This month
- Headline figures
- Actual against budget, this month
- Actual by team, this month
- Over budget
TEMPLATE · FINANCE
Budget vs actual template
Each team's budget line against what was really spent, month by month, with the lines running over. Add it to your workspace and it starts with your own data.
Budget vs actualExample data
| Line | State | Budget | Actual |
|---|---|---|---|
| Salaries | On track | 42,000 | 41,800 |
| Online ads | Over | 9,000 | 10,450 |
| Warehouse rent | On track | 6,500 | 6,500 |
| Recruiting fees | Watch | 3,000 | 3,180 |
| Cloud hosting | On track | 4,200 | 3,960 |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
Lines
- Table of lines
- Add a budget line
- On track, Watch, Over
By month
- Budget by month
- Actual by month
- Actual by team, all months
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Actuals from Tally
What was really spent and earned each month, from the ledgers in the books.
Budget from your spreadsheet
The budget you keep in a spreadsheet, month by month.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Budget vs actual
$70,600Budget
$71,600Actual
+$1,000Difference
Lines over budget
2Over
2Watch
MORE TEMPLATES
Teams that use this also start from
Invoices and expenses
What customers owe you and what you owe suppliers, by due date, with the team's expenses waiting for approval.
See the templateOrders and purchasing
Customer orders to get out of the door, purchase orders to chase, and the suppliers behind them.
See the templateContracts
Every contract with its signed copy, its key terms and the dates to act on before it renews.
See the templateStart from the Budget vs actual template
Add it to your workspace, choose where its data comes from, and your team can work in it today.