Rachel Bingham

What’s New: More Control Over Custom Reports

There are two major updates for reporting within TermSheet being rolled out. Enhanced Filtering for DashboardsWe have enhanced our Dashboards to allow for more granular filtering per chart. Previously you could only filter the data at the dashboard level meaning some charts didn’t make sense given the dashboard-wide filter. Secondly, we have added support for …

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What’s New: Performance Improvements for Portfolios

Portfolios allow you to aggregate properties based on how your team likes to evaluate deals. Now large portfolios load even faster. Create portfolios within TermSheet based on how your team likes to evaluate deals. Top-down Evaluation Approach: Add a collection of new or existing properties to a single deal to evaluate as one entity. Bottom-up …

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What’s New: Enhanced Customization Options for Adding New Deals

Have more control over what information is collected when adding new deals with the ability to customize fields on the entry form. You asked, we delivered. Users now have the ability customize the “Add Deal” form within a pipeline.Here’s how you take advantage of this new feature: User must have the: PIPELINE_DEAL_FORM_EDIT permission From pipeline …

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What’s New: A More Powerful Microsoft Outlook Plugin

Sync files, deal information and related interactions with the corresponding deal in TermSheet without leaving your inbox — no file downloads necessary.  TermSheet’s Outlook plugin has an improved email panel that allows you to log emails, upload files, and sync tasks. With the TermSheet Outlook plug-in enabled you can seamlessly track emails and files that …

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TermSheet Announces New Integration with Procore

A new integration improves the process for real estate developers between deal close and the start of the construction project lifecycle. March 23, 2022 –TermSheet, a flexible deal data platform for real estate professionals, today announced a partnership with Procore Technologies, Inc., a leading global provider of construction management software. Through this partnership, customers of …

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