Finance templates
See where the business is ahead, behind and drifting
Load budgets and actuals, review performance by team or category and capture commentary next to the number it explains.
Creates an editable copy in your Zippy workspace
Budget vs actual
Dashboard
$1.24m
Actual spend
-3.8%
Vs budget
6
Items to review
Performance trend
This yearIncluded
A working first version
Budget and actuals
Variance analysis
Department views
Monthly commentary
Export-ready table
Keep exploring
Related templates
Cash-flow forecast
›Model cash movements, scenarios and shortfalls without rebuilding a spreadsheet each week
Cash-flow forecast
Finance tool
Your inputs
Revenue
250,000
Costs
84,000
Period
This quarter
Indicative result
$278k
Update an assumption and see the result instantly
Approval workflow
›A reusable request, review and approval system with owners, evidence and a complete history
Approval workflow
Internal workflow
Approval queue
Live flowSubmitted
Review
3Decision
4Complete
Software renewalA. Lee
Event spendT. Ross
Supplier exceptionN. Shah