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Budgeting Tools & Technologies Course

Budgeting Tools & Technologies Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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