Templates Library Overview

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

Current Templates, used Templates, create new templates.

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.

Introduction to Model Templates

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

Navigate to the Models Section

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

Explore Current Templates

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

View Used Templates

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

Create New Template

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

Step 2: Understanding Template Categories

Most Used Templates

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

Templates in Use

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

New Template

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

Step 3: Choosing the Right Template

Consider Business Needs

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

Review Template Features

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

Customization Options

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