What are Templates?
Templates give you a strong starting point for building a model quick. You can leverage a template, customize it, and build a model much more quickly than building from scratch.
How do I access the Templates Library?
There are 2 ways to access templates:
You're a new user that just signed up - in the onboarding flow you'll be asked if you'd like to select a template
You're an existing user trying to create a new Project - from the 🏠 Home tab, click the "New Project" button at the top right of the screen - this will open the template library
NOTE: If you're on a Founder plan, by default you only have one Project space, you can add additional Project spaces to your account - follow these steps
How do I edit a Template?
Each template is built a bit differently, but editing templates is as simple as navigating to the 3 main sections within Sturppy (Acquisitions, Revenues, Expenses) and editing the inputs to match your business needs.
For new users, the onboarding tasks walk you through how to edit things. You can find the onboarding tasks by clicking on the live chat widget and clicking on the "Tasks" tab (screenshot below).
NOTE: If you do not see the Tasks tab, click this link. It will launch the onboarding task list within your account.
For video example model builds see below 👇
What Templates are currently available?
For the latest and greatest, the best thing to do is to click the "New Project" Button from the 🏠 Home tab to launch the Template library.
A full list of the available templates and templates we have planned can be found here.
To request a new template, email us at [email protected]!
Template Video Walk Throughs / Example Builds
SaaS with flat-rate pricing video - CLICK HERE
SaaS with seat-based pricing video - CLICK HERE
SaaS with usage-based pricing video - CLICK HERE