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Navigating the Excel Add-In
Navigating the Excel Add-In
  • ๐Ÿ…Best Practices
  • ๐Ÿ“šMy books are closed - what do I do?
  • โฌInstalling the Drivepoint 2.0 Add-In
  • โ˜๏ธCore Functions of the Drivepoint Add-In
    • ๐Ÿ“บIntro: Video Walk-Through
    • ๐Ÿ”“Signing In
    • ๐Ÿ Home
    • โฌ‡๏ธImport Data
      • ๐Ÿ—บ๏ธMapping Financial Accounts
    • ๐Ÿ“…Model Roll Forward
      • โ“Help! I accidentally rolled forward?!
    • โ˜๏ธSync to Drivepoint
    • โ‰๏ธScenario Planning ("Create New Plan")
    • ๐Ÿ“ˆImport Plans to Compare in SmartModelโ„ข
    • โ“FAQ on the new Add-In
  • ๐Ÿ”Permissions
    • ๐Ÿซ‚Creating and Managing Groups
  • ๐Ÿ—‘๏ธRemoving the old Add-In "Drivepoint Legacy"
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  1. Core Functions of the Drivepoint Add-In

Scenario Planning ("Create New Plan")

Scenario planning made easy with Drivepoint.

PreviousSync to DrivepointNextImport Plans to Compare in SmartModelโ„ข

Last updated 6 months ago

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Whatever business question you have that you would like to sensitize on, we recommend following these steps:

  1. Navigate to your live model (or from whichever Plan you would like to start)

  2. Click on "Create new Plan"

  3. Name, add and describe your scenario

Folders can be created from the Web App Main Plans page by clicking "Create Folder" on the top right.

  1. Success - open your new Plan from the success notification

  1. Start sensitizing across the different metrics that you would like to change in the newly created plan

  2. Navigate to the main Plans page to see the differences in values between different Plans

Plans can best be compared with the table in the Main Plans page or through the Visualize feature. Learn more here.

Once you have completed the work in the new Plan, click

Visualize and compare your plans in the Drivepoint Web App. See how to do that .

โ˜๏ธ
โ‰๏ธ
Sync to Drivepoint
here
Create new Plan Interface