FP&A Budget vs Actual and Rolling Forecast
Driver-based, price, volume and mix variance, scenarios, KPI dashboard
Driver-based 12-month budget, monthly actuals, YTD variance split into price, volume and mix, rolling forecast with scenarios, and a one-page KPI dashboard.
Choose the licence on the Gumroad page. Payment and VAT are handled by Gumroad, the merchant of record. Also sold on Flevy ($59, single user, same file). Also on Eloquens (ELQ-97326-1, same file).
The budget cycle in one file: a budget built from drivers rather than typed numbers, actuals entered monthly, variances that say why (price, volume or mix), a rolling forecast that keeps the year honest, and a dashboard for the monthly review.
- Budget drivers: units, price and unit cost of goods per product line by month; headcount and cost per head for sales, operations and G&A; marketing, rent, software, other opex; capex. Change a driver and every sheet follows.
- Budget: revenue and cost of goods per line, gross profit, people cost with on-costs, opex lines, EBITDA, depreciation from capex, EBIT, margins, with annual totals.
- Actuals: enter units, average price and cost of goods per line plus the cost lines for closed months; derived rows compute; set the months of actuals on Inputs.
- Variance: year to date budget against actual per line and per cost, favourable positive, with percentages; revenue variance decomposed per line into price effect and volume effect, and the mix effect separated from pure volume; check column.
- Rolling forecast: actual months stay actual, future months come from the drivers scaled by the scenario multipliers (base, upside, downside); the outturn block gives the full-year view.
- Dashboard: revenue, gross profit, people cost and EBITDA year to date and full year, budget against actual and outturn, margins, and the price, volume and mix effects.
Rebuilt independently in Python from the same inputs and matched cell by cell before listing. Every default is an example value. Live formulas, no macros, no locked cells. Excel and Google Sheets.
Who it is for: FP&A analysts and controllers running the annual budget and the monthly review, founders and finance leads at companies with two to five product lines, advisers setting up a client's first proper budget process.
Checked, not asserted. This workbook was recalculated cell by cell through a formula engine and matched against an independent replica written separately: 17 checks, all passing, last run 2026-10-17. Each check compares the figure the workbook produces against one worked out separately by hand before the run, so a figure lost in packaging fails the check rather than reaching you. Read the verification report for the UAE Corporate Tax workbook, or how Bindler verifies.
What was checked: all 12, by name
Each line is one figure recalculated and matched against a value worked out by hand before the run. The figures themselves are in the workbook.
- budget rev FY
- budget ebitda FY
- budget ebit m12
- var rev ytd budget
- var rev ytd actual
- var ebitda
- price A
- vol A
- total price
- outturn rev FY
- outturn ebitda FY
- dash outturn vs budget ebitda
What is inside
1 Excel workbook (.xlsx), sheets: Dashboard, Variance, Inputs, Budget drivers, Budget, Actuals, Rolling forecast, Guide
Use it if
You run a budget and a monthly review and want the variance explained, not just reported.
Not for
You need consolidation across entities or currencies; this is a single-entity operating model.
Who you are buying from
Bindler is the trading name of Neil Sangwaiya, one person in Dubai. There is no company behind that name, no sales team and no reviews, and this page is not going to pretend otherwise. What there is instead is a record. Gumroad takes the payment and is the merchant of record, so your card details never reach Bindler. Where a figure could not be verified the cell is left blank rather than filled. When something was found wrong it was written down and dated in the change log with the old figure named. And there is a 30-day money back guarantee, no reason needed, handled by Gumroad.
What you actually download
One spreadsheet file. No macros and no VBA, because the .xlsx format cannot carry them. No locked cells and no hidden sheets. If your IT will not let you open a spreadsheet from outside, upload it to Google Sheets and it opens there. And yes, an AI built it: that is exactly why every figure is recalculated against a replica worked out by hand first, rather than trusted.
Sheet previews
How buying works
- Choose a licenceSingle user for one person, team for up to 10, consultancy to use with clients. The buttons above go to the Gumroad page.
- Pay on GumroadCard or PayPal; Gumroad is the merchant of record and handles VAT and the receipt.
- Download the fileThe .xlsx arrives on the receipt page and by email. It opens in Excel and Google Sheets; nothing to install.
- Use itYellow cells are inputs, blue cells are formulas, every figure names its source. Questions: reply to the receipt; every reply is read and answered, usually the same day.
Advisers and accountants who recommend these workbooks to clients can earn 30% of each sale as a Gumroad affiliate: sign up on the store, no approval wait.
Search terms this page answers: budget vs actual excel template price volume mix variance, rolling forecast model driver based, fp&a dashboard template.