Skip to content

Sample company data by industry

A template decides what the business looks like: what it sells, what it spends on, how it gets paid. A scenario decides how big and how healthy it is. Combine any of the 8 templates with any of the 8 scenarios.

8 industry templates

Listed straight from the engine's template definitions.

Professional Services

--template professional-services

Consulting and advisory firms billing clients by invoice. The default template.

  • 92% invoiced / 8% cash sales
  • Paid in 15–45 days
  • 15% estimates · 10% POs

Service items

Strategy ConsultingImplementationTrainingAdvisorySupport

Expense categories

Office RentSoftware SubscriptionsTravelProfessional DevelopmentInsuranceMarketingSubcontractorsOffice Supplies
Preview in the playground

SaaS / Software

--template saas

Software companies with subscription and usage invoices, quick collections and a payroll-heavy cost base.

  • 95% invoiced / 5% cash sales
  • Paid in 10–30 days
  • 5% estimates · 2% POs

Service items

SaaS SubscriptionSetup FeeSupport PlanAPI UsageTraining

Expense categories

Cloud HostingSoftware LicensesOffice & RentMarketingProfessional ServicesTravelEquipmentInsurance
Preview in the playground

Restaurant / Food Service

--template restaurant

Mostly cash sales receipts, food and beverage bills, and frequent purchase orders.

  • 15% invoiced / 85% cash sales
  • Paid in 5–15 days
  • 0% estimates · 30% POs

Service items

Dine InTakeoutDeliveryCateringGift Cards

Expense categories

Food & IngredientsBeveragesRentUtilitiesKitchen EquipmentCleaning SuppliesInsuranceMarketing
Preview in the playground

Construction / Contractor

--template construction

Estimates on most jobs, purchase orders for materials, slow and often partial customer payments.

  • 95% invoiced / 5% cash sales
  • Paid in 30–90 days
  • 80% estimates · 60% POs

Service items

General ConstructionRemodelingElectricalPlumbingDesign Consulting

Expense categories

Building MaterialsSubcontractorsEquipment RentalPermits & FeesVehicle ExpensesInsuranceTools & SuppliesSafety Equipment
Preview in the playground

Retail / eCommerce

--template retail

Mostly cash sales, cost-of-goods bills and a higher refund rate.

  • 20% invoiced / 80% cash sales
  • Paid in 5–20 days
  • 0% estimates · 40% POs

Service items

Product SalesOnline SalesWholesaleGift CardsShipping Revenue

Expense categories

Cost of GoodsRentShipping & FulfillmentMarketing & AdsUtilitiesInsuranceStore SuppliesSoftware & POS
Preview in the playground

Healthcare / Medical

--template healthcare

Invoiced services with 30 to 90 day collections and frequent partial payments.

  • 90% invoiced / 10% cash sales
  • Paid in 30–90 days
  • 10% estimates · 15% POs

Service items

Patient ServicesLab ServicesConsultationProceduresPharmacy

Expense categories

Medical SuppliesLab EquipmentRentInsurance & MalpracticeUtilitiesProfessional FeesSoftware & EHRTraining & CME
Preview in the playground

Nonprofit

--template nonprofit

Donations and grants, program and fundraising expenses.

  • 30% invoiced / 70% cash sales
  • Paid in 10–60 days
  • 20% estimates · 5% POs

Service items

DonationsGrantsProgram FeesMembershipFundraising Events

Expense categories

Program ExpensesRent & FacilitiesOffice & AdminTravel & OutreachProfessional FeesInsuranceMarketing & FundraisingUtilities
Preview in the playground

Real Estate / Property Management

--template real-estate

Rental and management-fee invoices with maintenance, tax and insurance costs.

  • 85% invoiced / 15% cash sales
  • Paid in 5–15 days
  • 30% estimates · 25% POs

Service items

Rental IncomeManagement FeesMaintenance IncomeCommissionLate Fees

Expense categories

Property MaintenanceMortgage & Loan InterestProperty InsuranceProperty TaxesUtilitiesManagement SoftwareLegal FeesMarketing
Preview in the playground

8 scenarios

Each scenario sets the size and shape of the company and may adjust collection rates, credits and refunds. On the CLI it's the --scenario flag. Without one you get $500K revenue, a $100K target profit and 15 customers.

Healthy small business

--scenario healthy-small

Steady margins, customers who pay on time and no single client that dominates.

Revenue
$500K
Target profit
$120K
Customers
20
Employees
5

Cash-flow crunch: slow-paying customers

--scenario cash-crisis

Thin profit, late and partial payments, and a big share of revenue from a few clients.

Revenue
$650K
Target profit
$15K
Customers
28
Employees
8

Fast-growing company

--scenario rapid-growth

High volume, aggressive hiring and reinvestment, lots of estimates in flight.

Revenue
$2M
Target profit
$120K
Customers
90
Employees
30

Seasonal business

--scenario seasonal

Busy and quiet months with larger quarter-end movements.

Revenue
$900K
Target profit
$100K
Customers
35
Employees
12

Steady, established company

--scenario mature-stable

Predictable operations, high collection rates and steady expenses.

Revenue
$1.5M
Target profit
$320K
Customers
45
Employees
18

Messy books: credits, refunds and adjustments

--scenario audit-nightmare

Many credit memos, refunds and vendor credits, with slow, partial payments.

Revenue
$1.2M
Target profit
$60K
Customers
55
Employees
16

Brand-new company

--scenario new-company

Early-stage company with low volume and only a few vendors.

Revenue
$200K
Target profit
$20K
Customers
10
Employees
3

Quick demo (3 months, small)

--scenario quick-demo

A tiny three-month company that loads into a sandbox in about a minute.

Revenue
$60K
Target profit
$9K
Customers
5
Employees
2

Missing your industry?

Templates are plain JavaScript objects. Add one, validate it, and open a pull request.