Free Entities Adjustment and Allocations Excel Template

Calculate parent level entities using lower level distributions that roll into a unified dashboard that provide insight into total gross margin, total operating expenses and net operating profit.

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Make Adjustments and Overrides With Ease

Make annual adjustments by amount or percentage to distribute over previous years or quickly override totals over previous years.

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Quickly Input Allocations for Entity Operating Expenses

Insert values such as COGS, labor, benefits, rent and utilities to get a comprehensive view of your business.

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Easily Navigate Dashboard Summaries

Use a visual dashboard to navigate entities year over year, percentage of sales and change amounts. View high-level adjustment overrides all from one consolidated dashboard.

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Take your planning further by powering your entities adjustment and allocations dashboard with Vena. Our Complete Planning platform helps you get back lost time and plan with confidence.

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Frequently Asked Questions

A. Yes. This Entities Adjustment and Allocations Template is totally free and yours to keep forever.
A. It will help you make adjustments and overrides to parent and lower level entities along with inputting allocations for your operating expenses.
A. Since the Template was specifically designed for Excel, we don’t recommend that you open the Template in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,200 organizations of all sizes power their Plan To Grow™ with Vena.

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