What-If Scenario Modeling
Projecting revenue and business outcomes with scenario analysis.
The Scenarios tab lets you move your own numbers around and see where they land. Nothing you do here touches a record — it is arithmetic on top of the figures already on screen.
Finding it
Scenarios is the second tab of the Business Intelligence panel on the right of the Reports Workbench, beside Insights. The panel is marked Beta. On a phone, the purple button in the toolbar opens it as a sheet.
It works on four sources only: Leads, Weddings, Invoiced and Vendors. On the other six the tab is empty.
Two ways to work
Adjust starts from today's numbers and asks what happens if you change them. Goal Seek starts from a number you want and works out what would have to be true. Both are buttons at the top of the tab; Adjust is selected to begin with.
Adjust
Each source gives you its own sliders, and the projection underneath updates as you drag:
| Source | Sliders |
|---|---|
| Leads | Conversion Rate, Avg Budget, Total Leads |
| Weddings | Avg Guests, Total Weddings |
| Invoiced | Avg Invoice, Invoice Count, Growth Rate |
| Vendors | Avg Performance, Vendor Count, High Performers % |
Below the sliders, a Projected Impact card shows what those settings produce — Bookings and Revenue on leads, Total Guests on weddings, Projected Revenue and the Growth Rate Applied on invoiced, Avg Performance and High Performers on vendors — each against where you are now.
Reset puts every slider back and clears the projection.
Goal Seek
Here you type the target and the panel works backwards. What it asks for depends on the source: a Revenue Goal on leads, a Revenue Target on invoiced, a Wedding Capacity Goal on weddings, a Vendor Target on vendors.
On leads it answers two ways, because there are two ways to get there — Option 1: More Leads tells you how many more leads you would need at today's conversion rate, and Option 2: Better Conversion tells you what rate would do it with the leads you already get. That is the more useful conversation of the two: one costs marketing money, the other costs follow-up discipline.
The other sources answer in their own units — Weddings Needed, Guest Capacity Needed, Vendors Needed, or a Performance Target.
What the projections assume
They are straight multiplications on your current averages. A 10% rise in average budget produces exactly 10% more revenue, and nothing models a couple walking away because the price went up. That makes them good for framing a decision and poor for defending a forecast — treat the output as the start of an argument, not the end of one.
The figures also rest on whatever your workbench is showing, so the source and the date range you left it on decide what "today's numbers" means.
Tip: Goal Seek earns its keep in a planning meeting. "To reach that number we need 60 more leads a year, or we need to convert one in four instead of one in five" turns a target into two concrete pieces of work.
Frequently Asked Questions
Does any of this change my data? No. Nothing in the panel writes anything.
Can I save a scenario? No. Slider positions are lost when you close the panel or change source, so capture anything you want to keep in the moment — a screenshot is the honest answer here.
Why are the sliders missing? You are on a source that has no scenarios — only Leads, Weddings, Invoiced and Vendors do.
Why do the vendor numbers look wrong? Scenarios there work from performance scores, which are only as good as what has been recorded. If few vendors have been rated, the averages move in ways that say more about missing reviews than about your vendors.
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