Four Excel templates for budgeting, forecasting, variance analysis and the monthly management report, each with a short chapter on using it.
What is in it
Four Excel templates, a budget, a rolling forecast, a variance analysis and a management report, filled in with a fictional distributor, Thornbury Supply Co. A start-here guide and five short chapters go with them. Every workbook has a checks sheet, and the files do not link to each other.
- The start-here guide · PDF, one page
- The budget template · XLSX, four sheets, no macros
- The budgeting chapter · PDF, three pages
- The rolling forecast template · XLSX, four sheets, no macros
- The rolling forecast chapter · PDF, two pages
- The variance analysis template · XLSX, five sheets, no macros
- The variance analysis chapter · PDF, three pages
- The management report template · XLSX, four sheets, no macros
- The management report chapter · PDF, two pages
- The monthly cycle chapter · PDF, two pages
- All ten files together · ZIP, the four templates, the guide and the five chapters