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 solid, data-backed choices. This course equips you to handle budgeting confidently and efficiently in dynamic business settings.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course teaches you to create strong Excel budget models, organise assumptions and monthly drivers, and compute key SaaS metrics reliably. You will learn to develop clear dashboards, export clean data for BI tools, use interactive visuals in Power BI and Tableau, and establish solid 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 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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