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How to link financial outputs to a custom pro forma for Generative Design filters?

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How to assign a pro forma output to a cell

  1. Open your pro forma template in the TestFit Custom Pro forma and go to the sheet containing the value you want to export (e.g. Executive Summary).
  2. In the ribbon, click the TestFit tab.
  3. Click Outputs. The Outputs panel opens on the right, listing each available output as a card (NPV, IRR, Yield on Cost, Equity Multiple, etc.) with its description, output ID (e.g. TF_OUT_YOC), and current assignment. Cards marked Not assigned are not yet linked to a cell.
  4. In the spreadsheet, select the cell that holds the value you want to send back to TestFit (e.g. B18 – Yield on Cost).
  5. In the Outputs panel, click the matching output card (e.g. Yield on Cost).
  6. The card turns green and shows the assigned cell reference (e.g. Executive Summary!B18), confirming the link.
  7. Repeat steps 4–6 for any other outputs you want to expose.
  8. Note, outputs must be assigned to the appropriate cell in the pro forma to be able to be filtered using Generative Design.
  9. To remove an assignment, click the × on the card. To keep your changes in your template, click Save in the Templates group of the TestFit ribbon.

To create and add custom outputs, click on the "+ ADD OUPUT" button. Define the label for your custom output, select the type of output (money, percentage, or ratio) and assign to the appropriate cell in your custom pro forma.

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