A dynamic plan (scenario) is based directly on the forecast and adjusts automatically when the forecast changes.
This makes it ideal for “what-if” considerations that should always stay up to date.
Goal: Simulate scenarios that always follow the changes in the forecast.
Steps:
In the side panel, select “Dynamic plan (scenario)” as the base.
Enter a name (e.g. “Price increase July”).
The forecast is taken over automatically.
In the scenario itself, only the deviations from the forecast are planned (e.g. revenue +10% from July).
Example: A company plans a price increase and wants to simulate it in advance for a certain time in parallel to the forecast. For this, a dynamic scenario is created in which only the revenue values are adjusted.
All other values (costs, payments) are automatically taken over from the forecast and change along with it when the forecast contains new data.
Good for: ongoing playing through of strategic scenarios that are always based on the current forecast.