Budget
Membership income from members and fees, plus PT, casual visits, retail and every major expense line.
FREE EXCEL TEMPLATE
Gym budget template: budget against actual, with the KPIs that matter.
Set a 12-month budget for a club, enter actuals each month and see year-to-date variance line by line. The KPI sheet tracks members, joins, cancellations, churn, revenue per member and marketing cost per join.
By Callan, ClubPilot · Updated
Free Excel template · Works in Google Sheets · No sign-up required
- Income and expense lines built for gyms
- Year-to-date variance, better or worse
- Churn, revenue per member and cost per join
AT A GLANCE
Built around accountable follow-through.
Actuals
Enter each month's figures from your accounts; the Summary only counts months you have entered.
Variance
Every line shown as better or (worse) than budget, in dollars and per cent.
MEMBERSHIP KPIS
The numbers behind the profit line.
Profit lags behind membership. These KPIs show where it is heading.
- Members at month end
- Joins and cancellations
- Monthly churn: cancellations as a share of members
- Revenue per member
- Marketing cost per join
ONE CLUB PER FILE
Running a group?
Use one copy per club and compare them at month end. ClubPilot's finance review brings each club's reports and budgets into one view for owners.
Gym franchise operations software
See every club's operations and monthly finance review together in ClubPilot.
Open pageGym business plan template
Planning a new club? Start with the business plan and its start-up costs.
Open pageSTRAIGHT ANSWERS
Gym budget template: questions worth asking.
What should a gym budget include?
Income from memberships, personal training, casual visits and retail, and expenses including rent, wages, superannuation, equipment, cleaning, marketing, utilities, software and insurance. The template includes each of these and you can rename the lines.
How do I calculate gym churn?
Divide the month's cancellations by the members you had at the start of the month. The template works this out from your KPI entries.
Is the superannuation rate right?
The super rate is an editable assumption. Check the current superannuation guarantee rate with the ATO and your accountant.
FREE RESOURCES
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Gym marketing plan template
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A PRACTICAL NEXT STEP
Review every club's month in one place.
ClubPilot brings each club's finance reports, budgets and operations into one monthly review for owners.