PT03 Budget Planner

Template File Name
202503_PT03_DesignHubNickname
Template Type
Presentation
Template Size
1920*1080px
Target
  1. SMB
  2. Startup
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Objective
This template is designed to help businesses and professionals create
a clear and structured budget plan. It provides an organized framework for setting financial objectives, forecasting revenue, and breaking down budgets to ensure smart financial planning. With sections for key updates and an executive summary, this template makes it easy to present financial plans with clarity and confidence.
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Friendly Design Tips
Emphasize text to make key numbers and headings pop, so they’re easy to spot!
Make sure there’s plenty of room for users to add their own numbers without making it feel too packed.
Feel free to insert the header & footer (page number, presenter name, organization name or logo, etc) from the CPS.
Design Style: (ONLY FOR PRO DESIGNERS)
BASIC designers are free to choose any design style from the style guide - let your creativity shine!
Click here!
Important Dummy Text Guide
No specific body text is provided in this month’s CPS to ensure design diversity and allow creative freedom. Please make sure to use the given title, subtitle, and recommendations, but feel free to use placeholder text from the links below to complete your design!
Title
Essential components
1.
(Opening Page)
*Choose 1 title out of 3
Budget Planner
Strategic Approach to Financial Planning
Budget Planner: Financial Mangement for Businesses
2.
Agenda
Executive Summary
Latest Business Updates
Budget Objectives
Budget Plan
Budget Breakdown
Revenue Forecast
Add as Bullet points
3.
Executive Summary
Add Images + Text boxes, minimum of 3 each
4.
Latest Business Updates
Current Business Performance
Add numerical values (numbers) of your choice, at least 2
5.
Budget Objectives
Financial Goal 1
Financial Goal 2
Financial Goal 3
Financial Goal 4
Add 4 Group layout
6.
Budget Plan
Add 5*6 table
7.
Budget Breakdown
Budget Allocation
Add Pie chart
8.
Revenue Forecast
Projection A
Projection B
Projection C
Bullet points, minimum of 2
9.
(Closing Page) Thank You
Contact Information for a Team
Reference Images
The image above is a reference to aid in understanding the design and is prohibited from being copied without permission.
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