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

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Budgeting Tools & Technologies Course teaches you how to create strong Excel budget models, organize assumptions and monthly drivers, and figure out key SaaS metrics with assurance. You will learn to make clear dashboards, prepare neat exports for BI tools, set up interactive Power BI/Tableau visuals, and establish dependable collaboration, version control, and monthly close processes for precise, repeatable reporting.
Elevify advantages
Develop skills
- SaaS metrics mastery: Quickly analyze MRR, churn, LTV, CAC, and payback.
- Excel modeling for finance: Build clean, auditable monthly budget models fast.
- Dashboard creation in Excel & BI: Turn raw data into clear, executive KPIs.
- Scenario and driver design: Build base, upside, downside cases with monthly detail.
- Monthly close workflow: 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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