Financial Planning & Analysis Framework
Plan, budget, forecast and analyse financial performance.
- Drive decisions, not decks
- Forecast continuously, not annually
- Variance explains, not blames
- Budgeting & forecasting
- Driver-based planning
- Performance reporting
- Annual budget, quarterly reforecast
- Monthly close + business review
- Budget approvals
- Variance escalation thresholds
How this framework is measured
Budget Variance
Formula · (Actual − Budget) / Budget
Threshold · Within ±5%
Cash Forecast Accuracy
Formula · 1 − |Actual − Forecast| / Actual
Threshold · ≥ 90% on 4-wk horizon
EBITDA Margin
Formula · EBITDA / Revenue
Threshold · ≥ board target
Cost-to-Income Ratio
Formula · Operating Costs / Operating Income
Threshold · ≤ industry median
Linked assessments
Related dashboards
Related resources
Annual Budget Template
Driver-based annual budget template by business unit.
Template · ProfessionalRolling Forecast Template
Continuous 18-month rolling forecast with quarterly reforecast.
Template · EnterpriseDriver-Based Planning Model
Map P&L lines to commercial drivers for sharper forecasting.
Template · ProfessionalBudget Variance Analysis Template
Standardised variance analysis pack for monthly business review.
Toolkit · EnterpriseZero-Based Budgeting Toolkit
Reset costs from a zero base using activity-driven analysis.
Board Pack · ProfessionalMonthly Management Reporting Pack
Board-grade monthly reporting pack template.