Free Agency Budget Spreadsheet Template
Plan agency retainers and project revenue against delivery labor, contractors, software, acquisition, and operating costs with margin-aware variance review.
Do this with AI
Make this agency budget fit your operating model.
Open the workbook and ask Griddy to adapt revenue lines, delivery costs, owners, planned amounts, actuals, cadence, or margin review.
What is in this workbook?
This workbook has three sheets: Agency Budget Dashboard, Agency Operating Budget, and Setup. Agency Budget Dashboard is the quick-review surface, Agency Operating Budget is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Agency Operating Budget for budget line, client-safe delivery driver, revenue-or-expense type, owner, planned amount, actual amount, variance, signed actual, and cadence; use Setup for planning assumptions, review cadence, and safety rules. Agency Operating Budget calculates favorable variance differently for revenue and expense rows, and converts actual revenue to a positive signed amount and actual expense to a negative one. Agency Budget Dashboard links planned net, actual net, favorable variance, and Review counts.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Agency Budget Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Planning aid only, not accounting or tax advice. Use aggregate client-safe totals and keep contracts, payroll records, banking details, and credentials elsewhere. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
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Read guideDo this with AI
Make this agency budget fit your operating model.
Open the workbook and ask Griddy to adapt revenue lines, delivery costs, owners, planned amounts, actuals, cadence, or margin review.
