Une gestion de budget optimale avec ce modèle de tableau

Catégorie :  Finance

Un outil à disposition des entreprises et manager pour gérer ses budgets efficacement.

Utiliser ce template

Collectez les informations simplement

Et consolidez le tout au sein de votre tableau de gestion de budget

This table will allow you to consolidate and synthesize your Budget whether it concerns your department or your whole company. All you need to do is share the table and assign budget lines : persons in charge can then fill out the information simultaneously.

Partagez les données en toute sécurité

Grâce à notre outil de gestion des droits

Keep a global view of all budget lines while you give access to specific lines to the person in charge or managers. At a glance, the owner of the table or the manager get an overview of their budget.

Contrôler vos budgets d'un coup d'oeil

Faites évoluer votre budget tout au long de l'année.

Within the same table, manage and follow the progress of each budget line and decide to adjust if needed. Performances, external factors, opportunities : several reason can lead to budget reallocation. Make sure you keep track and have an accurate view with this template.

Gérer les budget de son entreprise, c'est important ?

Monitoring and manage the overall budget of a company is a fundamental and necessary task reserved for managers. Therefore, steering your business requires great accuracy. Effort spent on this job is certainly not a waste of time, but instead, its impact will immediately benefit your company. You will avoid not only unnecessary expenses but above all, you will have all the tools within reach to make the best budget decisions. How can you ensure simple yet optimal budget management?

Visualiez les dépenses prévues par service

A company’s expenses involve all departments, without exception. Every department needs a budget specific to it, which for example, may include: purchasing software tools specific to the job, hiring external service providers to boost the team’s work or to make use of an occasional expert.

The departments of finance, communication, IT, logistics, purchasing, legal, sales, and even human resources are all concerned.

In order to facilitate data transparency and management, managers may provide a collaborative tool that is shared between each department head. That way, they’ll be able to indicate expenses planned and incurred in real time within their scope. They will become responsible for the budges of planned expenses, and at a glance, every department head and manager can get an accurate overview of the budget consumed per entity.

For example, the table can list the following elements:

  • Name of the person responsible for the expense
  • Relevant department
  • Expense description
  • Expense date
  • Relevant amount
  • Relevant documents to be attached, etc.

Les avantages de gérer un budget avec rigueur

Your overall budget planning will mostly depend on knowing your past expenses. In order to develop relevant analyses, it is important to have certain significant data available. As a result, creating a report of expenses incurred over a year (equivalent to a business year) is recommended that is at least updated every month.

These easy-to-use tables have several functions: centralizing elements and receipt files, coordinating actions between several employees, effectively and simultaneously sharing information, simplifying budget monitoring, and updating data. Once this budget management system is put into place, company managers can easily control the activity, anticipate certain errors in allocating budgets, and then readjust them. That way, the management committee can adopt strategic orientation with full knowledge of the cause and in order to increase the performance of your company year after year.

Managing a budget in a company is, therefore, a decisive step to ensure your business’s financial help, ensuring ongoing growth. For this reason, it would be wise to use efficient, collaborative, and easy-to-use tools the enable this kind of budget monitoring. RowShare can help you in managing your budget. Find out more today!

Soyez  organisé  et travaillez plus intelligemment avec RowShare

Aidez votre équipe à s’organiser, déléguez des tâches et automatisez les processus de données sans perdre de vue la vue d’ensemble.

Que pensent nos utilisateurs ?

Rowshare facilite la collaboration entre les équipes pour obtenir les mêmes informations de manière simple et transparente. Il permet également d’accéder facilement aux données stockées ! Chez Rowshare, le service client est également rapide et réactif, bien que je sois à New York et Rowshare en France. Lire l'avis
Carter Dwight, RTR
Dans l’ensemble, c’est le meilleur logiciel de tableur collaboratif en ligne à ce jour. Il est simple d’utilisation et doté de toutes les fonctionnalités importantes. Lire l'avis
Muhammed Anshad K., MIA Arabia
L’outil est très convivial et peut être personnalisé en fonction des besoins qui sont les caractéristiques les plus souhaitables. Ainsi, nous pouvons effectuer nos tâches quotidiennes plus facilement et plus efficacement et gagner un temps précieux. J’ai également apprécié le support client qu’ils offrent. Lire l'avis
Sabin Ghatani, Arts and Crafts
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