Scenario Planner
The Scenario Planner lets you model the financial impact of different business decisions before you make them. Instead of changing your live forecast, you create separate scenarios — each with their own assumptions — so you can compare outcomes side by side and make decisions with confidence.
What can I use the Scenario Planner for?
The Scenario Planner is useful any time you're weighing a decision that has financial implications. Common examples include:
Evaluating the impact of hiring additional staff
Modeling a price increase or new pricing tier
Projecting the effect of a new product launch or revenue stream
Planning for a potential downturn or reduced revenue period
Comparing a "conservative" vs. "optimistic" growth path
Assessing the cash impact of a major expense or investment
Creating a scenario
Navigate to Scenario Planner in the left navigation menu.
Click + New Scenario to create a new scenario.
Give your scenario a name that reflects what you're modeling (e.g. "Hire 3 Engineers - Q3").
Build the assumptions that define this scenario — just like you would in your Financial Model. You can add growth rates, price × quantity inputs, custom formulas, and more.
Save the scenario to see how it compares to your baseline.
Comparing scenarios
Once you've created one or more scenarios, you can view them side by side against your baseline forecast. This makes it easy to see the revenue, expense, and cash flow implications of each path — and have informed conversations with your team, clients, or advisors about the best way forward.
Scenarios vs. your live forecast
Scenarios are completely separate from your live Financial Model. Building or editing a scenario never changes your actual forecast — it's a safe space to experiment. If you decide to commit to a scenario, you can apply its assumptions to your live model at any time.
Sharing scenarios
Scenarios can be shared with anyone who has access to your Clockwork company. This makes the Scenario Planner a great tool for advisor-client conversations — an accounting firm can build scenarios for a client, then walk through them together during a planning session.
Need help? Reach out to our support chat in the bottom right of your screen any time.