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. Correct places for items are obvious & items are in their correct places.
    • Yes
    • No
  2. All desktops, tables and shelves are clean, sorted and organized.
    • Yes
    • No
  3. All Desktop file holders labeled for proper content and neatly organized.
    • Yes
    • No
  4. Shelves are only used for storage of books, files, and folders.
    • Yes
    • No
  5. Action Plan

Variable 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

Final budget

  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

Board approval

  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

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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