Use Inputs, Statements, Dashboard, and Graph
How to review the main underwriting panels in a deal workspace.
Written By Reia
Last updated About 2 hours ago
The deal workspace is built from connected panels. Use each panel for a different part of underwriting review, then move between them as the deal gets clearer. This is the core Reia loop: source material becomes assumptions, assumptions flow into statements, statements and assumptions shape dashboard output, and Graph helps you inspect the relationships behind the result. ## Main panels Inputs show assumptions and editable deal values. Use them to shape the underwriting view while keeping the assumptions visible. Statements show financial line items. Use Statement settings to change period view and detail level when those controls are available. Dashboard shows summarized deal output. Use it for a quick read on the current underwriting view and then move into the underlying Inputs, Statements, and sources when you want detail. Graph shows connected deal context. Use it to inspect relationships between inputs, statement rows, and source-backed values. Selecting linked items can help you see where a value appears elsewhere in the workspace. ## Review flow Use these panels together. Start with Dashboard for orientation, check Inputs for assumptions that drive the result, review Statements for financial support, and use Graph when you need to trace relationships. Ask the Agent to explain a value, show sources, update supported assumptions, or draft the finding into a working document when something needs to move forward. If a panel says it is unavailable, close it and reopen the panel from navigation or the command palette.