Add or Edit Time Series Values in TermSheet

Time series data models can be viewed in the Deal Insights tab. In some cases, manual entries can be made in TermSheet.

📑Learn to:

🔒Permissions

Any role who has access to the Deal Insights tab will have access to edit or add values via the Deal Analytics. 

2023-11-02_16-06-55

💡Things to Consider

Changes made to Time Series charts manually from within TermSheet will not sync back to Excel models. 

When adding/editing the Time Series values from TermSheet, the table should be grouped to view "Day". 2024-02-06_11-32-58

⚙️Steps

First, a time series model must be linked to a deal in TermSheet. 

Link Time Series Data to a Deal in TermSheet

Add Time Series Values to TermSheet


  1. Navigate to the Time Series charts by selecting Analytics in the Deal Insights tab of the deal. 2023-11-02_16-20-06
  2. Select the + icon by the date range. 2023-11-02_16-20-06-1
  3. Select a Time Series field from the dropdown. 
  4. Select a Date, currently only individual days are supported. 
  5. Enter a value for the field. 2023-11-02_16-24-11
  6. To view entries made manually, change the Time Series Table to show by "Day". 2023-11-02_16-55-26

Edit Time Series Values in TermSheet

  1. Navigate to the Time Series charts by selecting Analytics in the Deal Insights tab of the deal. 2023-11-02_16-20-06
  2. Change the Time Series Table to show by "Day".2023-11-02_16-55-26
  3. Select any cell and start typing to edit, then select off the cell to save. 

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