Finance / Free editable template

Profit driver tree template

A profit driver tree breaks one big number into the smaller numbers that move it, so each team can see which lever it owns. This example splits £1.2m of net profit into revenue and costs, then into orders, price, cost of sales and operating costs, and finally into nine measures such as customers, discounts and materials, each with an owner.

This is a planning example, not financial, accounting, tax or legal advice. Check your own policies, auditors and local rules.

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Profit driver tree example showing net profit down to nine drivers, example values that add up, an owner and measure for each driver
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Start from your own numbers

    Replace the example values with last year's actuals or this year's budget. Check that each level adds up to the one above.

  2. Stop at what people can change

    Keep breaking drivers down until you reach a measure a team controls, such as orders per customer or cost per unit.

  3. Give each driver an owner

    Name the owner and the measure next to every leaf. Use the tree in planning to test what happens if one driver moves.

Questions about this template

Do the example values have to add up?

Yes. Each box is built from the ones below it, so when you enter your own figures check they still roll up to net profit.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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