Events

Events are the building blocks of all of our calculations in whatifi. Think of them like pieces of Lego. Depending on how you connect them together, you can create some incredibly complex and intricate Scenarios.

Calculation Events

Calculation Events do the heavy lifting in whatifi. Imagine all of the horsepower from a tab in an Excel sheet collapsed down into these individual building blocks. Use Calculation Events to create Customer cohorts, calculate Loan repayments, model growth/churn/CAC, or fully replicate a traditional Profit and Loss statement.

Basic Events

Our general purpose Events that can be used in most whatifi Scenarios.
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Debt
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Debt Repayment
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Employee
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Initial Balance
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Expression
(BETA)
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Business/Subscription Model Events

These Events are designed for Software-as-a-Service type subscription models but can be utilized across many other types of business models.
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Unit Cost/Pricing
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Revenue
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Segment
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Allocation
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Sales Events

Use these Events to model different types of Customer acquisition channels. We currently support Organic/Paid/CPC Traffic and Outbound Sales. These Events are intended to be combined with the SaaS Events above to model various sales funnels.
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Website Visitors
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Campaign
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Outbound Sales

 

Project Capacity Calculation Events

Use these Events to build capacity and resource calculations. This suite of Events are best suited for project based financial models that have fixed start and end dates and a variety of roles and types of employees need to complete these projects.
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Employee
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Utilization
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Capacity
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Project
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Utility Events

Utility Events are used in whatifi to organize, modify or perform Scenario-wide goal setting.
Use Utility Events for organization, grouping, creating Decisions and other application-wide modifications.
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Decision
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(COMING SOON)
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Goal
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Null
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KPI
(BETA)
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Group
(COMING SOON)
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(BETA)

 

Integration Events

Integration Events will support the ability to import or dynamically link to real-time 3rd party data sources.
For some plans, Integration Events will be a PRO feature and may require a plan upgrade.
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Quickbooks
(COMING SOON)
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Xero
(COMING SOON)
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Excel
(COMING SOON)
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Google Sheets
(COMING SOON)
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Netsuite
(COMING SOON)
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Plaid
(COMING SOON)
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Stripe
(DEVELOPMENT)
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PayPal
(DEVELOPMENT)
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Zapier
(DEVELOPMENT)
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Event List (Alphabetical)

Allocation Event
Allocation Event
Bank Event
Bank Event
Campaign Event
Campaign Event
Contract Event
Contract Event
Customer Acquisition Event
Customer Acquisition Event
Customer Churn Event
Customer Churn Event
Customer Event
Customer Event
Customer Growth Event
Customer Growth Event
Customer Transfer
Customer Transfer
Debit / Credit Event
Debit / Credit Event
Debt Event
Debt Event
Debt Repayment Event
Debt Repayment Event
Decision Event
Decision Event
Employee Event
Employee Event
Expense Event
Expense Event
Expression Event
Expression Event
Goal Event
Goal Event
Group Event
Group Event
Growth Event
Growth Event
Import Event
Import Event
Income Event
Income Event
Initial Balance Event
Initial Balance Event
Instance Event
Instance Event
KPIs Event
KPIs Event
Loan Event
Loan Event
Modifier Event
Modifier Event
Null Event
Null Event
Outbound Sales Event
Outbound Sales Event
Project Event
Project Event
Resource Event
Resource Event
Salesperson Event
Salesperson Event
Unit Cost/Pricing Event
Unit Cost/Pricing Event
Segment Event (1)
Segment Event (1)
Website Visitors Event
Website Visitors Event