Fiscal Year

Marketing Budget Begins:

Jan-11
[Company Name] When you change the
[Street], [City], [State/Province], [Postal Code] fiscal year start date,
the headings in row 6
[Phone], [E-mail], [Web] update automatically.

Monthly
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Average Total Overview

Budget Total 52,007 60,453 50,937 53,196 46,258 0 0 0 0 0 0 0 21,904 262,851

Personnel
Salaries, wages 521 323 274 451 104 335 1,673
Benefits 10,572 14,514 10,561 13,170 12,478 12,259 61,295
Payroll taxes 250 428 165 1,168 345 471 2,356
Commissions and bonuses 0 2,200 163 67 0 486 2,430
Personnel Total 11,343 17,465 11,163 14,856 12,927 0 0 0 0 0 0 0 5,646 67,754 The small charts you
see in the Overview
column of each table
Market Research update automatically to
show trends in your
Firm Research Fees 8,000 7,000 8,000 6,000 7,000 7,200 36,000 data at-a-glance for the
Web Research 5,000 3,000 4,000 2,000 1,000 3,000 15,000 full year.

Independent Research 3,500 4,000 2,000 2,500 1,000 2,600 13,000 These charts are called
Market Research Total 16,500 14,000 14,000 10,500 9,000 0 0 0 0 0 0 0 5,333 64,000 Sparklines. When you
click into any cell
containing a Sparkline,
you see a Sparklines tab
Communications on the Ribbon where
Branding 521 323 274 451 104 335 1,673 you can customize many
aspects of these flexible
Promotions 0 little charts.
Newspaper Advertising 0
Web Advertising 10,572 14,514 10,561 13,170 12,478 12,259 61,295
Direct marketing 250 428 165 1,168 345 471 2,356
Communications Total 11,343 15,265 11,000 14,789 12,927 0 0 0 0 0 0 0 5,444 65,324

Other
Postage 521 323 274 451 104 335 1,673
Add or edit data as
Travel 12,000 13,000 14,000 12,000 11,000 12,400 62,000 needed. To add a row
Phone 100 100 100 100 100 100 500 to any of the tables on
this sheet, click into
Computer/Office Equipment 200 300 400 500 200 320 1,600 the last cell (column P)
Other Total 12,821 13,723 14,774 13,051 11,404 0 0 0 0 0 0 0 5,481 65,773 in the row above the
total row and then
press the Tab key.
The charts provided on the additional sheets in this Easily apply your own branding to this
workbook give you a visual display of each category template. This template is formatted using
table above. Charts update automatically when you themes that enable you to apply fonts,
change or add data. colors, and graphic formatting effects
throughout the workbook with just a click.

Find themes on the Home tab, in the

Themes group. Select from dozens of built-
in themes available in the Themes gallery
or find options to change just the theme
fonts or theme colors.
 Salaries, wages Benefits Payroll taxes Commissions and bonuses

20,000

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

0
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11
 Firm Research Fees Web Research Independent Research

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

0
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11
 Branding Promotions Newspaper Advertising Web Advertising Direct marketing

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

0
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11
 Postage Travel Phone Computer/Office Equipment

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

0
Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11