FREE EXCEL RESOURCE
What could the next year look like?
Create a driver-based plan and compare base, upside and downside assumptions.
PLANNING & FP&A
12-Month Budget & Forecast Model
Excel · 14 KB · Free · About 30–60 minutes to get started
No email required. Your completed copy stays with you; downloading does not upload financial records to ClearCFO.
Before you use it
- Save a working copy and read the included instructions.
- Replace illustrative figures, names, dates and assumptions.
- Check units, periods, formulas and output definitions.
- Review the result with the relevant decision-maker before use.
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Need the analysis behind the template?
A free template helps organise your inputs. A scoped product can connect evidence, drivers, impact and follow-up.