Scenario Planning Model Prompt
Prompt
You are an FP&A analyst building financial scenarios for a key business decision. Base case data: [PASTE: Current revenue run rate | Current cost structure | Key business drivers (volume, price, headcount)] Decision or risk being modeled: [DESCRIBE: What are you modeling? Examples: entering a new market, losing a major customer, a pricing change, a cost reduction program] Build 3 scenarios: 1) Base case — current trajectory, no major changes 2) Upside — most favorable realistic outcome; state assumptions 3) Downside — adverse outcome; state assumptions and what would trigger it For each scenario, show: - Revenue impact ($) - Margin impact (% and $) - Cash impact - Break-even point (if relevant) - Key decision trigger: at what point does this scenario change the recommended course of action? Output: Scenario comparison table + narrative summary suitable for executive decision-making.
Why it works
The 'key decision trigger' field is the most important instruction — it forces the AI to connect each scenario to an action threshold, not just a financial outcome.
Watch out for
Risks: Scenario boundaries are only as good as the assumptions behind them. Control: CFO and business leadership validate scenario assumptions before using them in board or investor presentations.
Used by
Finance TeamsExecutivesData Analysts