PLAN VS PERFORMANCE
Budget vs Actual Tracker
Upload an Excel or CSV file and instantly compare planned values with actual performance. See total variance, variance percentage, over-budget categories, favorable results, and a clean management report.
✓ Automatic variance✓ Excel & CSV✓ Workspace saving✓ Print / PDF
FY 2026 PERFORMANCEBudget vs Actual
Budget$520KActual$548KVariance+$28K
3columns needed
Instantvariance analysis
Flexiblerevenue or expense logic
Readyfor monthly reviews
LIVE WORKSPACE
Compare budget with actual results
Upload a structured table, then confirm which columns contain the budget, actual value, and category or period.
UPLOAD YOUR PLANDrop a budget spreadsheet here
Best results: one header row, one category or period per row, and separate Budget and Actual columns.
XLSXXLSMXLSCSV
1 Upload2 Map columns3 Review insights4 Save or export
BUDGET PERFORMANCE REPORT
Budget vs Actual Analysis
Generated from your spreadsheet.
Your report summary will appear here
Upload a file or load the example to generate a concise management overview.
Recommendations will be created from the largest favorable and unfavorable variances.
PLAN VS RESULT
Top categories by budgetBudget and actual by category
STATUS
Variance distribution
—on plan
MANAGEMENT SUMMARY
What needs attention
DETAILED VARIANCE
Category performance
Tracker savedYour analysis is available in Workspace.
Open saved tracker →Turn a monthly spreadsheet into a clear variance report.
Upload planned and actual values
Use departments, expense categories, projects, months, locations, or products as rows.
Confirm the column mapping
SheetWise detects numeric columns and lets you select Budget, Actual, and Group By.
Review, save, and report
Find unfavorable variances, export the detailed CSV, save to Workspace, or print a PDF.
A complete variance report—not another plain spreadsheet.
Before you upload anything, see the kind of management-ready output SheetWise creates from a simple budget table.
EXECUTIVE OVERVIEW
See the financial story at a glance
Totals, variance percentage, category performance, visual comparisons, and a management summary appear together in one clean report.
- Instant KPI totals
- Budget vs actual category chart
- Favorable and unfavorable status
- Leadership-ready summary
DEPARTMENT CONTROL
Find exactly where the variance comes from
Review each department, project, location, or category with amount variance, variance percentage, and a clear status.
REVENUE & TARGETS
Use the same tracker for sales performance
Change the favorable direction to “Actual is higher” and compare revenue, units, leads, or any other target-based metric.
One tracker for finance, operations, projects, and growth.
Use the same workflow for recurring reviews across the business.
Department expenses
Compare approved departmental budgets with spending and spot overspending before month-end.
Marketing · Payroll · OperationsRevenue targets
Set higher actual values as favorable and measure sales, bookings, leads, or units against targets.
Monthly sales · Product goals · RegionsProject cost control
Track planned and incurred costs across projects, phases, contractors, vendors, or client engagements.
Projects · Phases · VendorsMonthly operations
Create a consistent performance report for finance meetings, leadership reviews, and board updates.
Monthly close · Forecast review · ReportingLocation performance
Compare plan and actual values by store, branch, market, territory, or business unit.
Stores · Branches · MarketsCampaign monitoring
Measure campaign spend, leads, conversions, or revenue against the original marketing plan.
Campaigns · Channels · ROI reviewsMove from raw numbers to decisions.
No formulas to build
Variance amount, variance percentage, totals, and status are calculated automatically.
No chart setup
Your most important categories are visualized immediately with budget and actual values side by side.
No manual executive summary
The report surfaces the strongest favorable result and the largest item needing attention.
Ready to share
Save the analysis to Workspace, export a detailed CSV, or create a polished Print / PDF report.
A simple table is all you need.
CategoryMarketingPayrollSoftware
Budget7500025000045000
Actual8400024200051000
Use clear headers and numeric values. Currency symbols and commas are accepted.
Budget vs Actual Tracker questions
What files can I upload?+
Upload XLSX, XLSM, XLS, or CSV files with columns for a category or period, budget, and actual results.
Does the tracker calculate variance automatically?+
Yes. SheetWise calculates amount variance, percentage variance, totals, and category-level performance automatically.
Can I track revenue as well as expenses?+
Yes. Choose whether higher actual values are favorable or unfavorable so the status logic fits revenue, expenses, hours, or other measures.
Can I change the detected columns?+
Yes. Select the Budget, Actual, and Group By columns after upload and the tracker recalculates instantly.
Can I save the analysis?+
Yes. Save the tracker to your private Workspace and reopen it later.
Can I export the result?+
Yes. Download a detailed CSV variance report or use Print / PDF for a management-ready report.
READY TO COMPARE?
See where the plan and reality differ.
Upload your budget file and build a management-ready variance report in minutes.
How was your experience?
Tell us what you accomplished. Feedback is reviewed before anything is published.