Deal Rolling in the Platform
The historical loan data will determine the deal timeline unless it is a deal with ש project, in which case the historical project data will determine it. In case we have both, it will be determined by the historical loans.
Once we have historical data, we can choose our perspective of the deal and decide from which period to view it by using the drop-down on the top right, where the cut-off date is usually presented:
It will now become Historical Data Through and will show the historical loan timeline
This data will be reflected in the reports (if we set “Historical Data Through” to historical period):
Historical data will always be in T-REX blue, and projections will always be black.
View historical data -Watch the tutorial video!