video1.0<iframe src="https://www.loom.com/embed/a4a396d50f6243189712593f54c95816" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/a4a396d50f6243189712593f54c95816-00001.gif1190.2999999999963Hi there! In this Loom, I'll be showing you how to create a stand alone budget versus actuals dashboard. We'll start by pulling up our expense budget build template and making a copy. Then, we'll add it to the folder for demo deliverables that will go on our website. Next, we'll connect it to our budget build worksheet and hover over the error to click connect. Once permissions are added, this workbook will be able to look at our client's historical financials and it will constrain the structure of a couple of worksheets that our client and us should be able to review in order to give us a sense of our historical spend. We'll also show you how to update assumptions around this budget to create something that's bespoke for an individual client. Finally, we'll connect this budget build worksheet to our month end reporting package and our budget versus actuals dashboard.