The Scenario Manager allows you to manage and switch between different scenarios in the Business Plan module. This tool enables users to create new scenarios, duplicate existing ones, and modify financial projections within each scenario.
To access the Scenario Manager
Click the “More” button located at the top right of the Business Plan module.
Select “New Scenario” from the dropdown menu.
Creating and Duplicating Scenarios
The Scenario Manager provides two key options for managing scenarios:
Create a New Scenario: Start a new scenario from scratch within the Business Plan. This option is useful for creating distinct financial forecasts, such as base case or best case projections.
Duplicate an Existing Scenario: Duplicate a scenario to modify its contents without needing to upload financial forecasts again. This feature saves time when making adjustments or creating variations of an existing scenario.
Note: The Scenario Manager is limited to the Business Plan module. If you wish to create scenarios that involve a different set of peers or parameters, you will need to create separate valuations for each scenario.
Switching Between Scenarios
You can switch between different scenarios in the Business Plan module using the dropdown menu at the top right of the screen.
Delete Scenarios: From this menu, you also have the option to delete scenarios that are no longer needed.
Impact of Changing Scenarios: Switching scenarios will automatically update the content of the Financial Projections, which will, in turn, affect the entire valuation result.
Changing Scenario Parameters
You can also select different scenarios by using the “Change Parameters” button at the top right of the Valuation Overview screen at the end of the valuation. This allows you to adjust scenario parameters directly without navigating away from the current view.
Exports and Scenarios
Currently, exports are limited to the selected scenario. When exporting your data, only the content from the chosen scenario will be included in the export.