Lucid Financials
  • GENERAL
    • Overview
    • Lucid Status
  • Change Log
  • Financials
    • Overview
    • Tags
    • Table Functions
    • Adding a new report
    • Financial Reports
    • Report Editing
  • Hiring Plan
    • Overview
    • Hiring Settings
  • Assumptions
    • Overview
  • Models
    • Overview
    • Inputs, Calculations and Outputs
  • Settings
    • Settings Overview
    • Company Menu
    • User Access
    • Company Settings
    • User Settings
  • Integrations
    • Integrations Overview
    • Accounting Systems
    • Bank Integrations
    • Payroll Integrations
    • Data Integrations
    • Importing (Including CSV)
  • Model Templates
    • Untitled
    • Create New Template
    • Industry-Specific Model Templates: Optimizing Financial Planning
    • Templates Library Overview
  • Scenario Planning
  • Graphs
    • Graphs Overview
    • Visualizing Financial Data
    • Graph Types
    • Add a new graph
  • AI Reporting and Planning
    • AI Overview
    • Strategizing Global Workforce Allocation
    • Getting Started with Workforce Planning
    • Streamlining Workforce Reductions
    • Projecting Workforce Expansion
    • Crafting a New Hiring Plan
    • Generating Strategic Hiring Plans
    • Financial Copilot Chat
    • Optimizing Scenario Planning with AI
    • Understanding Financial Models with AI
    • Streamlining Formula Generation
    • Empowering Financial Decision-Making
  • Tutorials
    • Finishing Setting Up: Questionnaire,
Integrations,
Choosing Templates, AI Assistance
    • Financial Terms
    • Onboarding
  • Support
  • Import Excel to Lucid Financials
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On this page
  • Lucid Financials Platform Overview
  • Main Dashboard Overview
  • Managing Dashboard Features
  • Financials
  • Hiring Plan
  • Assumptions
  • Models
  1. GENERAL

Overview

NextLucid Status

Last updated 4 months ago

Lucid Financials Platform Overview

Main Dashboard Overview

The Dashboard in Lucid is all about being a one-stop financial hub for your company.

The Company selector (for users who added several projects) is located in the top left corner. Switch between your different Companies/Projects easily from there.

There are 4 main Functional Tabs - Financials, Hiring Plan, Assumptions, and Models.

Managing Dashboard Features

Financials

Financials is one of the 4 main tabs on your Dashboard. This is where all of your main financial data points will be displayed.

It showcases the top graphs that are reflective of things like Bank Balances, Income vs. Expenses, 12-24-36 month Runway projections, Balance Sheets, P&Ls,

As well as any changes in Assets, Liabilities & Equity and P&L.

Hiring Plan

The Hiring Plan allows you to streamline your workforce planning by providing a comprehensive overview of your current and future hiring needs.

Based on the industry, a detailed breakdown of salaries and positions is provided.

Assumptions

Using all of the data you’ll be entering, as well as Scenarios applied - Assumptions project financial results for a defined period of time.

Models

The Models tab allows you to customize the most important focus points of your financial planning with Lucid.

The Models tab can be customized to include categories such as revenue forecast, operating expenses, capital expenditures, loan amortization schedules, and investment returns, allowing for comprehensive financial scenario planning and analysis.