Free template
Five-Year Budget Impact Template
A blank Excel workbook for estimating the five-year budget impact of a new intervention from the eligible population, treatment costs and market shares with and without the intervention.
ExcelUpdated 30 September 2026Economic evaluation & HTA
What's inside
- Eligible population by year, built from population, prevalence, diagnosis and eligibility
- Annual cost per patient for up to six treatments
- Market shares in the current and new scenarios
- Annual and five-year budget impact, undiscounted
- An instructions sheet
Key points
- 01Blank structure with formulas only — no data are included.
- 02Compares a current scenario with a new scenario that includes the intervention.
- 03Results are undiscounted and at constant prices, as good practice guidance recommends for budget impact.
- 04Copy the workbook to run alternative uptake or price scenarios.
Frequently asked questions
Does the template include any prices or epidemiology?
No. You enter all values with their sources.
How do I model uptake?
Through the market shares of the new intervention in the new scenario, year by year. Run separate copies for slow, expected and fast uptake.
Where can I read about the method?
See our guide "Budget Impact Analysis — When and How Ministries Use It" and the ISPOR good practice report on budget impact analysis.
Need this done properly?
This template gives you the structure. If you would rather have the analysis done for you — with local data, independent quality control and a report you can defend — we can help.
Need this done properly?
Tell us about the decision you need to support. We will propose a scope, timeline and price.