Company Budget Template
A complete annual operating budget by department. The starting point most teams need.
Illustrative preview · Assumptions · Revenue · Headcount · Opex by dept · Summary P&L
What's in the template
Built by FP&A professionals, for companies. Every tab has a job.
Driver-based assumptions
Change headcount, pricing, or growth in one place and watch the whole budget update.
Revenue build
Model revenue from units and price, not a single typed-in number.
Departmental opex
Every department gets its own block, rolling up to the company view.
Summary P&L
A board-ready annual P&L with monthly columns, built from the tabs above.
How to use it
Four steps, in order. The first one matters most.
Start with assumptions
Fill the assumptions tab first. Everything downstream reads from it.
Build revenue from drivers
Enter units and price by month rather than a lump-sum target.
Plan headcount honestly
Add each hire with a start month. Payroll flows automatically.
Review the summary
Check the annual P&L, then share the department tabs with their owners.
Download the Company Budget Template
Free, in Excel, with instructions and a worked example. We ask for an email, and that's the whole price.
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Templates go stale. Reportly doesn't.
Every template is a manual snapshot. Reportly builds the same outputs automatically from live QuickBooks data, and keeps them current.