Watch this video to Get Started with New Deals:
For further detailed Dashflow info and support, please see these topics and links below:
Dashflow Journey in 3 Steps
- Importing
- Flex Interactive IRRs in CASH FLOW
- Get On Demand DashModel for Excel desktop
1. IMPORTING
Preliminary or final data room tenancy data arrives in your inbox in a variety of formats. These two main approaches involve working with tenancy schedules in PDF Brochures or a broker’s Excel spreadsheet-based rentroll. Dashflow saves time with both approaches:
A. CONVERTING PDF INVESTMENT BROCHURES
Did you know that every 10 tenants in a PDF IM Brochure, makes your team work an extra ~20 minutes? For complex commercial real estate listings, 20 or 30 tenants can taken an hour or more to review, organise and copy & paste into complex software. To achieve rapid PDF conversion results, download our complementary DF Converter app here on the Apple App Store, which is available for all Dashflow+ subscribers. For more info, click this link:
https://support.intellect-automation.com/pdf-conversion.html
B. IMPORTING FROM EXCEL WITHOUT TEARS
Importing is made all the easier with organising your Dashflow DEFAULTS to organise your submarket investment assumptions.
Watch Setting-up: DEFAULTS to ensure you import with the right releasing, refurb and cost assumptions.
Read more here to import Excel spreadsheet tenancy schedules into Dashflow:
https://support.intellect-automation.com/importing.html
2. FLEX INTERACTIVE IRRs IN CASH FLOW
Importing a tenancy schedule leads immediately to the CASH FLOW screen. Here is where your Day-1 property details combine with your forward-looking business assumptions for releasing, refurb, void periods, new tenant incentives, etc.
In CASH FLOW screen you can achieve 3-high-level visualisations. With a simple gesture, you can change Pricing (Buy & Sell), Debt (Entry and Exit LTVs) and Hold Period (swipe graph bars to the left or to the right to shorten or extend the investment time horizon).
While much of the screen is intuitive, you can check out more detailed sections in our individual Screen Tips.
3. GET ON DEMAND DASHMODEL FOR EXCEL
When you have chosen an IRR scenario in CASH FLOW screen, request Dashflow to build for you a safe, consistent and detailed investment modelling template to prove to fellow analysts, lenders and any Investment Committee that ‘the numbers’ stack up as expected.
Note: each DashModel produced by Dashflow is different depending on the deal in question and your business plan assumptions.
In no time at all, you can safely check the IRR by ensuring that the Office desktop Microsoft IRR matches the Apple device IRR.
RUN YOUR 1st DASHFLOW EXAMPLE (<3 min.)
To avoid beginner aggravation, we highly recommend running a vanilla deal example to get a proper sense of the full Dashflow journey outlined above.
Go to dashflowcre.com/example
SCREEN TIPS
To read about a particular Dashflow screen, you can search the page below:
https://support.intellect-automation.com/screen-tips.html
Good luck! And shake the app vigorously to report any issues to our Support Desk.