Proposal Entry & Financial Analysis

Proposal Entry & Financial Analysis

Learn how to model proposal terms, analyze cash flows, and compare against budgets all from the platform.

About this course

In this course, we walk through the entire proposal form, how to enter proposal terms, the assumptions behind the VTS financial model, and how to analyze your cash flows.

 

What you'll learn:

  • How VTS calculates NPV & NER
  • The other significant assumptions behind the VTS financial model.
  • How to enter proposal (and counterproposal) terms for a deal.
  • How to export cash flows for analysis.
  • How to add budgets for comparison against your proposals.

 

Expectations:

  • Watch 2 videos.
  • Read through several short resources.
  • 2 short quizzes (8 total questions).

 

Who should take this course?

  • Anyone who submits proposal terms or analyzes proposals.

Curriculum20 min

  • Key Formulas & Assumptions
  • Proposal Entry & Analysis
  • Discount Rate
  • Calculating NCF, NPV, & NER
  • Other Assumptions
  • Analyzing Deal Economics
  • View & Export the Cash Flow Excel
  • Recap: General Proposal Tips
  • Entering counter-proposals
  • How to easily adjust expense amounts and recovery income
  • Gross vs. Net: Expenses & Commissions
  • Gross vs. Net: Expenses & Free Rent
  • Gross vs. Net: Free Rent & Commissions
  • Mini Quiz: Deal Financials 101
  • Budgets
  • Budgets Overview
  • How to get your organization's budgets into VTS
  • Mini Quiz: Budgets 101
  • Review
  • Continue Learning

About this course

In this course, we walk through the entire proposal form, how to enter proposal terms, the assumptions behind the VTS financial model, and how to analyze your cash flows.

 

What you'll learn:

  • How VTS calculates NPV & NER
  • The other significant assumptions behind the VTS financial model.
  • How to enter proposal (and counterproposal) terms for a deal.
  • How to export cash flows for analysis.
  • How to add budgets for comparison against your proposals.

 

Expectations:

  • Watch 2 videos.
  • Read through several short resources.
  • 2 short quizzes (8 total questions).

 

Who should take this course?

  • Anyone who submits proposal terms or analyzes proposals.

Curriculum20 min

  • Key Formulas & Assumptions
  • Proposal Entry & Analysis
  • Discount Rate
  • Calculating NCF, NPV, & NER
  • Other Assumptions
  • Analyzing Deal Economics
  • View & Export the Cash Flow Excel
  • Recap: General Proposal Tips
  • Entering counter-proposals
  • How to easily adjust expense amounts and recovery income
  • Gross vs. Net: Expenses & Commissions
  • Gross vs. Net: Expenses & Free Rent
  • Gross vs. Net: Free Rent & Commissions
  • Mini Quiz: Deal Financials 101
  • Budgets
  • Budgets Overview
  • How to get your organization's budgets into VTS
  • Mini Quiz: Budgets 101
  • Review
  • Continue Learning