Models

Models are the foundation of financial planning in Pluvo.

Each model contains its own grid of variables, time-based logic, and scenarios. You can use models to represent your entire business or break things down into focused plans—like headcount, revenue, or departmental budgets.

What Is a Model?

A model is a container for:

• Variables with forecast and actuals logic

• Scenarios (Base + alternate cases)

• A customizable time range

• A grid interface for entering, calculating, and visualizing data

Models are fully flexible—you decide what each model represents and how they’re organized.

Creating a Model

To create a new model:

1. Click the “+” button in the sidebar and select "Add Model"

2. Name your model

3. (Optional) Choose or create a folder to store it in

4. Your model will open with a blank grid, ready for variable setup

Toolbar

The model toolbar gives you quick access to powerful tools while working in the grid:

• Column Toggles Show or hide:

  • Sparkline column

  • Actuals formula column

  • Forecast formula column

• Undo / Redo Use keyboard shortcuts or click the toolbar arrows to undo or redo changes

• Export Export the current grid as CSV or Excel

• Model Settings (Gear Icon) Open settings to:

  • Change the model’s date range

Scenario Switcher

Switch between Base and alternate scenarios from the top-right dropdown.

You can compare differences between scenarios, make what-if plans, and merge an alternate back into the Base version when you’re ready to commit.

Organizing Models

Pluvo gives you full control over how models are structured:

Model Folders

• Create folders to group related models (e.g., “Go-to-Market”, “Headcount”, “Operations”)

• Drag and drop models into folders from the sidebar

• Nest folders for more complex hierarchies

• Collapse folders to keep your workspace tidy

Creating a Model Folder

To create a new model folder:

1. Click the “+” button in the sidebar and select "Add Folder"

2. Name your folder

Sidebar Visibility

• Click the chevron to hide/show the sidebar

• Models and folders are visible from the Sidebar

• You can add, move, or remove models from the sidebar by dragging or selecting the three dots next to the model/folder name.

• Use the Sidebar to quickly access and structure your workspace based on how your team plans

Best Practices

• Create separate models for major business components or planning areas

• Use folders to reflect organizational structure, planning ownership, or timeframes

• Keep models focused—then import variables between them as needed to avoid duplication

Ready to build? Head to the Sidebar, create your first model, and start forecasting.