Budgeting Tools & Technologies Course
This course equips learners with essential skills in budgeting tools and technologies, focusing on Excel modeling, SaaS metrics, dashboard creation, scenario planning, and monthly financial processes for accurate reporting and decision-making.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Budgeting Tools and Technologies Course teaches you to create strong Excel budget models, organise assumptions and monthly factors, and compute important SaaS measures confidently. You will learn to make clear dashboards, prepare neat exports for business intelligence tools, apply interactive visuals in Power BI and Tableau, and establish dependable teamwork, version management, and monthly closing processes for precise and repeatable reports.
Elevify advantages
Develop skills
- Mastery of SaaS metrics: Rapidly examine MRR, churn, LTV, CAC, and payback.
- Excel modelling for finance: Construct clean, verifiable monthly budget models swiftly.
- Dashboard building in Excel and BI: Convert raw data into clear executive KPIs.
- Scenario and driver planning: Develop base, optimistic, and pessimistic cases with monthly specifics.
- Monthly close process: Revise actual figures, match variances, and update forecasts.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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