Annual Budget & Rolling Forecast Model - Ready to use Excel Template with Dynamic Dashboard

Annual Budget & Rolling Forecast Model - Ready to use Excel Template with Dynamic Dashboard

This workbook takes you from the annual budget to a rolling forecast. Build the budget from annual amounts and phasing profiles, enter actuals each month, and choose how every line is forecast: at budget, on trend, at run rate or by hand. It reports the full-year outlook against budget and against your previous forecast, and always shows the next twelve months, so planning does not stop at the year end.

Instructions and guidance for using the template are included within the workbook.

This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.

© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.