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Author's profile photo Uladzislau Pralat

Learn SAC Value Driver Tree with Household Training Model

Value Driver Tree is used for top down planning and should be a part of SAC planning skill set. I suggest to play with it using Household training model.

In my example, I defined Tax % KPI which is driven by Gross Salary, RRSP %, RRSP, Net Salary and Tax as displayed below.

User can change RRSP % to impact Salary Net, Tax and eventually Tax %. Increasing RRSP % brings Sales Net to lower tax bracket and reduce Tax %

Value Driver Tree can be quite complex and powerful. Take Tax calculation formula for example.

Tax is calculated as described here

Disclaimer:

  1. This example demonstrates Value Driver Tree functionality and is not a tax advise. Consult your tax preparation professional
  2. RRSP contribution is a subject to RRSP room

 

 

 

 

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