Overview

After your financial model has been generated, you may make view and make adjustments to underlying assumptions, classifications, and other model parameters

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Tutorial Video coming

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Financials Tab

Summary Roll-Up Financial Statements

Select Financial Model > Financials tab to see the generated 3-statement model, consolidated into standardized categories. The Income Statement is shown first. Scroll down to see the Balance Sheet and Cash Flow Statement respectively.

3-Statement Model on Financials Tab

Reported periods are notated with an A characters, for “Actuals”.

Summary of Reported periods

Select any row to see a concept drilldown page. This shows the underlying Reported Line Items classified into that concept. This page allows you to make adjustments such as hide, change category, and invert value signs.

Concept Drilldown page

Forecasting

It is recommended that you review line items classification prior to building a financial forecast. Once you are satisfied with line mapping, select the Forecast button from the side chat.

By default, 5 forecast periods are added to the right side of each financial statement. The forecast Cash Flow statement is derived from the other two statements. Line items are forecasted based on Forecast Driver inputs covered in the next section.

This process typically takes less than 30 seconds.

Forecasted periods are notated with an F character.