Drivers
What Drivers are for
Drivers let you plan once and reuse everywhere. Headcount, prices, churn, conversion rates, lease flags — define them in the Drivers panel and reference them from any planning row, sub-position, or formula. Edits to a driver propagate to every consumer in the active plan.
TL;DR
Drivers live in a collapsible teal row at the top of the planning grid. Pick a unit type (Currency / Value / Percentage / Boolean), a per-driver method (Manual / Formula / Annual growth / Custom), and reference the driver from any row. Yearly aggregation follows the unit (Sum / Last / Average).
How Drivers work
The Drivers panel sits above the statement rows in the Planning grid. Toggle it from the table menu (the panel hides when not needed so the statement rows stay focused).
Each driver is a labelled time series with a unit type. Drivers don’t appear in the statements — they exist to feed positions, sub-positions, and formula references.
Driver elements
Unit types
- Currency (EURk) — currency, displayed in thousands. The stored EUR value is divided by 1000 for display and multiplied back on save.
- Value (#) — a count or absolute number, no scaling.
- Percentage (%) — stored as a fraction, rendered with one decimal.
- Boolean (0/1) — used for payment schedules, lease activation, trigger flags.
Per-driver methods
Each driver has its own method, set independently of the rows that consume it:
- Manual — enter monthly values directly.
- Formula — compute from other drivers, rows, or constants.
- Annual growth — annual rate distributed by a seasonality profile.
- Custom — driver-specific patterns (for example, schedule booleans).
Sub-position roll-up
Drivers feed both sub-positions (helper lines under a formula-based row) and the parent row itself. Sub-positions don’t roll up to the L2 on their own — they exist to make the parent’s formula readable. The parent’s computed value is what contributes to L1 and totals.
Yearly aggregation
When you switch the grid to Y view, statycs aggregates each driver and each row using a rule chosen by row type:
- Sum — P&L flow rows (revenues, costs, opex). Default for non-percentage rows on the P&L.
- Last — Balance Sheet stock rows. The yearly value is the last month’s value.
- Avg — percentage rows. The yearly value is the simple average of monthly percentages.
By default, percentage rows take the average across months, Balance Sheet rows take the last month’s value, and all other rows are summed. The aggregation symbol (Σ / Last / ⌀) appears next to the driver label so you can see at a glance how the yearly value rolls up.
Toggling the panel
Open or close the Drivers panel from the table menu in the grid header. The panel state is per-plan, not global, so different plans can present different driver sets.
Editing drivers
- Add: click the + at the bottom of the panel.
- Rename: double-click the driver label.
- Remove: row menu → Delete.
- Bool drivers: cells toggle 0/1 by click; manual bool cells stay editable, formula-driven bools are read-only.
Deleting a driver breaks every formula that referenced it — the consuming positions show a broken-reference error in the formula editor and in the validation sub-navigation. Fix or remove the references before deleting, or use the validation list to walk back through the affected rows after the fact.
Referencing drivers
Open the formula editor on the consuming position and pick a driver from the browse picker (drivers appear in their own category alongside P&L, BS, and CF references). You can also click directly on a driver row in the grid while the editor is open to insert it as a reference. Each reference takes a time offset chosen from a small menu — this month, previous month, 1 year ago, or Custom (which opens a modal where you pick a month count and direction). The same offsets work for cross-row references.