Once you've imported a property's data into your Excel workbook, the pro-forma is yours to model. This page covers a few less-obvious features.
Where the reasoning lives
The imported sheet carries the numbers and formulas, not the AI's reasoning. A Sources & Citations block at the bottom of the Pro Forma sheet lists the sources behind the line items. To see why a line has its value, open it on the Financial Pro-Forma page in Relm — the line's detail view shows its Methodology & AI Reasoning and Sources & Citations.
Named ranges for the model
The imported pro-forma uses named ranges for its cap rate and financing inputs:
purchase_price,down_pmt_pct,interest_rate,amort_years,closing_costs_pct,eff_tax_ratesuggested_cap_rate,use_suggested_cap,custom_cap_rate,exit_cap_rateloan_amount,annual_ds,total_equity(calculated)
You can reference named ranges in formulas elsewhere in the workbook. The names are stable across re-imports.
Names apply to the whole workbook, so keep one property's pro-forma per workbook: importing a second property's pro-forma repoints these names — and the first property's formulas that use them — to the newest import.
Common operations
- Switch to base case. Re-import discards your worksheet edits and pulls the cloud version. (Push back first if you want to preserve.)
- Sandbox a what-if scenario. Duplicate the Pro Forma sheet, edit the duplicate. The original stays as imported; your duplicate is your scratch.
- Plug into a master template. Reference the named ranges from your firm's standard template.
What changes mid-model
A re-generated pro-forma in the web app can change the structure of the model in rare cases — adding a new line item, renaming one. The add-in doesn't warn you about structural changes up front; you'll see them when you push back:
- If the pro-forma changed in Relm since your import, push-back asks before overwriting it.
- Rows whose label no longer matches are skipped, and the success message tells you how many.
Re-import to pick up the new structure.