UK TradeTools Portfolio Add-On v3.1

See multiple projects in one place. The Portfolio Add-On brings together key commercial figures across a portfolio so you can compare revenue, costs, profit, debt and retention at a glance. Designed to complement UK TradeTools Pro using a straightforward manual data-transfer workflow rather than fragile external workbook links.

INCLUDED:

• Blank Portfolio Excel workbook

• Populated demonstration workbook

• PDF setup and user guide

FEATURES:

• Consolidated reporting for up to 50 projects

• Portfolio-level commercial summaries

• Clear dashboard showing financial performance across jobs

IMPORTANT: Values are transferred between workbooks manually. The Portfolio Add-On is not a live, automatic sync. The guide explains setup.

Support: UKTradeToolsSup@outlook.com