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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.

Each financial model can be assigned a Scheme and Site combination. Example, SCHEME A/Site A.

You can either (1) apply a Global Financial Model or (2) apply an Organization Model.

import or apply pro forma

 

Sample Global Models include the following: 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.