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Budget Vs Actual spreadsheet with flags/triggers

Creating an excel file to track budget Vs actual for next financial year on an excel file.

Have split it into 3 columns per month (budget, actual, difference %).

Want to add flags / triggers to this excel file (macros / conditional formatting / formulas) so that when actuals are updated, if any condition is met and a trigger activated, this prompts an action to be taken either by user or automatically done by macro. (i.e. conditional formatting, pop-up window, or other means to highlight to user to take appropriate action.

Conditions:

1) Need to set clear (revenue, cost, profit) targets on a rolling 1m, 3m, 6m basis with triggers for cost reductions if these targets are missed by x amount.

For example - need a positive cash balance 3 or 6 months out else we need to cut cost by x% with the % defined by the shortfall.

In the event we miss our targets and a trigger is hit, this is where management will then make decisions on where to cut costs.

2) want to do the same for loans, ie forward projections should have a minimum buffer and we scale the loan repayments according to the size of the buffer

3) The bonus plan should also follow the same logic as well as any investments or cost increases.

Can you see if you are able to put something together that achieves the above?

Skills: Excel, Accounting, Finance, Financial Modeling, Excel VBA

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( 0 reviews ) Central, Hong Kong

Project ID: #29050885

37 freelancers are bidding on average $1356 for this job

schoudhary1553

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SShtv

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zu02

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nemanjadj20

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mowachira77

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Pardeepbest2110

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Techbhakti

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nanoram2021

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hussainmuzammal4

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umerrazayounas

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aakritisingla43

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ankit2005

I will be able to help you implement a robust system of budgetary controls whereby your budget vs. actual monthly comparison will provide a realtime recommendation of appropriate action of any adverse variance. I am a More

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BSNLJAO

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hiewshenchuen

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GyanaP

Hello, I have done your project in an excel sheet. As per your description. 1. Added a spinner for revenue growth in month basis in the budget. 2. Added formula if the revenue of your budget<Actual revenue, then the More

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