Scenarios & Formula-Based Planning
Model alternatives. Connect the drivers. See changes cascade through your plan.
Create Best, Base, and Worst case scenarios in isolated workspaces. Build formula-based models where changes to metrics automatically recalculate all dependent KPIs. Compare outcomes by switching between scenarios to make data-driven decisions.
How It Works Together
Scenarios let you safely explore alternatives without affecting your baseline data. Formulas connect your metrics and KPIs so changes cascade automatically. Together, they let you test different assumptions and instantly see how they affect your outcomes.
Scenario Planning
Create & Clone Scenarios
- Create Best/Base/Worst case scenarios (plus custom)
- Clone structures and values between scenarios
- Copy with flexible date ranges and mappings
- Test strategies without risk to your baseline
Compare & Evaluate
- Switch between scenarios via dropdown selector
- All dashboards update to show selected scenario
- Edit values to test different assumptions
- One active scenario at a time for clear focus
Smart Scenario Copy
- Copy Actual values to Planned (use last year as baseline)
- Copy Planned to Actual (initialize from forecasts)
- Specify date ranges to copy partial data
- Time-shift data for seasonal modeling
Quarterly Planning
- Create scenarios for each quarter (Q1, Q2, Q3, Q4)
- Track OKRs and goals per quarter
- Carry forward learnings to next period
- Historical comparison across quarters
Formula-Based Modeling
Cascading Calculations
- Link metrics with formulas so changes cascade
- Adjust drivers: price, volume, costs, headcount
- See downstream effects on KPIs instantly
- No manual recalculation required
Powerful Formula Editor
- Visual builder with drag-and-drop tokens
- Pre-built templates for common calculations
- Time modifiers: [LM] (last month), [LY] (last year)
- Real-time calculation preview
Full KPI Lineage
- Trace any KPI back to its source metrics
- Cross-category dependencies tracked
- Understand the full calculation path
- Clear, auditable formula structure
Built-in Functions
- Math: round, abs, sqrt, ceil, floor
- Operators: +, -, x, /, parentheses
- Percentage and growth rate templates
- Weighted averages and ratios
What-If Analysis
Test Assumptions Safely
- Create a 'what-if' scenario from your baseline
- Adjust key assumptions (revenue, costs, growth)
- See immediate impact on all connected KPIs
- Compare outcomes by switching scenarios
Achievement Tracking
- Color-coded status: green/yellow/red
- Track Planned vs Actual for each metric
- Achievement percentages calculated automatically
- Dashboard views for quick status checks
Common Use Cases
- Model revenue impact of price changes
- Test hiring plans on burn rate
- Compare conservative vs aggressive targets
- Plan for best/worst case outcomes
Year-over-Year Analysis
- Use [LY] modifier to reference last year
- Build growth rate formulas automatically
- Compare performance across time periods
- Track trends with historical data
Data Management
Scenario Isolation
- Each scenario maintains independent data
- Default scenario serves as your baseline
- Changes in one scenario don't affect others
- Safe experimentation environment
User Access
- Admin and Standard user roles
- Account-level access control
- Team members see relevant scenarios
- Shared visibility for alignment
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