Have Questions? We’ve Got Answers.
Below are some of the most common questions we get from our users. If you’re still unsure, don’t hesitate to reach out!
Q1. I joined my company’s organization but why can I not see any Deals?
As a new member of the organization, your dashboard will be empty. The other members of your organization that have already created Deals will need to add you to their deals.
Q2. How can i add other team members to my deals?
To add other members to your deals, you must navigate inside the Deal and view the Team Members tab as shown below.
Click the “+” symbol to select team members to add to this deal. Once selected, press Apply to send them invites to this deal.
Q3. How do i integrate my Excel data with U-Rite?
Supercharge your Excel Model by integrating it with U-Rite. Here’s a step-by-step guide:
- Open your Excel File
Launch Excel and open the file you want to connect to U-Rite.
- Open U-Rite
In the top Excel ribbon, click the U-Rite tab. Then select Open U-Rite.
- Link Data from U-Rite to Excel
Now that you’re in the U-Rite Engine, you can start linking values directly into your Excel model.- Click on the field U-Rite that you want to link
- Then click the "Link Excel" button or alternatively you can use Ctrl + =
Because real analysts don't use their mouse, they use shortcuts!
- Select the Excel Range
After hitting Link Excel (or using the shortcut), you'll be taken back to your Excel file. Now:- Highlight the cell or range in Excel that you want to link to the U-Rite field.
- Hit Enter - and you're done. The link is now active.
- Why didn't that link?
it looks like Mgmt Fee and RE Taxes didn't link. That's because they're set as % of line.
To link those, Click the gear icon next to the % of line item.
- Then press Ctrl + = on the target line (like Effective Gross Revenue) and select the Excel range.