Studies & Workflow
Creating studies, tested party profiles, file upload, benchmarking parameters, manager review and partner sign-off.
Study Lifecycle: From Draft to Final Archive
The Quartyl study state machine end to end: the ten workflow states, which roles drive each transition, the deferred report and document legs, and the rejected and failed recovery paths.
Read docCreating a Study: The 3-Step Configuration Wizard
Create a study in the Quartyl three-step wizard: the study identity and data file, the tested party context, the benchmarking parameters, and what the pipeline does after you submit.
Read docSetting Up the Tested Party Profile (FAR, Functions, Assets, Risks)
The tested party profile in a Quartyl study: the entity under benchmark, the FAR characterization derived from functions, assets and risks, and how the profile drives the search and the screening.
Read docUploading Your Data File: Formats, Column Detection and Mapping
Upload a comparables data file to Quartyl: the accepted Excel formats, the upload and preview flow, how column detection recognizes the financial lines, and the mapping review.
Read docChoosing PLI, Years and Benchmarking Parameters
The parameters stored on every Quartyl study: the PLI and its formula, the data years and averaging method, the TNMM method, and the search scope filters that drive the run.
Read docMulti-Year Data: How Averaging Is Applied
How Quartyl consolidates multi-year comparables data: the detected years, the Golden Rule aggregation of raw financials, the single-year and multi-year choices, and the consistency a TPO expects.
Read docManager Review: Approving, Sending Back and Overriding
The In Review state in a Quartyl study: what the reviewer sees, approving into Report Generated, sending back with recorded reasons, and overriding comparable verdicts.
Read docPartner Sign-Off and Final Archiving
The back half of the Quartyl workflow: Report Generated, the on-demand Word and PDF document that produces Document Generated, the partner sign-off, and exactly what the archive locks and preserves.
Read docMy Tasks and Approvals: Working the Review Queue
What My Tasks / Approvals actually is in Quartyl — the state-tabbed study list behind the sidebar entry — how the dashboard approval queue is built per role, and what acting on an item moves.
Read docBrowse other sections
Read the manual, then run the study
Every page in this manual maps to a real feature in your workspace. Sign in and follow along with your own study.