Elder Care Platform Financial Planning Model

Interactive 36-month planning dashboard for pricing, staffing, family growth, FSR capacity, operating cash flow, and capital needs.
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36-Month Cash Flow

Family Growth

Active families against the modeled family capacity implied by that month’s FSR pool.

Team Scaling

Revenue → Operating Result Waterfall

Operating Cash Flows & Company Phases

Company phase timeline
Operating cash flow snapshots

Monthly Breakdown (36 Months)

Month New Families Churned Total Active Onboarding Lane Account Lane Required FSR Pool Revenue Fixed Costs Variable Costs Net Income Cumulative Cash

Model Definitions & Setup

Use this as the primary planning workspace: update scenarios and assumptions here, then read the effects in the cards, impacts, and formulas below.
Why this exists
This is the home base for editing and reasoning together.
The setup view now puts the live controls, formulas, and downstream consequences in one place so the model is easier to teach, audit, and tune.
How to use it
Tune the controls here first, then move to growth, capacity, or scenario views.
This is the same model state used everywhere else in the dashboard, so every change here updates the rest of the application immediately.

Live Controls

Edit scenarios, phase plans, and the major operating assumptions directly here.

Parameter Workbook

A cleaner readout of the active assumptions, grouped by the operating logic they control.

Key Driver Impacts

The setup view should explain the cascade: change an assumption here, and these are the metrics that move.

Core Formulas

High-signal definitions to anchor the model logic before you interpret the outputs.

FSR Demand Calculator

Adjust the three core drivers to see how FSR headcount, panel size, and revenue work out. Onboarding is typically 75-85% of total FSR labor during the growth phase.

Onboarding FSRs
Panel lives at maturity
Panel MRR at maturity
% FSR labor = onboarding
Mo to approach steady state
New families/mo Onboarding FSRs Panel lives at maturity Panel MRR at maturity

Revenue vs. Cost at Mature Scale

Net Margin % by Scale

Steady-State Comparison

Illustrative mature operating model using replacement demand implied by the active churn assumptions.

Scale Analysis

Same scale table from the growth model, moved here so the mature-scale view owns benchmark comparisons.
Scale Monthly Revenue FSRs Needed Monthly Costs Net Margin Total Headcount Approx Position