One input record
A traceable model starts with a single view of the deal inputs. Fund identities, timing, economics, and source notes need stable labels before calculations begin.
That record should be readable by the dashboard, workbook generator, and validation layer instead of being recreated in each surface.
Fixed calculation logic
The workbook should be generated from known formulas and typed business rules. The goal is not to improvise formulas, but to make the same logic repeatable deal after deal.
When the team changes an assumption, the downstream impact should be visible in both the app and the exported workbook.
Reviewable outputs
Decision-makers need summary views, but analysts need the cells underneath those summaries. Traceability means both audiences can follow the path from source input to output.
That is the standard STRATA is designed around: structured inputs, fixed logic, and outputs that can be reviewed under time pressure.