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Budgeting Tools & Technologies Course

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

What our students say

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

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