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

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Budgeting Tools and Technologies Course teaches you how to create strong Excel budget models, organise assumptions and monthly factors, and work out important SaaS measures with assurance. You will learn to make straightforward dashboards, ready neat exports for BI tools, put in place interactive Power BI/Tableau displays, and establish dependable teamwork, version management, and monthly closing processes for precise, repeatable reports.
Elevify advantages
Develop skills
- SaaS metrics expertise: Swiftly examine MRR, churn, LTV, CAC, and payback.
- Excel financial modelling: Construct neat, checkable monthly budget models quickly.
- Dashboard building in Excel and BI: Convert raw data into clear executive KPIs.
- Scenario and driver planning: Develop base, best-case, worst-case scenarios with monthly details.
- Monthly closing process: Update actual figures, match variances, and update 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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