Company Dashboard

The Company Dashboard gives you a centralised view of each portfolio company, combining key metrics, insights, and tools to support data-driven analysis.

Demo Video: Walkthrough of the Company Dashboard

Watch the demo video below for a step-by-step guide on how to navigate and use the Company Dashboard.

Additional Features You Can Use in the Company Dashboard

The Company Dashboard provides an up-to-date overview of all key company data and insights. Additional to the demonstration above, you can also:

1. Download and Upload Historical or Forecast data using excel templates

2. Use the 3-dot menu next to any KPI to take quick actions including:

   • Updating Values to manually change or input the most recent metric

   • Edit in KPI Metrics to manage KPI settings like visibility, update frequency, required conditions, and default classifications

Tips for Using the Dashboard

• Use filters at the top of the KPI section to toggle between Commercial, Impact, and ESG metrics

• Click the 3-dot menu for quick access to company actions: update values, view audit logs, and edit in KPI Metrics

• Use tags, sectors, or attributes to streamline internal reporting

• Pin key KPIs to track what matters most to your fund's strategy