Free Retail Budget Spreadsheet Template
Plan retail sales, inventory, labor, occupancy, and operating costs with type-aware planned-versus-actual totals in three sheets.
Do this with AI
Make this retail budget fit your store.
Open the workbook and ask Griddy to adjust budget categories, owners, or planned-versus-actual lines.
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
Enter each retail budget line, category, Revenue or Expense type, planned amount, actual amount, owner, and review status; maintain planning inputs in Assumptions & Drivers. Budget vs Actual calculates favorable variance as Actual minus Planned for Revenue and Planned minus Actual for Expense, then records positive revenue and negative expense in Actual net effect. Dashboard uses those type-aware rows to calculate planned net, actual net, expense overrun, and review counts.
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 own records. This is planning support, not accounting or tax 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
How to Use MATCH in Excel
MATCH returns the position of a value inside a row or column. Use it when a lookup needs the row number, column number, or field position.
Read guideExcelHow to Use ROUND, ROUNDUP, and ROUNDDOWN in Excel
ROUND, ROUNDUP, and ROUNDDOWN control decimal precision in Excel. Use them for pricing, budgets, forecasts, and clean reporting.
Read guideDo this with AI
Make this retail budget fit your store.
Open the workbook and ask Griddy to adjust budget categories, owners, or planned-versus-actual lines.
