Customer Engagement Budget Template

Resource Overview

Use this budget template to set and track your Customer Engagement budget.


Related Resources

Your Problem

You need to set and track your overall Customer Engagement budget on a monthly and yearly basis.

Our Solution

Our Customer Engagement Budget Template was created to help you set and track the budget for your entire Customer Engagement program.

This Microsoft Excel worksheet allows you to identify costs for Technology, Equipment, Promotions, Staffing & Other Costs.  Once you input all of your projected & actual expenses, this template will produce an analysis of your budget to monitor the status of your budget.  Along with the analysis, this tool will automatically generate three graphs to emphasis your Actual Spend vs. Anticipated Budget, your Spending Summary and your Budget Breakdown by Category.

Key Benefits

  • includes space for overall Customer Engagement program
  • provides budget analysis for monitoring
  • automically generates graphs
  • illimuniates actual spend vs. anticipated budget
  • calculates year to date & cumulative spend


Microsoft Excel Spreadsheet

Estimated Time Required: 2 Hours

Skills Required: Excel (Basic)