Annual Budget Report Template
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The Annual Budget Report makes it easy to detail your company’s finances for investors, donors, boards and other important stakeholders. Loop in your finance team and managers to create an effective, ongoing budgeting strategy. Use the live link to keep stakeholders instantly up-to-date.
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What would I use the budget report for?
The Annual Budget Report makes it easy to keep detail your company’s finances for investors, donors, boards and other important stakeholders. Loop in your finance team and managers to create an effective, ongoing budgeting strategy.
What info should I include in the report?
You should include your company’s annual revenue, expenses and net profit. Use charts and graphs to visualize the data and include a table to detail the quarterly numbers.
What is a living document?
The living Annual Budget Report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.
Can I add colleagues to edit my annual budget report?
How do I share my budget report?
When you’re ready to share your report with investors, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PNG or PDF (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
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