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. Some of the key functionality in this type of planning template is that it dynamically displays twelve periods of input starting with next month. It can also display corresponding actual data for comparison purposes to aid the budget input user. You 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 results from a classic annual budget process. Rolling budgets are often updated monthly or quarterly as new 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can improve its budget accuracy as well as reduce the risk that managers lack ownership in budget data because it is outdated.

12 Month Rolling Budget Example

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

Rolling 12 Month Budget Input Form Example

Rolling 12 Month Budget Input Form Example

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