Why Vena
Platform
Nav--PreviewVena Preview Vena
Capabilities Vena Insights Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans
Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

CPM Technology Value Matrix

See why Vena was named a Leader in the CPM Technology Value Matrix from Nucleus Research.

Read More

nucleus-resource--white
Solutions
Nav-Image_Pricing-Page Pricing Plans
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
nav--solutions-2 Preconfigured Solutions
Industries
nav--solutions-2 Preconfigured Solutions
Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging
  Higher Education Healthcare Professional Sports Not For Profit Professional Services

Vena Industry Benchmark Report 2022

Get your free copy of The State of Strategic Finance: Industry Benchmark Report 2022 today.

Download Report

state-of-strategic-finance
Resources
image_2022-08-15_163846646 Free Excel Templates
Company About Us Careers Newsroom Contact Us Trust
Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide
https://7282783.fs1.hubspotusercontent-na1.net/hubfs/7282783/image_2023-02-21_165434416.png

Join the Community

Connect with finance leaders and access Excel templates, CPE/CPD courses, exclusive content and more.

Learn More
Partners
nav--resources Request Partnership Information
Vena Marketplace Find Vena Partners and Integrated Solutions
VENA PARTNERS Learn More About Our Partner Program
PARTNER LOGIN Access Resources, Toolkits and More

Hear From Vena’s Partner Community

Partner Story: Finext - a Vena Distinguished Partner.

Watch Now
image_2022-08-16_110352121
Customers
Vena Instance Login
CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support Expert Managed Services
  Vena Academy Professional Services Vena Excelerators Product Release
https://www.venasolutions.com/hubfs/image_2023-02-21_165434416.png

Try the Customer Portal

Your one-stop shop for everything Vena. Personalized for you.

Explore Now
Community
image_2023-02-21_164530842 Free CPE/CPD Courses
COMMUNITY Templates Academy Blog
  Events Forum Streaming
https://www.venasolutions.com/hubfs/01%20Website%20Files/Backgrounds/NAV%20DROP%20DOWN.svg

LIVESTREAM

Budget Season:
How To Focus Your Planning On The Year Ahead

RSVP Now
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
Industries
Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services
Resources
Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide
Partners
Vena Marketplace Find Vena Partners and Integrated Solutions VENA PARTNERS Learn More About Our Partner Program PARTNER LOGIN Access Resources, Toolkits and More
Customers
CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support Expert Managed Services Vena Academy Professional Services Vena Excelerators Product Release
Community
COMMUNITY Templates Academy Blog Events Forum Streaming

Free 12-Month Rolling Forecast Excel Template

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

built-in-dashboard

Dynamic Forecasting

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

Group 1521

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.

Group 1522

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.

More Templates

what-if-analysis

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.

Download Now
template-image

OpEx Budget Template

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

Download Now
revenue-projection

Revenue Projection Template

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

Download Now