Transform the way your finance team plans, budgets and forecasts with our Advanced Budgeting & Forecasting Template with Cost Allocation—custom-built to your organization’s unique structure and needs, based on your dimensions and output preferences.
Our template has been used in multiple entites using local currency for budgeting and forecasting monthly P&L based on dimensions like account, project, cost center, customer, vendor, month and other dimensions with an output to Business Central and other third party systems to process the consolidation of the budget.
As the allocation process and dimesions are personalized for each legal entity we are ready to show demo upon request, but there is no out of the box file to starting using from day one, mostly because we might need to source your own data with correct account numbers, projects, cost center values etc.
Key Benefits of our solution
- Multi-Dimensional Visibility
Budget and forecast by Account, Project, Cost Center, Customer, Vendor and Month—all in one dynamic file that allows you to budget for revenue, COGS, OPEX, Salary and FTE, Depriciation and other inputs by month. - Flexible Cost Allocation
Choose from a variety of drivers—revenue across all profit centers, revenue within a specific profit center, headcount etc — and apply instantly via our built-in macro – for example:- Project-Level Splits: Allocate OPEX from a cost center to each project based on that project’s revenue ranking within a profit center.
- Global Revenue Allocations: Distribute shared cost-centers across your entire portfolio according to total revenue.
- Robust Input Types
Model every line item with precision:- Revenue & COGS vs. Salaries & FTE
- OPEX vs. Depreciation
- Tailored input sheets let you capture headcount plans, capex schedules, vendor contracts and more. Salary increases with specific percentages, bonuses, pensions, etc.
- Analysis & Adjustment Sheet
A dedicated dashboard for quick-hit analysis: slice performance by any dimension, flag variances, tweak assumptions, and push updates back into your budget model without switching files. - Seamless System Integration
Export your finalized numbers in clean CSV format—ready for bulk upload into Dynamics Business Central or any ERP/BI system. Or let us adapt the export to your proprietary system’s specs.
Why It Matters
- Save Hours Every Forecasting Cycle by automating repetitive calculations
- Boost Forecast Accuracy with driver-based allocations and centralized assumptions
- Drive Better Decisions with live, slice-and-dice reporting across any dimension
- Scale Seamlessly as your organization grows or restructures through feeding live dimensions for accurate input
Tailored to Your Process
This isn’t a one-size-fits-all spreadsheet. We personalize the template—fields, sheets, allocation rules, export formats—to mirror your chart of accounts, cost-center hierarchy and reporting cadence.