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CFMA Benchmarker Template

for Sage 300 Construction and Real Estate
powered by Sage Office Connector

Save time completing the CFMA Benchmarker survey worksheet by allowing Sage Office Connector to automatically populate financial values directly from your accounting system.

Watch a short 3-minute video about this solution.

Have questions? Click here to check out our frequently-asked-questions page.

Prerequisites to use this template...

  • Participant in the Financial Benchmarker program (open to CFMA members and also non-members)
  • Sage 300 Construction and Real Estate
  • Sage Office Connector (add-in to Microsoft Excel)
    • Office Connector - Query (Standard or Designer)
    • Office Connector - Financials
  • Microsoft Excel (Click here for supported platforms)
Download the template
Note - You will need to enter your company name and any of your valid Office Connector license IDs to download this template. Click here for details.

Don't own Office Connector yet?

Click here to get information about Office Connector licenses and to contact Sage. Licenses can also be ordered from your Sage Business Partner.

Do More with Sage 300 CRE in Excel
Office Connector is an add-in to Microsoft Excel that integrates Sage 300 Construction and Real Estate with Excel. Use it to build reports in Excel that can be refreshed with a click of a button and also use it to send data from Excel into Sage 300 CRE.

Work In Progress Cost To Complete Graphs Union Reporting
Financial Statements Reconciliation Exception Reporting Forecasting
Cash Flow Statements Forms Rent Roll Audits

 

Robust Financial Reporting
With the financials add-on, special financial functions become available in Excel that allow you to create a full range of financial reporting solutions with ease.

Watch a 1-minute video about Office Connector Financials.
Watch a 7-minute video that takes a deeper dive into how Office Connector Financials works and how you can build your own financial statements in Excel.

Where to find your Office Connector License IDs

  1. Start Microsoft Excel
  2. Click the Add-ins tab on the ribbon.
  3. In the Menu Commands group, click the Office Connectordrop-down menu.
  4. Click the Help menu and then Licensing.
  5. Your company name (as it is stored in our system) and your Office Connector license IDs will be displayed. License IDs are shown as a string of 26 letters and numbers in groupings of five or six. Any valid Office Connector license ID may be used to download the template. You may copy and paste these values into the download page.