Financial Models & Strategic Planning
RPP financial models put numbers behind your most important leadership decisions — delivered as a live, interactive Power BI dashboard your team can filter, drill into, present from, and export to PowerPoint, Excel, or CSV.
- • Where is margin leaking — and which products, customers, or cost centers are responsible
- • What does next year look like — with scenario modeling when your assumptions change
- • Are we on track — actuals vs. budget vs. forecast updated every time your data is
Most companies run three parallel planning processes that should talk to each other but rarely do — a budget set at the start of the year, a rolling forecast updated with actuals as the year progresses, and a strategic plan that defines where the business is going over the next three years. This model brings all three into one live dashboard environment. Track actuals against budget, see how your revised forecast compares to the original plan, and stress-test your strategic targets against real performance data. Scenario inputs let leadership model what happens if revenue growth accelerates, a cost driver changes, or market conditions shift — and see the impact across all three planning horizons simultaneously.
- Revenue and expense forecast structure
- Driver-based scenario planning
- Growth assumption documentation
- Three-scenario modeling (base, upside, downside)
- Management-ready output format
Cash flow is the number that keeps leadership up at night — and the one most dashboards handle the worst. This model tracks every cash movement in and out, projects your runway under current and stress conditions, and flags liquidity gaps before they become emergencies. Whether you're managing debt covenants, evaluating a capital investment, or answering 'how long can we operate if revenue drops 20%,' this model gives you the answer in real time.
- Operating, investing, and financing cash flow structure
- Liquidity runway analysis
- Weekly and monthly projection views
- Burn rate and cash conversion analysis
- Management-ready output format
Most companies price on gut feel, competitive pressure, or what they've always charged. This model builds a structural foundation for pricing decisions — mapping your margin architecture, modeling the contribution impact of price changes across product lines, and quantifying the relationship between price, volume, and profitability. The result is pricing decisions made with data and confidence.
- Price-volume-margin analysis
- Product and service line pricing structure
- Discount and bundle analysis
- Competitive pricing positioning
- Management-ready output format
Revenue tells you how much you sold. Profitability tells you how much you kept — and where. This model breaks down gross and contribution margin by segment, product line, customer, or service offering, revealing which parts of your business are subsidizing the rest. For companies with multiple revenue streams, this is often the most surprising dashboard RPP delivers — and the most actionable.
- Gross margin by product line and segment
- Customer profitability analysis
- Segment-level contribution margin
- Margin pressure identification
- Management-ready output format
Every financial model includes a $500/month maintenance fee that covers ongoing access to your live dashboard environment, data refresh capability, and RPP platform support. In the event of non-renewal, dashboard access transitions to read-only mode using your most recently uploaded data for 30 days. Full access and data refresh resume upon reinstatement. Access is fully revoked after the 30-day read-only period.