FP&A Budget & Rolling Forecast

Build the annual budget and keep a 12-month rolling forecast by replacing forecast months with actuals.

Key features

• Budget by department and account
• Actuals-plus-forecast rolling view
• Forecast vs budget variances
• Department dashboards

Who it is for

FP&A professionals · Financial controllers · Finance managers · Business consultants

What is included

• Instructions
• Settings
• Budget
• Actuals
• Rolling forecast
• Variances
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.