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Revenue vs Budget and Forecast Template

Compare Actuals and Forecasts against daily, weekly, monthly Xero Budgets

Laszlo Molnar avatar
Written by Laszlo Molnar
Updated yesterday

This template brings Xero Budgets to life. Revenue vs Budget and Forecast provides a visual comparison of actuals vs the budget and along with your forecast. Switch between different budgets with just a simple click.

Test drive this template

Click on the screenshots below to test drive the template with Demo Company data in Microsoft Power BI online.

Download the template

You can download this template in different currency formats: $, £ and €.

Once downloaded, double-click on the PBIT file to open it in Microsoft Power BI Desktop and connect to your Connectorly database.

Key Tables

This template makes use of Budgets, Invoices, Journals and Account Views.

Description

The Connectorly Revenue vs Budget and Forecast provides a visual comparison of actuals vs the budget and along with your forecast. Switch between different budgets with just a simple click.

Learn how to bring your Xero data to Power BI Desktop

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