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How do I create a Live Pro Forma or financial model in the web?

Live Pro Forma with Excel import and export keeps design and financial models in sync by connecting your pro-forma directly to the TestFit model, reducing spreadsheet risk and enabling faster, more confident feasibility decisions.

Navigate to your Deal Pipeline in the web. Select the action button (...) and Open in browser.

Next, select the Site Overview and in the drop-down menu, select Pro Forma.

Once in the Pro Forma, select the "+" icon to open a new workbook for a financial model.

In the Financial Model Settings, you can enter the name of the model and adjust the scheme and site combination to define the specific quantity outputs you want to pull to the financial model.

Example, SCHEME A/Site A.

You can create your own financial model from scratch, import an Excel or CSV file, apply a Global Financial Model, or apply an Organization Model.

To import a file, click on File, then import the desired file.

To apply an existing template model, click on the TestFit tab and Apply.

Sample Global Models include the following: NRSF, Retail, Industrial, Multifamily, and Subdivision models. Examples of how live links are applied to financial model cells are included within these models.

Organization Models are available once a model has been saved by a member of your organization. Once available, these custom models can then be applied to the financial model workbook.

For more information on how to edit financial models, import/export models, or save/delete models, refer to the links below.