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Quantrix Cheat Sheet: Learning Guide
Functions in Quantrix are nearly identical to those that modelers know from spreadsheets, with a few key differences. This cheat sheet covers the most important Quantrix functions and their spreadsheet equivalents.
Why Do Financial Modelers Choose Quantrix?
Financial modelers from all over the world have picked Quantrix as their software of choice. Here’s why.
Version 23.2 Product Release
On August 10, 2023, Quantrix released Version 23.1 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.
August 10, 2023
How to Build Your Own Scenario Manager
In this blog, we’ll define the term “scenario manager” and describe when and why to use one in business modeling. We’ll also show you how Quantrix is the perfect tool to create and manage your scenarios.
Modeling Mondays | How to Give Every Model User a Custom Experience | Ep #4
Watch this episode to learn how to: eliminate spreadsheet copies and emails, automate custom data filtering by user role, and create custom roles and permissions that improve user experience & security.
Modeling Mondays | How to Build Your Own Scenario Manager | Ep #3
In our third episode of Modeling Mondays, see a simple method of managing multiple dynamic scenarios using Quantrix.
Modeling Mondays | How to Design Better Dashboards | Ep #2
In our second Modeling Mondays episode, we address how to incorporate organization and navigation into your financial models - make models your colleagues and clients will appreciate (and actually enjoy using!) with Quantrix.
Modeling Mondays | How to Audit Formulas | Ep #1
In our first Modeling Mondays episode, we address how to audit formulas and some common tools available - including the unique benefits of auditing formulas with Quantrix.
Version 23.1 Product Release
On May 16, 2023, Quantrix released Version 23.1 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.
May 16, 2023
Best Alternative to Spreadsheets for Large Data Sets
If your large models are giving you headaches, there’s a better way! Quantrix was designed to address all the major pitfalls found within traditional spreadsheets. Find out how much time and effort you can save by making the switch to Quantrix.
ChatGPT Writes My Formula | Easier than Spreadsheets
If you can type a prompt to ChatGPT, you already know how to write Quantrix formulas. No cell coordinates. Just real language. See how easy it is using Quantrix Modeler!
Brainwork Consulting & ALPIQ – Monte-Carlo Simulation
Brainwork has used Quantrix to provide agile modeling and simulation services to ALPIQ, a European electricity production and trading company. In this case study we will share how Quantrix was used to build risk, uncertainty and scenario thinking into a corporate financial model. Using Monte-Carlo simulation, thousands of recalculations are done to provide output distributions of all KPIs transformed with descriptive statistics into a management-friendly presentation in Quantrix to support decision processes.
What’s the Best Modeling Alternative? | Learn How Quantrix is Different
If you’re looking for a new financial modeling tool that allows you to do more, then you’re in the right place! Learn about Quantrix.
WATCH NOW: What’s New in 22.2?
Want to know what’s in Version 22.2? In this video, we walkthrough some of our new features including Item Filters, Smart Buttons, Boolean Checkboxes and more!
Best Financial Modeling Software in 2023
Determining the best financial modeling software in 2023 can be overwhelming. To help make your decision easier, we’ve developed a 4-prong framework to assist you in deciding what’s important to you and your business.
2022: A Year in Review
2022 has been another great year for Quantrix! While we have exciting goals for 2023, we wanted to take this opportunity to look back at 2022 and share some of our favorite updates and additions.
Discussion: What can you learn from our demos?
Our Senior Solutions Consultant, Lyndsey Weber, has provided countless demos and worked closely with customers in just about every industry. We sat down with her recently to discuss her learnings.
Financial Modeling: Formula Best Practices
Your formulas determine the accuracy and scalability of your models. Find out how Quantrix Real Language Formulas can transform the way you model data.
30 Second Quantrix Demo
Discover the power of Quantrix Financial Modeling in only 30 seconds! In this video, we build an income statement and forecast.
WATCH NOW: Quantrix Dimension 2022 Conference
We recently hosted Dimension 2022, our annual conference. Over the course of two days attendees heard directly from the Quantrix team as well as an incredible line up of presenters. Watch now!
Version 22.2 Product Release
On November 14, 2022, Quantrix released Version 22.2 of Modeler, Qloud and Enterprise Qloud. You can read more about this release here.
November 14, 2022
Quantrix Qloud Training Videos
We are happy to announce that we recently released our new Qloud Training Video Series! There are three videos designed to help you get started. Check them out!
WATCH NOW: What’s New in 22.1?
This video features a walkthrough of the new Summarize & Credentials Manager capabilities in Modeler and SSO capabilities available in Qloud Enterprise Plus!
Johnson Controls uses Quantrix for CPQ
Nikki James discusses how Quantrix fits into Johnson Control’s business. This presentation is from the Quantrix Dimension User Conference.
Version 22.1.2 Product Release
On August 3, 2022, Quantrix released Version 22.1.2 of Modeler and Version 22.1.0 of Qloud and Enterprise Qloud. You can read more about this release here.
August 3, 2022
IN THE NEWS: Trin Partners Helps SMEs Make the Right Decisions
Our Partner, Frédéric Caussarieu, from TRIN PARTNERS discusses how he uses Quantrix to assist his customers in building financial models.
June 14, 2022
Next Gen Financial Modeling Software
The Next Generation of Financial Modeling Software is Here! Quantrix delivers the agility of spreadsheets and the scalability of enterprise planning software. Read our blog to learn more.
What software models financial information?
From balance sheets and income statements to cash flow statements and forecast models, you need a software that can securely and accurately represent your business. Try Quantrix!
Top Financial Modeling Software
Finding the right spreadsheet replacement is an important decision. Learn why Quantrix is a top financial modeling software trusted by users around the world.
Financial Modeling Software Online | Online Apps
Quantrix Qloud allows you to share your models safely and securely online. You can try our Interactive Demo Models now to see how Qloud can work in your business.
Financial Modeling Software Comparison Chart
There are a variety of software options available for financial modelers. The goal of this article is to help you better comprehend how each option stacks up.
Supply Chain Modeling
There has arguably never been a more volatile time in supply chain history. Modelers and planners need a professional financial modeling software to manage all the challenges presented today.
How to Ignore Spreadsheet Structure Rules and Come Out Ahead
In this webcast, we review commonly recommended best practices for structure in financial modeling spreadsheets and show you how to save time and create more powerful models by ignoring those rules.
Ignore Spreadsheet Structure Rules for Stronger, Speedier Business Models
Learn more about our webinar titled: How to Ignore Spreadsheet Structure Rules and Come Out Ahead. Quantrix is a better financial modeling software!
Best Business Planning Software
All plans change, some more than others. When external factors impact your business, you’ll need an agile, auditable, efficient and collaborative tool to plan your business future.
Version 21.2 Release Overview
This release boasts a significant number of improvements designed to enhance the usability and experience with a special focus on performance, data import and training.
Version 21.2.0 Product Release - Updated
PORTLAND, ME – (Updated March 14, 2022 for 21.2.2 release) On December 22, 2021 Quantrix released 21.2.0 of Modeler, Qloud and Enterprise Qloud. There are a variety of new improvements, including a connection to Google Sheets, so it is recommended that users update their software as soon as possible.
February 17, 2022
5 Questions Every Financial Modeler Should Be Asking
Are you a financial modeler? Find out 5 questions you should be asking. Learn how a professional modeling software can improve your business and the way you work.
A Better Way to Write Formulas | Financial Modeling Software
Spreadsheet formulas can be difficult to manage. Are you looking for a better way? This video will show you the difference between spreadsheet formulas and Quantrix formulas.
WATCH NOW: Dimension Conference
Our Dimension Online 2021 conference was a big success! If you weren’t able to join our broadcast, all of the recordings are now available.
Quantrix Cheers PRIDE London!
Quantrix will be celebrating PRIDE alongside its parent company IDBS, which is based in the UK. Read our new blog to learn more.
Natural Language Formulas | No More VLOOKUP
Have you ever looked at a spreadsheet formula and thought: what does this formula mean? Formula writing can be a difficult and time-consuming task. Learn about how Quantrix can help this process by using Natural Language Formulas.
LEARN: Getting Started with Quantrix
This model is a step-by-step guide to the Quantrix basics, including writing formulas, data import, canvas design and model security. The interactive experience will help you to learn and practice right in the product. Try it today!
Version 21.1.0 Release Overview
In this video, you'll learn about some of our favorite updates in our 21.1.0 release. We've revisited some of the fundamental aspects of how users interact with our software looking for opportunities to improve ease of use and modeling efficiency.
Version 21.1.0 Product Release - Updated
PORTLAND, ME – On June 10, 2021 Quantrix released Version 21.1.0 of Modeler, Qloud and Enterprise Qloud. This release features many new improvements and fixes designed to help new and longtime users.
June 10, 2021
Model Metrix develops model-based solutions leveraging the power of Quantrix Modeler
In this blog, learn more about our partner, Model Metrix. We sat down with David Philips, Co-founder and VP Sales to learn more about their trajectory.
1,000 Followers on LinkedIn
Every year the Quantrix Community continues to grow, and we are grateful to have such a passionate group of users and followers.
2020 Year-End Wrap Up
2020 has been a year unlike any other. Find out what Quantrix has been up to in our Year-End Wrap Up blog. Wishing you a happy and healthy 2021!
#6 of 6 Ways Spreadsheets are Hindering Your Potential: Collaboration
Find out the six ways spreadsheets are hindering your potential. This blog will highlight collaboration issues found in traditional spreadsheet tools.
#5 of 6 Ways Spreadsheets are Hindering Your Potential: Efficiency
Find out the six ways spreadsheets are hindering your potential. This blog will highlight efficiency issues found in traditional spreadsheet tools.
#4 of 6 Ways Spreadsheets are Hindering Your Potential: Clarity
Find out the six ways spreadsheets are hindering your potential. This blog will highlight clarity issues found in traditional spreadsheet tools.
#3 of 6 Ways Spreadsheets are Hindering Your Potential: Flexibility
Find out the six ways spreadsheets are hindering your potential. This blog will highlight flexibility issues found in traditional spreadsheet tools.
#2 of 6 Ways Spreadsheets are Hindering Your Potential: Scalability
Find out the six ways spreadsheets are hindering your potential. This blog will highlight scalability issues found in traditional spreadsheet tools.
#1 of 6 Ways Spreadsheets are Hindering Your Potential: Errors
Find out the six ways spreadsheets are hindering your potential. This blog will highlight spreadsheet errors and their real-world consequences, including the recent COVID data mishap in the UK.
Webinar: Planning for Good – Logistics Capital & Strategy, LLC.
Has the current economic climate impacted your business plans? If your company’s growth or profitability patterns have shifted, you’ll want to watch this webinar!
How to Answer Your Toughest “What if” Questions | Try Quantrix for FREE
The global health crisis and economic uncertainty have left businesses and organizations with a variety of questions. Many of these questions revolve around planning. Find out how Quantrix can help!
Webinar: Planning for Good – Mischler Financial Group
In this Webinar, you’ll hear from Jason Klinghoffer, Director at Mischler Financial Group. Learn about Mischler Financial Group and find out how Quantrix helped to keep their company agile during these difficult times.
Webinar: Planning for Good – Litehouse Inc.
In this Webinar, you’ll hear from Matt Burrow, VP of Finance & Accounting at Litehouse Inc. Learn about Litehouse and find out how Quantrix helped to keep their company agile during these difficult times.
Quantrix Introductory Demo | Getting Started with Modeler
Getting started with Quantrix? If you are wondering how to use Quantrix Modeler, this video will help you get started. Discover the power of Quantrix!
Version 20.2.0 Product Release - Updated
PORTLAND, ME – On June 9, 2020 Quantrix released Version 20.2.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release. Updated October 14, 2020 to include 20.2.2.
June 9, 2020
How to Stay Certain in Uncertain Times | Forecasting & Planning
In times of uncertainty, forecasting and planning tools can help you prepare for the future. These are difficult times. Let us know how we can help.
Introducing the New Quantrix Instagram Account | quantrixsoftware
Quantrix has a new Instagram account: @quantrixsoftware. We will be posting a variety of new images and video clips highlighting all that Quantrix has to offer.
Video: Getting Started with Quantrix: 5 Key Concepts to Building Models
New to Quantrix? Want to learn how to use Quantrix? Check out this video to get yourself started. Learn about our company and how to build a model.
What is the Best Software for Consultants?
Consultants are confronted with business-related issues spanning a wide range of industries. Find out how Quantrix can assist consultants with their needs.
Version 20.1.0 Product Release
PORTLAND, ME – On February 25, 2020 Quantrix released Version 20.1.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release. There is also an important note about Windows 7.
February 25, 2020
Software for Commercial Real Estate
For commercial real estate professionals to feel confident in their decision making, they need a software solution that they can trust. Quantrix offers this solution!
Quantrix in Academics – Gregg Ibendahl, Ph.D.
Dr. Ibendahl developed a simulation game for his farm management class. Within the simulation, students make decisions about crop acreage, financing, machinery purchasing as well as land renting/purchasing. Professor Ibendahl built this simulation game in Quantrix!
Online Collaboration Software
Business moves fast and organizations require an immediate turnaround. Quantrix can help your company relay information quickly and accurately.
Quantrix Seminar Series: Salt Lake City, Utah
The Quantrix Seminar Series will take place in Salt Lake City, Utah on March 25th & 26th, 2020. Find out more!
Quantrix Authority – 300th Video!
This blog highlights the 300th video from Rich Lopez, The Quantrix Authority. Find out a little bit more about Rich and watch the video.
Version 19.3.0 Product Release
PORTLAND, ME – On November 7, 2019, Quantrix released 19.3.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release.
November 7, 2019
Dimension 2019 in Pictures
The Quantrix Dimension 2019 Conference was a great success! In case you were unable to attend, this blog provides a recap of the event with pictures!
Version 19.2.0 Product Release
PORTLAND, ME – On July 24, 2019, Quantrix released Version 19.2.0 of Modeler, Qloud and Enterprise Qloud. Quantrix users will be able to take advantage of many new improvements and fixes in this release.
July 24, 2019
A Better Financial Planning Software
Financial advisors and corporate finance departments are always looking for better ways to plan for the future. The ease of use and peace of mind that Quantrix offers is a perfect combination for anyone looking to use financial planning software.
Online Spreadsheets: A Look Ahead
Corporations and consultants have evolving needs when it comes to online spreadsheets. This blog discusses those needs and how Quantrix can meet them.
The Best Forecasting Software
Companies of all sizes create forecasts to better prepare for the days, months and years ahead. Find out how the powerful Quantrix calculation engine can assist your forecasting models.
The Future of Financial Modeling
The future of financial modeling is already here! Learn all the components of an ideal financial model and find out how Quantrix can help you achieve the best results.
Video: Quantrix Release 19.1.0 Webinar – Data Import (March 2019)
Join Quantrix Product Manager James Kipling and Director Mike Salisbury as they demonstrate the exciting new features in Quantrix Modeler Release 19.1.0.
Video: Litehouse Foods – Quantrix for Product Wheels
Rich Lopez of Litehouse Foods talks about how to use Quantrix to develop product wheels for manufacturing.
Video: Keir Corp – Quantrix in Environmental Waste Management
Andy Keir of Keir Corp presents at the Quantrix Dimension 2018 conference about how he uses Quantrix to address this problem for his clients.
Video: BH Management – Quantrix in Multifamily Real Estate Management
Mike Stephenson, Director of BI at BH Management shows how Quantrix is used for many different use-cases in their organization.
Dimension Conference returns in September 2018 #QuantrixEvolved
Mike Salisbury shares what to expect in this year’s Dimension conference and why you should attend.
What is financial modeling?
Financial modeling is one of the most desired skill sets to have when working within finance. But the meaning and capabilities it entails have now evolved so much more from just being an Excel guru!
Quantrix Authority | Episode 235: Special Guest - Steve Bailey How to Generate a Unique List of Items
In this special series, Rich Lopez, Quantrix Authority and former director of Quantrix Professional Services & Quantrix Expert, Steve Bailey of Blackbriar Consulting, tackle modelling questions from the community. In this episode they discuss methods of generating a unique list of items based off of some criteria.
Quantrix Authority | Episode 234: Multi-Dimensional Modeling Part 2
Showcasing the power of Quantrix in performing multi-dimensional modeling. Applying variable curves across periods across multiple matrices.
On-demand Webinar: Quantrix 2018 Version 1.1 Overview
In this webinar, Quantrix Director Mike Salisbury takes you on a tour of Release 2018 version 1.1, and gives you a sneak peek of some upcoming features in the next Release 2018 version 2.0.
The Power of Collaboration in the Qloud
Collaboration is big buzzword, but how is this applicable to financial modeling?
What banks need to know about analysing financial data
What do you need to think about when working with financial data?
February 20, 2018
What does it take to be a visionary CFO?
The role of the modern chief financial officer (CFO) is changing. But what does it take to be a CFO that has a visionary outlook?
February 12, 2018
What is Multi-Dimensional Modeling?
We talk about multi-dimensional modeling all the time, but what is it and what are the benefits of multi-dimensional modeling?
Why traditional spreadsheets are unfit for developing businesses
Holly Perry explores how traditional spreadsheets impact a growing business and why financial modeling software is the ultimate solution.
Financial Data: Why Backend Infrastructure Matters
As banks and financial institutions drive to automate processes and ensure tighter integration, they are increasingly diverting their attention away from shiny, attention-grabbing customer-facing products.
January 29, 2018
Quantrix Authority | Episode 223 | Quantrix Over Excel – A Head to Head Example
Learn why Quantrix is superior to Excel when it comes down to financial modeling.
Video: Quantrix Authority – Working with Structure
In this video, Rich Lopez (Quantrix Authority) shows how to create and work with structure in Quantrix Modeler.
Can Your Organization’s Spreadsheets Keep Pace with Evolving Business Demands?
It’s common knowledge that the world is run on spreadsheets. But, is the world’s most ubiquitous financial planning tool really the right one for your organization?
November 29, 2017
Video: Dimension 2017: Customer Use Case – Litehouse Foods
Litehouse Foods, a US-based manufacturer of refrigerated salad dressings and sauces, explains how they revolutionized their business with Quantrix.
Danaher acquires IDBS
Danaher Corporation, a global science and technology innovator, announced an agreement to purchase our parent company, IDBS.
On-demand Webinar: Breaking the limitations of sales analytics
In this webinar, Quantrix Product Manager, James Kipling, showcases how to quickly connect to Salesforce and the benefits multidimensional modeling brings to sales operations.
Forecasting for the future in a fast-growing business
James Kipling explains why a forecasting-first approach is the primary driver that guides strategic decision making.
November 6, 2017
Brochure: Quantrix Qloud
Learn about the key features and benefits of Quantrix Qloud, the gateway to real-time collaboration, enabling you to securely share and collaborate on multi-dimensional models with colleagues and clients located anywhere with an internet connection.
Fast-Growing Business: Prepared For The Future?
Fast-growing organisations can often struggle to look past the short term. With so much going on requiring their immediate attention,it’s no surprise that is the case, but this kind of approach can leave significant gaps in their future strategy.
November 1, 2017
Customer Success Story – Driscoll’s use Quantrix to Build Complete Planning Structures
By using Quantrix, Driscoll’s was able to clearly analyse and create more insight out of their production numbers.
Move aside Excel Ninjas - business transformation has new weapons
James Kipling talks to DataIQ, and explains why Excel is not fit for purpose when it comes to financial modeling.
October 27, 2017
Video: Quantrix Dimension 2017 Customer Use Case – BH Management
Jennifer Davis, Senior Asset Manager at BH Management shows how their 'all-in' approach to Quantrix allowed them to streamline their budgeting process.
Video: Quantrix Dimension 2017- Panel Discussion
Laurence Painell, VP, Quantrix and our panelists at Dimension 2017 discuss how businesses can solve the challenges they face in business and financial modeling.
Customer Success Story – Keir Corp uses Quantrix to be More Effective for their Clients
By using Quantrix , Keir Corp quartered their time when building complex models, which resulted in reducing costs and increasing efficiency for their clients.
How to avoid common data mistakes
Everyone has read about the corporate scandals caused by some pretty basic spreadsheet blunders – here’s how to avoid them.
October 17, 2017
Breaking the limitations of sales analytics
Sales operations reporting was traditionally only performed by practical sales managers, vying to validate the fruits of their labour (or at least justify their own salaries). Often, the types of analysis undertaken were simple and short sighted, usually demonstrating how their actions led to good results in the previous quarter, and rarely, if at all, investigating underperformance.
Video: Quantrix Modeler 2018 Launch and Showcase
Quantrix Product Manager, James Kipling, introduces Quantrix Modeler 2018, our latest release of the worlds leading business modeling software.
Beautiful visualisations are worthless without good data
James Kipling explores why only visualizations are worthless without good data and how it doesn't serve good decision making.
September 22, 2017
Quantrix launches new enterprise Software-as-a-Service capabilities
Quantrix’s enterprise customers now have access to a full SaaS, end-to-end model management solution for enterprise business modeling.
September 11, 2017
Executive Insight: Michael Salisbury
Michael Salisbury discusses Quantrix's ethics and goals in this interview with Finance Monthly.
September 15, 2017
Fintech Offerings are Challenging the Traditional Banking System
The last decade has seen an explosion of disruptive FinTech offerings that are challenging to the traditional banking system.
August 17, 2017
On-demand Webinar: The 'hidden' costs of Excel to your business
Have you considered the challenges Excel brings?
Analysing financial data: Best practices for banks
Mike Salisbury discusses the key points of analysing financial data for the banking industry.
August 7, 2017
How to capture and analyse your financial data more effectively
James Kipling explores ways to effectively capture and analyse financial data.
July 27, 2017
Video: Quantrix Authority – Dependency Inspector
Rich Lopez explores Quantrix Modeler's Dependency Inspector in this short video.
Video: Introduction to Quantrix Authority Training
Want to learn Quantrix? Want to become a Quantrix master? Rich Lopez introduces his Quantrix Modeler Training.
Towards the bank of tomorrow
This article looks at a selection of emerging trends and the role they will play in solving problems for the banks of tomorrow.
July 11, 2017
Customer Success Story – University of Osnabrueck uses Quantrix to educate future decision makers
Dr.-Ing. Bodo Rieger from University of Osnabrueck talks through why they chose Quantrix to teach powerful and efficient modeling capabilities to their students.
Brochure: Quantrix Modeler
Quantrix helps businesses modernize their finance and operational practices, increase efficiency and transform their operations by providing an enterprise level platform that improves throughput, analytics, traceability and sharing of critical business data and insight.
Learn more about the key features and benefits of the world's leading business and financial modeling software, Quantrix Modeler
Video: Rich Lopez, Quantrix Authority
Rich Lopez gives insight into his YouTube channel, Quantrix Authority, which provides short tutorials on the power of Quantrix Modeler.
6 Reasons why you should replace spreadsheets now!
Find out the top 6 reasons why you should look to replace your current spreadsheet dependent processes.
Don’t let spreadsheets put your forecasting and planning at risk
How can businesses avoid costly mistakes when forecasting and planning?
May 31, 2017
Cloud procurement best practices
This blog tackles a variety of questions that arise with respect to cloud procurement.
Cloud Adoption for Fintech Systems
What do you need to consider when evaluating Finech cloud-based products?
May 12, 2017
How to Stay Certain in Uncertain Times
Unforeseen outside factors as well as internal spreadsheet errors can negatively impact your business. Find out how Quantrix can help.
What’s The Real Value Of A ‘Forecasting First’ Approach?
James Kipling outlines the importance of good forecasting and gives an insight into its impact on businesses.
April 24, 2017
On-demand Webinar: Next Generation Spreadsheets
Watch this webinar and see why thousands of users have already made the jump from excel to the next generation business modeling platform.
Customer Success Story – LivingWorks
LivingWorks had many challenges using Excel for their budgeting process. By using Quantrix they made their budgeting process faster and more efficient.
Discounted Cash Flow for Business
This model contains a discounted cash flow analysis that can be used to evaluate an investment opportunity. Multiple companies are layered into the model to easily compare different investment opportunities.
Whitepaper: Quantrix and Excel: 3 Key Differences
Find out the key differences between Excel and Quantrix Modeler, and learn the key advantages of Quantrix Modeler.
Whitepaper: What is the True Cost of Spreadsheets?
Have you ever thought about the true cost of spreadsheets to your business?
Whitepaper: Six ways traditional spreadsheets are hindering your true potential
Have you considered what would happen if the numbers being used by your business were wrong?
Commercial Real Estate Valuation and Feasibility
This model shows a typical analysis to estimate the value of commercial property and to project future financial results for a ten year holding period. This model calculates for two properties, but could easily be expanded to handle more. This model is based on a spreadsheet model created by Questor Consulting.
Customer Success Story – Business Modeling of the Future: Litehouse Foods
Rich Lopez, FP&A Analyst, talks us through how he uses Quantrix Modeler to create scalable, robust models over 10 times faster than he used to in Microsoft Excel.
Video: Quantrix in 60 Seconds
Discover Quantrix, next generation multi-dimensional modeling software.
Video: Quantrix Overview
Discover the key benefits and capabilities of Quantrix Modeler
Brochure – Services & Training
Our professional services can help support you whether you’re evaluating alternatives to a spreadsheet-based process or have a mandate for an enterprise-wide modelling platform.
Whitepaper: The Forecasting Value Change
Have you ever thought about your Forecasting challenges?
Quantrix Authority | Episode 151: Creating Scenarios in Quantrix
Creating scenarios in Quantrix is a simple as creating a new category tile then linking it to your calculations and assumptions matrix. This truly shows the power of Quantrix. No matter how complex your model as long as it has the scenarios category linked it works quite easily.
Quantrix Authority | Episode 148: Eclipse in Quantrix Formula
Learn what a formula eclipse is and how to fix it using a skip.
Canvas Component Examples
This model demonstrated in the 2014 seminar shows various canvas components availble in Quantrix and how they can be used to make interactive dashboards for users.
Customer Success Story – Mischler Financial Group Uses Quantrix Qloud to Stand Apart
Mischler Financial created a series of models developed on the Quantrix Qloud platform has created a “slam dunk” edge for the firm.
Quantrix Authority | Episode 117: Conditional Formatting with Recursion Expressions
Learn how to use a recursion expression to format a cell when it's value changes over time.
People of Quantrix: Brian Cabana, Engineering Manager
Meet the team. In this blog you’ll meet Brian Cabana, a Quantrix employee since 2003.
On-demand Webinar: Quantrix Version 6 - Salesforce & Tableau Integrations
Gain more valuable insight about your corporate data and share it with more people in your organization. Learn more about these out-of-the-box integrations to Salesforce and Tableau available in V6. Plus also get a sneak-peek of our new data filtering functionality!
On-demand Webinar: Quantrix Version 6 - Qloud Integration and Tablet Compatibility
Version 6 introduces self-service modeling for the entire enterprise. Seamless storage and access to models, plus Qloud compatibility with tablet devices.
On-demand Webinar Quantrix Version 6 - New User Interface
Redesigned UI on the desktop that is clean, sleek, modern, and easier to use. New icons and toolbars, new color themes, and a new launch panel. Plus, customizable formula syntax highlighting with colors.
On-demand Webinar: Introduction to Quantrix - 5 Key Concepts
This webinar is intended for users new to Quantrix. We will cover 5 key concepts including Dimensions, Formulas, Data Integration, Presentation Canvas and Qloud.
On-demand Webinar: Quantrix Version 6.2 Desktop and Qloud Overview
We released version 6.2 of Qloud and Desktop on June 2nd, 2016! This is a recording of a webinar from June 22nd providing an overview on the new features and enhancements.
On-demand Webinar: Quantrix Version 6 - Dependency Inspector
Quantrix Version 6 features a complete redesign of the tool that helps you decipher formulas and visually track their dependencies. These improvements are a must see for the serious modeler.
Customer Success Story – Logistics Capital and Strategy uses Quantrix for Quantitative Modeling
Logistics Capital and Strategy is a financial advisory firm focused on the transportation and logistics sector. It switched to Quantrix for quantitative modeling because its Excel model had gotten out of control.
Customer Success Story – Validus Uses Quantrix for Financial Planning
Validus, a holding company for reinsurance, insurance operating companies and investment advisors, use Quantrix for scenario testing and for building capital models, of which some with over a billion cells.
Customer Success Story – Jackson Laboratory
Nathan Briggs, Senior Treasury Analyst at Jackson Laboratory, uses the Quantrix business planning and modeling solution to manage endowment and treasury portfolios.
Quantrix Authority | Episode 069: Change Slider Bounds En Masse on Presentation Canvas
Learn how to change slider bounds en-masse on the presentation canvas. Don't do them individually.
Customer Success Story – University of Trento
Luca Erzegovesi of the University of Trento has been using Quantrix in the classroom for more than seven years to teach students about financial planning.
Rich Lopez, aka the “QuantrixAuthority”, Creates YouTube Channel for Quantrix Users
Need assistance learning Quantrix? This blog shares the exciting news that Rich Lopez has started a YouTube channel to help modelers learn Quantrix.
Quantrix Authority | Episode 016: Quantrix is not two-dimensional
Learn the benefits of being able to model using a multi-dimensional modeling tool as opposed to a traditional two-dimensional spreadsheet
People of Quantrix: Tom Ahern Joins Quantrix
Meet the team. In this blog you’ll meet Tom Ahern, a Quantrix Account Manager.
Quantrix Authority | Episode 007: DataLink csv
How to Use DataLink in Quantrix Modeler to import data from a .csv file
Whitepaper: You Can't Always Get from A to B
Finance and data modeling professionals are challenged on a daily basis to deliver accurate and timely answers to business questions using a 25 year old paradigm.
People of Quantrix: Shane Davison, Senior Software Developer
Meet the team. In this blog you’ll meet Shane Davison, a Lead Engineer, and find out the type of work he’s been doing at Quantrix.
Quantrix Authority | Episode 002: Sum Select
Learn the Power of the Select Function in Quantrix Modeler
Customer Success Story – ATK Improve Business Management with Consolidated Plans and Forecasts
Many companies use Excel for business planning and forecasting as a default, but those who explore alternate tools can reap huge business benefits.
Capital Investment Planning
This model forecasts the power demand for a renewable wind farm and analyses scenarios for investment comparing ROI, IRR and NPV.
Quantrix Offers Collaborative Environment for Essla International
Ernesto Seijas, of Essla International, spoke at our Seminar by the Sea about his experiences using Quantrix.
Customer Success Story – Quantrix Delivers Business Insight to Litehouse
Charity Hegel is the Director of Finance at Litehouse, Inc. sat down with us to discuss the company’s use of Quantrix and the benefits it bring to their teams and across the company.
Business Pro
Business Pro is a Mexico City-based consulting firm that helps large companies in Mexico and throughout the world to improve their business forecasting and budgeting.
Customer Success Story – Lipkie Consulting
At our Seminar by the Sea event, Christie Kent of Lipkie Consulting delivered a presentation to the attendees on developing cash flow waterfalls using Quantrix.
Converting A Uniform Distribution Into A Normal Distribution
This model demonstrates how to convert a uniform distribution into a normal distribution. The model uses the RAND() function to generate a probability between 0 and 1 and the NORMINV() function to convert that probability into an occurrence within a normal distribution based on a defined mean and standard deviation. The model also charts the results to illustrate the distribution of occurrences calculated with this logic. Inverse distribution functions such as NORMINV() are available for most probability distributions, and could be used similarly to convert a uniform distribution.
Quantrix Launches Private Cloud for Enterprise Business Planning, Budgeting, and Forecasting Models
Enterprise version of Quantrix Qloud enables customers to host models behind their own firewalls for secure sharing and collaboration
October 21, 2014
Discounted Cash Flow Analysis
This model calculates the unlevered free cash flow from simple assumptions and then performs two types of analysis on the data to determine the price per share: 1. EBITA Multiple Method. 2. Perpetuity Growth Method.
Financial Ratio Analysis
This template contains a quarterly income statement, balance sheet and a matrix that calculates the relevant financial ratios. (Earnings per Share, Gross Margin, Quick Ratio, etc.) Multiple companies are layered into the model for easy, side-by-side analysis.
Financial Planning
This model provides a structure for a multi-year business financial planning with a detailed sales and gross margin calculation for multiple products. Schedules to track production costs, operating costs and labor costs are built into the model.
Flash Tour Cars
This model shows an expanded version of the Quantrix model file built during the flash tour. The model includes a revenue and costs forecast.
Payroll Quarterly Tax Reporting
This model allows for input of an SMB payroll and withholding amounts for each pay period. The model summarizes employee withholdings on a quarterly basis and the employer's share of Social Security and Medicare taxes. It also calculates the employer's unemployment tax for the year allowing for easy quarterly tax reporting.
Investment Banking
This model is built using statistical functions provided in Quantrix Modeler to analyze the return of a portfolio with a given level of risk.
Black-Scholes Option Pricing
Use this Quantrix model to determine option values using the Black-Scholes Model.
Integrated Financial Statements
This model is an example of an integrated financial statement with a balance sheet, income statement and cash flow statement. This model presents a forecast of these statements based on simple income, inventory and tax assumptions.
Accounts Receivable Payment Planning
With the INDIRECT function, this model uses the customer’s historical payment habits to calculate projected cash flow from sales
Capital Investment Payback
This model analyzes the length of time between an initial investment and the recovery of the investment from its annual cash flow. Multiple investment scenarios are layered into the model
Getting Started with Quantrix – Tips from Quantrix Training Expert Valerie Grenier
Valerie Grenier, a Quantrix training expert, shares some insights into how to get started with Quantrix and some common mistakes beginners make.
Range Data Categories
This model shows a technique of categorizing data into range ‘buckets’ using the SELECTGREATERTHAN function.
Bond Pricing
This model calculates the bond price and par amount owned for multiple bond types, yields and lengths of bonds. This model can be easily expanded to include more types of bonds at varying yields under different scenarios.
Balance Sheet
A simple balance sheet model with some quick ratios. This model was created using copy and paste techniques from a two-dimensional spreadsheet.
Unique Rank
The standard RANK function found in typical spreadsheet applications is also included with Quantrix Modeler. The RANK function assigns equal ranks to duplicate values, which is not always desirable. This template shows how you can use the RANK function to assign unique ranks by adding conditions to the formula.
Customer Success Story – James Heagney Associates
Hear how Jim Heagney overcame the financial planning shortcomings of Excel by switching to Quantrix for all his financial preparation and reporting needs.
LBO Feasibility
This model uses assumptions to perform an LBO feasibility analysis to tell you whether an LBO is likely to occur. The user can perform 'what-if' analysis to see what would happen if these assumptions might change.
Merger
This model shows how Quantrix can model a company merger. It calculates the pro-forma financials post merger and also calculates the accretion/dilution of the share price for the company formed after the merger. Quantrix makes it easy to model different purchase scenarios and see the effects these will have on the combined statement.
Sales Analysis with Dashboard And Direct Connection to Database
This model leverages DataPush and the open source database H2. The model includes a direct connection to database for rapid access of data.
Customer Success Story – RAG Uses Quantrix Modeler for Project Economics, Portfolio Analysis and Business Planning
Oil and gas exploration and production is a complex and risky business where the success or failure of each project relies on numerous, fluctuating variables.
Rolling Average
This template shows a rolling average calculation for an interest rate problem, all with one formula.
Is that Season Pass Worth It? Quantrix for Personal Finance
While Quantrix is promoted as a business tool, the software can also be applied to answer personal finance questions.
Accounts Receivable Payment Planning
With the INDIRECT function, this model uses the customer’s historical payment habits to calculate projected cash flow from sales.
Multi-Company And Multi-Currency
This financial model incorporates multiple companies as well as multiple currencies.
Customer Success Story – Power Market Consulting
Hear how Henry Shin, Principal of Power Market Consulting, has used Quantrix to develop OASISLive, a tool that models congestion revenue rights (CRR) in California’s power market.
The Value of Multidimensional Modeling with Quantrix – An Interview with Software Executive George Pappas
In this interview, learn the benefits of multidimensional modeling. Find out what makes Quantrix different from traditional spreadsheets.
Quantrix Survey Outlines Challenges Faced by Business and Finance Professionals
Our survey uncovered distinct challenges faced by business and finance professionals. See what we found and learn how Quantrix can help!
Loan Amortization with Scenarios
One of the most powerful concepts of Quantrix is demonstrated in this model where scenario categories analyze different ‘what-if’ situations in a loan amortization problem.
Balanced Scorecard
This model summarizes data from product management, finance and the support desk for a software company and performs a detailed analysis on the data to automatically generate periodic Quarterly Business Reviews with accompanying scorecard. This model was demonstrated at the Quantrix Seminar by the Sea 2014.
Integrated Financial Statements
This model is an example of an integrated financial statement with a balance sheet, income statement and discount cash flow analysis.
Financial Planning
This model provides a structure for a multi-year business financial planning with a detailed sales and gross margin calculation for multiple products. Schedules to track production costs, operating costs and labor costs are built into the model.
Retail Sales
This would be a typical model for a large retail brand. The model incorporates roll ups for product lines, regions and stores. It also includes functionality for forecasting revenues based on a growth matrix.
Investment Capital Budgeting
This simulates a complex model that calculates the return and risk scenarios of financing particular investment projects.
Commercial Real Estate Valuation And Feasibility
This model shows a typical analysis to estimate the value of commercial property and to project future financial results for a ten year holding period. This model calculates for two properties, but could easily be expanded to handle more. This model is based on a spreadsheet model created by Questor Consulting.
Analysis Of Diprotic Acids For Fixed PH
This model performs a multi-dimensional analysis of diprotic acids and includes a chart of fractional composition [á(H2A), á(HA-) and á(A2-)] relative to pH.
Recursion Relations in Population Genetics
This spreadsheet simulates the behavior of a population of diploid organisms having two alleles (A & a) for a given gene where the viabilities of the homozygotes AA and aa and the heterozygote Aa may be different.
Comparison of Population Growth in The US and China
An interesting model that compares the projected population growth rates of China and the United States. Export this model to HTML for an insightful presentation.
Major League Baseball Statistics
This is a fun model that takes the individual player statistics from the 2004 Major League Baseball season and calculates the top ten teams’ batting statistics.
Automatic Vs Manual Summary Items
This model shows the difference between automatic and manual summary items and how to use SKIP and IF statements in a model.
Cumulative Total
This model uses recursion formulas to calculate a cumulative total for data over a series of months. It also demonstrates advanced recursion techniques to get data totals for first, next, previous and last three months.
Student Grading
This model shows a method in grading and ranking student test scores over two sessions and a final grade. This is a good example of the use of the SELECT and RANK function to sort grade results.
Circular Reference
A circular reference is needed when determining federal and state taxes when the two calculations depend on each other. Learn how to control circular references in Quantrix by downloading this file and reading the associated Modeler Note.
Time Roll Up
This model demonstrates how to incorporate year, month and quarter time elements into your models and write formulas to create quarterly and yearly summaries.
Inter-Model Formulas Example
Using inter-model formulas, this set of models shows how division model data can be rolled up into a master model. Download and unzip the files into the same directory to see these models in action
Statistical Defect Analysis
This model takes raw data from a test report and then generates 'six sigma' control charts measuring defects, and thus product quality, by project and by date. These are used to identify statistical outliers, whilst being sensitive to the quantity of data presented for analysis.
Management Summary
This model demonstrates a technique to take raw sales data and roll up into summary matrices based on the class or group the sales data is part of.
Quantrix Qloud Improves Collaborative Business Planning and Information Sharing
Quantrix Qloud now supports online editing of multidimensional business models
January 14, 2014
Customer Success Story – Far Bank Enterprises Builds Top-Down and Bottom-Up Business Plans with Quantrix Modeler
Inventory planning is just one element of a consumer product company’s overall fiscal picture.
Adding Value with Quantrix Modeler Skills
Do you create spreadsheet models? Take your model building to the next level with Quantrix!
Quantrix Releases Major Enhancements to Quantrix Modeler for Business Modeling, Forecasting, and Planning
Quantrix has announced a major update to Quantrix Modeler, its business modeling and analytics (BMA) software solution.
January 8, 2013
Customer Success Story – Quantrix Delivers Dynamic Forecasting to Molymet
Materials-intensive businesses need numerous ‘what-if’ financial scenarios to manage purchasing decisions effectively.
Ernesto Seijas of Essla International
Essla International is a Quantrix partner, and recently started using the business modeling solution to help its clients with budgeting and financial forecasting. At the 2014 Seminar by the Sea, Ernesto Seijas took some time to share his experiences using Quantrix.
“Best Practices” Approach to Financial Modeling
This blog will help you build high integrity models with the Quantrix Modeling Methodology (QMM).
Scenario Planning and Quantrix Modeler
Find out the role Quantrix Modeler can play in your scenario planning.
Customer Success Story – Logistics Capital & Strategy Powers its ‘What if’ Scenario Analysis with Quantrix
Logistics Capital & Strategy is a Washington, DC-based company that specializes in supply-chain-intensive industries that require analysis and modeling of large amounts of data with multiple views and often across many ‘what if’ scenarios.
IDBS Acquires Quantrix to Provide Integrated Business Intelligence and Modeling Solutions to a Global Customer Base
Leading provider of innovative data management and analytics solutions enhances portfolio with advanced business modeling and analytics solutions from Quantrix
August 26, 2010
Customer Success Story – EVN Uses Quantrix to Forecast the Energy Market
EVN is an Austria-based conglomerate that provides electricity, gas, heating, water, waste incineration and related services to more than three million customers in 18 countries.
Customer Success Story – Cimpor uses Quantrix for Multinational Budgeting and Planning
When businesses grow and prosper, financial systems need to grow with them.
