Business plan budgeting

Template

Pipefy’s Budgeting template is intended to aid in the yearly budgeting process that a company needs every year to manage how funds will be spent over the following year.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Budget year

  • 2. Budget planning assignees

  • 3. Budget planning deadline

Business goals

  • 1. What are this year's business goals?

  • 2. For this goal to be reached, will investment be necessary?

    • Yes
    • No
  • 3. Budget

Revenue projection

  • 1. Verify

    • Historical financial performance
    • Growth income
    • Project growth
  • 2. The projection for this year is for the company to:

    • Grow
    • Stay the same
    • Decrease
  • 3. Projected growth (%)

  • 4. Revenue projection

Fixed costs

  • 1. Employee compensation costs

  • 2. Facility expenses

  • 3. Utility costs

  • 4. Mortgage or rent payments

  • 5. Insurance costs

  • 6. Others

  • 7. Describe other costs

  • 8. Total fixed costs

Variable costs

  • 1. List of budgeted variable expenses in January

  • 2. Total budget for January

  • 3. List of budgeted variable expenses in February

  • 4. Total budget for February

  • 5. List of budgeted variable expenses in March

  • 6. Total budget for March

  • 7. List of budgeted variable expenses in April

  • 8. Total budget for April

  • 9. List of budgeted variable expenses in May

  • 10. Total budget for May

  • 11. List of budgeted variable expenses in June

  • 12. Total budget for June

  • 13. List of budgeted variable expenses in July

  • 14. Total budget in July

  • 15. List of budgeted variable expenses in August

  • 16. Total budget in August

  • 17. List of budgeted variable expenses in September

  • 18. Total budget in September

  • 19. List of budgeted variable expenses in October

  • 20. Total budget in October

  • 21. List of budgeted variable expenses in November

  • 22. Total budget in November

  • 23. List of budgeted variable expenses in December

  • 24. Total budget in december

  • 25. Total variable expenses

Final budget

  • 1. Total budget to achieve goals

  • 2. Fixed costs

  • 3. Variable costs

  • 4. Revenue projection

  • 5. Target profit margin of the company

  • 6. Final budget for the company to spent:

  • 7. Operational

  • 8. Administrative

  • 9. Human Resources

  • 10. Commercial

  • 11. Finance

Board approval

  • 1. Has the budget been approved by the board?

    • Yes
    • No
  • 2. If not, what are the requested changes?

  • 3. Budget approval date

Budget review

  • 1. Define a team to meet monthly in order to monitor the budget.

  • 2. If there are any adjustments needed, please state below.

Done

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