willcox PMO