NowPrice:$8.99

Original Price: $14.99

40% off

•

Sale ends on June 9

Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

Name: Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams
Brand: FinQuantix
SKU: 4389625461
Price: 8.99 USD
Availability: InStock
Rating: 5.0 (3 reviews)

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Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

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Original Price $14.99 (40% off)

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This listing

Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

Sale Price $8.99

Original Price $14.99 (40% off)

Digital Download

Excel Inventory Tracker | Stock Management Spreadsheet with Auto Alerts (Instant Download)

Sale Price $4.79

Original Price $7.99 (40% off)

Digital Download

This listing

Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

Sale Price $8.99

Original Price $14.99 (40% off)

Digital Download

Excel Inventory Tracker | Stock Management Spreadsheet with Auto Alerts (Instant Download)

Sale Price $4.79

Original Price $7.99 (40% off)

Digital Download

Bundle price: $13.78

Shafaq

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Digital download
Digital file type(s): 2 Files

Track your money in, track your stock, see the big picture — everything a small business needs."
Spending hours every month manually comparing budget to actuals in Excel? This dashboard does it automatically — select any month and it pulls the right figures, calculates variances, and color-codes them instantly. No formulas to write, no formatting to fix.

📦 WHAT'S INCLUDED

✔ Dashboard Sheet — MTH and YTD side-by-side with auto variance calculation
✔ Budget Input Sheet — Enter 12 months of budget data once
✔ Actuals Input Sheet — Add actuals month by month as the year progresses
✔ Month Selector — Pick any month, entire dashboard recalculates instantly
✔ Smart variance logic — Green = favorable, Red = unfavorable (auto-detected)
✔ KPI summary strip — Net profit variance, gross margin, YTD achievement

🎯 WHO THIS IS FOR

✔ FP&A Analysts building monthly management packs
✔ Finance Managers presenting to leadership
✔ Controllers running monthly close reviews
✔ Small business finance teams without enterprise software
✔ Management accountants replacing manual Excel reports

🧠 WHAT YOU CAN DO WITH THIS

✔ Compare budget vs actual for any month in seconds
✔ Track YTD performance automatically alongside MTH
✔ Identify favorable vs unfavorable variances at a glance
✔ Share a professional variance report with zero cleanup
✔ Covers Gross Sales, Net Sales, COGS, Gross Profit, Overheads, Net Profit

💡 SMART VARIANCE LOGIC

Revenue lines: Actual > Budget = Green (good), Actual < Budget = Red (bad)
Cost lines: Actual < Budget = Green (good), Actual > Budget = Red (bad)
Built-in — no manual conditional formatting rules needed.

💻 TECHNICAL DETAILS

✔ Microsoft Excel 2016 or later
✔ Works on Windows & Mac
✔ No VBA or macros — HLOOKUP-based transparent formulas
✔ Instant digital download after payment

⚠️ IMPORTANT NOTES

- Digital product only — no physical item
- For personal and professional use only
- No refunds on digital products

🔗 Also available as part of the Core Finance Excel Bundle
→ Get Budget vs Actual + Trial Balance + Ratio Analysis and save $11

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Shafaq

FinQuantix ·

Ukiah, California

5.0

22 sales

8 months on Etsy

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Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

FinQuantix recommends this bundle

Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

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Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

Excel Inventory Tracker | Stock Management Spreadsheet with Auto Alerts (Instant Download)

Budget vs Actual Excel Dashboard | Monthly Variance Analysis & KPI Tracker for FP and A Teams

Excel Inventory Tracker | Stock Management Spreadsheet with Auto Alerts (Instant Download)

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