Budget Presentation
Prepared by:
[Sender.FirstName][Sender.LastName][Sender.Company]
Current State
Table of Contents
Business Challenges
Initiatives
Budget Allocation
Budget Timeline
Expenses
Expected ROI
Deliverables
Milestones
Thank You
Current State
Existing budget:
~$500,000
~700,000
Yearly revenue:
Compared to last year’s budget:
+25% / -25%
Business Challenges
The main factors and tendencies influencing and hindering the budget:
Declining demand
Growing niche competition
Constant TA stimulation
Local economy fluctuations
Initiatives
Ideas and actions to streamline and boost budgeting:
Implement smart tech for improved revenue and budget analysis and forecasting
Streamline budget tracking tools to get more control over budgeting
Add new budget planning scenarios
Rethink cash flow and profit goals
Budget Allocation
How the budget is distributed at the moment:
General budget
Technology and tools
Marketing and promotion
Maintenance and administration
20%
10%
30%
10%
Workflow management
Personnel
Backup budget
10%
10%
10%
Budget Timeline
The timeline of budgeting highlights and events January-April 2022:
Jan 2022:
Major budget reallocation
Funds raised during the [event.name]
Investment secured from (investor.name)
Feb 2022:
Major project expense
Investment opportunity gained from (investor.name)
(Highlight)
March 2022:
(Highlight)
(Highlight)
April 2022:
(Highlight)
(Highlight)
Expenses
Specify budget consumption percentages by specific aspects:
Social media advertising | 20% | $0.00 |
|---|---|---|
Influencer marketing | 30% | $0.00 |
SEO management | 20% | $0.00 |
Hardware and software licenses | 20% | $0.00 |
Hardware and software maintenance | 10% | $0.00 |
Expected ROI
Return on Investment rates you expect to see in future fiscal periods:
Q 1 – $0.00
Q 2 – $0.00
Q 3 – $0.00
Deliverables
What budget initiatives are expected to bring to the table:
Budgeting predictions, revenue forecasts, and more profit opportunities.
Integration of AI, Big Data, and Machine Learning tools (PM and Software Team):
Acquisition of new data tracking solutions (PM and Software Team):
Better control over budgeting and optimized budget allocation.
Creation of new budget planning scenarios (Top Manager, Budget Specialist, Finance Department):
Financial resilience and competitive edge in the market.
Setting of new cash flow and budgeting goals (Top Manager, Budget Specialist, Finance Department):
Optimized budgeting and new market outreach opportunities.
Milestones
Specify parts of the budget that should cover summarized budgeting milestones
Specialists to wield new tools
25%
Acquisition of new tech licenses
25%
Financial research and planning
25%
Maintenance of new tech solutions
25%
Thank You
Thank you for your attention, and have a rich fiscal period.
