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Generate financial best/base/worst case scenarios

Generate financial best/base/worst case scenarios

Your first prompt to AI

Your first prompt to AI

"Using the attached financial dataset and historic performance data, generate best/base/worst-case financial scenarios; output a forecast table with assumptions."

"Using the attached financial dataset and historic performance data, generate best/base/worst-case financial scenarios; output a forecast table with assumptions."

Enhanced AI workflow

Input via Excel: Upload financial model and define key drivers
AI-Simulation Setup in AI Chat: Define assumptions for each scenario
AI-Model Generation: Recalculate metrics for best, base, and worst cases
AI-Stress Test: Identify which drivers have outsized impact
AI-Visualization: Create comparison charts for each case
Output via Excel and AI Chat: Share updated model and visuals

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Freed up human focus

Freed up human focus

Faster execution

Faster execution

Ensured accuracy

Ensured accuracy

Applied in

Applied in

Scenario planning

Scenario planning

Requesting departments

Requesting departments

Investment, Finance

Investment, Finance

Beneficiaries

Beneficiaries

Investment Manager, Finance Manager, FP&A Analyst, Portfolio Analyst

Investment Manager, Finance Manager, FP&A Analyst, Portfolio Analyst

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