Rolling 12 Month Budget Model for Sage Intacct

What is a Rolling 12 Month Budget Input Form?

A Rolling 12 Month Budget Input Form is a budgeting tool that offers a flexible alternative to the traditional fiscal year budget process. Budget managers use it to create a dynamic planning approach. This budgeting template is unique because it can display 12 periods of input, starting from the upcoming month, along with corresponding actual data for easy comparison. Below is an example of this planning template.

Purpose of 12 Month Rolling Budgets

Companies and organizations use 12 Month Rolling Budgets to avoid stagnant budgets that often result from the annual budgeting process. Rolling budgets are frequently updated on a monthly or quarterly basis as new months arrive. Incorporating Rolling 12 Month Budgets as part of good business practices in a Financial Planning & Analysis (FP&A) Department can improve budget accuracy and minimize the risk of managers lacking ownership in budget data due to outdated information.

Benefits to Users

A Rolling 12 Month Budget Input Form provides 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. The dynamic nature of this budgeting template provides users with a more comprehensive view of their financial situation, allowing them to identify potential issues early on and make adjustments accordingly. Additionally, by reducing the amount of time spent on manual data entry and analysis, users can become more efficient in their jobs and focus on other 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 Sage Intacct

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: 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

Only Solver delivers a one-day rapid deployment, including free and instant access to $100K of value available on Day 1 in the Solver Marketplace. Solver is committed to helping you with all your advanced planning and reporting needs, so you can Accelerate Better Decisions – starting now. Take a free tour of Solver for any of these ERPs: