Levers Templates are a set of predefined model with standard metrics and dimensions. Each template is designed to serve a particular business function with the same simulative features as Custom Simulations. After a template has been run on a particular account, users are able to add additional KPI's and metrics while still having the ability to simulate periodic changes. While templates provide a simple way to create new simulations there are limitations to a predefined date range and set of dimensions. To modify date range and period frequency or add additional dimensions you will need to create a custom simulation.
To access run available Templates in a Levers account go to:
1. Choose a Collection from the top navigation bar.
2. Select "Simulation" in the collection menu.
3. Select "Run Forecast & Create Simulation"
4. Choose your Template
