Set up

How to set up a Reporting Structure for a Vehicle.

The Reporting Structure is the backbone of a Vehicle, establishing the relationship between different inputs (accounting, forecasting, contingencies,...) and outputs (cashflow tables, indicators,...)

Each vehicle has a unique Reporting Structure, and can be created from scratch or inherited from templates (public or specific of each organization).

One great advantage of ExcelSense Reporting Structures is that allows a great deal of flexibility to aggregate models across portfolios with vehicles that don't share the same Reporting Structures.

Reporting Structure window

In this chapter:

  • Creating a Structure from scratch
  • Creating a Structure from a template
  • Business Activities
  • Investment Parameters and Indicators
  • Cautions

All the content

Log in to access the full content in this topic

Portfolio Lifecycle Management for CRE
© Copyright 2021 by ExcelSense, LLC. All rights reserved.