Enterprise Sales CRM
Small scale enterprise deal CRM appropriate for founder or sales lead at an small business or startup. Comes with a filterable table with conditional formatting and a dashboard to track key pipeline metrics. Adjust as needed.
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Budget vs Actuals
Monthly budget-vs-forecast model for a small company or startup that closes the books and has to explain plan vs. actual, then reforecast the rest of the year. Best for a single business with a few entities, departments and products — not for job costing, consolidations, or a full three-statement model.
By Atomiq
About
Compare your approved budget with monthly actuals and an updated full-year forecast. This template separates source data, mappings, forecast assumptions, calculations, variance analysis, and management reporting. The reporting month sets which periods use actual results and which use forecasts. Use it to explain revenue and expense differences, revise the remaining plan, and record management actions for a small business or startup.
Features
- Separate source worksheets for accounting actuals, approved budgets, and operating drivers.
- Controlled mappings for accounts, departments, entities, and products.
- A reporting-month control that separates closed actual periods from forecast periods.
- Base, Upside, and Downside assumptions for revenue drivers, costs, hiring, and cash planning.
- Monthly, year-to-date, and full-year variance analysis with a revenue price-and-volume bridge.
- A management dashboard with revenue, gross margin, EBITDA, cash, and headcount outputs.
- Checks for source reconciliation, duplicate records, mapping gaps, period coverage, and cash roll-forwards.
How to edit in Atomiq
Open your copy
Open the template in Atomiq or download the Excel workbook.
Set the reporting month
Set Reporting Month on ReadMe to your last closed accounting period.
Load the source data
Replace the examples on Actuals_Raw, Budget_Raw, and Drivers_Raw with your accounting, budget, and operating data.
Review the mappings
Match your account, department, entity, and product codes on Mappings.
Update the forecast
Set the scenario and business inputs on Assumptions.
Resolve failed checks
Review Checks and correct the source data, mappings, or assumptions behind each failure.
Explain the differences
Record the causes and management actions in the commentary area on Variance.
Review the management report
After Checks shows PASS, review the full-year forecast and Dashboard.
FAQ
How does the workbook separate actuals from forecasts?
Reporting Month on ReadMe identifies the last closed period. Model uses actuals through that month and forecast assumptions for the remaining months.
Which data do I need?
Prepare your accounting actuals, approved budget, and operating drivers. Keep their source totals so you can reconcile the imported figures.
Which variance views are included?
Variance includes monthly, year-to-date, and full-year comparisons. It also includes a revenue bridge for price and volume differences and fields for causes, actions, and owners.
Can I use it as a full three-statement model?
This template focuses on budget review, operating forecasts, and cash planning. Use the Three Statement Model when you need a complete linked set of financial statements.
What should I do before sharing the dashboard?
Resolve failed controls on Checks. Confirm the reporting month, mappings, assumptions, and commentary, then review the dashboard outputs.
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