CMA Data Report — Excel (new feature)

Overview

Add a one-click "CMA Data Report (Excel)" export that generates a polished, ready-to-share Excel workbook summarizing a Comparative Market Analysis.

How does this product compare to similar products:

Credit Monitoring Arrangement (CMA) data report is a critical financial document required by banks to evaluate loan eligibility and working capital requirements. In Excel, this report typically spans 5 years of comparative data

Step 5: Review and Refine the Report

• Review the report for accuracy and completeness
• Refine the report based on feedback from stakeholders

Export options & UX

• Button: “Export CMA Data Report (Excel)” with modal to choose: