📊 OVERVIEW
An editable Excel template designed for structured budget tracking across revenue, expenses, balance sheet items, and operating metrics. Includes modular breakdowns for actuals vs targets, variance analysis, and competitive benchmarking—ideal for finance teams, delivery leads, and client-facing reporting.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📋 Profit & loss summary with monthly and YTD actuals, targets, and variance logic
• 🧾 Balance sheet summary with cash flow, receivables, inventory, and equity tracking
• 📈 Operating metrics including production, defects, and sales performance
• 🏁 Competitive summary with market share, revenue, and field sales comparisons
• 📊 Visual charts for profit/loss and balance sheet summaries
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal budget tracking and variance analysis across departments and regions
• Client-facing documentation of financial performance and strategic metrics
• Governance and audit preparation using structured budget logic
• Reusable format for multi-period and multi-entity environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for budget reporting, operating metrics, and competitive analysis
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
