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Capital Expense Budget for Healthcare Providers Example

What is a Capital Expense Budget for Healthcare Providers?

Capital Expense (“Capex”) budget forms are considered a key part of annual budget models and are often used by budget managers, purchasing managers and department heads to plan future asset purchases. Some of the key functionality in this type of budget template is that it has drop downs to choose asset type, department, and purchase month. The average lifetime of the asset typically comes from an assumption and will automatically calculate the monthly depreciation amount. After the user enters purchase price and quantity, everything else calculates automatically. Total depreciation expense and accumulated depreciation ends up on the P&L and Balance Sheet budgets. Typically, this template is used for each healthcare facility with all their departmental asset purchases contained within the same form. You find an example of this type of budget template below.

Purpose of Capex Forms

Hospitals and clinics use Capex Forms to request funding for asset purchases and capture comments and details that will help in the approval process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a healthcare organization can improve its expense control and asset procurement plans as well as reduce the chances that there are budget overruns due to unforeseen investments.

Capex Form Example

Here is an example of a Capital Expense budget input form with automated depreciation expense calculations.

Capital Expense Budget for Healthcare Providers Example

Capital Expense Budget for Healthcare Providers Example

You can find hundreds of additional examples here

Who Uses This Type of Budget template?

The typical users of this type of budget template are: CFOs, Budget Managers, Procurement and IT Managers.

Other Budget templates Often Used in Conjunction with Capex Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Capex Forms, along with budget templates for revenues, KPI metrics, payroll, profit & loss, balance sheet 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Personnel Budget Model for Healthcare Providers Example

What is a Personnel Budget Model for Healthcare Providers?

Personnel Budget input forms are considered key components of a healthcare expense budget and are often used by budget managers to create a detailed plan for staff salaries, taxes and benefits. Some of the key functionality in this type of form is that it typically is run by facility and with all the departments and their employees in the rows. There are different sections or input templates for salaried versus hourly paid staff. The model also includes hours per shift, bonus, taxes, benefits and more. You find an example of this type of form below.

Purpose of Personnel Models

Companies and organizations use Personnel Models to enable secure, detailed and accurate budget planning at the employee level. When used as part of good business practices in an HR or FP&A department, a company can improve its employee expense budgeting model as well as reduce the chances that there are cost overruns or surprises related to hiring strategies.

Personnel Model Example

Here is an example of a Personnel Budget input form by employee and department.

Personnel Budget Model for Healthcare Providers Example

Personnel Budget Model for Healthcare Providers Example

You can find hundreds of additional examples here

Who Uses This Type of Form?

The typical users of this type of form are: Budget managers, HR managers, department heads.

Other Forms Often Used in Conjunction with Personnel Models

Progressive HR or FP&A Departments sometimes use several different Personnel Models, along with detailed budget input forms for revenue, capex, other operating expenses 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Multi-year Strategic Planning Model for Nonprofits Example

What is a Multi-year Strategic Planning Model for Nonprofits?

Strategic Planning models are considered planning tools and are often used by budget managers and executives to capture financial metrics to plan the funding of  programs and initiatives for the coming years. Some of the key functionality in this type of template is that it displays history and current year forecast as a guideline, and then provides input columns for the next eight years. In the rows, the initiatives are grouped by program. You find an example of this type of template below.

Purpose of Long Term Strategic Planning Models

Nonprofit organizations use Long Term Strategic Planning Models to have a single web-based template where the essential financial estimates for program funding can be captured. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its strategic planning and analysis capabilities as well as reduce the chances that managers lack visbility and easy access to long term targets.

Long Term Strategic Planning Model Example

Here is an example of Multi-year Strategic Planning Form for Nonprofit Organizations.

Multi-year Strategic Planning Model for Nonprofits Example

Multi-year Strategic Planning Model for Nonprofits Example

You can find hundreds of additional examples here

Who Uses This Type of Template?

The typical users of this type of template are: Budget managers, program managers and executives.

Other Templates Often Used in Conjunction with Long Term Strategic Planning Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Long Term Strategic Planning Models, along with annual budget models, reports, dashboards 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Subscription Revenue by Customer Report Example

What is a Subscription Revenue by Customer Report?

Subscription revenue reports with customer detail are considered customer reports and are often used by sales managers to analyze monthly sales and revenue per customer. Some of the key functionality in this type of report is that it shows monthly subscription revenue per customer. It also calculates average revenue per customer as well each customer’s % of the average. The figures and the column chart are ranked from high to low performer. You find an example of this type of report below.

Purpose of Customer-Focused Subscription Revenue Reports

Companies and organizations use Customer-Focused Subscription Revenue Reports to track each customer’s contribution to the current month’s revenue. When used as part of good business practices in a sales department, a company can improve its ability to quickly spot top and bottom performers as well as reduce the chances that sales issues at the customer level go undetected.

Customer-Focused Subscription Revenue Report Example

Here is an example of a Subscription Revenue by Customer.

Subscription Revenue by Customer Report Example

Subscription Revenue by Customer Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales Managers.

Other Reports Often Used in Conjunction with Customer-Focused Subscription Revenue Reports

Progressive sales Departments sometimes use several different Customer-Focused Subscription Revenue Reports, along with subscription dashboards, detailed customer sales 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: Binary Stream, 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Subscription Revenue by Product Report Example

What is a Subscription Revenue by Product Report?

Subscription revenue reports with product detail are considered analysis tools and are often used by product managers and sales executives to review product performance. Some of the key functionality in this type of report is that it shows monthly subscription revenue per item. It also calculates average revenue per item as well as each product’s % of the average. The figures and the column chart are ranked from high to low performer. You find an example of this type of report below.

Purpose of Subscription Revenue by Product Reports

Companies and organizations use Subscription Revenue by Product reports to track each item’s revenue for the current month. When used as part of good business practices in a sales department, a company can improve its ability to quickly spot top and bottom performers as well as reduce the chances that sales issues at the item level go undetected.

Subscription Revenue by Product Example

Here is an example of a Subscription Revenue by Product.

Subscription Revenue by Product Report Example

Subscription Revenue by Product Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Product Managers, Sales Managers.

Other Reports Often Used in Conjunction with Subscription Revenue by Product

Progressive sales Departments sometimes use several different Subscription Revenue by Product, along with subcription dashboards, detailed product sales 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Recurring Revenue and Churn Analysis Report Example

What is a Recurring Revenue and Churn Analysis Report?

Recurring revenue and churn analysis reports are considered subscription management tools and are often used by sales managers and accountants to track important customer and contract metrics. Some of the key functionality in this type of report is that it tracks trends and variances for Monthly Recurring Revenue (MRR), new sales, upgrades, downgrades and churn. It also shows customer count at the beginning and end of the current period. Charts and traffic lights simplifies the analysis. You find an example of this type of report below.

Purpose of Recurring Revenue and Churn Reports

Companies and organizations use Recurring Revenue and Churn Reports to keep a keen eye on how their MRR and the underlying drivers are trending. When used as part of good business practices in a sales and customer service department, a company can improve its managers’ ability to quickly track the performance of their subscription business as well as reduce the chances that valuable time is lost if any opportunities or issues are discovered late.

Recurring Revenue and Churn Report Example

Here is an example of a Subscription Revenue Trend Report with MRR and churn analysis.

Recurring Revenue and Churn Analysis Report Example

Recurring Revenue and Churn Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Boards, Executive Teams, CFOs, Sales Managers, Customer Success Managers.

Other Reports Often Used in Conjunction with Recurring Revenue and Churn Reports

Progressive sales and customer service Departments sometimes use several different Recurring Revenue and Churn Reports, along with subscription dashboards, detailed customer billing reports, deferred revenue 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), Binary Stream, 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Quarterly Trend Report for Subscription Revenue Example

What is a Quarterly Trend Report for Subscription Revenue?

Recurring revenue trend reports are considered key analysis tools and are often used by sales managers and executives to review multi-year growth trends for their subscription business. Some of the key functionality in this type of report is that it displays the past 8 quarters of recurring revenue by customer. Each quarterly column can be expanded to reveal the monthly detail behind it. The chart on top of the report shows the revenue trend by quarter.

Purpose of Multi-year Subscription Revenue Trend Reports

Companies and organizations use Multi-year Subscription Revenue Trend Reports to quickly get a big picture analysis of their recurring revenue by customer. When used as part of good business practices in a sales and customer service department, a company can improve its cash flow and related customer account planning as well as reduce the chances that managers don’t have easy visibility to individual customer contribution to revenue over time.

Multi-year Subscription Revenue Trend Report Example

Here is an example of an Eight Quarter Rolling Subscription Revenue trend report.

Quarterly Trend Report for Subscription Revenue Example

Quarterly Trend Report for Subscription Revenue Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales and Customer Service Managers, Account Managers.

Other Reports Often Used in Conjunction with Multi-year Subscription Revenue Trend Reports

Progressive sales and customer service Departments sometimes use several different Multi-year Subscription Revenue Trend Reports, along with subscription dashboards, detailed customer billing reports, deferred revenue 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: Binary Stream, 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Subscription Revenue Trend by Customer Report Example

What is a Subscription Revenue Trend by Customer Report?

Subscription revenue trend reports are considered essential for recurring revenue analysis and are often used by sales managers and accountants to review past or future monthly recurring revenue (MRR). Some of the key functionality in this type of report is that it shows selected customers in the rows and the MRR in the columns. In the example seen below, the Total column expands to display the past 48 individual months of MRR. The report can be run for any future or past month and will automatically present the prior 48 periods.

Purpose of Subscription Revenue Trend Reports

Companies and organizations use Subscription Revenue Trend Reports to easily see the month-by-month trend in MRR with customer detail. When used as part of good business practices in a sales and customer service department, a company can improve its cash flow planning as well as reduce the chances that managers don’t have easy visibility to individual customer contribution to MRR.

Subscription Revenue Trend Report Example

Here is an example of a Subscription Revenue Trend Report with a Total column that expands to see the 48 months of MRR by customer.

Subscription Revenue Trend by Customer Report Example

Subscription Revenue Trend by Customer Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales and Customer Service Managers, Account Managers.

Other Reports Often Used in Conjunction with Subscription Revenue Trend Reports

Progressive sales and customer service Departments sometimes use several different Subscription Revenue Trend Reports, along with subcription dashboards, detailed customer billing reports, deferred revenue 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: Binary Stream, 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples

Employee Tax and Benefit Budget for a Retail Company Example

What is a Employee Tax and Benefit Budget for a Retail Company?

Employee Tax and Benefit budgets are considered an important component of a budget model and are often used by retail chains and store managers to estimate detailed staff related expenses for the budget. Some of the key functionality in this type of model is that it automatically calculates workforce costs such as FICA, FUTA, SUTA, fringes, pensions, profit sharing and so on. It includes both exempt and non-exempt employees. You find an example of this type of model below.

Purpose of Employee Tax and Benefit Budget Models

Retail companies use Employee Tax and Benefit Budget Models to automate otherwise tedious cost calculations for the staff budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its budget accuracy and ease of creating multiple scenarios as well as reduce the chances that calculation mistakes occur in the budget model.

Employee Tax and Benefit Budget Model Example

Here is an example of Budget Report for Tax and Benefit Calculations for a Retail company.

Employee Tax and Benefit Budget Example for a Retail Company

Employee Tax and Benefit Budget Example for a Retail Company

You can find hundreds of additional examples here

Who Uses This Type of Model?

The typical users of this type of model are: HR managers, CFOs, budget managers.

Other Models Often Used in Conjunction with Employee Tax and Benefit Budget Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Employee Tax and Benefit Budget Models, along with sales and other operating expense budgets, capex, cash flow plans 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, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning 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) Cloud Solutions and More Examples