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.
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.