Build a financial model with Causal

Tools included


All levels

For those who want to:

  • Create a visual dashboard for data
  • Build a financial model
  • Run different assumptions and scenarios using data

This tool-path will walk you through how to use Causal to build a financial model for a business to help forecast revenue, projects, and churn. Throughout these lessons, we will be building an interactive model for a SaaS company, but this tool-path can be applied to any subscription based business. 

This tool-path was built by our Creator in Residence, Tessa.  

What will you learn?

Getting started with CausalStart now ⭢

In this video, we will through the interactive financial model that we will be building out in this tool-path.

Using a template in CausalStart now ⭢

In this tutorial, we will explore the backend of Causal to understand the different views, inputs, and calculations powering our financial model. Then we will get started building out our model starting with a template. 

Working with inputs in CausalStart now ⭢

In this video, we are going to make some adjustments to our Causal template and explore working with inputs in Causal. 

Adding categories and variables in CausalStart now ⭢

This tutorial will show you how to add new categories and variables in Causal by adding roles and salaries to our financial model. 

Working with calculations in CausalStart now ⭢

In this tutorial, we will look at pre-configured calculations for our Causal template and jump into building our own custom calculations for our financial model.

Creating outputs and charts in CausalStart now ⭢

In this tutorial, we are going to add some custom outputs to our financial model and look at how to present and visualize our model as a whole.

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