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Monthly Reporting
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Budget vs Actuals
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How to use this template:
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This template helps organize your monthly P&L budget vs actuals reporting.

First download the monthly actuals from your ERP and copy those into the actualized periods in the template where you can. You may also input the actuals into this template and pull in the summarized data via spreadsheet formulas (SUMIFs, VLOOKUP's, etc.)

Secondly, pull in your budget data via the same process into the summarized view on the next tab.

Apply the same process for pulling in YTD numbers. Should your company have multiple entities and/or business units, the template on tab 2 can be used for each one or combined as well.

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Model Components (aka spreadsheet tabs)
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BvA - MTD & YTD2nd TabUse this tab to report on your P&L Budget vs Actuals
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Visuals3rd TabUse this tab to connect visuals to any board decks or monthly reports for end users
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Model Legend
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Inputs ABC These cells are where you'll input/update data (input roster file and new hire assumptions)
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Calculations ABC These cells are formulas that produce model data, and are used in outputs. Don't modify the formulas in these cells.
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Outputs ABC These cells remain black, and are linked to the inputs and sub-calculations. The formulas in these cells should remain unchanged.
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