{ "kind": "framework", "value": "sensitivity-analysis", "collectionKey": "slides:framework:sensitivity-analysis:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 311, "page": 1, "pageSize": 24, "pageCount": 13, "rows": [ { "docId": "019dd923-5e88-73ef-bd57-fa66f6094a5d", "docSlug": "e2deab3353ac4eb7", "documentTitle": "07 investorupdate2018 pc", "authorId": "UBS", "authorName": "UBS", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 13, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide uses a bar chart to show NII sensitivity across three years and a line chart to show historical interest rate volatility.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly models the impact of interest rate changes on NII.", "slideHref": "/slides/019dd923-5e88-73ef-bd57-fa66f6094a5d/13", "deckHref": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-fa66f6094a5d#slide-13", "loopMatches": [ { "to": 17, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "d26365c0-17a0-4978-80b4-a8058ca463fc", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 1, "objective": "What are the consequences of not investing in growth initiatives?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 17, "from": 10, "beatId": "b058d381-b6d0-4789-82f7-69489c3a3635", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Slides 10-17 outline UBS's strategic growth initiatives and key takeaways.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5eff-723e-9be7-474b1ea5b1b7", "docSlug": "1e59560729cead0d", "documentTitle": "2024 05 Investor Presentation", "authorId": "Lufthansa", "authorName": "Lufthansa Group", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 30, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "Includes a table of hedge ratios and a heatmap showing fuel price sensitivity based on crude oil and jet crack spreads.", "imagePath": null, "matchCount": 1, "evidence": "Heatmap showing impact of variable changes on fuel price", "slideHref": "/slides/019dd923-5eff-723e-9be7-474b1ea5b1b7/30", "deckHref": "/decks/019dd923-5eff-723e-9be7-474b1ea5b1b7", "deckAnchorHref": "/decks/019dd923-5eff-723e-9be7-474b1ea5b1b7#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 42, "from": 15, "beatId": "b7b39ca0-f07d-4849-a349-f8ff74e35ce2", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "The document outlines the Group's plans for future growth and investment in ITA Airways", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5eff-723e-9be6-d839eebedfdd", "docSlug": "9a8947a4959520d0", "documentTitle": "2024 Q1 Investor Presentation", "authorId": "Hyatt", "authorName": "Hyatt", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 11, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a simple additive equation to demonstrate financial sensitivity.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels the central equation as 'Earnings Growth Model Sensitivities'", "slideHref": "/slides/019dd923-5eff-723e-9be6-d839eebedfdd/11", "deckHref": "/decks/019dd923-5eff-723e-9be6-d839eebedfdd", "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-d839eebedfdd#slide-11", "loopMatches": [ { "to": 15, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "b3bf1a40-5f95-4cfa-be3f-3f3672064b6e", "evidence": "Emphasis on strong 2024 outlook and capital returns", "position": 0, "objective": "Highlighting growth potential and strong outlook", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 13, "from": 10, "beatId": "e9c2c62f-b458-4172-888e-2b1393f42389", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Financial outlook and earnings growth model", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5eff-723e-9be6-e3b0cbc2f3df", "docSlug": "4dc4e7d7153b82b9", "documentTitle": "2024 Q2 Investor Presentation", "authorId": "Hyatt", "authorName": "Hyatt", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 11, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide uses a simple additive equation to demonstrate sensitivity. The donut chart illustrates the composition of earnings.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels the section 'EARNINGS GROWTH MODEL SENSITIVITIES'", "slideHref": "/slides/019dd923-5eff-723e-9be6-e3b0cbc2f3df/11", "deckHref": "/decks/019dd923-5eff-723e-9be6-e3b0cbc2f3df", "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-e3b0cbc2f3df#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-131d076ef728", "docSlug": "a15f735abfb5f6b2", "documentTitle": "2024 Q3 Shareholder Deck", "authorId": "Spotify", "authorName": "Spotify", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 33, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide uses a specific example from Q3 to illustrate the financial risk associated with stock-based social charges.", "imagePath": null, "matchCount": 1, "evidence": "Quantifies +/- €32M impact for +/-10% stock-price move", "slideHref": "/slides/019dd923-5efe-75c0-8dff-131d076ef728/33", "deckHref": "/decks/019dd923-5efe-75c0-8dff-131d076ef728", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-131d076ef728#slide-33", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5eff-723e-9be6-e53f7b01142c", "docSlug": "fdb8136addccc81d", "documentTitle": "2024 Q4 Investor Presentation", "authorId": "Hyatt", "authorName": "Hyatt", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 16, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide uses a simple additive equation to show how RevPAR and Net Rooms growth contribute to Adjusted EBITDA.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels 'EARNINGS GROWTH MODEL SENSITIVITIES FOR 2025' and shows the impact of variables on EBITDA.", "slideHref": "/slides/019dd923-5eff-723e-9be6-e53f7b01142c/16", "deckHref": "/decks/019dd923-5eff-723e-9be6-e53f7b01142c", "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-e53f7b01142c#slide-16", "loopMatches": [ { "to": 17, "from": 14, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "4a8f2355-7e7d-4d0e-a8ad-5a69d0997718", "evidence": "Slides on capital allocation and earnings growth", "position": 0, "objective": "Highlighting the benefits of Hyatt's strategy", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 17, "from": 11, "beatId": "2fa0fa6a-838c-4d56-9e0a-e99c212c27b5", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Slides showing financial highlights and analysis", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd5d-0d0f98caffe1", "docSlug": "5df6bd1b0447b5f6", "documentTitle": "2025 Air Street Capital The State of AI Report 2025", "authorId": "AirStreetCapital", "authorName": "Air Street Capital", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "vc_research", "sourceTypeLabel": "VC research", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 112, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The slide uses a heatmap to visualize the break-even point and profitability levels.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels the table as a 'Simplified sensitivity analysis'.", "slideHref": "/slides/019dd923-5e88-73ef-bd5d-0d0f98caffe1/112", "deckHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-0d0f98caffe1#slide-112", "loopMatches": [ { "to": 112, "from": 105, "name": "Funnel Analysis", "slug": "32-funnel-analysis", "bestFor": "Sales optimization, customer journey, process efficiency", "matchId": "019dd95a-07fe-70ce-8d3e-a3f81a44ee54", "evidence": "GPT-5 economics → vibe coding costs → Cursor unit economics → 'When do we see profitable models?' (p.112).", "position": 6, "objective": "Trace AI economics from revenue through margins to profitability", "structure": "Top of Funnel -> Stage 1 Conversion -> Stage 2 Conversion -> Bottom of Funnel -> The Leak", "confidence": 65, "description": "Show progressive filtering through stages to identify where drop-off occurs" } ], "arcBeatMatches": [ { "to": 189, "from": 12, "beatId": "019dd95a-0682-776c-8e35-9f380673831f", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Sections 1-2 lay out research findings and industry data with charts and case studies.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 189, "from": 90, "beatId": "019dd95a-0682-776c-8e35-b06421e14afb", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": "onion-deeper-layer", "evidence": "Industry section exposes economics, infra, geopolitics beneath research.", "position": 3, "confidence": 45, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5efe-75c0-8dff-1d4dc0c0abfb", "docSlug": "d662fc26fcd3802e", "documentTitle": "2025 Q2 Shareholder Deck", "authorId": "Spotify", "authorName": "Spotify", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.777, "pageNumber": 36, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": null, "imagePath": null, "matchCount": 1, "evidence": "Slide titled Social Charges Sensitivity with plus minus 10% scenarios", "slideHref": "/slides/019dd923-5efe-75c0-8dff-1d4dc0c0abfb/36", "deckHref": "/decks/019dd923-5efe-75c0-8dff-1d4dc0c0abfb", "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-1d4dc0c0abfb#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b634-e5735b54e9cc", "docSlug": "0798c0fb1aaf0664", "documentTitle": "Budgetanalyse af Forsvaret 2017 Materialesamling Del 2", "authorId": "BCG", "authorName": "BCG", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.445, "pageNumber": 95, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide details the methodology behind a 10-25% savings potential, referencing previous PA Consulting reports and Deloitte sensitivity analysis.", "imagePath": null, "matchCount": 1, "evidence": "Mention of Deloitte sensitivity analysis regarding recruitment challenges", "slideHref": "/slides/019dd923-5ca1-7489-b634-e5735b54e9cc/95", "deckHref": "/decks/019dd923-5ca1-7489-b634-e5735b54e9cc", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b634-e5735b54e9cc#slide-95", "loopMatches": [ { "to": 97, "from": 84, "name": "Scenario Fork", "slug": "35-scenario-fork", "bestFor": "Strategic planning, risk analysis, board presentations", "matchId": "019dd95a-088b-72c8-b7e2-52e9a3c46a82", "evidence": "Scenario 1 (drift+vedl, fravalgt) vs scenario 2 (udvikling, 3 sub-scenarios).", "position": 4, "objective": "Compare insourcing scenarios for IT development", "structure": "The Decision Point -> Scenario A (If X) -> Scenario B (If Y) -> Scenario C (If Z) -> Recommendation", "confidence": 88, "description": "Present multiple futures based on different assumptions or decisions" } ], "arcBeatMatches": [ { "to": 321, "from": 19, "beatId": "019dd95a-0702-74a3-87da-2412ddc609c1", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "Twelve effektiviseringsforslag with IPT, kategoristyring, IT, organisation, indkøb.", "position": 3, "confidence": 92, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 165, "from": 9, "beatId": "019dd95a-0702-74a3-87da-30a6df91c9fe", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": "triple-take-the-facts-what", "evidence": "Baselines, segmentations, current-state diagnoses dominate first half.", "position": 1, "confidence": 70, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-6131f37efc2b", "docSlug": "71b5b657f034a972", "documentTitle": "ey net zero centre carbon offset publication 20220530", "authorId": "MorganStanley", "authorName": "Grantham Research Institute", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 23, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide contains a scatter plot with a regression line and R-squared value, followed by text analyzing the findings and introducing a section on measurement error.", "imagePath": null, "matchCount": 1, "evidence": "Section 6.2 explicitly discusses sensitivity analysis regarding measurement error.", "slideHref": "/slides/019dd923-5e88-73ef-bd59-6131f37efc2b/23", "deckHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-6131f37efc2b", "docSlug": "71b5b657f034a972", "documentTitle": "ey net zero centre carbon offset publication 20220530", "authorId": "MorganStanley", "authorName": "Grantham Research Institute", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 26, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The slide discusses potential systematic measurement errors and omitted variables in the context of CDM projects and carbon offsets.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly tests the robustness of findings by varying parameters (beta) and discussing omitted variables.", "slideHref": "/slides/019dd923-5e88-73ef-bd59-6131f37efc2b/26", "deckHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b#slide-26", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-6131f37efc2b", "docSlug": "71b5b657f034a972", "documentTitle": "ey net zero centre carbon offset publication 20220530", "authorId": "MorganStanley", "authorName": "Grantham Research Institute", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 28, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide discusses Rosenbaum sensitivity analysis in the context of CDM project selection.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly performs a sensitivity analysis on the parameter Γ (Gamma) to test the robustness of the study's conclusions.", "slideHref": "/slides/019dd923-5e88-73ef-bd59-6131f37efc2b/28", "deckHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-6131f37efc2b", "docSlug": "71b5b657f034a972", "documentTitle": "ey net zero centre carbon offset publication 20220530", "authorId": "MorganStanley", "authorName": "Grantham Research Institute", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 30, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "Figure 11 shows sensitivity to small differences in capacity, capacity factor, and connection distance.", "imagePath": null, "matchCount": 1, "evidence": "Figure 11 shows sensitivity to small differences in capacity, capacity factor, and connection distance", "slideHref": "/slides/019dd923-5e88-73ef-bd59-6131f37efc2b/30", "deckHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b#slide-30", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd59-6131f37efc2b", "docSlug": "71b5b657f034a972", "documentTitle": "ey net zero centre carbon offset publication 20220530", "authorId": "MorganStanley", "authorName": "Grantham Research Institute", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 31, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide discusses the robustness of the BLIMP definition by varying the number of inferior projects required to qualify a project as a BLIMP.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly performs a sensitivity analysis on the parameter N (number of inferior projects).", "slideHref": "/slides/019dd923-5e88-73ef-bd59-6131f37efc2b/31", "deckHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd59-6131f37efc2b#slide-31", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b638-e29283e73180", "docSlug": "62a3ea47159781a7", "documentTitle": "Forsyningssektorens Effektiviseringspotentiale", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.333, "pageNumber": 193, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide compares baseline potential (with corrections) against sensitivity scenarios (without corrections) to demonstrate the impact of asset age and customer density on cost efficiency calculations.", "imagePath": null, "matchCount": 1, "evidence": "Comparison of baseline vs sensitivity scenarios", "slideHref": "/slides/019dd923-5ca1-7489-b638-e29283e73180/193", "deckHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180#slide-193", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b638-e29283e73180", "docSlug": "62a3ea47159781a7", "documentTitle": "Forsyningssektorens Effektiviseringspotentiale", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.333, "pageNumber": 206, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The slide compares baseline scenarios against sensitivity scenarios for two sectors (Produktion, Transport) across three metrics (TOTEX, Best-of-two potential, % of TOTEX).", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly performs a sensitivity analysis on cost bases.", "slideHref": "/slides/019dd923-5ca1-7489-b638-e29283e73180/206", "deckHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180#slide-206", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b638-e29283e73180", "docSlug": "62a3ea47159781a7", "documentTitle": "Forsyningssektorens Effektiviseringspotentiale", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.333, "pageNumber": 215, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The slide compares three models (DEA, SFA, Best-of-two) across two sets of metrics: potential (DKKm) and descriptive statistics of efficiency scores.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels itself as a sensitivity analysis (Følsomhedsanalyse) comparing different modeling approaches.", "slideHref": "/slides/019dd923-5ca1-7489-b638-e29283e73180/215", "deckHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-e29283e73180#slide-215", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5de0-76bd-a168-29079190b36a", "docSlug": "51c796a55b6e7200", "documentTitle": "Grocery profitability outlook –Europe", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 47, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a waterfall-style logic to compare two scenarios: 100% pass-through vs 90% pass-through.", "imagePath": null, "matchCount": 1, "evidence": "The slide compares two scenarios (100% vs 90% pass-through) to determine the impact on EBITDA.", "slideHref": "/slides/019dd923-5de0-76bd-a168-29079190b36a/47", "deckHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a#slide-47", "loopMatches": [], "arcBeatMatches": [ { "to": 53, "from": 39, "beatId": "0d1bf9fb-23f3-48e1-87ef-448663056c57", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The deck concludes by emphasizing the need for grocers to take bold actions to improve profitability.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5de0-76bd-a168-29079190b36a", "docSlug": "51c796a55b6e7200", "documentTitle": "Grocery profitability outlook –Europe", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 48, "slideType": "financial_analysis", "function": "quantify_impact", "notes": "The slide uses a comparative P&L structure to demonstrate sensitivity of EBITDA margin to labor cost pass-through rates.", "imagePath": null, "matchCount": 1, "evidence": "Comparing two scenarios (90% vs 100% pass-through) to show impact on EBITDA margin.", "slideHref": "/slides/019dd923-5de0-76bd-a168-29079190b36a/48", "deckHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a#slide-48", "loopMatches": [], "arcBeatMatches": [ { "to": 53, "from": 39, "beatId": "0d1bf9fb-23f3-48e1-87ef-448663056c57", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The deck concludes by emphasizing the need for grocers to take bold actions to improve profitability.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5de0-76bd-a168-29079190b36a", "docSlug": "51c796a55b6e7200", "documentTitle": "Grocery profitability outlook –Europe", "authorId": "McKinsey", "authorName": "McKinsey", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.778, "pageNumber": 52, "slideType": "sensitivity_analysis", "function": "quantify_impact", "notes": "The slide uses a heatmap matrix to visualize the impact of two variables on EBITDA margin.", "imagePath": null, "matchCount": 1, "evidence": "The slide presents a matrix showing how changes in two variables (online share growth and margin discount) affect a third variable (EBITDA margin).", "slideHref": "/slides/019dd923-5de0-76bd-a168-29079190b36a/52", "deckHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a168-29079190b36a#slide-52", "loopMatches": [], "arcBeatMatches": [ { "to": 53, "from": 39, "beatId": "0d1bf9fb-23f3-48e1-87ef-448663056c57", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Action", "beatSlug": "aida-action", "evidence": "The deck concludes by emphasizing the need for grocers to take bold actions to improve profitability.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5de0-76bd-a167-fb14f4d30a04", "docSlug": "190510b49511442d", "documentTitle": "Lazard LCOE+", "authorId": "RolandBerger", "authorName": "Lazard", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.414, "pageNumber": 13, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The chart uses a series of dotted lines to show the trend of LCOE as the cost of capital increases across six data points.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly analyzes the sensitivity of LCOE to changes in cost of capital variables.", "slideHref": "/slides/019dd923-5de0-76bd-a167-fb14f4d30a04/13", "deckHref": "/decks/019dd923-5de0-76bd-a167-fb14f4d30a04", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a167-fb14f4d30a04#slide-13", "loopMatches": [ { "to": 15, "from": 9, "name": "Sensitivity Test", "slug": "52-sensitivity-test", "bestFor": "Financial models, forecasting, risk assessment", "matchId": "019de8e9-bb13-71cb-9670-75a55146cdcb", "evidence": "Base-case comparison (p.9) followed by sensitivity to subsidies, fuel, carbon, capital (p.10-13), then firming/competitive comparisons (p.14-15).", "position": 2, "objective": "Stress-test LCOE robustness across multiple parameters", "structure": "The Base Case -> Assumption A Varies -> Assumption B Varies -> Robustness of Conclusion", "confidence": 70, "description": "Show how conclusions change (or don't) when key assumptions vary" } ], "arcBeatMatches": [ { "to": 29, "from": 9, "beatId": "019de8e9-b9e8-7495-9d03-f088e78d95b4", "arcName": "The Triple Take", "arcSlug": "triple-take", "beatName": "The Facts (What)", "beatSlug": null, "evidence": "LCOE/LCOS/LCOH benchmarking, sensitivity, cost-component charts", "position": 1, "confidence": 50, "parentBeatName": null, "parentBeatSlug": null }, { "to": 29, "from": 7, "beatId": "019de8e9-ba8d-77ee-ae2c-b5633a8eaa8c", "arcName": "The Onion", "arcSlug": "onion", "beatName": "Deeper Layer", "beatSlug": null, "evidence": "LCOE, LCOS, LCOH detailed comparisons and sensitivities", "position": 3, "confidence": 35, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5e88-73ef-bd57-fcc3cf532e42", "docSlug": "72c67d77b7b29fa0", "documentTitle": "ubs best of switzerland conference presentation", "authorId": "UBS", "authorName": "UBS", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "equity_research", "sourceTypeLabel": "Equity research", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 388, "slideType": "appendix_data", "function": "analyze_data", "notes": "Financial disclosure table from UBS Group AG consolidated financial statements.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly presents a sensitivity analysis of actuarial assumptions.", "slideHref": "/slides/019dd923-5e88-73ef-bd57-fcc3cf532e42/388", "deckHref": "/decks/019dd923-5e88-73ef-bd57-fcc3cf532e42", "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd57-fcc3cf532e42#slide-388", "loopMatches": [], "arcBeatMatches": [ { "to": 446, "from": 81, "beatId": "0b1398a4-916e-492f-856a-8d8a0f442792", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "The document concludes with detailed financial and operating performance data, and risk management information.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b638-bb8662e8046e", "docSlug": "0f638186bb9b059e", "documentTitle": "UK Electricity Efficiency Potential", "authorId": "McKinsey", "authorName": null, "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.333, "pageNumber": 21, "slideType": "sensitivity_analysis", "function": "analyze_data", "notes": "The slide uses a matrix layout to visualize sensitivity analysis.", "imagePath": null, "matchCount": 1, "evidence": "3x3 matrix showing impact of two variables on a single outcome", "slideHref": "/slides/019dd923-5ca1-7489-b638-bb8662e8046e/21", "deckHref": "/decks/019dd923-5ca1-7489-b638-bb8662e8046e", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-bb8662e8046e#slide-21", "loopMatches": [ { "to": 21, "from": 12, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "bfd9227c-817a-44fb-8122-ae78bedc315d", "evidence": "The document provides a logical chain of analysis, from problem statement to solution approach.", "position": 0, "objective": "To understand the impact of electricity efficiency measures on UK electricity demand", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.7, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "arcBeatMatches": [ { "to": 77, "from": 6, "beatId": "02a14110-f7eb-4a8e-ad6c-56f071f97bab", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The document provides data tables and analysis to support the potential for electricity efficiency measures.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-5ca1-7489-b638-bb8662e8046e", "docSlug": "0f638186bb9b059e", "documentTitle": "UK Electricity Efficiency Potential", "authorId": "McKinsey", "authorName": null, "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.333, "pageNumber": 68, "slideType": "appendix_methodology", "function": "analyze_data", "notes": "The slide presents two line charts comparing different scenarios against a DECC 'policy off' baseline.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly labels the analysis as 'sensitivity' for both economic growth and fossil fuel prices.", "slideHref": "/slides/019dd923-5ca1-7489-b638-bb8662e8046e/68", "deckHref": "/decks/019dd923-5ca1-7489-b638-bb8662e8046e", "deckAnchorHref": "/decks/019dd923-5ca1-7489-b638-bb8662e8046e#slide-68", "loopMatches": [], "arcBeatMatches": [ { "to": 77, "from": 6, "beatId": "02a14110-f7eb-4a8e-ad6c-56f071f97bab", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The document provides data tables and analysis to support the potential for electricity efficiency measures.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 129, "from": 53, "beatId": "9060aec2-6eb2-4c62-ad0e-6e1552b9219e", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The document discusses design options and policy mechanisms to capture the electricity efficiency potential.", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }