Financial Model Templates with Scenario Planning (Lower, Base, Upper Case)

Lower, base and upper case planning

Scenario Planning Financial Models Bundle

Compare changes in pricing, volume, utilization, conversions and other operating assumptions. Choose the model closest to your business and use its built-in scenario controls to see how different assumptions affect the forecast.

10 scenario models Built-in scenario inputs Drivers vary by model Editable Excel files
Built-in scenario controlsCompare cases using the inputs supported by each template.
Specific operating driversExplore price, volume, utilization, conversions and more.
Editable Excel modelsReview the formulas and adapt assumptions to your business.
Download after purchaseAccess the collection for a one-time bundle price.

Make the assumptions behind each case clear

Start with the right business model, set a baseline, and compare the inputs and outputs that matter to your decision.

Start

Build the base case

Enter the operating assumptions you want to use as the starting point for comparison.

Adjust

Define alternative cases

Set changes to supported drivers such as pricing, demand, utilization or conversion rates.

Compare

Review the financial effect

Compare the revenue, cash flow, profitability or return outputs available in the chosen model.

Decide

Plan for a range of outcomes

Use the differences between cases to discuss the operating assumptions and choices that deserve attention.

This bundle is a strong fit if...

You want several financial models with built-in controls for comparing alternative assumptions.

You evaluate multiple businesses, client projects or operating plans.
You need to show how changes in key drivers affect the forecast.
You want reusable starting points for downside, base and upside discussions.

An individual model may be enough if...

You have one specific business and only need the template that matches its economics.

One of the included models already fits your operating structure.
You need a particular scenario driver, forecast period or output.
You want to review that model's features and demonstration before choosing.

Explore everything included

Search all 10 models or filter by business type. Each listing shows the scenario drivers described for that template.

Showing 10 models

Services & Rental

Equipment Rental

Dynamic 10-year financial model for equipment rental businesses, capturing ROI, cash flows, and key metrics. Ideal for finance and purchase planning.

Scenario drivers: Utilization rate and pricing.

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Services & Rental

Parking Lot Striping (any crew-based service)

A crew-based financial modeling template for startups in any service business. Build your own cash flow projections and test scenarios.

Scenario drivers: Job pricing, crew hours/job, productive field utilization, and leads.

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Services & Rental

Home Safety Service

This Excel spreadsheet template lets the user create dynamic projections for a startup business that helps elderly individuals improve home safety.

Scenario drivers: Home audit counts, home audit growth, audit, project, and membership pricing.

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Strategy & Turnarounds

Business Turnaround Template

An Excel template that makes it easy to model different scenarios in a business turnaround that involves a GP / Operator coming in to help the owners.

Scenario drivers: All line items (10 scenarios) plus major inputs.

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Strategy & Turnarounds

TAM Sizing Model

A simple Excel template to build market sizing and valuation scenarios for nearly any type of company. Primarily uses TAM, SAM, and SOM.

Scenario drivers: Total addressable market and market penetration.

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SaaS & Lending

5-Tier SaaS Startup

Advanced financial model tailored for businesses with app/website-based recurring revenue. Features comprehensive assumptions and 5 pricing tiers.

Scenario drivers: Traffic growth rate, conversions (traffic to free), conversions (free pool to paid), churn rate, price.

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Retail & Hospitality

Coffee Shop or Restaurant

Kickstart your coffee shop or café venture with this comprehensive financial model tailored for the industry's unique needs.

Scenario drivers: Units sold and price.

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Retail & Hospitality

Jewelry Shop / Retail Store

Five-year jewelry or general retail startup model built from product categories, subcategories, three pricing tiers and cost of goods sold. Includes low/base/high sales and pricing controls, integrated financial statements, capital spending, a cap table, break-even and financing-return comparisons, and DCF valuation.

Scenario drivers: Units sold and price.

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Services & Rental

Hair Salon

Comprehensive financial model for hair salons, accounting for diverse revenue streams. Features scenario analysis, up to 10-year forecasts, and more.

Scenario drivers: Hair cut volume, services sold, products sold.

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SaaS & Lending

Lending-as-a-Service Platform

Unlock the potential of a cashless lending business with our LaaS financial model. Forecast loan volumes, define risk grades, assess interest rates.

Scenario drivers: Average loan settle amount, count of loans settled, average annual interest rate.

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Scenario controls, forecast periods and financial outputs vary by model. The Business Turnaround template includes 10 scenarios. Open each product page to review its specific setup.

Understand what changes

A scenario is a set of assumptions to examine.

Define what makes a case weaker or stronger for the business. Lower demand and higher costs can both reduce profit, so the direction of a change matters as much as its size.

Base caseYour reference assumptions for the operating plan.
Downside caseA less favorable combination of the drivers supported by the model.
Upside caseA stronger combination of demand, pricing or other relevant assumptions.
Model-specific controlsDifferent templates offer different drivers and scenario structures.

Frequently asked questions

Choose the right template and understand its scenario controls.

Do all models use the same three-case setup?

No. The bundle focuses on models with built-in scenario planning, but the controls differ. Several use lower, base and upper assumptions; the Business Turnaround template supports 10 scenarios for its line items and major inputs.

Which variables can I change?

See the scenario-driver note on each listing. Examples include rental utilization and pricing, SaaS traffic and conversion rates, crew job economics, market size and sales volume. Review the product page for the exact inputs and how they work.

Which Equipment Rental model is listed here?

This bundle links to the original Equipment Rental template, with utilization and pricing scenario drivers. Open that product page to review the included model and its features before purchasing.

How is scenario planning different from a sensitivity table?

A scenario compares a defined set of assumptions. A sensitivity table typically shows how an output changes across a range of values for one or two inputs. The tools available depend on the chosen model; this bundle does not promise an identical sensitivity dashboard in every file.

Can I buy an individual model?

Yes. Each listing links to its individual product page. Choose a single model if it meets your current need, or the bundle if you expect to use several of the included templates.

How do I receive the templates?

The bundle is downloadable after purchase. Open the Excel files, review the assumptions and instructions, and adapt the inputs to the business you are planning.

One-time purchase

Get the Scenario Planning Financial Models Bundle.

Download all 10 models and compare how different operating assumptions affect your financial plan.

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