So I was told to Summarize a companys budget, schedule and monitoring in a spreadsheet, and include comments. Sales Forecast Include a breakdown by product, segment, and region, if applicable. Expense Forecast Include a breakdown by partner, segment, and region, if applicable. Marketing Expenditures Alignment With Strategy and Tactics List strategy/tactics along with related expenditures. Explain the return on investment for marketing expenditures. Break-Even Analysis Create a Cost of Goods estimate and determine the revenue required for break even. all in an excel spreadsheet.