Budgeting & Forecasting
Practical guidance on building budgets and forecasts that actually stay useful - linking plans to cash drivers, updating quickly as conditions change, and supporting real decision-making.
Articles on Budgeting, Planning, and Forecasting
Hands-on frameworks for finance teams and operators who want forecasts that adapt, explain variance clearly, and remain relevant throughout the year.
13 Week Cash Flow The Bank Will Trust: How To Build The Model And Use The Template
View articles
Audience First: Management vs Board – What to Show, How Often and Why
View articles
Short Term Vs Long Term: How to Run a Two-Speed Forecasting Process
View articles
Smoothing vs Precision in Budgeting & Forecasting: How Much Detail Do You Really Need?
View articles
Budgeting & Forecasting in 2025: How Modern Finance Teams Plan With 13 Week Cash Flow at the Core
View articles
Monthly Budget Linked To Cash Drivers (Not Just Gl Lines): A Planning & Forecasting Guide
View articles
Budget Vs Actuals: Building A Cash Bridge That Actually Tells The Story
View articles
Rapid Reforecasting in an Hour: Copy, Tweak, Branch, and Re-Publish
View articles
Headcount Planning That Feeds Payroll Cash Automatically
View articles
Purpose First: Value vs Cash – Choosing the Right Modeling Lens for Planning
View articles
Featured Reads on Planning and Forecasting
A curated selection of articles that show how to modernise budgeting and forecasting without adding complexity.
AI Modeling, Automation & Templates
View articles
Capex & Project Evaluation
View articles
Cash Flow Foundations for SMEs
View articlesRelated Article Categories
Explore adjacent pillars that strengthen planning, forecasting, and performance conversations.
Explore More From Model Reef
Learn by watching - Model Reef tutorials
Short, focused videos that show you how to go from raw data to live, structured financial models.
Getting Started
Learn the fastest way to import data, map it correctly and compile your first working model - in minutes.
View Getting Started Tutorials
Model Structure
See how a well-organised model is built - branches, categories, naming, and structural conventions that scale.
View Model Structure Tutorials
Drivers, Variables & Formulas
Understand how drivers, vehicles, and formulas work together so you can build dynamic, reliable forecasts.
View Driver & Formula Tutorials
Variable Types
Understand how Master revenue, COGS, opex, staff, tax, assets, liabilities and equity variables - and how each flows into the statements., variables and formulas work together so you can build dynamic, reliable forecasts.
View Variable Type Tutorials
Charts, Reports & Scenarios
Learn how to create dashboards, reporting packs, comparisons and scenarios for investors, boards and clients.
View Reporting & Scenario Tutorials
Collaboration & Governance
Share models confidently with roles, permissions, branches and clean workspace organisation built for teams.
View Collaboration TutorialsHelp Center
Find answers fast - from setup and integrations to advanced modelling and collaboration.
Use Cases
See how Model Reef is used for SaaS, retail, multi-entity consolidation, funds, project finance and more.
Browse all use casesHelp Articles
Step-by-step guides for importing data, building models, and understanding financial outputs and valuation.
Open Help ArticlesSyntax
Field-level explanations: variables, drivers, timing, formulas and charts - how each input behaves in the editor.
Explore Syntax referenceHow Tos
Task-based recipes: build a DCF, consolidate entities, set up unit economics, reports and dashboards.
Browse How TosDiscover the Tools Behind Model Reef
Every feature you read about in Articles - from integrations to dashboards - runs on Model Reef’s automation engine.
Explore the technology that keeps your models fast, reliable, and connected across every workflow.
Looking for More?
Discover how teams use Model Reef to collaborate, automate, and make faster financial decisions - or start your own free trial to see it in action.
Want to explore more? Compare plans .
Trusted by clients with over US$40bn under management.