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.
Start form
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1. Budget year
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2. Budget planning assignees
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3. Budget planning deadline
Business goals
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1. What are this year's business goals?
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2. For this goal to be reached, will investment be necessary?
- Yes
- No
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3. Budget
Revenue projection
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1. Verify
- Historical financial performance
- Growth income
- Project growth
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2. The projection for this year is for the company to:
- Grow
- Stay the same
- Decrease
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3. Projected growth (%)
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4. Revenue projection
Fixed costs
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1. Employee compensation costs
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2. Facility expenses
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3. Utility costs
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4. Mortgage or rent payments
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5. Insurance costs
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6. Others
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7. Describe other costs
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8. Total fixed costs
Variable costs
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1. List of budgeted variable expenses in January
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2. Total budget for January
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3. List of budgeted variable expenses in February
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4. Total budget for February
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5. List of budgeted variable expenses in March
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6. Total budget for March
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7. List of budgeted variable expenses in April
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8. Total budget for April
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9. List of budgeted variable expenses in May
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10. Total budget for May
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11. List of budgeted variable expenses in June
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12. Total budget for June
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13. List of budgeted variable expenses in July
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14. Total budget in July
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15. List of budgeted variable expenses in August
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16. Total budget in August
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17. List of budgeted variable expenses in September
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18. Total budget in September
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19. List of budgeted variable expenses in October
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20. Total budget in October
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21. List of budgeted variable expenses in November
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22. Total budget in November
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23. List of budgeted variable expenses in December
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24. Total budget in december
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25. Total variable expenses
Final budget
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1. Total budget to achieve goals
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2. Fixed costs
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3. Variable costs
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4. Revenue projection
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5. Target profit margin of the company
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6. Final budget for the company to spent:
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7. Operational
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8. Administrative
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9. Human Resources
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10. Commercial
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11. Finance
Board approval
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1. Has the budget been approved by the board?
- Yes
- No
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2. If not, what are the requested changes?
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3. Budget approval date
Budget review
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1. Define a team to meet monthly in order to monitor the budget.
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2. If there are any adjustments needed, please state below.