Practical resources for better decisions.
Use PAMA's management accounting tools and access professional resources.
Practical decision-support tools.
These utilities are part of the broader PAMA website and are not limited to PAMA Insights.
Resources & Downloads
Download editable Excel templates with formulas, sample data and a usage guide. Replace the sample inputs with your own figures.
Operating Budget
Excel .xlsx ↓Monthly revenue, payroll and expense planning with an annual summary.
Cash Forecast
Excel .xlsx ↓12-month cash forecast with collections, repayments and funding alerts.
Product & Job Costing
Excel .xlsx ↓Materials, labour, overhead and pricing based on target gross margin.
Management Report
Excel .xlsx ↓Budget versus actual results, monthly variances and an action tracker.