Free Consultant Budget Spreadsheet Template
Compare consulting revenue, delivery costs, software, travel, and overhead against a documented operating plan.
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Make this consulting budget fit your business.
Open the workbook and ask Griddy to adjust revenue lines, delivery costs, drivers, owners, or review rules.
What is in this workbook?
This workbook has three sheets: Dashboard, Budget vs Actual, and Assumptions & Drivers. Dashboard is the quick-review surface, Budget vs Actual is the editable working log, and Assumptions & Drivers holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Budget vs Actual for each line, category, type, planned amount, actual amount, owner, and review status; document the drivers behind the plan in Assumptions & Drivers. Variance is Actual minus Planned. Dashboard calculates planned margin and actual margin as revenue minus expenses, cash pressure as expenses above plan, and the count of categories marked Review.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated 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
Replace sample figures with your records. This planning workbook is not accounting, tax, or legal advice. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
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Read guideDo this with AI
Make this consulting budget fit your business.
Open the workbook and ask Griddy to adjust revenue lines, delivery costs, drivers, owners, or review rules.
