Set the Table for 2027: Budget Planning Guide
Most budgeting problems start before anyone types a number into Excel: assumptions nobody agreed on, department heads pulled in too late, and a workbook with too many versions to track. This guide grew out of Velixo’s , where finance teams shared what makes budget season hard. Natasha Sabelli, CPA, Velixo’s Finance Evangelist, turned their answers into a practical toolkit Business Central teams can use before their 2027 templates go out.
What You Will Learn
Inside the guide, you will find:
- A budget process health check to see where your current process breaks down
- A question bank for the budget lines that usually cause the most grief
- An assumption log so every department budgets from the same numbers
- A one-page 2027 Budget Kickoff Sheet to send to your team before the templates go out
- A budget roundtable agenda for getting department heads involved early
- A week-by-week budget calendar to keep deadlines from catching anyone by surprise
Built for Business Central Finance Teams
The guide focuses on what happens around the model: the people, process, assumptions and technology that decide whether your budget is still useful three months after it’s approved. Whether you’re budgeting in Business Central for the first time after moving from Dynamics GP, or you’ve been on it for years and still rebuild the budget in Excel every fall, the same problems show up before the first number goes in.
If you’re about to start your 2027 budget, start with the Kickoff Sheet on page 13.
