how to create a budget powerpoint presentation

Budget overview presentation: The all-in-one guide

This guide covers everything from planning and preparation to design and delivery.

Raja Bothra

Building presentations

Welcome to the ultimate guide on crafting a budget overview presentation that's not only informative but also captivating.

In today's corporate world, mastering the art of budget presentations is crucial for success.

Whether you're a seasoned professional or just starting, this guide will take you through the essentials.

What is the budget overview?

Before diving into the nitty-gritty of crafting a stellar budget presentation, let's clarify what a budget overview is. In essence, a budget overview presentation is a strategic tool used to allocate expenditure, resources, track expenses, and outline financial goals for a specific time frame, usually a fiscal year. It's a blueprint for your company's financial success.

How to structure an effective budget overview presentation

Now that you know what a budget overview is, let's roll up our sleeves and get into the nuts and bolts of structuring a compelling presentation.

1. The budget template

A budget presentation begins with the right template. Having a well-designed budget presentation template can make your life a whole lot easier. It ensures your presentation is not only visually appealing but also highly organized. With Prezent's budget presentation templates, you can streamline your presentation creation process and save valuable time.

2. Start with a summary

Begin your presentation with a concise budget summary . This is your opportunity to give decision-makers a quick snapshot of what to expect. Think of it as the "elevator pitch" for your budget. Keep it short, sweet, and impactful.

3. Use charts and graphs

Visual aids like charts and graphs are your best friends in a budget presentation. They can help you explain complex financial data in a way that's easy to understand. Plus, it adds a dash of professionalism and keeps your audience engaged.

4. Break it down by department

If your company has multiple departments, consider breaking down the budget by department. This helps each team understand its role in achieving the company's financial goals.

5. Highlight key points

Incorporate highlighted sections throughout your presentation deck to draw attention to critical information. This ensures that even the busiest decision-makers won't miss the most important details.

Do’s and don'ts on a budget overview presentation

Now that you've got a grasp of how to structure your presentation let's go over some do's and don'ts to keep in mind while creating your budget overview.

• Do align your budget with your company's mission statement. This ensures that your budget serves your company's long-term goals.
• Do communicate effectively. Make sure your presentation clearly conveys your financial strategy and priorities.
• Do involve your team. Collaboration is key in creating a successful budget overview presentation.
• Do stay on brand. Use Prezent's brand-approved designs to ensure your presentation is in line with your company's image.

Don'ts

• Don't overwhelm your audience with excessive detail. Keep it concise and to the point.
• Don't forget to measure and analyze. Your budget presentation isn't just a one-time thing; it's a tool for ongoing analysis and improvement.
• Don't neglect the power of storytelling. Present your budget in a way that tells a compelling financial story.

Summarizing key takeaways

In summary, crafting a budget overview presentation is a mix of art and science. It requires attention to detail, effective communication, and the right tools. Prezent's platform can be your secret weapon in creating beautiful and impactful budget presentations.

A well-crafted budget overview presentation is essential for any business looking to make informed financial decisions. By following the tips and using the right tools, you can create presentations that not only save time but also make a lasting impact. Remember, it's not just about the numbers; it's about telling a compelling financial story that drives success.

1. What is the key to creating impactful slides in a budget overview presentation?

Creating impactful slides in your budget overview presentation is crucial. These visual elements allow you to convey financial data effectively. You can use Prezent, Google slides, PowerPoint presentations or other tools to design your slides. Ensure that each slide reflects the main points of your budget proposal and helps compare different categories of costs and revenues. Don't forget to allocate resources wisely to make your presentation shine.

2. How can I format my budget overview presentation for maximum impact?

Formatting is key to a successful budget overview presentation. The right format size can help you present your annual budget in a clear and organized manner. You can use PDF documents for easy sharing and printing. Tools like Prezent.ai offer templates that can help you keep your presentation on track. Additionally, you can enable your audience to reflect on your financial strategy and help you achieve your goals.

3. What role does a budget manager play in the presentation process?

A budget manager is a vital player in the budget overview presentation process. They are responsible for implementing the financial plan and ensuring that it aligns with the company's mission. Their input is essential in tailoring the budget proposal to the specific needs of each category and effectively allocating funds. A skilled manager can make it easier to showcase the company's financial health.

4. How can I ensure my budget overview presentation is a powerful tool for decision-makers?

To make your budget overview presentation a powerful tool for decision-makers, you need to invest in proper investment strategies and clear communication of marketing and operational plans. Highlight the one or two success of previous quarters and use visual aids to showcase your financial data . Utilize additional resources, such as pro tips, to create a better plan and help make informed decisions.

5. Can you explain how the budget presentation template can help streamline the process?

Certainly! The budget presentation template is a valuable document that can assist in crafting a compelling budget overview presentation. It acts as a guide, providing a predefined format and structure. This template can help you keep your content organized and ensure you don't miss any critical details. It's an essential tool for those user looking to save time and create a well-structured document that reflects the proposed budget effectively.

Create your budget overview presentation with Prezent

Ready to take your budget presentations to the next level?

Prezent offers a range of customizable popular templates and tools to help you create the best budgets allocation. With Prezent, you'll have the power to impress investors, stakeholder, align your team, and communicate your financial strategy effectively.

Start crafting your budget presentation today and see the difference for yourself!

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Creating a budget presentation in PowerPoint (+ 12 bonus tips from our best experts)

Investors, lenders, and all the company’s stakeholders are primarily interested in the revenue they get, so they tend to rely on exact numbers before real investments and other contributions. They have many different opportunities to invest in and consequently choose the one that is more likely to win. And that’s precisely when a budget presentation comes in handy as the most effective way to provide a compelling, professional, and differentiated description of the capital they could get after several investments.

If you are wondering how to present budget in PowerPoint, here is a quick guide for you.

How to make a budget for a project in a PowerPoint presentation

First and foremost, a budget presentation PowerPoint has to be clearly targeted toward equity investors and lenders with a lot of appropriate and suitable information. The budget plan presentation should be clear and concise to catch a person’s attention. They are looking for a high-quality project for their portfolio, so you should show you value their time and can fit all necessary info in a couple of sentences, diagrams, graphs, or tables.

Remember, you are the one looking for investors, so your budget presentation PowerPoint slides need to be credible and concise. You can design them on your own using budget presentation PowerPoint templates or opt for the services of a professional presentation agency to save time and sleep.

The main mistakes happen on the statistics and strategy slides of the budget PowerPoint presentation since few of them are easy to follow. Commonly, they are bland, boring, and not able to keep the audience’s attention. It would be frustrating to come up with such a budget planning presentation people worked on for a year.

Numbers. Numbers. Numbers.

But nothing really stands out.

Here’s how to do a good budget presentation:

• Research for previous budget planning PowerPoint presentations to have a confident database to rely on.
• Have a 10-minute conversation with the current team, ask critical questions, try to pull out a story, and incorporate that story in the investment presentation.
• Create a branded company look that resonates with investors. If you are new to presentation design, a pitch deck design service can help develop truly effective budget presentation slides.
• No matter what industry you are in, make a ‘Highlights’ slide that answers all why questions, demonstrates value drivers (+ threats to them), and calls to action.
• Create 3 or 4 different investment options for every investor to find the most affordable asset and proceed to cooperate with you.
• Make your credibility pop out from the proposed budget PowerPoint presentation and leave no questions to potential investors.

Whether you are trying to be compelling, sell assets, or increase your capital – concentrate on the important data and don’t delve into much detail on every budget PowerPoint slide. You would not prefer yawning, attention loss, or refusals from stakeholders, would you?

Some potential budget presentation PowerPoint slides include:

• Performance overview.
• Business summary.
• SWOT analysis.
• Current challenges.
• Budget plan.
• Budget allocation.
• Deliverables.
• Following steps.

To make the most out of each PowerPoint budget slide from the list, double-check every number for accuracy, use illustrative diagrams and charts, and, most importantly, keep the entire budget presentation ppt brief. Bear in mind that ten slides are more than enough to outline the problem, the proposed budget, and the exact ways the invested capital will provide a solution.

12 bonus tips on how to show budget in PowerPoint

Below are the top tips from our best experts to help you design a PowerPoint presentation that your investors will definitely remember, so read on!

Tip #1. Put yourself in the shoes of your investor

Before you dive into your PowerPoint budget presentation, take the time to understand your investors, their concerns, and expectations, and tailor your content accordingly.

Tip #2. Key financial metrics are important

These include revenue growth, profitability, revenue forecasts, etc. Clearly demonstrate how their investment will contribute to the success of your company.

Tip #3. Provide detailed financial projections

Be sure to present income and financial statements and visualize complex information with charts and diagrams for easy understanding.

Tip #4. Identify risk factors

Accept potential risks and uncertainties. Describe how your team plans to mitigate these risks and present contingency plans.

Tip #5. Display your budget breakdown

Investors value a clear understanding of spending, so take the time to display your budget breakdown, emphasizing major expenses and capital allocation.

Tip #6. Ensure your ppt is compelling

Structure your budgeting PowerPoint presentation as a narrative, and be sure to detail past successes, current accomplishments, and future potential for the company.

Tip #7. Focus on the ROI

Clearly communicate potential returns on investments to investors. Demonstrate how their investment will contribute to the overall growth and profitability of the company.

Tip #8. Be transparent about your estimates

Being transparent builds confidence and ensures that investors understand the basis for your calculations, so clearly articulate the assumptions underpinning your financial forecasts.

Tip #9. Practice as much as you can

Rehearse your presentation until you feel confident and comfortable delivering it. Anticipate possible questions and prepare thoughtful answers.

Tip #10. Emphasize key milestones and accomplishments

Highlight specific milestones and key accomplishments that the budget aims to achieve. Remember, investors want to see a roadmap to success.

Tip #11. Maintain clarity throughout your slides

In your company budget presentation, be clear about what you are asking from investors, whether it is funding for a specific project, expansion, or any other business need.

Tip #12. Encourage questions and discussion

Encourage investors to ask questions and participate in discussions. This will show that you are open and willing to address your concerns.

By following these tips on how to present a budget, you can create a persuasive presentation that not only effectively presents financial information but also matches the expectations and interests of your potential investors.

Still confused about how to design a budget presentation in PowerPoint?

Don’t hesitate to contact us any time of the day or night! Our design experts are online 24/7 to help take your presentation project to the next level.

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• Guide & How to's

5-Step Guide on How to Prepare a Convincing Annual Budget Presentation

Michelle Harris - Guest Contributor

• Reevaluate company and departmental goals
• Gather budgeting information
• Set up the annual budget
• Create a convincing budget presentation
• Present your budget and win!

Learn how to present your departmental budget and gain the approval of decision-makers.

Every year, leaders are responsible for creating an annual budget for their department. It’s one thing to grapple with the numbers, but presenting the budget can be a more challenging task.

If your annual budget isn’t convincing enough, chances are you won’t get everything you require to run your department the way it needs to. Anything less than what is required and you’ll have a rough time getting through the coming year.

We’ve put together a list of five steps designed to help you prepare an exceptional annual budget presentation that cannot go unnoticed. Using this step-by-step approach will help you convince executive leaders that every component of your budget is absolutely necessary to run your department and meet company goals.

1. Reevaluate company and departmental goals

Before determining your annual budget, go back and review your company’s and department’s goals . Note anything that’s changed from previous years. This is particularly important in the case of a changing economy and market or disruptions in business due to the pandemic and other unexpected events. As goals change, so must the budget—pay close attention to all historical data. As you develop your departmental budget, you want to ensure that it aligns with your department and the company’s overall goals and objectives.

2. Gather budgeting information

Allow plenty of time to gather all of the intel needed to create a detailed and accurate budget. Don’t merely go by the departmental expenses and payments made during the previous year. Your previous year's budget is important, but also pay attention to the actual records to identify shortfalls or a surplus in the budgeted items.

When creating a budget, you have different options on how you approach it and especially when presenting it. Of course, this can all depend on your industry, company, and specific department. Following are the different types of budgets that companies most often use:

Also, discuss budgeting with team members and other stakeholders to ensure that you cover all of your bases. However, every piece of budgeting information should be based on facts rather than opinions. That way, you’ll be sure to have a budget that’s appropriately allocated.

3. Set up the annual budget

Next, sit down to create the actual budget. Depending on your preferred method, or that of your company, you can use spreadsheets or budgeting software. Each budget typically includes the following basic elements:

In addition to the basic items, you may also want to consider additional and unexpected expenses that may occur. You may think of different scenarios that could arise and determine how they might impact your business and affect your budget. You may then tweak the budget as you see fit. This allows you to plan ahead and be well-prepared for any adversity that may surface.

4. Create a convincing budget presentation

Carefully setting up your annual budget and aligning it to your company’s and department’s goals will make the following creative bit easier. The worst thing to do is try to throw together a budget while creating the presentation. You must have your budgeting ducks lined up in a row first.

presentation tips

As you plan out your presentation, consider including the following to help you convince the decision-makers:

Budget presentation title

Budget presentation agenda

Executive summary

Company SWOT analysis

Business challenges

Budget plan and allocation

Budget process and timeline

Departmental deliverables

Steps following budget approval

There are many ways to make an effective and impactful presentation. It can be anything from a simple printed booklet to an interactive multimedia presentation. It doesn’t have to be over-the-top but should show that your budget is well organized, thorough, and fact-based.

5. Present your budget and win!

It doesn't matter how you choose to present your budget—you can use PowerPoint or other media—but it should include graphics and other information to make your case. Here are a few tips to keep in mind:

Keep it brief (not more than 10 slides).

Include charts, diagrams, graphs, etc. for better data visualization.

Showcase your problem-solving skills by giving solutions.

Show enthusiasm, but don't deliver a long speech.

Enhance your annual budget presentation

Unless you’re an experienced accountant or a natural penny pincher, you probably cringe at the thought of creating an annual budget. Even more so, it can be frustrating trying to get your boss to accept your budget. That’s why it’s critical to know how to create an impressive and convincing annual budget presentation that wins the approval of business stakeholders.

There are plenty of options available to help you enhance your presentations to showcase an annual budget that will garner a “yay” rather than a “nay.” At Capterra, we’ve done all the dirty work to compile a list of presentation software for you to easily compare and choose from. Our shortlist gives you the top-ranked suggestions, so you can see which software ranks the highest.

If you need help getting your numbers in order before you’re ready to present, take a look at the available budgeting software , including the best free budgeting software for small businesses .

Was this article helpful?

About the author.

Michelle Harris is a strategist residing on Florida’s beautiful Gulf Coast. Providing global clients with solutions to head-banging problems is her passion at Shel-Shok, LLC. She is a Ph.D. candidate researching finance decision-making and holds graduate degrees in management and marketing. Her background includes art, education, medicine and conservation (she is a glorified bug hugger!). When not strategizing, you will find her motorcycling, belly dancing, roller derbying and beach bumming.

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Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

Design Examples of Presenting Annual Budget Proposal in PowerPoint

Last Updated on April 30, 2024 by Anastasia

Working on your annual budget proposal? Financial presentations and documents can be difficult to be absorbed, especially by non-financial audiences. If you want to communicate key financial information to stakeholders clearly and effectively, check our article for examples and inspiration on how to present corporate annual financial summaries and forecasts.

What is a company budget?

A budget is an estimation of the earnings and spending of an organization or its departments. Basically, it is a financial plan for a defined period, usually a year.

In case of a corporate budget, it can contain several subtopics:

• Revenue budget, with main revenue sources, sales distributions, and key growth drivers
• Expenditure budget with operational cost presentations, key cost drivers, OPEX, and capital expenditures
• Marketing budget allocation
• Sensitivity analysis and risk assessment
• Organization costs and structure

Why use graphics for budget proposal presentation?

It’s not enough to come up with a list of financial reports and annual budget goals. You have to explain clearly your data and map out how you’ll accomplish those financial goals or make your ideas come to life… within a reasonable budget.

When you need to make your case to managers or executives, a well-prepared budget proposal presentation is an essential tool used to communicate financial information to both internal and external stakeholders. A consistent way of showing financial highlights can help keep the numbers organized, making it easy to track revenue or plan for expenses.

Get inspired by examples of how you can illustrate the components of your budget proposal.

All visual examples presented below can be downloaded as an editable source. Explore the Annual Budget Financial Presentation for PowerPoint.

Presenting the current state of the business

To give a big picture of what you’ll be talking about, kick things off with an executive summary, strategic goals and targets overview, and corporate budget assumptions for the future period.

Such a general slide with an executive summary will help to see the broad view and give an entire perspective to your audience. You can list the common key indicators such as Market Description and Competitive Landscape Insights, Issues and Challenges, and Main Achievements.

You can use arrow shapes to present each item in your executive summary slide, as you can see below. Each point is illustrated by a related icon e.g. market description by globe symbol and achievement by peak icon.

To remind about strategic goals or sustainability targets effectively, you can replace bullet points with modern professional-looking diagrams. Here’s an example of goals summary with 6 highlighted ambitions for the next year:

Notice how nicely you can present six goals if they are distributed around a circle. It gives a feeling of concise integrated direction.

One of the ways to show the interdependence of sustainability targets is the Euler diagram, which illustrates the connection of three elements: People, Planet, and Profit. Simple design elements, like outline icons, neutral background picture, and color coding will help make your presentation more appealing and consistent:

If you need to illustrate the triple bottom line model in more detail, check this blog for visualization examples.

To give a quick insight into the financials, you can include the simple summary overview table. Not every table needs to scare your audience, so make sure you have enough white space between the numbers. You can list the common indexes such as Net Revenue, COGS, GM, OPEX, EBIDTA, EBIT, PBT versus LY and Budget:

Illustrating revenue highlights in the corporate budget proposal

To keep the audience engaged, try incorporating more visual elements into complex financial slides. Here’s an example of a dashboard with revenue highlights, showcasing sales breakdown by months and categories, and a data chart illustrating trend indicators:

The next slide illustrates the top-line key growth drivers analysis over two years. As an example, we outlined the following drivers: New Product Lines, Organic Growth, Emerging Markets, and E-commerce. With the help of stacked charts and color-coding, the information becomes much easier to follow:

Pie charts are useful when you need to show percentages of a whole. On the slide below you can see the key revenue drivers comparison, with the description of top revenue sources and the rest of them:

Design hint: Use rule of contrast to focus attention on the most important driver. Focus on one such thing per slide, not more. If you need to highlight more items, consider presenting each on separate slide.

Notice how we used color-coding to highlight the top revenue source by orange, versus the rest of the sources that have shades of blue color.

Visualize expenditure budget details clearly

If you want to include OPEX and CAPEX expenses overview and breakdown, here are several examples of how those concepts can be shown visually.

One way is to show an operational cost overview in a form of a modern-looking clean table, including Cost Center Overview, Description, and Value. In our example, we also highlighted total income to make it stand out:

To show more details, break your operational costs down in a pie chart by cost center category or analyze them using a bar chart visualization.

If you have many categories you’d like to put on a slide, we advise using a bar chart. Pie charts are effective when you want to show up to 5 elements.

To illustrate your CAPEX investment split by tangible and intangible assets, you can use such a table with comments aside:

Include a marketing budget overview

If you use too many figures on one slide , it will be hard to keep the attention of the audience. Here are the slide examples you can use to communicate the marketing calendar, budget allocation, and planned expenses for promotion.

You can use the marketing mix approach to present marketing budget allocations. Here you can see an example presentation of Marketing Mix 7Ps on one slide Product, Promotion, People, Price, Process, Place, and Physical Environment factors:

When you’ll be talking about planned marketing activities throughout the year, use a calendar table to make it easier for understanding. Also, you will be able to see a clear picture of how many resources you need to allocate each month to a specific activity:

If you want to give more details on planned expenses, you can illustrate ATL, TTL, and BTL as a percentage of the marketing budget, OPEX, and turnover using pie and bar charts:

If you are looking for inspiration on marketing concepts and model illustrations, browse through our marketing presentations category on the blog.

Design tricks to make corporate budget presentation attractive

A budget presentation can look eye-catching if you follow some basic design advice such as:

• consistency of color palette
• using one graphical style – expressed by one major type of shape and icon style
• organizing slide content within certain layouts
• avoid stuffing too much information into one slide
• applying the rule of contrast, I mentioned above, highlighting one key point per slide.

Resource: Annual Budget Proposal Financial Presentation

The graphics in this blog are a part of our budget proposal graphics collection. This deck contains budget presentation examples, 38 data charts, dashboards, and diagrams to present financial summaries and forecasts for a corporate organization. See the whole slide deck here:

Annual Budget Financial PPT Template

Using concise, innovative visuals will make your presentation structured and consistent. To make your presentations even more engaging, consider also using this collection of professionally designed diagram layouts .

Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

Published by

Chief Diagram Designer, infoDiagram co-founder View all posts by Peter Z

Budget Proposal Presentation

It’s not enough to come up with a list of goals or brainstorm a list of ideas for your business. You have to map out how you’ll accomplish those goals or make your ideas come to life… within a reasonable budget. 

When you need to make your case to managers or executives for additional resources, a budget proposal presentation is an essential tool. Your presentation should explain your idea, what obstacles you may come across, and why your desired budget is necessary for your project. 

Use a budget proposal presentation to:

• Gain funding for your department
• Explain the budget for a new project or initiative
• Fund new hires for your team

A Budget Proposal Presentation

Every slide in your budget proposal presentation serves an important function. You might present numerical data in easy to read, memorable graphics like timelines, bar graphs, Gantt charts, Venn diagrams, and sales funnels to drive your point home. Each of these features can be added to your template with one click. Some potential slides to include are:

Pro Tips for Your Budget Proposal Presentation Template

Make the most of your budget proposal presentation with these easy tips.

A budget proposal doesn’t have to be much longer than ten slides. Outline the problem, propose your budget, and explain how the budget will help you achieve your goal.

Remember to include a mission statement in the beginning of your presentation. Use one or two sentences to explain the purpose of your budget proposal.

Budget proposals are number-heavy presentations. Use diagrams and charts where you can to make it more readable.

Before you present your budget proposal, double check all your numbers for accuracy.

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5 Ways to Put Together a Presentation on a Budget

Producing content has never been more accessible as the internet provides a series of free tools and resources you can use. You don’t need any extra resources if you want to create a great presentation!

Free Resources

Not familiar with graphic design or have the programs for it? Use Canva or Freepik, it is free!

Don’t have photos? Use Unsplash, Pexels, and FreePik. Even mobile phones and entry-level cameras are more often coming equipped with state of the art camera technology. Even older phones can record decent video and shoot great photos. You can get thousands of photos for free in seconds!

Don’t want to produce a video? There’s likely a video about your subject matter you can reference on YouTube, Vimeo, Kanopy, or any other hosting site. You can get experts or fully produced films and have them highlight points without extra work!

Do you need more information for your presentation? You can find a lot of free resources at your local library, and did you know you can access a lot of local libraries for free from the comfort of your own home if you have a Kobo device? (We’re not sponsored, we swear!)

Now onto the fun part – how do you create a great presentation on a budget?

How Do You Create a Catchy Presentation?

Overall, less is more! Have you heard of the 10-20-30 rule in PowerPoint? A PowerPoint presentation should have 10 slides, last no more than 20 minutes, and contain no font smaller than 30 points.

Our suggestion is to go through a site like Unsplash and source 10 images. Using those images, you can create bold backgrounds, place a transparent black square atop and put your text ontop. That immediately looks very dynamic. But you don’t want to do that for every slide.

You can vary by having the image cropped or to the side, or some slides without the images. But with a couple key images sprinkled throughout your presentation, it will be eye-catching and bold.

You can create a good presentation and get audience engagement very simply this way. Even if your audience has more questions, it is probably good they’re asking since they’re engaged!

We talk about this in detail below, but the biggest aspect of a great presentation is also you ! If you’re a great public speaker or even just a very concise one, a presentation is just a visual or an accessory to the information you provide.

Also, you should know your audience! Cater to your target audience—and that’s not necessarily every person in the room, though the room dynamic can be a powerful factor in a successful presentation. You should keep in mind their demographic, interests, even sense of humour when putting together your presentation.

You could even talk to members of the crowd before the presentation to help you feel less nervous and get to know those who will be engaging in your work. Do they have any particular needs? You could ask them why they attended or what information they are looking for.

By doing this early, you can slow down at a slide where the question may be addressed. You could even do a shout-out to the person who asked and say it was a good question. This type of encouragement helps the audience trust and engage with you.

What Should Be Included in a Budget Presentation?

Really, the biggest tip of a budget presentation is this: make sure before you start sourcing free resources that you have your presentation scripted out and preplanned. It will help you have a general direction of what resources you exactly need.

A budget presentation shouldn’t also be a lengthy process because it is a budget one. They can be just as efficient and time respective if you plan as much as possible before you take a pen to your slides.

Free photography is helpful for a good presentation. Again, you can get free photos fairly easily on Unsplash, Pexels and Freepik. You do not need a good camera or a hire a photographer! Just type in words relevant to your subject matter and thousands of photos are available to you. You can get many search queries returned to you in seconds, and see other photos that are like the few photos you like and find better photos organically this way.

You may want some motion in your work. This will be easy with Prezi, as you can animate infographics. Did you know that you can create video with PowerPoint? You can animate more complex graphics or charts this way. We have an article that goes in depth here, but here is our general tips to setting up video in PowerPoint.

The first thing you’ll have to do is adjust your slide size to the correct social media format for video. Square or 1:1 video format is usually 1080×1080 and up, and most other video formats are in 16:9. Make sure you know which platform you are exporting to before you start creating slides in your presentation.

The first step is to create a new PowerPoint file. In the file menu, go to Design > Page Setup > Custom. In this dialogue box, make sure the dimensions are the size of your desired video. We recommend 1080×1080 or up because most social platforms do take square format, but you can search online for the current sizes.

Facebook is 16:9 – so 1080×1920 usually works, Twitter is 1200×628 usually and Instagram is 1080×1080, unless it is a story in which case it is 1920×1080. Then, design as you normally would make a presentation and let out your inner design flair to make an engaging, succinct and eye-catching presentation that will turn into dynamic video.

Use your creative mind or you can also use PowerPoint’s Designer tool. You will want to storyboard or draw your information out and see how it may translate into videos before you start.

How to Make a Budget Presentation Interesting

Don’t forget the biggest and most important part of the presentation – you ! Simply reciting dry facts without any passion or humor will make people less likely to pay attention to your presentation. A presentation after all is not just a bunch of slides. It is a mixture of your personality and the energy of the audience as well. If you’re shy, remember to breathe! Replace your ums and ahs with small breaths. Use those moments of pause to help you relax. Give yourself time when you need it.

One of our personal tips is to talk to your audience before your presentation. If you talk to a few people beforehand, even ask some people why they’ve come to attend your presentation, they can let you go off-script and talk to people during your presentation. When writing a speech, see it from the audiences perspective. What might they not understand? What might seem boring? Use WIIFM (What’s In It For Me) to guide you.

Also, if you practice your presentation with others beforehand, you can make sure that you don’t read instead of talk. You can only get better by practicing, so you can knock the ball out of the park infront of your audience. Nervous and inexperienced speakers tend to talk way too fast. Consciously slow your speech down and add pauses for emphasis. 

Would you be able to understand someone if they spoke too fast? Make sure you breathe and try to after an “uhm” or “ah”.  This way, you can give yourself some relaxation and you can use your natural pauses to get to a place of calm. You don’t need to be nervous! Also, nothing is worse than a speaker you can’t hear. 

Even in the high-tech world of microphones and amplifiers, you need to be heard. Projecting your voice doesn’t mean yelling, rather standing up straight and letting your voice resonate on the air in your lungs rather than in the throat to produce a clearer sound.

Have you ever been in a store where you’re trying to get help but no one will glance over at you? The moment someone locks eyes with you, even if they do not ask you if you need help, you can immediately sense that you can trust and talk to that person. It is no different in a presentation

Can you summarize your idea in fifteen words? If not, rewrite it and try again. Speaking is an inefficient medium for communicating information, so know what the important fifteen words are so they can be repeated. Make sure you can tell your idea simply. You can repeat those words throughout the presentation. 

A long winded answer or a short concise summary can make or break a presentation. If you don’t know your speech without cues, that doesn’t just make you more distracting. It shows you don’t really understand your message, a huge blow to any confidence the audience has in you.

If your presentation is going to be a longer one, explain your points through short stories, quips and anecdotes. Great speakers know how to use a story to create an emotional connection between ideas for the audience.

Any gestures you use need to be an extension of your message and any emotions that message conveys. Planned gestures look false because they don’t match your other involuntary body cues. Also, you can use statements like, “that’s a really good question,” or “I’m glad you asked me that,” to buy yourself a few moments to organize your response. It also encourage the audience member to ask more questions.

The biggest tip is: Don’t fumble with your Prezi or hooking up a projector when people are waiting for you to speak. Most likely that will make you not able to troubleshoot the most basic of things while people watch you! Come early, scope out the room, run through your slideshow and make sure there won’t be any glitches.

Also, apologies are only useful if you’ve done something wrong. Don’t use them to excuse incompetence or humble yourself in front of an audience. You should apologize if you are late or shown to be incorrect. You want to seem confident, but don’t be a jerk about it. If someone calls you out during the presentation, listen to them.

Remember that you are always learning and people respond positively to someone who is willing to correct themselves. While some might admire your steadfastness, it is ten times likelier an apology is much more effective, genuine and authentic.

Sounds impossible? With a little practice you can inject your passion for a subject into your presentations. Enthusiasm is contagious. Learn a couple jokes, tell personal stories, ask your audience questions, wear something extravagant. A presentation can be formal but humorous as long as you stay true to your tone!

How Do You Present a 5-Minute Presentation?

The last of our 5 tips is how do you present a short presentation? This requires some work, but all it takes is flexing your editing muscle. Try to make each slide only about 20 seconds each, but take pauses between each slide and remember to engage your audience! Talking to your crowd between these quick-paced slides is always helpful.

Reducing the amount of information on your slides might seem like you may not get your audience to understand, but ask yourself: do you want your audience to read the slides or get the information from you? Neither answer is incorrect, but it is a question you should ask before designing a slide. Considering people’s varying reading times and how much time you have to present your slides. By having bite-sized information and being the prime speaker of your slides, you can actually keep things on track and on time by speaking.

Remember, it is not to be quick or rush, but it is meant to make everything bite-sized and easy to retain as an audience member! If you need inspiration, there are plenty of large topics covered in a short amount of time on Youtube, Facebook, and Instagram. By keeping key information, most people can follow along. And if they can’t, that’s what Q&A is for!

You do not need a whole production team or generate new content in order to create a great presentation. There are plenty of tools and free resources online that can help you. The biggest part you should focus on is your performance and your subject matter. That can make a low-budget presentation better than even highly produced ones!

Keep practicing, and remember that there’s resources out there to help you create the best presentation! With all the information out on the internet, you can start at any point and get to a point where you like your slides after some hard work. It does not require a large budget at all. We hope the 5 tips and information we give in this article helped you on your way and start your project!

Author:  Ryan

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Budget Templates For PowerPoint & Google Slides Presentation

You can easily manage to track the company’s income, spending, and savings with our free budget template collection. These budget template examples can help you prepare presentations on topics like business plan operational strategy, revenue cost, financial plan, capital budgeting, cost and expenses, and many more. Our budget presentation slides are customizable, you can make changes to them as per the presentation needs.

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What are budget powerpoint templates.

A budget template in PowerPoint is a pre-designed layout of slides in a presentation, which you can use to present your budgeting plan effectively. With these PowerPoint budget template collections, you can showcase your business’s complex financial budget and data in a way that is easy to understand. You can use these budget slide templates in your business presentations, finance presentations, strategy presentations and a lot more.

How Do You Present A Budget Presentation?

When presenting a budget presentation, you need to plan and prepare to communicate financial information to your audience effectively. Always start by outlining the presentation’s purpose and scope, then by providing an overview of the budget and highlighting key figures and trends. Within the Budget PowerPoint templates, try using charts and graphs to illustrate data points and effectively showcase complex data. The presenter should also be well prepared to answer any questions the audience would have. Also, highlight information that is most relevant to the audience’s interests and concerns.

How To Choose Budget PowerPoint Templates For Presentations?

When selecting a Budget PowerPoint template for your presentation, it’s important to choose a pre-made template that is relevant to your topic and content, is visually appealing, easily customizable and has a clear and logical flow. By keeping these factors in mind, you can select a template that effectively conveys your message, enhances the visual appeal of your presentation, and meets your specific needs.

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How to Perform Budgeting & Forecasting in PowerPoint

Budgeting and forecasting are two essential business processes that help organizations plan and manage their finances effectively. When done right, budgeting and forecasting can help businesses optimize their financial performance, avoid risks, and achieve their goals. In this article, we will discuss how to perform budgeting and forecasting in PowerPoint, one of the most popular presentation software tools available today. We will cover all the important aspects of budgeting and forecasting in PowerPoint, including the benefits, tools, and best practices you need to know to succeed.

Table of Contents

Why use PowerPoint for Budgeting & Forecasting

PowerPoint is a versatile tool that can be used for more than just presentations. It is an excellent tool for budgeting and forecasting because it allows you to create dynamic and interactive charts and graphical representations of your financial data. You can use PowerPoint to organize and analyze your data, create tables, and create impactful visual aids that make it easier to understand complex financial information.

Another advantage of using PowerPoint for budgeting and forecasting is that it allows you to easily collaborate with others. You can share your PowerPoint presentation with your team or stakeholders, and they can provide feedback or make changes in real-time. This makes it easier to work together and ensure that everyone is on the same page when it comes to financial planning.

Additionally, PowerPoint offers a range of customization options, allowing you to tailor your budgeting and forecasting presentations to your specific needs. You can choose from a variety of templates, themes, and color schemes to create a professional-looking presentation that reflects your brand or organization. You can also add multimedia elements, such as videos or audio, to make your presentation more engaging and interactive.

Understanding the basics of Budgeting & Forecasting

The first step in budgeting and forecasting is to understand what each term means. Budgeting involves creating a document that outlines the expected revenue and expenses for a specific period, such as a year, and then tracking the actual revenue and expenses against the budget. Forecasting, on the other hand, involves using historical data and trends to predict future revenue and costs. By combining these two processes, you can create a comprehensive financial plan that helps you make informed decisions and stay on track.

It is important to note that budgeting and forecasting are not one-time tasks, but rather ongoing processes that require regular review and adjustment. As your business or personal financial situation changes, your budget and forecast should be updated accordingly. This allows you to stay flexible and adapt to unexpected changes, while still working towards your long-term financial goals.

Choosing the right template for Budgeting & Forecasting in PowerPoint

PowerPoint offers a range of templates that you can use for budgeting and forecasting. When choosing a template, you should consider the type of information you want to present and the audience you are targeting. You can use a simple template that includes only the essential financial information or a more detailed template that includes charts and graphs. If you are unsure which template to select, start with a simple one and add components as needed.

It is also important to consider the overall design and layout of the template. A clean and organized layout can make it easier for your audience to understand the information presented. Additionally, you may want to choose a template that matches your company’s branding or color scheme to create a cohesive and professional look. Remember, the template you choose should enhance your presentation and not distract from it.

Creating a budget table in PowerPoint

The first step in creating a budget table in PowerPoint is to collect and organize the data. You can use Microsoft Excel to compile the data and then copy and paste it into PowerPoint. Once you have the data in PowerPoint, you can use the Table feature to create a table. You can customize the table by selecting different colors, fonts, and styles to make it look more professional. It is essential to ensure that all the data entered in the table is accurate and up-to-date.

After creating the budget table, it is important to regularly update it with any changes in the data. This will ensure that the table remains accurate and relevant. You can also add charts and graphs to the table to make it more visually appealing and easier to understand. Additionally, it is a good practice to save the budget table as a template, so that you can easily create new tables in the future without having to start from scratch.

Adding formulas and functions to your budget table

Once you have created a budget table in PowerPoint, you can add formulas and functions to perform calculations automatically. For example, you can add formulas to subtract expenses from revenue and calculate profit or loss. PowerPoint has a range of pre-built formulas and functions that you can use, and if you need more specific calculations, you can use Microsoft Excel and copy and paste the results into PowerPoint.

Another useful function you can add to your budget table is the ability to calculate percentages. This can be helpful when analyzing expenses as a percentage of revenue or when comparing different categories of expenses. PowerPoint has a percentage formula that you can use, or you can create your own custom formula.

It’s important to note that when adding formulas and functions to your budget table, you should double-check your calculations to ensure accuracy. One small mistake in a formula can throw off your entire budget. It’s also a good idea to save a copy of your budget table before making any changes, so you can easily revert back if needed.

Creating charts and graphs to visualize your budget data

Charts and graphs are an essential part of budgeting and forecasting because they make it easier to visualize complex financial data. PowerPoint offers a range of charts and graphs that you can use to display your data effectively. You can use bar graphs, line charts, pie charts, and more. It is essential to choose the right type of chart or graph that best represents the data you want to present.

When creating charts and graphs, it is important to keep in mind the audience you are presenting to. If you are presenting to a group of executives, you may want to use more sophisticated charts and graphs that display a higher level of detail. However, if you are presenting to a general audience, it may be better to use simpler charts and graphs that are easier to understand.

Another important factor to consider when creating charts and graphs is the color scheme. It is important to choose colors that are easy on the eyes and do not distract from the data being presented. Additionally, it is important to use consistent colors throughout the presentation to maintain a cohesive look and feel.

Understanding the difference between forecasting and budgeting

Forecasting and budgeting are two distinct processes, even though they are related. Forecasting involves making predictions about future financial performance based on historical data and trends. Budgeting involves creating a plan for revenue and expenses that you can use to track your progress and make adjustments as needed. Understanding the difference between the two processes is essential to develop a comprehensive financial plan.

Forecasting is typically used to predict future revenue and expenses, while budgeting is used to plan and control those same revenue and expenses. Forecasting is often done on a monthly or quarterly basis, while budgeting is typically done on an annual basis. Both processes are important for businesses to manage their finances effectively and make informed decisions.

It’s important to note that forecasting and budgeting are not set in stone. They are both subject to change based on new information or unexpected events. For example, if a company’s sales are higher than expected, they may need to adjust their budget to account for the additional revenue. Similarly, if a company experiences unexpected expenses, they may need to revise their forecast to reflect the new financial reality.

Using trend analysis to forecast future expenses

Trend analysis is a useful tool in forecasting because it allows you to identify patterns and trends in your data that can help you predict future financial performance. You can use trend analysis to identify areas where you need to cut expenses and areas where you can allocate more resources to achieve your goals. PowerPoint offers a range of tools and features that can help you perform trend analysis, such as charts and regression analysis.

Creating a forecast chart in PowerPoint

To create a forecast chart in PowerPoint, you can use the Chart feature and select the type of chart that best represents your data. You can add trend lines and other features to make the chart more informative. It is essential to ensure that the data is accurate and that you have used valid assumptions in your forecast. You should also include a disclaimer that explains the level of uncertainty in your forecast.

Tips for effective budgeting and forecasting in PowerPoint

To perform effective budgeting and forecasting in PowerPoint, you should follow some best practices, such as using simple templates, keeping the data accurate and up-to-date, using charts and graphs to communicate complex data, and sharing your presentation with key stakeholders to get feedback and support. You should also take the time to learn the features and tools that PowerPoint offers to improve your skills and maximize your results.

Benefits of using PowerPoint for Budgeting & Forecasting

There are several benefits to using PowerPoint for budgeting and forecasting, including its affordability, ease of use, versatility, and ability to present complex data in a visually appealing way. PowerPoint also allows you to collaborate with others on your presentation and share your presentation online or through email.

Common mistakes to avoid in budgeting and forecasting

Some common mistakes to avoid in budgeting and forecasting include using outdated data, not considering all relevant factors, not involving key stakeholders, and failing to monitor and adjust your plan as needed. It is essential to review and revise your financial plan regularly and adjust it as necessary to reflect new information or changes in circumstances.

Best practices for sharing your budget and forecast with others using PowerPoint

When sharing your budget and forecast with others, you should follow some best practices, such as using clear and concise language, including detailed explanations of key assumptions and calculations, using charts and graphs to support your data, and inviting feedback and questions from stakeholders to ensure that everyone understands the plan and its implications.

Tools and resources for improving your budgeting and forecasting skills in PowerPoint

To improve your budgeting and forecasting skills in PowerPoint, you can find a range of resources and tools online, such as tutorials, courses, and forums. You can also use Microsoft Excel and other related tools to enhance your ability to compile and analyze financial data. By investing time and effort in developing your skills, you can become more proficient at budgeting and forecasting and achieve better results.

Overall, budgeting and forecasting are essential components of financial management that help organizations plan, manage, and optimize their finances successfully. By using PowerPoint to create dynamic and interactive presentations, you can present your financial data in a clear, concise, and impactful way that helps you achieve your goals and stay on track.

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Example Budget Presentation Powerpoint Presentation Slides

Worried about creating budget PPT? Need not to stress anymore. We offer you a content-ready example budget presentation PowerPoint presentation slides. Steer your business performance effectively by using our readymade professional quality sample capital PowerPoint templates. These capital forecasting PPT stock photos can also be utilized to give a presentation on varied topics like business plan operational strategy, revenue cost, financial plan, performance budget, cash flow, capital budgeting, cost and expenses, cost accounting finance, income statement, personal finance, sales volume, media finance and many more. Our expenditure capital PowerPoint visuals will help you analyze explicitly where you stand with your finances. Our cash allocation presentation illustration encompasses all the suited templates such as company resources, event cost, budget icon slide, budgeting comparison, product launch capital plan, etc. Download our customizable example budget PPT templates and show finance account with no hassles!. Our Example Budget Presentation Powerpoint Presentation Slides enable you to endure hardship. They come forward to bear the brunt.

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Content of this Powerpoint Presentation

Presenting and discussing the budget before starting a new business period/project is crucial for businesses. A well-crafted budget presentation helps stakeholders understand the organization's financial priorities and strategies, fostering transparency and trust among management. 

An effective budget presentation facilitates informed decision-making. It allows strategic adjustments in response to financial performance or market changes. 

Budget presentations must include key elements such as revenue forecasts, detailed expense breakdowns, funding needs, and financial goals. Clear visuals like charts and graphs and a narrative explaining the numbers help illustrate the organization's financial strategy and priorities. 

It can be difficult to ensure the presentation's clarity and conciseness while including all necessary financial details. It is challenging to balance technical and financial information while making your budget presentation accessible and engaging for stakeholders. That is where our ready-to-use and customizable Budget Presentation Template will save you the day!

Let’s walk you through the best way to present financial information, using clear and professional visuals like colorful charts, graphs, and well-structured tables. 

After that, you can download this expert-designed PPT and tweak it to match your business or budget requirements. The PowerPoint Deck is 100% customizable and easy to edit. 

Let's begin!

Template 1: Budgeting Template (Layout 1)

This budgeting layout helps in detailed financial planning by providing a structured and color-coded layout to itemize costs across multiple categories and timeframes. Each category has space to share a description of at least two items along with financial figures for four months/quarters and the total at the right end. Its clear format allows for easy input, tracking, and comparison of expenditures, supporting detailed budget analysis presentations. This template offers a straightforward way for businesses to maintain fiscal oversight and ensure that financial strategies align with company goals.

Template 2: Budgeting Template (Layout 2)

This Budgeting Template offers a clear and concise layout for financial planning across cost items throughout the year. It allows sharing the cost per year for each item, with an annual overview and percentage breakdown for each category. The design has well-designed spaces for presenting twelve items with their financial figures and percentages. It enables financial analysts to track fiscal health, allocate resources, and identify areas for cost optimization in budget presentations.

Template 3: Channel Marketing Budget 

Financial strategists can use this channel marketing budget slide to showcase a detailed, month-by-month breakdown of marketing expenditures. The slide categorizes the marketing expenses in Customer Acquisition & Retention (CAR) and Other Expenses. CAR includes costs of human resources, communication, and promotional/coupons. Travel, infrastructure, and channel support are included in other expenses. The design records and compares these numbers for three months to assess expense patterns and comprehensive budget planning. Its clear structure and cumulative totals enable quick assessments of marketing spend over time, aligning with anticipated sales figures. This template will help marketers balance budget allocations with campaign goals and share precise, concise financial projections with stakeholders.

Template 4: Budgeting - Planned/Actual Comparison

This budget comparison slide showcases a side-by-side comparison of monthly planned versus actual expenses throughout the year. It features a bar chart for a direct monthly comparison and a deviation chart for tracking over or underspend. A table over these charts presents planned and actual costs in numbers and value differences for easy reading and interpretation. This template will be an invaluable resource for businesses to facilitate financial analysis, budget management, strategic decision-making, and fiscal transparency.

Template 5: Product Launch Budget Plan

Use this budget plan slide to allocate financial resources across different categories in the product launch phase. Each category is visually represented by progress bars, indicating the percentage of the budget allocated, with color-coding for clear differentiation. You can customize the categories in this layout to match your product launch plan needs. This layout allows an immediate understanding of budget distribution and progress in presentations that require concise financial overviews and strategic planning.

Template 6: Company Budget

This company budget slide is a streamlined visual financial tool designed to organize and present a company's income and expenses clearly. With designated sections for various income streams and a detailed breakdown of costs like wages, rent, and utilities, this slide will help in meticulous budget planning. It offers a comparative snapshot of financial data across two different time frames, allowing for easy financial health and planning visualization.

Template 7: Product Launch Marketing Budget

Planning a product launch in your next financial year? This product launch budget template will help you strategize the fiscal aspects of marketing campaigns. It categorizes expenses into public relations, web marketing, advertising, and collateral over quarterly intervals, ensuring comprehensive and balanced financial planning. This slide will allow the financial planning and product launch team to allocate resources efficiently across various marketing channels and track expenditure trends throughout the product launch lifecycle.

Template 8: Social Media Budget

The Social Media Budget slide is designed to streamline financial planning by including social media strategies and budgets. Featuring clearly defined categories like content creation, social advertising, software, promotions, and social engagement, the template allows users to outline in-house and outsourced expenses to ensure a comprehensive view of costs. This template aids budget presentations by providing a snapshot of total expenditures per category and total expenses across categories for in-house and outsourced services. It helps in precise and strategic resource allocation for optimal social media management.

Template 9: Stacked Line with Markers

Use this line graph to present data trends for a product use for various tasks. With data nodes and ample space to write insights for each data point, it presents axis values like customers or products sold in millions on a horizontal axis. On the vertical axis, it showcases the task numbers. The connected line between two points highlights fluctuations over time and facilitates quick analysis of performance metrics. It will help you gather insights like how many customers use the product for which task or for which task most customers use the product. It is a must-have slide for easy data representation.

Template 10: Volume Open High Low Close Chart

With this volume chart slide, budget presenters can compare and highlight the open, high, low, and close values of two products over a series of dates. It's useful for budget and financial presentations, providing a clear and concise overview of market trends or sales performance with a color-coded volume bar and line graph interface. The design is interactive and easy to edit to create comparison slides in budget presentations.

Tallying the Final Ledger!

A budget presentation is a strategic tool that guides an organization's financial planning and management, ensuring fiscal discipline and long-term sustainability. Use this budget presentation with the required neat and professional visuals, like charts and graphs, to make the most of your budget discussions. Strategize and sort your business finances, marketing campaign budgets, and product launch expenses, all while keeping things transparent and digestible. Break the stereotype of boring finance meetings with this engaging budget presentation!

Example Budget Presentation Powerpoint Presentation Slides with all 40 slides:

Block your distractions with our Example Budget Presentation Powerpoint Presentation Slides. Acquire the ability to achieve fine focus.

The purpose of this presentation is to provide a budgeting template, charts, graphs, and various slides for businesses to create their own budget presentations, as well as showcase their mission, vision, team, financial scores, and goals.

The presentation includes Budgeting Template (Layout-1) and Budgeting Template (Layout-2) in percentage, Channel Marketing Budget, Event Budget, Product Launch Marketing Budget Template, and Social Media Budget Template.

The presentation includes Stacked Line With Markers, Clustered Bar, Volume-Open-High-Low-Close, Stacked Area-Clustered Column, and Open-High-Low-Close-Chart charts and graphs.

The presentation includes slides for mission and vision, about us, our team, our goals, dashboard, financial scores, quotes, comparison, location, our targets, puzzles, circular image, lego blocks, silhouettes, hierarchy, Venn diagram, mind map, magnifying glass, and bulb or idea.

Yes, the content in the presentation can be customized as per the business requirement.

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How to create a budget for your business

January 16, 2024 | 7 minute read

If you want to increase the odds of having a successful small business, start by creating a budget. A budget is a powerful tool. It helps you understand how much money you have and what you’ve spent where — and provides clues about how much money you’ll need in the short and long term. It can also help shape key business decisions like whether to add staff and equipment or where to cut expenses to avoid cash flow issues .

A budget is critical, particularly at a time when companies are coping with rising costs. Seventy-nine percent of small business owners polled in Bank of America’s 2023 Small Business Owner Report said they are concerned about inflation and 68% said they are worried about commodity prices. Here’s how to create a budget and use it to make the best decisions today, tomorrow and in the future.

What is a business budget?

Simply put, a budget is a spending plan based on your business’ income and expenses. It shows your available capital, estimates spending and assists in predicting revenue. The information in your budget can help you plan your company’s next moves. A budget looks at activities for a specified time. Think of it as a tool to help you allocate resources toward the strategic priorities in your business plan.

What are the benefits of creating a business budget?

Budgeting enables you to allocate financial resources more effectively, track variances and make changes to your spending plan as needed. A budget provides a much-needed assist in maintaining daily operations, giving you the intel to deploy your cash more strategically so you don’t face a cash flow crunch. It can identify when you need to raise financing. Debt is a fact of life in many businesses. A budget can help you manage debts with controlled and planned financial activities.

A budget can also help you stay ready for the unexpected. Staying within your budget and creating a safety net for emergencies will give you a firmer financial foundation.

Types of business budgets

When it comes to business budgets, it’s not one and done. There are several types that may be helpful in your business.

Master budget

This type of budget uses inputs from financial statements, your cash forecast and your financial plan to create a single document you can use to keep your finger on the pulse of your business. Your management team can use it to plan the activities needed to reach business goals. Typically, small businesses use spreadsheets to create their master budgets or consider using budgeting software too, as it may help minimize mistakes.

Operating budget

This budget shows your projected revenue and expenses for a given period. Think of it as a profit and loss report , but for the future. The operating budget includes fixed and variable costs, as well as non-operating expenses. Capital expenditures are usually excluded from an operating budget. Each line item should be backed up with key details.

Fixed costs occur monthly.

Variable costs, like utilities , change depending on factors like usage.

Capital costs are one-time expenses, such as the purchase of a building.

The operating budget gives you a reality check on whether you’re spending according to plan. While this budget is often prepared at the start of each year, don’t set it and forget it. Update it throughout the year, be it monthly or quarterly, so you always know where your business stands.

Capital budget

Companies sometimes create a capital budget when they are looking to make a large purchase, such as a large piece of factory equipment or a new technology system that will require a substantial investment. This allows the finance team to determine the impact on cash flow and plan accordingly.

Cash budget or cash flow budget

This document will give you an estimate of how money comes in and goes out during a certain time horizon. You create a cash budget using the conclusions you draw from sales forecasts and production, and by estimating payables and receivables.

Labor budget

If you will hire employees , this type of budget is helpful in planning for the money you’ll need to meet payroll, not only for regular employees, but also for any temporary and seasonal staff.

Budgeting methods you can use

There’s more than one way to budget. Here are some common methods:

An incremental budget

This takes the current period’s budget or actual performance, uses it as a base and then adjusts it in incremental amounts to account for any increases in costs. Typically, when you put together an incremental budget, you use the rate of inflation as a guide for fine-tuning the amounts. One plus of budgeting this way is that it is relatively easy to do.

Zero-based budgeting

Here, you’re budgeting from scratch. You must scrutinize every expense or potential expense before deciding to add it to your budget. This helps you align your business goals with your expenses. Unlike other types of budgeting, it doesn’t focus on historical results. A zero-based budget is ideal when you’re looking to reduce expenses.

Activity-based budgeting

Actions speak louder than words. This type of budgeting looks at the inputs required to reach the targets or outputs set by the company. Say your business wants to achieve $5 million in revenue. First, you need to figure out the activities that need to happen to make that revenue a reality and then determine the costs of carrying out those activities.

Participative budgeting

There are more cooks in the kitchen with participative budgeting, which is often used by larger small businesses. Both middle management and lower levels of management share in the responsibility of putting together the budget. The budget begins with lower management then moves to middle managers before top management weighs in and signs off. An upside of this type of budgeting is that information is shared, and when management and staff are on the same page in terms of goals, they’re more likely to achieve those goals.

How to create a business budget

Creating a business budget takes several steps:

• Calculate your revenue . Include all your revenue streams, preferably over at least the last 12 months, to determine your monthly income. If your business is new, you can research what’s typical in your industry and use that as a guide to come up with estimates.
• Add up your fixed costs . Fixed costs are things like rent, payroll and debt repayment.
• Determine variable costs . In addition to utilities, these may include billable labor, materials, transaction fees and commissions.

Using a budget to make better decisions

If you make your budget a regular resource, you’ll be rewarded for your budgeting efforts. As you make spending decisions, consult your budget frequently and use it as a reality check. If you have budgeted for X amount and go beyond it, you’ll have some explaining to do, even if you’re only answering to yourself. Being disciplined can be challenging, but ultimately it will position your business for growth , both today and in the future.

Explore more

How to create a sales forecast

Understanding free cash flow

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