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
  • Manage Financial Reports
  • View Integrated Data
  • Model Templates
  • Available Template Options
  • All Templates
  • Templates in Use
  • Custom Templates
  • New Template
  • Most Used Templates
  1. Settings

Company Menu

The Company Menu is the central navigation hub for accessing all company-specific features and settings.

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Last updated 6 months ago

Manage Financial Reports

  • Access and manage all financial reports relevant to your organization.

View Integrated Data

  • View and manage data integrated from various sources like bank accounts, payroll systems, and other financial tools.

  • Adjust Company Settings: Quickly access and modify company-wide settings.

  • Tools and Features: Utilize all the tools needed to oversee your organization’s financial health.

Model Templates

In the Models section, Lucid Dreams offers a variety of templates to streamline your financial modeling process. Templates are pre-designed models that you can use as a starting point for your financial plans.

Available Template Options

All Templates

  • Access a comprehensive list of all available template

Templates in Use

  • View and manage the templates currently in use for your financial models.

Custom Templates

  • Create and manage custom templates tailored to your specific needs.

New Template

  • Start a new template from scratch or based on an existing model.

Most Used Templates

1. B2C SaaS Plan (Bundle): Comprehensive template for planning SaaS business models.

2. Google Ads Sales Pipeline (Single): Template for managing and forecasting Google Ads performance.

3. Loan Repayment Plan (Single): Template to plan and manage loan repayments.

4. Monthly SaaS Subscription (Bundle): Template for managing monthly subscription revenues and expenses.

5. Basic Overhead Expenses (Single): Template for tracking and managing overhead costs.

6. Stripe Subscription (Single): Template for managing Stripe subscription revenues.

7. Annual SaaS Deferred Revenue (Bundle): Template for handling annual SaaS revenue and deferrals.

These templates are designed to help you quickly set up and manage various financial scenarios and reporting needs, ensuring that you can make informed decisions with ease.