Deterministic governed engine · baseline reconciles to workbook (2027 price $3,793,090 · margin 50.9%)
What-if assumptions
Adjust drivers; results recalculate instantly.
Presets
One-click governed stress scenarios.
Total price
$3,793,090
— vs baseline
Expense
$1,863,500
— vs baseline
Margin
$1,929,590
— vs baseline
Margin %
50.9%
0.0 pts vs baseline · target 40.0%
Changed assumptions
0
Matches governed baseline
Revenue bridge — price waterfall
Base fees through governed adjustments to final price.
Service price mix — 2027
Baseline vs working governed price per service.
Margin % trend
Working vs baseline with target margin guardrail.
Expense vs revenue
Working scenario across the model horizon.
Year-by-year comparison
Baseline vs working for the governed model years.
| Year | Baseline price | Working price | Δ price | Baseline margin % | Working margin % | Δ margin |
|---|---|---|---|---|---|---|
| 2027 | $3,793,090 | $3,793,090 | — | 50.9% | 50.9% | — |
| 2028 | $4,147,604 | $4,147,604 | — | 51.1% | 51.1% | — |
| 2029 | $4,534,125 | $4,534,125 | — | 51.3% | 51.3% | — |
Changed assumptions
No changes — working scenario matches baseline.
Sensitivity ranking
Margin $ impact of ±10% moves (±5% for levels), one at a time.
Starting AUM ($M)
$119k
Starting accounts
$66k
Starting transactions
$32k
High volume discount
$15k
AUM growth
$0
Account growth
$0
Business rules
Every governed rule, its live status, and its impact on the working scenario. RUL-006 remains a draft and is never applied.
Saved lab scenarios
0 scenario(s) saved in this lab session.