ARGUS Acquire FAQs

Top 5 questions

Q: How to I add a new deal to my pipeline in Acquire?

In order to create a deal to add to the pipeline, follow the steps below:

  1. Select Add Deal from the Pipeline.
  2. Enter a Name for the deal.
  3. Select the Status to assign to the deal. NOTE: All new deals will default to the first status in the order listed under Settings. Unless modified, this status is typically Preliminary.
  4. Select the individuals to Assign To the deal.
  5. Click Create.

The new deal is now available to model KPI’s, upload data and models, and apply what-if assumptions.[/answer][question]How do I add a model to an existing deal?[/question][answer]To add a model to a deal, complete the following steps:

  1. Select the Active tab on the Pipeline.
  2. Select the deal to open.
  3. Select Models tab.
  4. Click Add Model.
  5. Enter a Name for the Model. Enter a Description of the model if desired.
  6. Select Model import option:
    ARGUS Enterprise Data Source​
    From AE Cloud Data Store
    Import From AVUX File
    Excel Data Source
    ​NOTE: Only one ARGUS Enterprise Data Source and one Excel Data Source can be uploaded at a time.
  7. Click Create.

The Model(s) have been uploaded and are now available on the Models tab to view.[/answer][question]How do I view my model KPIs and available reports?[/question][answer] To view KPIs and available reports in a model, complete the following steps:

  1. Select the deal from the Pipeline to open.
  2. Select the Models tab.
  3. Click the existing model to open.
  4. If an ARGUS Enterprise Data Source and/or Excel Data Source are uploaded the following sections will display:
    KPIs: Available when an ARGUS Enterprise Data Source is uploaded.
    NOTE: KPIs are modifiable by selecting the drop down arrow available in each section and choosing one of the 11 default options provided.
    KPIs (Excel): Available when the Acquire Mapping Sheet is uploaded.
    Available Reports: Available when an ARGUS Enterprise Data Source or Excel Data Source has been uploaded.

NOTE: Default reports available when using ARGUS Enterprise Data Source include the Cash Flow Report and the Rent Roll Report. All uploaded Excel Data Sources will also appear in the Available Reports section.


Q: How can I add a status in ARGUS Acquire?

In order to add additional statuses to the Pipeline in Acquire, follow the steps below:

  1. Locate the Navigation Bar.
  2. Select System Settings gear icon. NOTE: User must be an Admin in order to edit Settings.
  3. Ensure the Pipeline tab is selected. NOTE: There will be two sections of statuses included in the Pipeline by default: Active and Closed. Three statuses appear within the Active section called Preliminary, Underwriting, and Due Diligence. These statuses cannot be deleted but can be edited in order to adjust the order. The three statuses within the Closed section, Won, No Bid, and Lost can be edited and deleted.
  4. Scroll to the desired section and click Add Status.
  5. In the resulting record, enter a Name for the new status.
  6. Enter a Status Weight %. NOTE: The Status Weight is a percentage likelihood of a deal assigned to this status being won.Scroll to the bottom of the screen and select Apply to save changes. NOTE: The order of records cannot be changed, however, labels can be updated on each status to adjust the order.

The newly added status will now display on the Pipeline according to the order entered and deals can be assigned to the status.[/answer][question]How do I import data from ARGUS Cloud into ARGU Acquire?[/question][answer]To import data from ARGUS Cloud, complete the following steps:

  1. Select the Active tab on the Pipeline.
  2. Select desired Deal to open.
  3. Select the Models tab.
  4. Click Add Model.
  5. Enter Model name.
  6. Select ARGUS Enterprise Data Source option From AE Cloud.
  7. Select desired Portfolio, Scenario, and Property.
  8. Click Link File To Model.
  9. Click CREATE.

The ARGUS Enterprise model has now been linked to your deal in ARGUS Acquire.

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