Template, CAD 27
Budget vs actualdashboard.
Set the budget once. Enter actuals each month. The dashboard shows where you are ahead, where you are behind and by how much.
- Price
- CAD 27, one time
- Opens in
- Google Sheets and Excel
- Built by
- Salman Feroz, CPA, CMA and team
- Code word
- BVA
What is inside
6 parts, one workbook
Inputs are marked in colour. Everything else calculates. The first sheet is a one-page guide.
- 01Annual budget by month and lineIncluded
- 02Actuals entryIncluded
- 03Variance in dollars and percentIncluded
- 04Month and year to date against planIncluded
- 05Gross and net margin, budget against actualIncluded
- 06One-page dashboard with a chartIncluded
Who it is for
Budget vs actual dashboard: who gets the most from it
Plan the year, then see every month where you are off.
Built by The Accounting Doc team in Pickering, Ontario, from the working files we use with clients.
- Owner-operated companies with a team
- Managers who report to a board or a lender
- Businesses moving from gut feel to a plan
Get the budget vs actual dashboard for CAD 27
CAD 27, one time. Tell us where to send it and we email you a secure payment link. The workbook is delivered to your inbox once it is paid.
- Annual budget by month and line
- Actuals entry
- Variance in dollars and percent
- Month and year to date against plan
Budget vs actual dashboard: your questions
What does the budget vs actual dashboard cost?
CAD 27, one time. No subscription. You pay through a secure payment link and the file is emailed to you.
What do I need to open it?
It is a workbook that opens in Google Sheets (File, Import, Upload) and in Excel 2016 or later. No macros, so nothing to enable.
Can I use it for more than one business?
Yes, for your own businesses. Please do not resell or redistribute the file.
What if it does not fit my business?
Reply to the delivery email and tell us what is missing. We will point you to the right template or adjust the approach with you.
Is this accounting or tax advice?
No. It is a working tool. Your own numbers and decisions should be reviewed with your accountant, and we are glad to be that accountant.
Rather have us keep the numbers?
Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.
We never ask for confidential documents on this form. Secure upload happens after onboarding.
- WhatsAppMessage us from your phone
- Book a callPick a time that suits you
- Call +1 647 283 1515Office hours, Eastern time
- Emailsalman@accountingdoc.ca
We never ask for confidential documents in chat.
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