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Project Budgeting Template Example

Project Budgeting Template

What is a Project Budgeting Template? Project Budgeting input templates are considered detailed planning tools for project-based businesses and are used by project managers and budgeting executives to plan estimated revenues, expenses and…
Profit & Loss Budget Analysis Report Example

Profit & Loss Budget Analysis Report

What is a Profit & Loss Budget Analysis Report? P&L Budget Reports are considered budget analysis tools and are used by budget managers and executives to review the final budget at a summary level. A key functionality in this type…
Marketing Campaign Budget Template Example

Marketing Campaign Budget Template

What is a Marketing Campaign Budget Template? Marketing Budget models are considered to be a key component of an annual budget and are used by marketing managers to estimate expenses and marketing campaign schedules. A key functionality…
Vendor Expense Budget Input Form Example

Vendor Expense Budget Input Form

What is a Vendor Expense Budget Input Form? Vendor Expense Input templates are considered part of an annual budget process and are used by budget managers and department heads to plan for expected expenditures by vendor. Key functionality…
Sales Budget by Sales Rep, Customer and Product - Example

Sales Budget by Sales Rep, Customer and Product Example

What is a Sales Budget by Sales Rep, Customer and Product? Detailed sales budgets are considered essential planning tools and are used by sales executives to provide all related areas of the business with the most accurate possible insight…
Rolling 12 Month Budget Input Form Example

Rolling 12 Month Budget Input Form Example

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…
Capital Expense Budget Template Example

Capital Expense Budget Template

What is a Capital Expense Budget Template? Capital Expense ("Capex") budget forms are considered a key part of annual budget models and are used by budget managers and department heads to plan future purchases of assets. Key functionality…
Travel & Entertainment Budget Template Example

Travel & Entertainment Budget Template

What is a Travel & Entertainment Budget Template? Travel & Entertainment (T&E) forms are considered a detailed expense component of an annual budget model and are used by budget managers to help manage T&E expenses. Some…
Payroll Budget Template Example

Payroll Budget Template

What is a Payroll Budget Template? Payroll budget input forms are considered a key part of annual budget models and are used by HR and budget managers to develop salary expense and hiring plans. Some key functionality in this type of budget…
Budget Accuracy Report Example

Budget Accuracy Report

What is a Budget Accuracy Report? Budget Accuracy reports are considered essential planning tools and are used by budget managers to help their department managers improve the accuracy of their budgets. A key functionality seen in this type…
Payroll Budget Assumption Input Form Example

Payroll Budget Assumption Input Form

What is a Payroll Budget Assumption Input Form? Payroll budget assumption templates are considered drivers for headcount and payroll planning, and are used by HR and budget managers to drive salary, tax and benefit calculations. Some key…
Liquidity Risk Analysis Forecast Report Example

Liquidity Risk Analysis Forecast Report

What is a Liquidity Risk Analysis Forecast Report? Liquidity Risk Analysis reports are considered financial management tools that are used by financial managers to monitor and project the company's liquidity. A key functionality in this…
Multi-Year Forecast Input Template Example

Multi-Year Forecast Input Template

What is a Multi-Year Forecast Input Template? Multi-Year Forecasts are considered strategic planning tools that are used by executives and budget managers to get a long term perspective on the organization's financial outlook. A key functionality…
Sales Forecast from CRM Pipeline Example

Sales Forecast from CRM Pipeline

What is a Sales Forecast from CRM Pipeline? Sales forecasts combining CRM pipeline with actual sales history are considered automated planning tools and are used by sales managers to more accurately estimate sales in upcoming months. One…
Driver-based Sales Forecast Template

Driver-based Sales Forecast

What is a Driver-based Sales Forecast? Driver-based sales forecasts are considered essential planning tools and are used by sales managers to estimate sales in upcoming months. A key functionality in this type of forecast template allows…
Driver-based Profit & Loss "Break-back" Model

Driver-based Profit & Loss “Break-back” Forecast Model

What is a Driver-based Profit & Loss "Break-back" Model? Driver-based P&L forecast forms are considered one of the most important components of a corporate forecast and are used by executives and budget managers to plan for revenues…
Driver-based Payroll Forecast Template

Driver-based Payroll Forecast Template

What is a Driver-based Payroll Forecast Template? Payroll forecast input forms are considered a key part of automated forecast models and are used by HR and budget managers to develop hiring and salary expense plans. A key functionality…
Payroll Forecast Assumption Input Form

Payroll Forecast Assumption Input Form

What is a Payroll Forecast Assumption Input Form? Payroll forecast assumption templates are considered a key part of automated forecast models and are used by HR and budget managers to drive salary, tax and benefit calculations. Some of…
Department Revenue and Expense Forecast Form

Department Revenue and Expense Forecast Form

What is a Department Revenue and Expense Forecast Form? Financial forecasts by department are considered important corporate planning tools and are used by budget managers and department heads to manage revenues and expenses and to replace…
Strategic Initiatives Status Tracking and Accountability

Strategic Initiatives Status Tracking and Accountability

What is a Strategic Initiatives Status Tracking and Accountability Form? Strategic initiatives tracking forms are considered management tools and are used by executives to track the status and progress of the company's strategic initiatives.…
Strategy and Goals Input Form

Strategy and Goals Input Form

What is a Strategy and Goals Input Form? Strategy and goals input forms are considered management tools and are used by executives to capture the company's goals for strategic key performance indicators (KPIs). Some key functionality in…
Annual Budget KPI Report

Annual Budget KPI Report

What is an Annual Budget KPI Report? Budget Key Performance Indicator (KPI) reports are considered management dashboards and are used by executives and budget managers to ensure that the annual budget is aligned with the strategic goals…
Top-down Profit & Loss Budget Form

Top-Down Profit & Loss Budget Form

What is a Top-down Profit & Loss Budget Form? Top-down Profit & Loss (P&L) budget models are considered what-if, break-back or modeling (depending on who you ask) templates and are used by budget managers and analysts to quickly…
Expense Budget Input Form with Line Item Detail

Expense Budget Input Form with Line Item Detail

What is an Expense Budget Input Form with Line Item Detail? Departmental expense budget input forms are considered to be a key element in the annual budget process and are used by budget managers to plan for next year’s general ledger…
Accounts Receivable Report with Dynamic Aging Buckets Example

Accounts Receivable Report with Dynamic Aging Buckets

What is an Accounts Receivable Report with Dynamic Aging Buckets? Accounts Receivable (AR) Aging reports are considered operational reports and are used by accountants to determine past due customer balances. Some of the key functionality…