Improve your operating expense planning with our free Rolling Forecast Template.
Choose from a variety of planning methods to forecast your salaries, amortization and depreciation, general operating expenses and more.
Our 12-month Rolling Forecast Excel Template also gives you the flexibility to plan operating expenses your way with real-time user inputs.
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.
To create a rolling forecast in Excel, a template is beneficial. To create your own rolling forecast template in Excel, follow these steps:
Define the objectives of your rolling forecast. What are you forecasting? Who will use the forecast? What decisions will the rolling forecast inform?
Effective planning requires a defined time frame. How far into the future are you forecasting? 12 months is a common rolling forecast period.
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.
When creating your rolling forecast in Excel, you need to identify which stakeholders will be involved in the process.
To create a successful rolling forecast, make sure to pick the most important metrics to track and the key drivers associated with them.
Your rolling forecast template in Excel will only predict future performance accurately if the data input is reliable.
Forecasting involves making some assumptions. Use these assumptions to model different scenarios. And remember to plan for some variances.
Your finance team should review any variances between projected numbers and actual numbers to determine the reason for the disparity.
Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.
Get started with a free what-if analysis template. Model monthly forecasting scenarios and view variances between forecasted inputs and scenario models.
Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.
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