Confirm internally that budget exists, how much and who authorizes it — a ticked, named, dated record before your team invests in the deal.
Quick answer
An internal check that names the budget holder, the amount and the approver before a deal is worked, leaving a dated, signed record instead of an assumption that funding exists.
Deals die hardest when the budget was assumed, never confirmed. This form captures the funding answer in writing before your team spends a quarter chasing: is there budget, in what range, held by whom, authorized by which role and valid until when. Each answer is checked, named and dated, creating a simple go/no-go record sales and delivery can both trust.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Allocation status captured at the same moment the opportunity is scored.
The person who can say yes appears in the record, not in a rumor.
An expiry date turns stale budget claims into re-checks.
Caveats that could move the money are written down early.
From copy to deliverable in four steps.
Copy it and set ranges to your price bands.
Complete it together during qualification, not after.
Allocated plus named authorizer equals green light; anything else is a task.
When validity nears expiry, re-run before the forecast hardens.
Pick your role — see how it fits your workflow.
Stop forecasting deals whose money was never confirmed.
Make pipeline reviews ask one question: where is the sign-off?
Scope against real numbers, not aspirational ones.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
