Complete a Budget Template (Multi-Year)
This template can be used to create a budget for one or multiple financial years (up to a maximum of 5 years).
The template is an Excel file in which the financial plan is entered at a high level. It can then be imported into Factview for further analysis.
Template Structure
The template consists of 10 input sections, each containing approximately 30 rows.
Each section represents a financial category, such as:
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Revenue
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Cost of Sales
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Operating Expenses
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Personnel Costs
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Depreciation
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Interest Expenses
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Other Items
This structure allows the budget to be built systematically for each section of the profit and loss statement.
Template Settings
The sections are predefined but can be configured individually.
The Template Settings worksheet allows you to define additional settings, such as:
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Links to balance sheet accounts
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Calculation parameters
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Default input values
These settings determine how the data is processed within Factview.
Extending to Balance Sheet and Cash Flow Forecasts
When the additional fields are completed alongside the financial amounts, the template can generate more than just a profit and loss budget.
It can also be used as the basis for:
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A balance sheet forecast
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A cash flow forecast
The required settings are configured in the Settings section of the template (for example, columns Z34–AB42).
Recommended Workflow
When creating a financial plan, the following workflow is generally recommended:
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Use an existing template as a starting point.
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Copy worksheets from an existing customer model if applicable.
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Complete the default settings with the correct P-numbers.
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Create links between the Factview worksheets and the customer's worksheets.