Paste deal data below or upload a JSON file. Two formats are accepted:
{deal: {name, subtype, ...}, values: {fee_loan: 960000, ...}} — slides are built automatically from the subtype's canonical template.slides[], customMetrics, notes — preserves any custom layout from a prior export.Load an MCP export (xlsx or JSON), review the auto-detected mapping, and commit to populate the dashboard.
Save the current deal to the shared store.
_, -. Spaces and disallowed characters auto-convert to dashes as you type.
Manual entry for KPIs the loan calc doesn't carry — typically populated from the Tableau Market Performance pptx. Values feed directly into the dashboard's KPI tiles.
Define a metric not in the standard library. It will be added to your dashboard and exported with the JSON.
Choose an asset class, then tick which slides and sections to include for this deal. Existing data will be cleared.
These rules flag values outside expected ranges. Hard bounds (Min / Max) → red border on the field. Soft bounds (Warn Min / Warn Max) → amber border. Edit any cell to update; changes save immediately and apply across all deals on this device. Click ↺ to revert a single row to defaults.
Layouts you've saved are stored on this device. Loading a template replaces your slide layout but keeps deal info, cover, and entered values.