CLIENT / ENTITY

Budget vs Actuals

Sample Client, Inc. · budget source: Base Case

Enter monthly actuals

Leave a month blank until results are available. Gross profit, EBITDA and net income are derived automatically (tax applies to positive pre-tax income at 21.0%).

Actual lineJan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026Nov 2026Dec 2026
Revenue
COGS
Total Operating Expenses
Derived Net Income

Enter actuals above to see budget-to-actual variances.