Budget Planning Process Improvement Estimator

XLerant's estimator is intended to provide a quick "back of the envelope" estimate of improving your planning and budgeting process. A comprehensive ROI analysis would go into more detail for each of the area covered here. But this will get you started.

Below are the results of XLerant's Budget Planning Process Improvement Estimator for  , based on the information entered. These results should assist you in quantifying your current budget planning process costs and demonstrate the potential savings that can be acheived using XLerant's BudgetPak budget software.

For your convenience, a copy of these results have been sent to the e-mail address you provided,  . Additionally, you can print these results by clicking, print page.

Company/Organization Name:
Your Name:

How many employees work for your company/organization?

Number of individuals, average number of days spent on annual planning process and average total compensation for the following:

Finance & Accounting Professionals

Individuals:
Days:
Salary:

Budget Holders

Individuals:
Days:
Salary:

Budget Reviewers & Approvers

Individuals:
Days:
Salary:

Current number of person-days spent in the process: (calculated)

Estimated annual cost of your current annual planning process: (calculated)

How often do you re-forecast the budget during the year?

Compared to doing the annual plan, a forecast takes only X% of the effort. What's X%?

Estimated cost of forecasting: (calculated)

Estimated annual cost of planning and forecasting: (calculated)

Estimated long term (5 year) cost: (calculated)

What % improvement are you targeting?

Annual cost improvement targeted: (calculated)

Long term (5 year) cost improvement targeted: (calculated)

What's your company/organization's annual revenue?

If your company/organization had a better operational review and approval process, what % increase in revenue could be made?

Annual revenue enhancement targeted: (calculated)

Long term (5 year) revenue enhancement targeted: (calculated)

Annual improvement (expense reduction & revenue enhancement): (calculated)

Long term improvement (expense reduction and revenue enhancement): (calculated)

Additional resources from XLerant:

Want to learn more about how much XLerant's BudgetPak can save you on budgeting?

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Start New Estimate

Step 1

XLerant is committed to the safety and privacy of your information. We will never reveal your information to ANY third parties without your explicit permission. All personally identifiable information is securely stored.

Estimator Information

Enter whole numbers only excluding commas, e.g., 750.

Please indicate the total number of individuals, each individuals average number of days spent in the annual planning process and the average annual total compensation (salary and benefits) for each class below.

Individuals: Days: Avg Comp:

Individuals: Days: Avg Comp:

Individuals: Days: Avg Comp:

Step 2

A lot of organizations do a forecast every quarter, some every month, and some just once a year. Enter whole numbers only, e.g., 4.

%A forecast typically takes less effort. Enter a whole number between 1-100 excluding the percent symbol, e.g., 50.

Did you know?

Here is a sneak preview of some of the information that will be included in your results.

Total number of person-days you currently spend in the annual planning process:

Estimated annual cost of your current annual planning process:

Step 3

%If you're looking to improve the cycle time, by how much? Enter a whole number between 1-100 excluding the percent symbol, e.g., 50.

Did you know?

Here is a preview of the information that will be included in your results.

Your estimated cost of forecasting:

Your estimated annual cost of planning and forecasting:

Your estimated long term (5 year) cost of planning and forecasting:

Step 4

If you are unsure, estimate your company's/organization's approximate annual revenue. Enter whole numbers only (excluding commas, decimals, and currency symbol), e.g., 10000000.

%It's a hard question to answer, but an improvement to the review and approval process can lead to better business decisions, some of which can impact revenue. Enter a whole number between 1-100 excluding the percent symbol, e.g., 4.