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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