Budget Vs Actual spreadsheet with flags/triggers

Creating an excel file to track budget Vs actual for next financial year on an excel file.

Have split it into 3 columns per month (budget, actual, difference %).

Want to add flags / triggers to this excel file (macros / conditional formatting / formulas) so that when actuals are updated, if any condition is met and a trigger activated, this prompts an action to be taken either by user or automatically done by macro. (i.e. conditional formatting, pop-up window, or other means to highlight to user to take appropriate action.


1) Need to set clear (revenue, cost, profit) targets on a rolling 1m, 3m, 6m basis with triggers for cost reductions if these targets are missed by x amount.

For example - need a positive cash balance 3 or 6 months out else we need to cut cost by x% with the % defined by the shortfall.

In the event we miss our targets and a trigger is hit, this is where management will then make decisions on where to cut costs.

2) want to do the same for loans, ie forward projections should have a minimum buffer and we scale the loan repayments according to the size of the buffer

3) The bonus plan should also follow the same logic as well as any investments or cost increases.

Can you see if you are able to put something together that achieves the above?

Kemahiran: Excel, Perakaunan, Kewangan, Financial Modeling, Excel VBA

Lihat lagi: budget salary projection spreadsheet, spreadsheet with data creating, ms project budget vs actual, quickbooks budget vs forecast, ms project planned vs actual complete, estimated vs actual electric bill, estimated vs. actual meter readings, budget vs actual excel template, xero budget vs actual, budget vs actual variance analysis, budget vs actual variance formula excel, budget vs actual, budget vs actual variance analysis excel, budget planned vs actual, flexible budget vs actual budget, budget vs actual report excel, budget vs actual variance analysis template, budget vs actual analysis, power bi budget vs actual dashboard

Tentang Majikan:
( 0 ulasan ) Central, Hong Kong

ID Projek: #29050885

37 pekerja bebas membida secara purata $1356 untuk pekerjaan ini


Hi, Greetings! ✅ I have checked and gone through the project details and I am very skilled in it. ✅Completed Time: In project deadline We have worked on 640 + Projects. I have 6 + years of the experience in sa Lagi

$2000 HKD dalam 4 hari
(386 Ulasan)
(303 Ulasan)

Hello, I am interested in your project. Your task is clear to me and I am ready to solve it. I have a large and successful practical experience of processing and analyzing data in Excel, including using the VBA. These Lagi

$1500 HKD dalam 7 hari
(115 Ulasan)
(16 Ulasan)

Hi Can you accept ms Access app? If so, let discuss about details in private chat. About Price And time also there. Best, Zurab

$2000 HKD dalam 7 hari
(25 Ulasan)

Hello? I have worked on Excel/Word/PPT/MACRO projects to what you are looking for, and I am confident I can exceed your expectations. I have attached samples of work very similar to what you are seeking. # create in Lagi

$1244 HKD dalam 3 hari
(12 Ulasan)

Hi there, I am expert in excel, excel VBA, excel modelling and financial modelling. I have fully read and understood your project requirements and will surely deliver on them in one day. I have previously completed sim Lagi

$700 HKD dalam sehari
(34 Ulasan)

This is easy in vba and excel. I have over 10 years of experience in VBa and excel automation. I have worked on many such projects in my last 10 years. we can discuss more over chat. if quality is what you are looking Lagi

$1667 HKD dalam 3 hari
(1 Ulasan)

All of your requirements can be done.. This task will be done in 4 days.. bidding for more days. As I don't want to fall my commitment at any circumstances.. I can do every possibility in Excel and VBA, Google Shee Lagi

$1222 HKD dalam 10 hari
(2 Ulasan)

Hi! I'm very pleased to meet you. I'm Diego Ramirez and I'm CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. I am also associate (Ma Lagi

$1120 HKD dalam 7 hari
(2 Ulasan)

❤ Hello Mate ❤ Assalamo-o-Alaikum Greetings I have been working here since the last year ,Thanks for posting and sharing your project.I have experience in this work ,let be handle this task to me ,i am willing to sta Lagi

$1050 HKD dalam 2 hari
(4 Ulasan)
(1 Ulasan)

Hoping Sir you are having a grateful day! I have read your project and understand fully the requirements. I am a chartered accountant and have great and vast expe Lagi

$1667 HKD dalam 2 hari
(3 Ulasan)
(1 Ulasan)

I will be able to do the job perfectly as I am a data analyst and have prior experience of handling excel documentation, research and content writing.

$240 HKD dalam 3 hari
(2 Ulasan)

I will be able to help you implement a robust system of budgetary controls whereby your budget vs. actual monthly comparison will provide a realtime recommendation of appropriate action of any adverse variance. I am a Lagi

$999 HKD dalam 3 hari
(0 Ulasan)

I am working as Accounts Officer in a leading Public Sector Unit(Govt. Enterprise) in India since 6 Years, I have good knowledge in accounting along with very good skills in Excel Macros/Excel VBA and in finance stream Lagi

$300 HKD dalam sehari
(0 Ulasan)

Hi, Reliable and on time. Excel Expert with success in maintaining and organizing data. Demonstrated ability to use critical and strategic thinking to resolve discrepancies, fill gaps, and sustain quality control bench Lagi

$2000 HKD dalam 5 hari
(0 Ulasan)

This is an easy and interesting job for me that I can do in excellent way. I have a lot of experience in doing this. I got MBA at AUA and Post MBA program certificate at Texas A/M. I am CFA candidate. I have passed se Lagi

$750 HKD dalam 2 hari
(0 Ulasan)

Hello, I have done your project in an excel sheet. As per your description. 1. Added a spinner for revenue growth in month basis in the budget. 2. Added formula if the revenue of your budget<Actual revenue, then the Lagi

$1333 HKD dalam 2 hari
(0 Ulasan)