Budget Presentation

Prepared by:

[Sender.FirstName][Sender.LastName][Sender.Company]

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Current State

Table of Contents

Business Challenges

Initiatives

Budget Allocation

Budget Timeline

Expenses

Expected ROI

Deliverables

Milestones

Thank You

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Current State

Existing budget:

~$500,000

~700,000

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Yearly revenue:

Compared to last year’s budget:

+25% / -25%

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Business Challenges

The main factors and tendencies influencing and hindering the budget:

Declining demand

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Growing niche competition

Constant TA stimulation

Local economy fluctuations

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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:

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General budget

Technology and tools

Marketing and promotion

Maintenance and administration

20%

10%

30%

10%

Workflow management

Personnel

Backup budget

10%

10%

10%

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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:

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Q 1 – $0.00

Q 2 – $0.00

Q 3 – $0.00

Deliverables

What budget initiatives are expected to bring to the table:

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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

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Specialists to wield new tools

25%

Acquisition of new tech licenses

25%

Financial research and planning

25%

Maintenance of new tech solutions

25%

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Thank You

Thank you for your attention, and have a rich fiscal period.

Budget Presentation

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