Budgeting Tools & Technologies Course
Gain expertise in SaaS budgeting using Excel and BI tools. Master essential metrics, develop strong financial models, create effective dashboards, and manage monthly forecasts to unite Finance, Sales, and Product teams with data-backed decisions for better outcomes.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course teaches designing strong Excel budget models, setting up assumptions and monthly drivers, and computing key SaaS metrics confidently. You will learn to make clear dashboards, prepare neat exports for BI tools, use interactive visuals in Power BI and Tableau, and establish reliable workflows for collaboration, version control, and monthly closes to ensure accurate and repeatable reports.
Elevify advantages
Develop skills
- Master SaaS metrics like MRR, churn, LTV, CAC, and payback quickly.
- Build clean, auditable monthly budget models in Excel for finance.
- Create dashboards in Excel and BI tools to show executive KPIs clearly.
- Design scenarios and drivers for base, upside, and downside cases monthly.
- Set up monthly close workflows to update actuals, reconcile variances, and refresh 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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course