Economic Drivers

This article focuses on economic drivers in Model Reef.

You will learn:

  • What counts as an economic driver.

  • How to store economic drivers in the Data Library.

  • How to connect them to variables and valuation logic.

  • Patterns for using market and macro data safely.

Economic drivers describe external or pricing related inputs that influence revenue, costs and valuation.

1

What is an economic driver

Economic drivers typically include:

  • Prices and tariffs

    • List prices, per unit rates, contract pricing tiers.

  • FX rates

    • Currency pairs such as GBP to USD, EUR to GBP.

  • Inflation and escalation indices

    • General inflation, wage inflation, rent escalators.

  • Market indices and benchmarks

    • Equity indices, sector indices, commodity indices.

  • Interest rates and yields

    • Base rates, risk free rates, credit spreads, curves.

These drivers are numeric time series that influence the economic environment of the model.

2

Storing economic drivers in the Data Library

Each economic driver is stored as a Data Library entry, for example:

  • Driver - Price - Subscription - Enterprise.

  • Driver - FX Rate - GBP to USD.

  • Driver - Inflation - General - UK.

  • Driver - Index - Commodity Basket.

  • Driver - Base Rate - Central Bank.

When you create or import an economic driver, you specify:

  • Name and description.

  • Frequency (daily, weekly, monthly, etc.).

  • Units (for example GBP, index points, percentage).

  • Tags such as FX, Inflation, Market, Rates.

Economic drivers can come from:

  • Manual inputs.

  • CSV or Excel imports.

  • Stock ticker fundamentals or market data feeds.

  • Google Finance, Yahoo style or similar APIs.

3

Using economic drivers in revenue and cost variables

Common patterns include:

  • Price based revenue

    • Revenue = Units * PriceDriver.

    • Example: subscriptions charged per seat at a price that escalates annually.

  • FX translation

    • Revenue = ForeignRevenue * FXRate.

    • COGS = ForeignCost * FXRate.

    • Useful when modelling foreign currency operations in a single reporting currency model.

  • Inflation adjusted costs

    • Opex = BaseCost * InflationIndex.

    • Staff Cost = BaseSalary * WageInflationIndex.

Economic drivers allow these relationships to be expressed once and reused across the model.

4

Using economic drivers in capex, debt and valuation

Economic drivers also play a role in:

  • Capex modelling

    • Linking capex estimates to commodity or construction cost indices.

    • Scaling future project costs with inflation drivers.

  • Debt and interest

    • Indexing loan interest rates to base rates plus spreads.

    • Testing the impact of higher rate curves on interest expense.

  • Valuation

    • Using risk free rates and spreads as inputs into discount rate assumptions.

    • Linking scenario discount rates to economic driver series.

Economic drivers provide a bridge between market conditions and cashflow projections.

5

Scenario design with economic drivers

When designing scenarios, you can:

  • Change economic drivers while keeping operational drivers fixed to simulate macro shifts.

  • Or hold economic drivers constant and vary operational drivers to simulate execution risk.

  • Or change both to explore combined effects.

Examples:

  • Downside scenario with lower price growth and higher interest rates.

  • Upside scenario with stronger market growth and favourable FX.

  • Stress test scenario with a shock to commodity prices.

Because drivers are scenario specific at model level, each scenario can have its own driver paths.

6

Good practice for economic drivers

Guidelines:

  • Keep economic drivers separate from accounting variables.

  • Use clear naming for scope and units.

  • Document sources and update cadence in notes.

  • Avoid over fitting to noisy market data; focus on drivers that materially affect decisions.

  • Prefer smooth, scenario based paths over raw daily noise for long term planning.

This keeps models robust while still responsive to key economic assumptions.

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