Criteria

Little description

Each Data Entry must have associated a Criteria in order to be applied. There are multiple criteria types that allow you to program almost any future distribution of incomes and expenses to match the estimated performance of each entry.

The objective of this lesson is to provide you with a clear understanding of all the available options, the difference between them, and to convey a series of best practice recommendations to take the most advantage of each one of them.

In this lesson:

  • Total amount (absolute)
  • Total amount (relative)
  • Recurrent amount (absolute)
  • Recurrent amount (inherited)
  • Percentage fee
  • Percentage accumulated
  • Manual

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Portfolio Lifecycle Management for CRE
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