Rolling 12-Month Budget

What is a Rolling 12 Month Budget Input Form? Rolling Budget templates are considered a unique way of planning and are used by budget managers to provide a more dynamic alternative to a classic fiscal year budget process. One key functionality in this type of planning template will dynamically display twelve periods of input starting with the following month. It can also display corresponding actual data for comparison purposes to aid the budget input user. You will find an example of this type of planning template below.

Purpose of 12 Month Rolling Budgets Companies and organizations use 12 Month Rolling Budgets to avoid the often stale budgets that result from a classic annual budget process. Rolling budgets are often updated monthly or quarterly as future months arrives. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its budget accuracy as well as reduce the risk that managers lack ownership in budget data because it is outdated.

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 xFP&A solutions.

This Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Rolling 12-Month Budget in Solver? The Rolling 12-Month Budget is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Cfos, fp&a managers, and budget owners rely on this Solver planning template to streamline the budget and forecast submission process. It replaces disconnected spreadsheets with a single, controlled input point that feeds directly into consolidated models.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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