P&L model

Driver-based revenue by client, monthly close parser, scenario toggles.

Revenue model
driver-based
Input
monthly close xlsx
Status
in build

What it does

Models revenue per client from the drivers that actually move it (enrollment, fee schedule, effective dates) instead of typing totals into cells. Parses the monthly close spreadsheet from finance on upload and maps accounts automatically. Scenario toggles let me see the P&L with a client gone or with the platform migration's cost changes layered in, without building a second spreadsheet.

What it replaced

A manually maintained workbook that took most of a day to reconcile each month and drifted from the finance team's numbers because the two were never built from the same source. Any "what if" meant a copy of the file and a week of trust issues.

How it's built

Same stack and same environment as the proposal engine on purpose. One place to secure, one identity layer, one set of operating habits. Built with Claude Code from a written spec, with the parser tested against real monthly files.

Revenue by client with drivers exposed.
Revenue by client with drivers exposed.
Scenario toggles applied to the forward view.
Scenario toggles applied to the forward view.