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Finance

Generate budget forecast PDFs from your data

A forecast is read by people deciding whether to act: the approved budget, what has actually happened, and the re-cut — with the variance and the assumption behind it on the same line, so nobody has to ask which number moved.

3 designs, each a separate take on the same document rather than a recolour of one layout: Two-column magazine, Editorial serif and Minimal, type-led. Every preview below is the actual compiled output, not a mock-up.

Open one in the editor and render it from your own JSON over the API — 1 page of A4 portrait, the same engine either way.

Designs
3
Page size
A4 portrait
Length
1 page
Document family
Executive narrative

Budget forecast designs

How the budget forecast designs differ

Same document, same data model, 3 different arguments about how it should look on paper. Pick on layout and typography — the content behaves identically.

Design Layout Palette Typefaces Pages
Board Memo Two-column magazine Royal & bone Playfair Display + Inter 1 · A4 portrait
Rolling Forecast Editorial serif Graphite & azure Merriweather + Open Sans 1 · A4 portrait
Variance Ledger Minimal, type-led Cobalt & chartreuse Libre Baskerville + Inter 1 · A4 portrait

What your data drives in a budget forecast

Each design is authored against an explicit reflow contract, so it is defined up front which blocks are emitted once per record and which fields absorb longer content. That is what stops the layout falling apart at a hundred rows.

Design Repeats per record Grows with your data
Board Memo the argument's parts down the two columns; the reconciliation rows; the decision points every part's prose; the standfirst; the decision box
Rolling Forecast commentary sections in the measure, each with its own margin figure; quarter rows in the closing table every section's prose and its margin note; the standfirst; the closing table
Variance Ledger revenue lines; cost lines; assumption notes; each group carries its own subtotal the standfirst under the title; every assumption note; any line description that wraps

More finance documents

Who uses budget forecast templates

These document sets each include the budget forecast designs above.

Start from one of these budget forecast designs

Open a design in the editor and the agent reshapes it around your schema — then render it from your own data over the API, or let your users edit it in the embedded editor.

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