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Why Vena
Platform
Capabilities Vena Insights Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers
Solutions
Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting Financial Close Management Financial Consolidation Account Reconciliation Tax Provisioning Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard
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Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services
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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.

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.

Download Your Free Template

Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.

More Templates

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OpEx Budget Template

Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.

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What-If Analysis Template

Get started with a free what-if analysis template. Model monthly forecasting scenarios and view variances between forecasted inputs and scenario models.

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Revenue Projection Template

Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.

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