What’s changing?

You can now save your cashflow forecasts, allowing you to compare projections against realized performance and adjust your models accordingly. This feature is available across all asset classes, providing you with a comprehensive tool to fine-tune your strategies.


How to:


Within Cashflows:

  1. Model your assumptions
  2. Click Save Scenario and either select Save Cashflow Projection or Save Scenario and Projection
  3. Select Load Saved > Saved Projected Cashflows
  4. Download (Excel) your projections and compare them against the realized cashflows



Resources: https://dv01.freshdesk.com/support/solutions/folders/42000102758