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Operation
Budget Analysis
Excel Template

With our Operation Budget Analysis Excel Template, you can input your raw data and our pre-built template will spit out crucial information related to projected revenues, expenses and efficiencies.
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What's Inside the Operation Budget Analysis Template?

Details | 3 Sheets 

Supported Versions | Excel 2007, 2010, 2013, 2016, 2019, Office 365 (Mac)

Category | Operations, Management

Tags | Budgets, Annual, Capital

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Inside Our Operation Budget Analysis

Excel Template

Insert overhead and product costs for up to 5 products in our Operating Budget Analysis Excel Template.

It’s impossible to make good strategic and investment decisions without good data. 

With our Operating Budget Analysis Excel Template, you can input your raw data and our pre-built template will spit out crucial information related to projected revenues, expenses and efficiencies. 

Before we dive into how to use this spreadsheet, you’ll also want to check out our Sales Forecasting and Make or Buy Analysis templates if you find this one useful. 

Start by entering the name of your Products starting in cell B5 of the Budget Data sheet. After that, input data for the Operation Cycle Time for 1 Item, Operation Efficiency (OEE), Annual Equipment Depreciation, Direct Material Cost, Direct Manpower Required, Manpower Salary Per Month, Overtime Cost Rate, Monthly Overhead Cost and Item Price. 

Make sure to also write in how many working days there are in the Shop Calendar field. 

Before your data turns in actionable insights, fill out the Target ROI and Safe Operation rate in Row 1 and  Minimum ROI and Risk Operation in Row 2. 

Add the Demand (Sales Quantity) and Working Hours/Day for each product section. 

All grey cells will auto calculate. Operation Rate % and ROI are both designed with conditional formatting to change color to demonstrate whether an individual product meets your desired ROI and Operation Rate %. 

All visuals in the sheet will automatically calculate and chart Annual ROI per product, Annual Cost Analysis, Revenue vs. Cost, Monthly ROI and the overall Operation Rate %. 

Move to Budget Review to see your Operating Budget Analysis Dashboard. Your Operation Analysis, Cost Analysis and Profit Analysis will calculate automatically and give you a clear idea of key performance metrics. 

We don’t believe numbers are enough. That’s why a template like this is equipped with visuals like charts and graphs, as they convey the most important details in a manner that any business professional can grasp. 

The Budget Review sheet displays graphs, visuals and charts according to your ROI, costs and operating efficiency

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