Here's an example: Bar Chart that displays Actual versus Budget and Forecast In this tutorial, I'll explain how to format a column or bar chart to achieve a cleaner look (and impress the boss). While you can compare these numbers side by side, it looks a whole lot cleaner to overlay these numbers, especially when there are lots of target goals to fit onto the chart. Column Chart that displays Actual versus Budget and Forecast When the boss wants to know if we've hit our goals for the month (or quarter, or year, etc.) it's always a good idea to give him or her a visual report in the form of a chart that shows each goal in relation to the actual numbers achieved. Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.Actual vs Targets Chart.xlsx Download Charting Actuals vs.Total: View total expenditures by month, week, or year.Authorized By: Enter the name of the authorizing employee for any expenses incurred.Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure.Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory.Description: Add descriptions of costs and expenses for more detailed accounting.Date: Enter the date of the expenditure.Manager: Enter the name of the manager responsible for the employee incurring expenses.Enter department details to assign expenses correctly. Department: Many businesses have separate budgets for each department.Statement: Organize expense reports with a statement number to allow for easy cross-referencing and document retrieval.Employee ID: Use employee identification numbers as an alternate way to track expenses.Name: Track expenses by employee or group name.Track costs and expenses on a weekly, monthly, or yearly basis, in as much detail as is required for your business.Ī small business expense tracking template typically includes the following features, many of which you can customize: Customize the categories in the templates on this page to fine-tune your tracking to meet your exact financial needs. It’s critical for small business owners to accurately track expenses, and using a template can simplify the process. A template can help you track all expenses for clear, organized accounting. Report: Empowering Employees to Drive InnovationĪ small business expense report template is a tool to track daily or weekly expenses, start-up costs, administrative expenditures, vendor payments, and reimbursable employee costs.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.Community Find answers, learn best practices, or ask a question.Learning Center Find tutorials, help articles & webinars.What’s up next New data insights and faster, easier ways to find and organize your work.WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.
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