Generate Financials

Generate a full financial model with conservative/base/optimistic scenarios and 3–5 year projections. Requires generateStrategy first.

When to Use

• Applicable across all screen sizes

How to Use

Location: The 'Financials' tab

1. Navigate to the 'Financials' tab via the left sidebar or top menu.
2. Observe the credit cost badge displayed next to the 'Generate Financial Model' button.
3. Click the 'Generate Financial Model' button.

What to Expect

The app displays a loading indicator, then generates a full financial model including conservative, base, and optimistic scenarios with 3-5 year projections, within the 'Financials' tab.

Prerequisites

• Sufficient credits
• A core strategy must be generated using 'generateStrategy' first

Limitations

• Requires AI processing time, which can vary.
• Financial models are based on the previously generated core strategy and general market assumptions.

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