> For the complete documentation index, see [llms.txt](https://lucid-financials.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://lucid-financials.gitbook.io/docs/model-templates/templates-library-overview.md).

# Templates Library Overview

{% embed url="<https://youtu.be/uCFR5kRM45g>" %}

<figure><img src="https://downloads.intercomcdn.com/i/o/1123016328/fb0604ee331c29dd5318ead3/image.png?expires=1730712600&#x26;signature=ebb0ebcd12d7ce9eaccfd38887bcfd0184ba2ec0c120b190f055471286164207&#x26;req=dSElFcl%2Fm4JdUfMW1HO4zRQarSfUyAvloQ3bUARaUDIc9Vhhey3I1hkWLA3d%0AjM7bX9n8zHYFKJRFi1I%3D%0A" alt=""><figcaption></figcaption></figure>

### Current Templates, used Templates, create new templates. <a href="#h_d56ce9daaf" id="h_d56ce9daaf"></a>

Lucid Dreams offers a variety of model templates to simplify financial planning.

These templates provide a structured framework for different business models, allowing you to quickly input data and generate accurate financial projections.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123016971/9ad32cf7d04dad5bda96d3c1/image.png?expires=1730712600&#x26;signature=467b2813d0c7dd1e7f5a10637abf2a4b6ba14d6345967dc3b77d53e0cb5c699d&#x26;req=dSElFcl%2Fm4hYWPMW1HO4zXFZm9UuB%2FIrEd0M0q4tDHJVRYFlGpeIT%2BakiiNs%0ALQ2wJlFncnFxWbdJVjc%3D%0A" alt=""><figcaption></figcaption></figure>

## Introduction to Model Templates <a href="#h_f497b8d1a4" id="h_f497b8d1a4"></a>

Model templates offer predefined structures for various business scenarios, simplifying financial planning and analysis.

Let's explore how to navigate and utilize these templates effectively.

## Step 1: Accessing Model Templates <a href="#h_d9b973eaf1" id="h_d9b973eaf1"></a>

### Navigate to the Models Section <a href="#h_eb4307a51a" id="h_eb4307a51a"></a>

* From the main dashboard, click on the Models tab to access the templates.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123018561/fcd9ca198fcd9a4f93ac09bb/image.png?expires=1730712600&#x26;signature=d42d9bea82a3982489fe4fa0440649d535f9afc36fc4862fbae49eb348278616&#x26;req=dSElFcl%2FlYRZWPMW1HO4zTugUYm4wTvUYgsBZ9pq7JsneBRy84nF3OKeRuey%0AGfGNq1WV38hbi0eLfxA%3D%0A" alt=""><figcaption></figcaption></figure>

### Explore Current Templates <a href="#h_0267b4035d" id="h_0267b4035d"></a>

* Browse through the list of available templates to see the options for different business models and scenarios.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123019301/fab53b23abbef3455c98c698/image.png?expires=1730712600&#x26;signature=9314e004debafcc4c1bb6ab6b37cfc836c3b6098e25ecbd5c04a2a3549d694af&#x26;req=dSElFcl%2FlIJfWPMW1HO4zTgNbINTepYLWEGQK8Nt%2FojVXDVFmC6%2Bcb9s95Qq%0AdZpF%2BC%2FarVWUUonknQk%3D%0A" alt=""><figcaption></figcaption></figure>

### View Used Templates <a href="#h_3ba2ba9fde" id="h_3ba2ba9fde"></a>

* Check the Used Templates section to see which templates are currently in use for ongoing financial analysis.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123020983/dc3d6efadddc6553010c6a72/image.png?expires=1730712600&#x26;signature=90e86f15cc1b1a921e0088048c0d2cb6ac07592d71cf6df045097ece6291e78c&#x26;req=dSElFcl8nYhXWvMW1HO4zZcnCBzPZqz7dXmUfO6wYIXmCVCwxrcHa%2Fyca51o%0AU9N4IVCqkQi2sa7JyJc%3D%0A" alt=""><figcaption></figcaption></figure>

### Create New Template <a href="#h_3670eb6364" id="h_3670eb6364"></a>

* If you need a customized template, proceed to create a new one tailored to your specific requirements.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123022387/1ba21603f3896584d22bbca2/image.png?expires=1730712600&#x26;signature=a6d8c9d33de010bcaf72b19af6f8934a50702ee9af2782c5f4715ab20fe11870&#x26;req=dSElFcl8n4JXXvMW1HO4zckvKCpvmciFjPHZTHKmxJdMfwJ%2FH9dek%2BXLmUci%0A9ZdEOAOyLUsYjubpYXw%3D%0A" alt=""><figcaption></figcaption></figure>

## Step 2: Understanding Template Categories <a href="#h_44275c09db" id="h_44275c09db"></a>

<figure><img src="https://downloads.intercomcdn.com/i/o/1123022764/9274b9f6762b0660917e1282/image.png?expires=1730712600&#x26;signature=6274c69ff905168602d3b78dc7bd2b458f75c92f741db16788bdba5d615af6b2&#x26;req=dSElFcl8n4ZZXfMW1HO4zYqpZtPrK72HOZGOlOvuZTlB3AQDyIEQYz6QdBnc%0ATxZ1eZi%2FOGRz1TXBuFo%3D%0A" alt=""><figcaption></figcaption></figure>

### Most Used Templates <a href="#h_1488e7a21c" id="h_1488e7a21c"></a>

* These are ready-to-use templates available for immediate application to your financial planning.

### Templates in Use <a href="#h_c3906322ce" id="h_c3906322ce"></a>

* Templates that are currently being utilized for ongoing financial analysis within your organization.

### New Template <a href="#h_243a583dfe" id="h_243a583dfe"></a>

* This option allows you to customize a new template from scratch or modify existing ones to suit your needs.

<figure><img src="https://downloads.intercomcdn.com/i/o/1130205429/39f276cccc927e90fdb6a38e/image.png?expires=1730712600&#x26;signature=865d6df0a5c0f15b4d660f664f7125380ba7cdf575a077542d11fe3c1dc93755&#x26;req=dSEkFst%2BmIVdUPMW1HO4zRk23d5ttyzpaAbTMfJk6mfFJUtbx9%2B1tmzfIpBq%0AHHypiXQUM2M%2FurA6YFM%3D%0A" alt=""><figcaption></figcaption></figure>

## Step 3: Choosing the Right Template <a href="#h_c88c5d3134" id="h_c88c5d3134"></a>

### Consider Business Needs <a href="#h_ee12403572" id="h_ee12403572"></a>

* Select a template that aligns with your business model and financial planning requirements.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123025815/0b7b6e4f9ebb9918e9dd36e8/image.png?expires=1730712600&#x26;signature=fdd33de0f0a5a7595b72adf213dfeec6b9424b7c7d39e6ca053742c5d0b461ac&#x26;req=dSElFcl8mIleXPMW1HO4zSWre7Dz1%2FPiywveHKsqfZzB2BByccPyjjm2e8kA%0ADFFqxLEbABMihcegshI%3D%0A" alt=""><figcaption></figcaption></figure>

### Review Template Features <a href="#h_0b1cc4c247" id="h_0b1cc4c247"></a>

* You can explore each template's features and metrics to ensure it meets your analysis needs.

<figure><img src="https://downloads.intercomcdn.com/i/o/1123026432/3e49e819b7b17357d0e440f4/image.png?expires=1730712600&#x26;signature=5f85f0664f2daeecec6ba4f825fef92728bd17c699ae2e78b27dd836d61fdc83&#x26;req=dSElFcl8m4VcW%2FMW1HO4zbjmmoxTvmxK5oHa5%2BKG9DpFCUKzLtAfvgbJhTqI%0ATO1gEDc9%2FEzsI%2BsESPs%3D%0A" alt=""><figcaption></figcaption></figure>

### Customization Options <a href="#h_cdbe557210" id="h_cdbe557210"></a>

Assess the customization options available for each template to tailor it to your specific scenario.<br>
