You can use Template Management to create base templates for Post-Acquisition Performance reports and assign them to your deals

• You can use this module to create templates for populating Financial and Synergies Reports (post-acquisition performance reports)
• In the ‘Customize Template’ section, you can either select the default template or any of the templates you have previously stored in Mergerware
• The default template has a set of pre-stored fields that will be available to you in the next section of the page
• You can select which fields you would like to include in your Financial reports by selecting them from ‘Available Fields’ under the ‘Financial Data’ section. You can select multiple fields at the same time and click on the arrow to move them to ‘The Selected Fields’
• If you change your mind about the fields you selected, click on the Reset button which will deselect the fields, allowing you to start over
• If you want to remove any of the fields from ‘The Selected Fields’ box, you can click on the red remove button that appears beside each field
• You can also add your own fields by entering the ‘name’ and ‘value’ of the new field and clicking on Done. This field will be added directly to ‘The Selected Fields’
• Once you’re done selecting your ‘Financial Data’ fields, you can do the same for ‘Synergies Data’ fields
• To create the template with the fields you selected, click on Save As, enter the template name in the window that appears and then click on Done
• Now it’s time to assign your newly created template to your deal by clicking on ‘Assign Template to Deal’ tab
• Select your template from the dropdown list and you will see a preview of the Finance and Synergy data fields you previously selected
• Select the deal(s) to which you would like to assign the template and click on Submit