Lean-Case Project

The Lean-Case Project Environment allows you to work on a specific Lean-Case Busineee Modelling Project by creating the business model and its assumptions for revenues, headcounts, cost and expenses, funding and investments.

Learn about the different menus, views and how to select time periods.

If you work in a Lean-Case Project,  you find three menus:  the Top Bar Menu, the Actions Menu and the Profile Menu:

  • Use the Top Bar Menu and its Submenus to work on your current Lean-Case Project creating, reviewing and sharing your case components 
  • Use the Actions Menu to manage project versions, export data or models and share your project
  • Use the Profile Menu to work in your Lean-Case Workspace and manage your profile

Top Bar Menu and Submenus

Let’s take a look at the Top Bar Menus in Lean-Case. You find the major Work Menus Revenues, Headcount, Expenses, Capital and Actuals to work on a Lean-Case Project and the Dashboard Menu to mainly review the results of a Lean-Case Project.

  • In the Revenue Menuyou capture revenue assumptions and all the assumptions regarding revenue related cost 
  • In the Headcount Menu, you capture salary relevant assumptions for jobs, groups of jobs, team roles and manager roles
  • In the Expense Menu, you capture relevant expenses to manage and run the business
  • In the Capital Menu, you capture funding events and investments and
  • the Actuals Menu, you can capture your actual business performace to track it against the plan of the Lean-Case project (work-in-progress)
  • In the Dashboard Menu, you can review a Lean-Case project. You find all the results for revenues, headcount, expenses and capital and - of course - the combined results for profitability, cash-flow and unit metrics as well as the Profit & Loss report which actually is a simulation board at the same time. You can filter which revenue streams, teams or expense groups you want to include in your report allowing you to analyse different scenarios.

Each of the top bar menus follow the same concepts and have similar sub-menus.

  • In the Plan Menu, you can capture your assumptions and look at high level results, you can browse through the data, and look at it by month quarter and year
  • In the Check Menu, you look at the data of your assumptions in detail,  filter is by different revenue streams and metrics and  export it
  • In the Manage Menu, you can understand Customer Lifetime Metrics and the movement of customers, revenues and units between revenue steams
  • In the Track Menu, you will be able to keep Lean-Case working for you and compare your actuals against your plan (work in progress)

Within each view, browse the data by selecting a time period of months, quarters or years.

  • If you select a monthly view, Lean-Case shows data for the 12 months of a given year.
  • If you select a quarterly view, Lean-Case shows data for the next 12 quarters
  • If you select a yearly view, Lean-Case shows data for the next 5 years.   

Actions Menu

Use the Actions Menu to save new versions, switch between versions, export data or models and share your projects with viewers or other editors.  

And finally, you can share your Lean-Case and make any of your peers an Editor or invite your board or investors as viewers

Profile Menu

Lean-Case displays a Profile Menu on the top right of the screen which provides access to some special features.

  • My Profile - Manage your own user profile and password
  • My Projects Space - Return to the Lean-Case project space to manage projects
  • Customer Area (only if you are a Workspace owner and can invite other members to your Lean-Case Workspace) - Returns to the Customer Area to manage members, add-on projects, branding and billing
  • Logout securely