Models page overview

Get an overview of the models page, including how to access, navigate, and manage your models effectively.

The Models page is where you build and manage your financial models.

You can use variables, metrics, dimensions, and lists to create accurate plans and forecasts for your business. It provides a secure and collaborative space for stakeholders to perform integrated planning in real time.

A line item in Drivetrain refers to either a variable or a metric.

Accessing Models

Click on the Models icon on left sidebar.

Depending on your role and privileges assigned to you by your administrator, you might not see the Models icon. Please contact your Administrator to help you with access to the Models page.

Understanding the Model interface

If models haven't already been created, your page will look like this.

Naming your Model: On the top left, you can give a name for the larger Model being built. For example, FY25 AOP or Long Range Plan. It's the name for the collection of smaller models that can be organized into folders.

You can think of this name as the one you would give to an Excel workbook containing multiple tabs or even a whole group of Excel files.

The Model name given here will show up under the versions series in your reports. Selecting it would pull in the corresponding plan values.

If you have saved versions, those names will be displayed as well.

Model range (Planning period): You can define start and end dates for your model. This duration would apply to all smaller models as well. The vertical ellipsis (⋮) on the top right is where you can find this option.

Lists: On the top right, you can access the Lists page.

Versions: The vertical ellipsis (⋮) on the top right provides versioning controls including saving a new version and accessing saved versions.

Templates: A number of built-in templates can be accessed via the vertical ellipsis (⋮) on the top right.

Changelog: You can access the audit logs—a history of who has made what edits and when to a model's variables, metrics and lists—via the vertical ellipsis (⋮) on the top right.

+ New Model and + New Folder: You have the option to create a new model or a new folder.

It's likely you would create a large number of models in Drivetrain. But even with strict naming conventions, it can become too much—with lots of scrolling, creating confusion and making it difficult to collaborate with your team.

That's where organizing your models into folders can help structure and access your work better. You can create nested folder structures as well.

Moving a model into a folder

To move a model into a folder:

1. Click the vertical ellipsis (⋮) on the model card you wish to move

2. Select Move to option

3. Navigate to the folder you want to move the model into

4. Click Move

Deleting a model

To delete a model:

• Click the vertical ellipsis (⋮) on the model card you wish to delete

• Select Delete option

• In the confirmation box, click Delete

Deleting a folder

Deleting a folder will remove all the contents within it including models and other folders.

To delete a folder:

• Click the vertical ellipsis (⋮) on the folder you wish to delete

• Select Delete option

• In the confirmation box, click Delete