# Saving a Plan

{% hint style="info" %}
**Quick Guide on saving plans (once you changed assumptions and are ready to save plans)**

1. Select the Drivepoint Excel Add in menu
2. Click the **Save Plan** icon in the Excel ribbon
3. Choose a descriptive name for your plan.
4. Enter a description of the plan.
5. Click **Save**
   {% endhint %}

## **Why should I save a plan?**

Drivepoint users save plans for a variety of reasons: 

1. "What if my CAC increases by $10 in the next half year?"
2. "What if my split among subscription and one-time users would shift to 50% / 50%?"
3. "My supplier is increasing prices. How does a COGS change increase my EBITDA in Q3 this year?

You can answer all of these questions by changing the changes in assumptions and playing around with it to perform analyses. 

### Here is an example...

As the CEO of a chocolate bar company called Choco-Shock, I am offering chocolate bar boxes on my website either for a one-time purchase or as a monthly subscription box. I have seen that over the past months, it has been harder to acquire users and I would like to analyze what happens if my CAC increases by $5 for the next 6 months. 

1. I navigate to the Drivepoint SmartModel™️ and open the Excel Add-In
2. I click on "**Plans**" in the Add-in ribbon menu
3. I click on "**New Plan**" on the top right corner
4. I set the name as: "Forecast 02/29/2024" and the description as: "Status quo of the forecast of 02/29. Saving this plan to load it back after I perform CAC analyses."
5. Click "**Save**"

**Nice! Now I am able to actually play around with the CAC numbers in the model:**

6. I navigate to the yellow DTC-Acquisition tab
7. I increase my CAC for the next 6 months by $5 by editing the cells directly
8. I can see the effects on my financial metrics and take a note to discuss with my Marketing team
9. I save the plan to retrieve it during my meeting with the Marketing team by clicking on the Drivepoint Excel Add-In again
10. I click on "**Plans**" in the Add-in ribbon menu
11. I click on "**New Plan**" on the top right corner
12. I set the name as: "CAC Increase by $5 (March 2024) and the description as: "Analysis of a CAC increase of $5 to evaluate Marketing strategy changes next month."
13. I click "**Save**"

❗️ **I am not done yet!!!**

14. I click into "Plans"
15. I navigate to my "Forecast 02/29/2024" plan and select the "..." menu
16. I click on "Load plan"

**Now I am done**🎉. Anyone else in my team can click into the model and have the "current" assumptions back. 


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