Budgeting

Zero-based · Department budgets · Rolling forecast · Variance analysis · Scenario comparison · Board pack

Budget vs Actual — Revenue

Department Spend — YTD %

Budget Grid — FY 2027

Editable monthly budget · Auto-totals · Highlight today's month

Variance Analysis — YTD Q1 2026

Budget vs Actual · Favourable (F) and Adverse (A) · Click any line to drill to GL transactions

Department Budgets

Budget ownership per department · Spend % · Over-budget alerts

Department vs Budget Chart

Rolling 12-Month Forecast

Actuals lock on month close · Forecast updates forward · Always 12 months ahead

Revenue — Actuals + Rolling Forecast

Actual

Forecast

Zero-Based Budgeting (ZBB)

Justify every cost from zero · Rank by priority (Must / Should / Nice-to-Have) · Cut low-value spend

ZBB Philosophy: Unlike incremental budgeting (last year +%), ZBB requires every expense to be justified from scratch each period. This eliminates "budget creep" and forces deliberate prioritisation of spend.

FY 2027 ZBB Priority Ranking

Potential savings: $84,000

ZBB Cut Candidates

Scenario Comparison

Model multiple outcomes · Compare P&L impact · Board-ready scenario pack

Scenario P&L Comparison

Key Assumptions by Scenario

Board Pack Export

One-click board-ready pack · PDF + XLSX · Multi-language · XBRL ready

Board Pack Components

Delivery Options

${['📧 Email to Board (6 members) — PDF + XLSX','📱 WhatsApp to CEO/CFO — Summary slide only','🔗 Shared link (24h expiry, password protected)','📊 Publish to Reporting Studio'].map(opt=>`

${opt}

`).join('')}