In Excel Format New ((free)) - Cma Data Report

CMA Data Report in Excel — Step-by-Step Guide

5 Mistakes to Avoid with Your New Excel CMA

Even with the best data, errors degrade trust.

Mixing Data Types: Never put "Active" and "Sold" in the same pivot table without a filter. Actives have no sold price; use list price as a proxy for ceiling value.
Forgetting Time Adjustments: If your sold comps are from 5 months ago and the market is rising 1% monthly, add a column to multiply the sold price by 1.05 (adjustment factor).
Ignoring Concessions: The new format includes concessions. Subtract $10k in seller credits from the sold price to get the net price.
Sending Raw Excel: Never email the raw export. Save a copy, then save a second "Client Friendly" version with locked cells and print areas set.
Rounding Errors: Use =ROUND() formulas for PPSF. Decimals confuse clients.

📊 CMA Data Report – Excel Template

Excel features & formatting

Prebuilt table styles, filters, and freeze panes.
Conditional formatting: highlight outlier comps, price-per-sqft differences >±15%.
Pivot-ready ranges and named ranges for each table.
Embedded small charts (sparklines) on Market Trends tab.
Formulas preserved (e.g., price per sqft, adjusted price calculations) so users can tweak and see live updates.
Printable report layout (portrait PDF-ready) and a cover sheet with company/agent branding placeholders.
Optional password-protect sheet for raw data.

Export options & UX

Button: “Export CMA Data Report (Excel)” with modal to choose:
- Date range for comps
- Radius (miles/km)
- Include photos (on/off)
- Include formulas (on/off)
- Branding (use account logo/name or generic)
Progress indicator and download link (XLSX).
Auto-save a copy to user's account files and optional email delivery.

1. Full Customization of Adjustments

Most CMA tools force you into their adjustment matrix (e.g., +$50/sq. ft. for a pool). With an Excel report, you can write your own formulas. Want to apply a nonlinear adjustment for luxury properties? Excel handles it. Need to weight recent comps more heavily than older ones? A simple weighted average formula solves it instantly. cma data report in excel format new