Rolling 12 Month Budget Model for Acumatica

What is a Rolling 12 Month Budget Input Form?

A Rolling 12 Month Budget Input Form is a budgeting tool that offers a flexible approach to planning and is commonly used by budget managers. This template displays 12 input periods, beginning from the upcoming month, and includes corresponding actual data for easy comparison. The Rolling 12 Month Budget Input Form is a dynamic tool that offers an alternative to the traditional fiscal year budget process.

Purpose of 12 Month Rolling Budgets

Companies and organizations use Rolling 12 Month Budgets to avoid stagnant budgets resulting from the annual budgeting process. These budgets are frequently updated on a monthly or quarterly basis, which can improve budget accuracy and minimize the risk of outdated information. When integrated into good business practices in a Financial Planning & Analysis (FP&A) Department, Rolling 12 Month Budgets can enhance budget ownership and promote better decision-making.

Benefits to Users

The Rolling 12 Month Budget Input Form offers several benefits to business users. By allowing for more frequent updates and adjustments to the budget, users can make better-informed decisions based on current financial data. This budgeting template also provides a comprehensive view of the financial situation, allowing users to identify potential issues early on and make adjustments accordingly. Additionally, the use of the Rolling 12 Month Budget Input Form reduces the amount of time spent on manual data entry and analysis, increasing efficiency and allowing for a focus on critical tasks. Overall, incorporating Rolling 12 Month Budgets as part of a company’s financial planning strategy can lead to more accurate budgets, better decision-making, and increased efficiency.

12 Month Rolling Budget Example

Here is an example of a 12 Month Rolling budget form with dynamically generated columns.

Rolling 12 Month Budget for Acumatica

Rolling 12 Month Budget Input Form Example from Solver

You can find hundreds of additional examples here.

Who Uses This Type of Planning Template?

The typical users of this type of planning template are: CFOs, Budget Managers and Department Heads.

Other Planning Templates Often Used in Conjunction with 12 Month Rolling Budgets

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different 12 Month Rolling Budgets, along with actual to budget variance reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Acumatica, Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples

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