A smarter, faster way to connect your models to Daloopa.
Last year, we revamped the Updater screen to give analysts better visibility into data update status. This year, we’re taking it a step further.
Today, we’re rolling out the biggest upgrade to the Daloopa Excel Add-in yet — a full redesign that makes onboarding, retrofitting, and updating your models faster, easier, and more intuitive than ever.
Why We Redesigned the Add-in
We heard you.
- Analysts loved our data, but retrofitting was too cumbersome.
- Understanding what to do next was confusing.
- Users weren’t getting the full value of Daloopa’s model updating.
We knew we couldn’t solve these problems with small fixes. So we rebuilt the Add-in experience from the ground up.
What’s New
A reimagined Add-in experience — built to get you from zero to update-ready in minutes.
We didn’t just tweak the interface. We redesigned the entire experience around one goal: help you link, retrofit, and update models faster, with less friction and more control.
✅ Frictionless onboarding
Even first-time users can go from model to update-ready in under 5 minutes.
✅ Streamlined retrofitting
Whether you’re starting fresh and linking an existing model, the Add-in guides you step-by-step — no guesswork, no mess.
✅ More memory and personalization
We auto-detect company and structure with fewer clicks and smarter logic. You stay in control by reviewing every match.
✅ One home screen
No more tab-hopping. One central place to view your status, follow prompts, and update with confidence.
✅ State-based experience
The Add-in now reacts to the state of your model — not a one-size-fits-all process. You see only what matters for your workflow.
✅ Manual mapping, when you want it
Prefer hands-on control? Toggle to manual retrofitting for full transparency and mapping control.
Before vs. After: A Quick Look
| Old Add-in | New Add-in |
|---|---|
| Multi-tab, unclear flow | One-screen, guided onboarding |
| Manual, repetitive retrofitting | Smart suggestions and faster detection |
| Limited visibility into update status | Transparent, real-time progress and ETAs |
| High friction to first update | Update-ready in minutes |
Retrofitting, Reimagined
Our redesigned retrofitting flow removes guesswork and unnecessary steps — and gets you up and running in minutes.
What to Expect When You Log In to the New Add-in
- If your model does not have Daloopa links, you’ll walk through a guided retrofitting flow.
- If your model does have Daloopa links, you’ll jump straight into update status.
- You can always toggle between smart linking and manual control.
See It in Action
Want the full walkthrough? Here’s a demo showing how it all works from onboarding to updating.
Ready to try it out?
Set up a demo if you want to see how this can help your workflow!
