Scenario planning for software and technology companies, including B2B subscription waterfalls, B2C lead conversion and cohorts, as well as hiring and OPEX.

Subscription waterfalls for the software and technology industry. Forecast new and renewal ACV/ARR, retention, and churn by segment.

Workforce planning for the technology industry. Budget and reconcile head-count plans to manage a growing workforce.

Sales rep productivity for the technology industry. Model sales rep capacity, plan quota coverage, and carve territories.

Cohort modeling for the technology and media industries. Model B2B and B2C subscriber cohorts, retention, lead conversion, and contract ramping.

Scenario planning for nonprofit organizations, including forecasting multi-year grants, program expense budgeting, and personnel planning.

Grant planning for nonprofits. Create grant-level funding and spending plans for restricted and unrestricted donations. Generate visibility into income and expenses over the life of a grant.

Program expense budgeting for nonprofits. Plan direct costs, and allocate head count and overhead across funds, programs, and locations. Give budget owners access to data with drill-down capabilities.

Staff and personnel planning for nonprofits. Plan head count as well as salary, benefits, taxes, and other employee-related costs across programs. Integrate HR and payroll systems to pull in employee data and utilize multiple fringe rate assumptions.

Membership and events modeling for nonprofits. Forecast membership fees, event ticketing, services offerings, and other revenue-generating activities.

Scenario planning for the manufacturing industry, including driver-based revenue by product and sales rep, and detailed bill of materials and costing.

Bill of materials/inventory planning for the manufacturing industry. Build detailed component lists to plan standard costs, manage inventory turnover, and forecast cash flow.

Revenue and expense target setting for the manufacturing industry. See how to set top-down revenue and expense targets and build detailed operational budgets and workforce plans to achieve them.

Product revenue and profitability planning for the manufacturing industry. Plan product revenues as well as both direct and allocated costs to forecast margins by category.

Scenario planning for the insurance industry, including claims and premiums forecasting, reinsurance rates, and product P&Ls.

Claims modeling for the insurance industry. Forecast cost per claim, time to settlement, and frequency across categories (such as auto, health, home, and life).

Premiums forecasting for the insurance industry. Model gross and net written premiums, and revenue per policyholder across plans and categories and across insurance type.

Product and branch profitability for the insurance industry. Plan revenues and direct costs by product and branch, and allocate personnel and overhead to analyse expense and loss ratios by segment or location.

Scenario planning for acute care providers (hospitals), including adjusting top-down drivers, such as patient days and bed utilization, and comparing them against detailed bottoms-up staffing and job-level plans.

Net revenue modeling for the healthcare industry. Plan gross patient revenue, contractual allowances, charity care, reimbursement across service lines, patient types, and payers.

Physician practices modeling for the healthcare industry. Plan visits, relative value units (RVUs), salaries, and revenue across locations and providers.

Staff and workforce planning for the healthcare industry. See how to plan FTEs, retention, and turnover, as well as compensation, benefits, taxes, and other costs for salaried and hourly workers. Integrate HR and payroll systems to pull in employee data and utilize multiple fringe-rate assumptions.

Cost of living adjustments (COLA) for the healthcare industry. Run what-if scenarios around COLA and other expense assumptions to assess the impact on budgets.

Forecast vs. actuals data integration for the healthcare industry. See how to compare budgets to actual results and drill back into transactional data in financial and HR systems.

Major volumes and units of service forecasting for the healthcare industry. See how acute-care providers, physician practices, and skilled nursing facilities can plan admissions, patient days, visits, cases, RVUs, and occupancy rates.

Scenario planning for professional and business services companies to forecast service engagements and contracts, as well as plan staffing and utilization rates.

Capacity and utilization modeling for professional and business services companies. Plan staffing, billable hours, and utilization by project, role, and region, and allocate them across projects.

Portfolio and account profitability for professional and business services companies. Segment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.

Project planning for professional and business services companies. Forecast billable hours and revenue by project or customer. Track backlog, overrun, and percentage completion.

Sales pipeline forecasting for professional and business services companies. Track leads and opportunities to roll up weighted pipeline forecasts for revenue projections.

Scenario planning for banks and asset managers to plan and forecast net interest income/expenses, as well as advisory fees and assets under management.

Balance sheet planning for the banking industry. Build loan portfolio runoffs, including principal, prepayment, interest, deposits, and fees, as well as new origination/deposit models so you can forecast a comprehensive balance sheet, income statement, and cashflow.

Non-interest expense budgeting for the banking industry. Plan for non-interest expense items such as salary, benefits, taxes, and facilities costs.

Product and branch profitability for the banking industry. Plan revenues and direct costs by product and branch. Allocate personnel and overhead to create product and branch P&Ls.

Assets under management (AUM) for the financial services industry. Wealth management companies can plan AUM and advisory fees.

Credit union membership for the banking industry. Forecast member adds, retention, and fees, as well as instrument-level details (such as credit cards, car loans, and mortgages).