📊 Trackers & Calculators

Ops & GTM Budget Tracker

Know exactly where your budget stands — before your CFO asks

Format

Google Sheets + Excel

Size

9 tabs

Time to Value

< 1 hour to set up; live budget tracking from day one

One-time purchase

$49

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What's included:

  • Annual budget plan vs. actuals tracker (by department and category)
  • Monthly spend dashboard with variance analysis
  • Software and SaaS subscription tracker
  • Vendor spend summary by category
  • Headcount and contractor spend tracker
  • Budget request and approval log
  • Quarterly reforecast tab
  • Board-ready budget summary output

About this template

Most budget tracking happens too late — in a spreadsheet pulled together the week before a board meeting. This tracker gives you a live system that captures every spend category, tracks actuals against budget, and flags variances before they become problems.

Built for ops and GTM leaders who own budget but don’t have a dedicated finance analyst. Nine tabs take you from detailed line-item tracking through a board-ready summary that shows exactly where the business stands against plan — without any manual reformatting.

Who this is for

Operations managers, finance leads, and department heads at growth-stage companies who manage $500K–$10M in annual operating budget and need real-time visibility without a full FP&A team.

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