Budget templates
View how to collect every team's budget inputs without sharing your models, and show each team only its own numbers.
How budget templates work in Drivetrain
Budget owners fill in their numbers in a report, not your model. Send them a request, show each team only its own data and watch their inputs roll into your plan.
Collect budget inputs in a template inside a report
- Embed a budget template in a dashboard that stakeholders already use.
- Let stakeholders review existing headcount, open roles, backfills and promotions in one place.
- Hiring managers edit values, update forecasts and approve proposed hires without opening the workforce model.
Set up templates for sales and vendor forecasts, with scenarios
- Use the same approach for sales forecasts and vendor expenses, not only headcount.
- Include scenarios so stakeholders can enter high, base and low cases.
- Shape each template around the inputs you need from that team.
Assign input requests with deadlines and approvers
- Create a task, name it and assign it to a stakeholder.
- Set a due date and add approvers when a submission needs sign-off.
- Stakeholders get a notification in Slack, Teams or email and update the numbers in the shared report.
Show each stakeholder only the data meant for them
- Share one report with every team instead of building a separate copy for each owner.
- Role-based permissions show each team only its own metrics.
- Leadership sees the full consolidated view in the same report.
See updates flow into connected models and reports
- Changes in the budget template carry through to the connected models and reports.
- Finance and leadership see updated dashboards, KPIs and consolidated forecasts.
- No manual consolidation of separate files.
How Drivetrain simplifies budget templates
Collect every team's budget inputs in one shared report, not in spreadsheets you email out and merge by hand.
Let budget owners enter their numbers without opening or learning your models.
Show each department head only their team's numbers, from one report instead of many copies.
FAQs
Do stakeholders need access to the model to give budget inputs in Drivetrain?
No. Stakeholders enter inputs such as headcount requirements, vendor expenses or sales forecasts directly in a report. Their updates flow into the underlying models and reports.
Can Drivetrain send budget input requests to stakeholders?
Yes. You can create a task, assign it to a stakeholder, set a deadline and add approvers. Stakeholders get a notification in Slack, Teams or email and update the numbers in the shared report.
Does Drivetrain need a separate budget template for every department?
No. A single report adapts to the viewer. Role-based permissions mean each team sees only its own metrics, while leadership sees the full consolidated view.
Can budget templates in Drivetrain include scenarios?
Yes. Budget templates can include scenarios to capture high, base and low cases, and they work for sales and vendor forecasts as well as headcount.
Can hiring managers approve proposed hires in Drivetrain?
Yes. In a headcount budget template, a hiring manager can update forecasts and approve proposed hires, and the changes roll up into the workforce model and reports.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
