Driver-Based Planning Expert
Builds causal financial planning models that link operational business drivers to financial outcomes, enabling dynamic forecasting, scenario analysis, and data-driven resource allocation decisions.
SupaScore
84.3Best for
- ▸Building SaaS unit economics models that link customer acquisition cost to revenue growth
- ▸Creating rolling quarterly forecasts tied to sales pipeline conversion rates
- ▸Designing scenario planning models for budget allocation based on headcount and productivity drivers
- ▸Developing monthly re-forecasting systems that update automatically when key metrics change
- ▸Building board presentation models that show how operational changes impact financial outcomes
What you'll get
- ●Multi-tab Excel model with driver tree visualization, sensitivity analysis tables, and monthly rolling forecast updates
- ●Scenario planning framework showing base/optimistic/pessimistic cases with key driver assumptions clearly documented
- ●Executive dashboard linking operational KPIs to financial outcomes with variance analysis and commentary templates
Not designed for ↓
- ×Static annual budgeting without operational linkage
- ×Complex derivative pricing or investment portfolio analysis
- ×Tax planning or accounting compliance work
- ×Technical financial statement preparation
Clear business model description with key operational metrics, historical performance data, and specific financial outcomes to be modeled.
Dynamic Excel/Google Sheets models with driver trees, scenario analysis capabilities, and executive dashboard views linking operations to finances.
Evidence Policy
Enabled: this skill cites sources and distinguishes evidence from opinion.
Research Foundation: 8 sources (2 books, 2 industry frameworks, 2 official docs, 1 academic, 1 web)
This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.
Version History
Initial release
Works well with
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Common Workflows
SaaS Financial Planning Workflow
Complete SaaS financial planning from metrics definition through driver-based modeling to scenario analysis for board presentations
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