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How can I create business plan scenarios?
How can I create business plan scenarios?

Scenario, Multiple Business Plans, different Business Plans, upload, import, alternative scenario

Updated over a week ago

Yes, you can create numerous business plan scenarios. To create or remove scenarios, please navigate to the "Business Plan" stage, and click the "Scenario Manager" button in the top right of the screen.

You can either "Duplicate" an existing scenario or create a new one altogether by clicking "Add New Scenario" and giving it a name.

You can also simply upload a financial model and the system will automatically create a new scenario with each upload. To do so click the importer button in the top right corner of the screen. There you will also find a model template available for download, which shows you how to prepare your model so the system can read it.

Here is a video for your reference -

If you need help with this process, feel free to message any customer success team member via the green intercom icon (bottom left) and they will be happy to help.





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