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How to Add an Analysis to a Deal

V
Written by Vishal Bhargava
Updated over 4 months ago

Steps to Add an Analysis

  1. Navigate to the Deal

    • Open the deal where you want to add an analysis.

  2. Go to the Analysis Tab

    • In the left-hand panel, click Analysis.

  3. Add a New Analysis

    • Click the Add New Analysis button.

    • A modal window will open.
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  4. Choose a Template

    • From the drop-down menu, select the analysis template you want to add.

    • Click Finish.

  5. Generate the Analysis

    • Once the template is added, you can generate the analysis for your deal.

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