Top-down budget
The committee sets sales, margin and EBITDA targets. Each area disaggregates them at its level and the sum reconciles automatically.
Solution · Budgets
Budget, compare and act
Work with versions, scenarios and rolling forecast. Compare Actual vs Budget across any dimension and react with data, not intuition.
🔒app.quickbidata.com / p&l
2026Real vs BudgetTodas las sociedadesTodos los CECO
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Ingresos
7,21 M€
+12,4%
EBITDA
1,84 M€
+18,1%
Margen %
25,5%
+1,8 pp
DSO
47 d
−6 d
Ingresos Real vs Budget (k€)
YTD · mensualP&L por línea
jun 2026| Concepto | Real | Bud | Δ |
|---|---|---|---|
| Ventas | 1.450 | 1.300 | +11,5% |
| COGS | −812 | −760 | −6,8% |
| Margen bruto | 638 | 540 | +18,1% |
| OPEX | −295 | −280 | −5,4% |
| EBITDA | 343 | 260 | +31,9% |
What it covers
Budget, compare and react in one place
The budget stops living in an Excel nobody wants to open. In Quickbidata you handle versions, scenarios and forecasts using the same financial model that powers your actual reporting, so Actual vs Budget always reconciles.
Load the budget from a template, adjust it line by line or by driver, freeze versions, and compare actuals against multiple scenarios at once. Every variance is navigable to its source, so monthly reviews focus on decisions, not on hunting for the number.
The essentials
- Versions
- Change history and approvals
- Scenarios
- Optimistic, base and conservative
- Comparable
- Actual vs Budget vs Forecast
The problem
The budget ages faster than it can be loaded
When the whole budgeting cycle lives in Excel, comparing Actual vs Budget is a monthly manual effort. By the time it arrives, it's already late.
Versions lost across folders
No traceability of changes
Forecast out of sync with P&L
Manual Actual vs Budget comparisons
Features
What you can do
Simple loading
Import budgets by entity, cost centre or project from Excel or Google Sheets.
Versions and approvals
Version history with notes, author and status (draft, approved, active).
Scenarios
Work with parallel scenarios: base, optimistic, conservative and stress.
Actual vs Budget
Absolute and percentage variances with traffic lights across any dimension.
Rolling forecast
Update the forecast with real closes without losing the original version.
Unit targets
Set targets by entity, store or team and track achievement month by month.
Video
See Budgets in action
A short walkthrough of the solution, with real data and traceability down to the entry.
Product demo
Solution walkthrough
Benefits
What changes with Quickbidata
A single source of budget truth.
Traceability and audit of every change.
Forecast always aligned with the real close.
Instant Actual vs Budget vs Forecast comparisons.
Multiple scenarios with no duplicated effort.
Integrated with P&L, cash flow and treasury.
Practical example
5 versions, 3 scenarios, one platform
A company with 9 business units manages an annual budget, 3 quarterly forecasts and a stress scenario without leaving Quickbidata.
9
Business units
5
Active versions
3
Scenarios
1 click
Actual vs Budget
In depth
Context and approach
Few financial processes generate as much friction as the annual budget: shared Excel, a thousand tabs, broken formulas, lost versions and a monthly review nobody wants to prepare. And yet, it is the tool that triggers the most decisions during the year.
Quickbidata modernises that cycle. It handles versions, scenarios and forecasts inside the same financial model that already feeds reporting, so Real vs Budget reconciles by design. It lets you upload the initial budget from Excel, edit it line by line or by driver, freeze versions and keep traceability of every change.
Monthly follow-up stops being a defensive exercise: every deviation is navigable to its origin and owners can act before the closing figure surprises them.
Use cases
Real situations we cover
Bottom-up budget
Each cost centre enters its expense and revenue lines and the system aggregates by entity, area and company.
Rolling forecast
Quarterly update of the 12-month forecast based on actual close and new business drivers.
Scenario reforecast
Comparison of optimistic, base and conservative scenarios with impact on P&L, balance and cash in a single screen.
Glossary
Key terms in this solution
- Forecast
- Updated estimate of the period close based on actual data and business assumptions.
- Rolling forecast
- Forecast updated periodically with a sliding N-month horizon.
- Driver
- Variable that drives a projection (average price, customer count, headcount, leased sqm).
- Real vs Budget
- Comparison of actual data of the period against budget, with absolute and percentage variance.
- Scenario
- Alternative version of the budget under different assumptions (optimistic, base, conservative).
FAQ