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Why Vena

Platform

Capabilities Reporting & Analytics 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 Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

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Free 12-Month Rolling Forecast Excel Template

Improve your operating expense planning with our free Rolling Forecast Template.

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Dynamic Forecasting

Choose from a variety of planning methods to forecast your salaries, amortization and depreciation, general operating expenses and more.

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Flexible Forecasting

Our 12-month Rolling Forecast Excel Template also gives you the flexibility to plan operating expenses your way with real-time user inputs.

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Ready-to-Use Template

Enjoy spending hours designing your templates? Neither do we. That’s why our Templates are formatted (but still customizable) and ready-to-use right out of the virtual box.

How to Create a Rolling Forecast in Excel

To create a rolling forecast in Excel, a template is beneficial. To create your own rolling forecast template in Excel, follow these steps:

1

Identify Outcomes and Objectives

Define the objectives of your rolling forecast. What are you forecasting? Who will use the forecast? What decisions will the rolling forecast inform?

2

Pick the Time Frame

Effective planning requires a defined time frame. How far into the future are you forecasting? 12 months is a common rolling forecast period.

3

Determine the Level of Detail

The level of detail depends on your selected time frame. Typically, the longer the time frame of your rolling forecast in Excel, the less detailed it will be.

4

Identify the Contributors

When creating your rolling forecast in Excel, you need to identify which stakeholders will be involved in the process.

5

Identify the Value Drivers

To create a successful rolling forecast, make sure to pick the most important metrics to track and the key drivers associated with them.

6

Confirm Data Accuracy

Your rolling forecast template in Excel will only predict future performance accurately if the data input is reliable.

7

Plan for Scenarios and Variances

Forecasting involves making some assumptions. Use these assumptions to model different scenarios. And remember to plan for some variances.

8

Compare the Actual and Estimated Forecasts

Your finance team should review any variances between projected numbers and actual numbers to determine the reason for the disparity.

Frequently Asked Questions

A. Yes. This 12-month rolling forecast Excel template is free and yours to keep forever.
A. With this free Rolling forecast Template, you can improve your operating expense forecasting by viewing variances, visualizing trendlines, leveraging multiple planning methods and more.
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.

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What-If Analysis Template

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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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