Available modeling methods
| Method / input | Behavior |
|---|---|
| Component methods | Amount, growth, percent of revenue, percent of the underlying row, linked value and manual yearly values. |
| Normalization | Affects the analytical period without carrying the normalization into the following opening balance. |
| Flow-through / pro forma | Carries adjusted balance effects into following adjusted periods. |
One project across several rows
Turn on the toolbar’s Adjustments control and expand a statement row. Add a standalone component or join an existing group, then set periods, method and effect. A group can include Revenue, COGS and Capex. Positive expense components increase costs; negative ones reduce them. Actual and forecast periods are supported.
Direct inputs and linked effects
Revenue +500 and COGS +300 create a linked +200 profit impact without re-entering the subtotal. Expanded rows identify sources and show Reported, groups and Adjusted. Group attribution is incremental, with flow-through groups before normalizations, so contributions reconcile even with tax or funding interactions. Direct subtotal classifications are explained on Profitability.
Visibility does not delete data
Turning the toolbar control off only hides editing details. Valuation can still select adjusted results and individual canonical groups. Generated companies start with zero groups. Scenario edits, undo, reload, export/import and multi-window synchronization retain the stored layer.
Documents the current implemented behavior. Example assumptions are not market data.