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About this Budget Summary Report one pager template
A budget summary report closes the year in a form a finance committee can read in two minutes. This sample is a university library's year end: budget, spending and the amount under budget, a table of every area with its difference and a total, a donut of where the money went, a short note on what drove the result, five years of budget against spending, and the asks for next year. It suits any department, school, nonprofit or team that has to account for a budget and request the next one.
Budget Summary Report One-Pager Template
A university library's year-end budget summary: budget against spending, every area with its difference, where the money went, what drove it, five years of budget and next year's asks.
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What’s on it
- Headline numbersThe Year at a Glance
- TableBudget Against Spending by Area
- Donut chart of the mixWhere It Went (%)
- Short summaryWhat Drove It
- Bar chartBudget and Spending by Year ($M)
- Numbered stepsFY2027 Asks
Edit every word, chart and color
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