Quarterly Income Statements That Calculate Themselves
Underwrite and track deal financials where the deal already lives. Enter or import an income statement for any location, project, or portfolio, watch Gross Profit and Earnings roll up automatically, and chart performance quarter over quarter, all without maintaining a separate spreadsheet.
Why Deal Financials Get Messy
Most CRE teams track income statements in tools that were never built for the deal.
Financials in a separate spreadsheet
Deal numbers live in an Excel file disconnected from the site, documents, and tasks. Nobody knows which copy is current.
Profitability done by hand
Gross profit and earnings get recalculated manually every time a number changes, and the math drifts.
Numbers without a trend
A grid of quarters tells you the values but not the direction.
What MyDealTeams Does
Financials live with the deal and the profitability math takes care of itself.
Profitability calculated for you
Gross Profit and Earnings roll up automatically from Sales, COGS, and expenses every time a number changes, and calculated rows can't be accidentally overwritten.
Editable quarterly grid
Enter values quarter by quarter, add or remove quarters, and pull from a categorized library of 50+ ready-made line items.
Excel & CSV import and export
Import an existing model: the importer fuzzy-matches your row labels, with merge-or-replace control. Export back to Excel or CSV anytime.
Quarter-over-quarter chart
Flip any statement from grid to chart to see the trend, not just the numbers.
Portfolio consolidation
A read-only rollup sums every location in a portfolio into one consolidated view.
Full audit trail
Every edit, import, and structural change is recorded with who and when.
How Teams Use It
Underwrite a new site
Start from the standard template or import an existing Excel/CSV model and see profitability in minutes.
Quarterly monitoring
Update actuals quarter by quarter and watch performance trend across periods.
Portfolio-level view
Consolidate every location in a portfolio into a single rollup for a strategy-level picture.