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© idapt[email protected]TermsPrivacy PolicyLegal noticeReport content
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All skills
Productivity

Report budget variance

Line by line against plan, with the explanations that matter.

Fill it in

Both, however they are formatted.

The variance percent worth commenting on.

%

Say where the year lands if this continues.

Your prompt

Build a variance report from .

Explain anything over 10%.

Line by line: budget, actual, variance in money AND percent. Percent alone makes
a 200% overrun on a 40 euro line look like the story, and money alone hides a
department that has quietly doubled.

Say WHY for each material variance, or say you do not know. "Marketing over by
18k" is a number; "18k over because the conference was booked in March rather
than June as planned" is a report. Where the reason is not in the data, ask for it
rather than inventing one.

Separate timing from overspend. Half of every variance report is something that
landed in a different month, and treating it as an overrun starts an argument
with the person who did nothing wrong.

Reforecast the year if this pattern holds, and say what would have to change.
Continue and pick your folderOpens with everything above already filled in.

Why this works

Half of every variance report is something that landed in a different month, and calling that an overrun starts an argument with someone who did nothing wrong. This separates timing from overspend, shows money and percent, and asks for the reason rather than inventing one.

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