Excel Forecast & Actuals Pack -- 2
Budget: £20 – £250 GBP
I need a single, well-structured workbook that lets me enter, aggregate, and analyse forecast, budget, and actual figures for both cost centres and headcount as well as labour utilisation. I will supply the base templates for those two dimensions; your job is to weave them into a model that keeps their structure intact while giving me an easy place to load monthly numbers. Actuals will be entered in the same format.
The second element is labour utilisation which runs from a specific report (attached) and is to be used in reporting seperatly. This can either be a seperate report or together as one.
Layout preference
• Everything should sit in clean data tables.
Figures should be cumulative. That is a summary sheet will include the actuals for all months for a specific cost centre.
- Headcount/Manpower per cost centre should be a driver of future salary costs. That is, if an extra head is forecast, the cost will increase for those months
• Forecast, budget, and actuals must appear side by side so variances can be seen instantly.
Core functionality
– Structured input sheets that mirror my existing cost-centre and headcount templates.
– Automatic aggregation that produces a consolidated view as soon as data is entered.
– Variance calculations (value and %) between forecast vs. budget, actual vs. forecast, and actual vs. budget.
– Clear reporting sheets that I can copy straight into management packs.
What to send with your bid
I’m looking for detailed project proposals outlining your approach, timeline, and any similar models you have built. Screenshots or short videos of past Excel automation work are a plus.
Acceptance
A handover call and a short user guide will complete the project once the workbook is tested with one sample month of data and all variance numbers reconcile.
The second element is labour utilisation which runs from a specific report (attached) and is to be used in reporting seperatly. This can either be a seperate report or together as one.
Layout preference
• Everything should sit in clean data tables.
Figures should be cumulative. That is a summary sheet will include the actuals for all months for a specific cost centre.
- Headcount/Manpower per cost centre should be a driver of future salary costs. That is, if an extra head is forecast, the cost will increase for those months
• Forecast, budget, and actuals must appear side by side so variances can be seen instantly.
Core functionality
– Structured input sheets that mirror my existing cost-centre and headcount templates.
– Automatic aggregation that produces a consolidated view as soon as data is entered.
– Variance calculations (value and %) between forecast vs. budget, actual vs. forecast, and actual vs. budget.
– Clear reporting sheets that I can copy straight into management packs.
What to send with your bid
I’m looking for detailed project proposals outlining your approach, timeline, and any similar models you have built. Screenshots or short videos of past Excel automation work are a plus.
Acceptance
A handover call and a short user guide will complete the project once the workbook is tested with one sample month of data and all variance numbers reconcile.