Sales Budget Planning

This Excel Sales Dashboard template allows you to create sales budget, track budget vs actual variance, month over month, and year over year sales growth, monitor sales profitability metrics, and create sales forecast, by division, product category, product subcategory and by product. This dashboard will provide you with the insights you need to improve your sales strategy and forecast trends effectively.
It is perfect for sales teams who need to automate sales planning, sales tracking, and make smart decisions.

This ready to use sales data analysis & forecasting template includes:

Sales Budget Planning

This automated sales budget tool with budget simulations, allows to prepare sales budget:

• Dynamic budget period: annual, quarterly, or monthly budget
• Budget planning using 2 budgeting methods: Incremental Budgeting or Zero-Based Budgeting (ZBB)
• Sales Volume zero-based budgeting (ZBB) using quantity value
• Sales Volume incremental budget using percentage increase/decrease, quantity increase/decrease, or Sales Volume Forecast data
• Unit Price zero-based budgeting (ZBB) using Unit Price value
• Unit Price incremental budget using percentage increase/decrease, Unit Price increase/decrease, or using Unit margin
• Projected budget vs Actual Sales revenue variance analysis

Sales Analytics Report

This sales report allows you to monitor sales KPIs:

• Volume, Revenue, Cost of Goods and Profit
• Budget vs Actual variance analysis
• Actual vs Previous year variance analysis
• Forecast vs Actual variance analysis based on average weighted annual growth rate
• Sales analysis by division, product category, subcategory and by product

Sales Profitability Report

This sales report allows you to track sales performance metrics:

• Profit and Profit Margin, compared to sales volume and sales revenue
• Cost of Goods and Cost of Goods Margin, compared to sales volume and sales revenue
• Sales Profit, Profit Margin, and Cost of Goods Margin analysis, by division, product category, subcategory and by product

Sales Trends Report

This sales report allows you to visualize sales growth stats:

• Average monthly and annual growth rate
• Month over Month growth, monthly Actual vs Past year, monthly Actual vs Budget, and monthly growth Forecast
• Actual vs Past 4 years, Actual vs Budget, New year growth Forecast
• Trend analysis of sales volume, revenue, cost of goods and profit
• Trend analysis by division, product category, subcategory and by product

Using this template is quite easy, you just need to:

• Define the hierarchy of products
• Create sales budget using the budget planning tool
• Regularly enter or import actual sales data

Video:

Template Requirements and How to Use:

• Works on PC with Windows.
• Does not work on MAC.
• Requires Microsoft Excel version 2016 or higher with Power Pivot add-in. 👉🏼 Watch this video to find out if your Excel version includes the Power Pivot add-in.
• Allow Macros to run (enable content when opening file).
• Ready-to-use template, just enter or import your data.
• Dashboard ready to be printed.
• Instructions on the Excel sheet “User Guide”.

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

• A template with sample data
• An empty template, ready to receive your data.

Download link:

• Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.