Enhancement of Profit Model

Client: Midmarket logistics firm

A logistics firm hired Sapling to enhance an internally-developed Excel-based model which allows detailed forecasts of the pre-tax P&L of their largest business unit over the next few years

3 Key Insights:

  • We enhanced the features of the model by adding more flexibility to the inputs (creating drop-down menus for projects and project status, inputs for adding new personnel, etc.), while reducing the number of steps to add new project cash flows
  • We also built in several error-checks and other controls to reduce the possibility of user error
  • Finally, we developed a simple variance analysis mechanism to check deltas between the Baseline Forecast and Updated Forecast
Enhancement of Profit Model