Learn how to analyze your investments performance at a fund level
In order to access Investments Overview dashboards, you must be a VC admin or a VC member with access to the fund your company is assigned to.
- Navigate to APP at the top bar and select Investments Overview page from the left side menu.
- Select the correct fund(s)at the top of the page.
- Select either card or a chart from the top right button NEW
- Create fully customizable charts that you can utilize to visually compare different investment KPIs over time and name the charts as you wish.
- Display a specific investment metric by adding it as a card to the dashboard. At the bottom of the cards you can see 5-year, 3-year and 1-year growth percentages.
- Click the three dots on a chart to adjust the name, display period, metrics you’d like to view and the display type and colour for the metrics.